Bank Mergers and Its Effect On Your Customer Base: Minimizing the Impact on 
Customer Attrition 


** Discounts apply for early registration. See information below to register in 
this event. **
 
Summary: Mergers have become an important self preservation tool for banks and 
financial institutions in the wake of the global financial crisis. These firms 
however face considerable challenges with respect to M&A activity and its 
potential negative impact on their customer bases. In the customer’s mind, it’s 
all about trust and confidence and people lose faith when they see mergers as a 
result of financial duress. Thus, it is necessary to lay out plans that can 
prevent consumer attrition and reassert confidence during the interim period. 

How do mergers affect consumers of the banks involved? What factors erode 
consumer confidence on in the institutions and what can be done? The Knowledge 
Group is assembling a panel of distinguished professionals to help banks, 
financial institutions, and industry watchers understand the impact of bank 
mergers and to teach them how to retain consumers in these turbulent times.The 
event will take place on November 18, 2009, 3:00pm to 5:00pm (ET). 


Register for this event:
https://web.memberclicks.com/mc/quickForm/viewForm.do?orgId=gkc&formId=67113


FEATURED SPEAKER LIST: 

KPMG LLP 
Timothy Phelps 
Partner 

KPMG LLP 
Carl Carande 
Principal, Advisory and Banking and Finance 
 

Check for Updates, Speaker Bios, Event Details etc:
http://www.knowledgecongress.org/event_2009_Bank_Mergers.html

Registration Information:

** Discounts apply for early registration. See information below to register in 
this event. **


Bank Mergers and Its Effect On Your Customer Base: Minimizing the Impact on 
Customer Attrition 

Date: Wednesday, November 18, 2009 
Time: 3:00pm to 5:00pm (ET)    


Registration Link (click link below or copy and paste into your browser):
https://web.memberclicks.com/mc/quickForm/viewForm.do?orgId=gkc&formId=67113

For Group registrations please click 
http://www.knowledgecongress.org/group_registration.htm or call 1.800.578.4370 
for more info.


Unlimited Attendance Plans:
The Knowledge Group/The Knowledge Congress Live Webcast Series has an extremely 
affordable benefit rich group preferred plan for companies that send multiple 
people to multiple webcasts. In addition to saving, you'll receive many 
exclusive benefits. Click 
http://www.mediafire.com/file/gzjmjgengmt/Unlimited_Attendee_Plan_21709r.pdf to 
download the brochure. 


Important Notice:
Discounts apply for early registration. If you have a scheduling conflict and 
can't attend this live event on its scheduled date, you may want to order the 
full recording of the event for your review at your convenience. 
Please email: i...@knowledgecongress.org for any question or if you wish to 
order the recording.


Course Level: Intermediate 
Prerequisite: None 
Method Of Presentation: Group-Based-Internet 
Developer: The Knowledge Conference 
Recommended CLE/CPE Hours: 1.75 - 2.0 (Please note, your State Bar or 
Accounting Board will make the final determination with respect to continuing 
education credit. If you are applying for CLE credit in Texas you must register 
20 days before the event date.) 
Advance Preparation: Print and review course materials 
Course Code: 093918 
Course Fee: $199 - $299 
NASBA Sponsor Number: 109004 
 


CLE

We are an approved multi-event sponsor in the state of California. Our provider 
ID is: 14451. In Texas, Illinois, and Virginia, we submit programs for 
individual approval in advance. In all other states, once attendance is 
verified, participants are emailed an official certificate of attendance which 
they submit to their respective State Bar Associations. Our programs are 
created with continuing education in mind and are therefore designed to meet 
the requirements of all State Bar Associations. If you have any questions, 
please email our CLE coordinator at: i...@knowledgecongress.org

Attention New York Attorneys: 

This program is approved for CLE credit under New York’s Approved Jurisdiction 
policy. The Knowledge Group, LLC is an approved sponsor in the state of 
California, a New York Approved Jurisdiction. This program fulfills the 
non-traditional format requirement of exceeding 60 minutes in length. Please 
note only experienced attorneys (more than 2 years) are eligible to receive CLE 
credit via non-traditional format learning platforms. The Knowledge Group will 
verify attendance during the webcast via secret words (3 per credit hour) and 
by auditing attendees log in and log out records. All verification instructions 
will be provided during the webcast. Once attendance verification requirements 
have been completed, the attendee will be issued a certificate of attendance be 
The Knowledge Group for the course with the recommended number of credit hours. 
The Certificate of Attendance is normally sent via email in 24 hours or less. 

To Claim Your CLE Credits: 

The attorney should simply include credits earned via Knowledge Group webcasts 
when computing the total number of CLE credits completed, and keep the 
Knowledge Group Certificate of Attendance for a period of at least four (4) 
years in case of audit. An attorney may count towards her/his New York CLE 
requirement credit earned through the Approved Jurisdiction policy without 
notifying the CLE Board. 

To learn more about New York’s Approved Jurisdiction policy. Please visit: 
http://www.nycourts.gov/attorneys/cle/approvedjurisdictions.shtml 

CPE Sponsors

The Knowledge Conference is registered with the National Association of State 
Boards of Accountancy (NASBA) as a sponsor of continuing professional education 
on the National Registry of CPE Sponsors. State boards of accountancy have 
final authority on the acceptance of individual courses for CPE credit. 
Complaints regarding registered sponsors may be addressed to the National 
Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 
37219-2417. Website: www.nasba.org

Enrolled Agents Sponsor ID Number: 760 

We have entered into an agreement with the Office of Professional 
Responsibility, Internal Revenue Service, to meet the requirements of 31 Code 
of Federal Regulations, section 10.6(g), covering maintenance of attendance 
records, retention of program outlines, qualifications of instructors, and 
length of class hours. This agreement does not constitute an endorsement by the 
Office of Professional Responsibility as to the quality of the program or its 
contribution to the professional competence of the enrolled individual.  


To view a list of all upcoming events, check our Events Calendar via the link 
below:    
http://www.knowledgecongress.org/events.htm

Disclaimer: Please note, the event date is firm although it may be subject to 
change.
Please check http://www.knowledgecongress.org/date_policy.html for details.

About The Webcast Organizer:
The Knowledge Congress is a series of live webcasts produced by The Knowledge 
Group, LLC, which examine trends, regulatory, and technology changes across a 
variety of industries. "We bring together the world's leading authorities and 
industry participants through informative two-hour webcasts to study the impact 
of changing regulations." 
 
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