Working Together: Case Studies on Strategic Collaborations

Thursday, September 11, 2014
8:30 am - 12:30 pm
Federal Reserve Bank of San Francisco- LA Branch
950 So. Grand Ave
Los Angeles, CA 90015

There is no cost to attend, but advanced registration is required by Friday, September 5. This event will fill up early so please register today! Registration is limited to 2 persons per organization.

While all interested parties are welcome, this convening is ideal for executive directors, CEOs, CFOs, COOs and applicable members of the board of directors.

Please arrive 20 minutes early as public parking is now limited due to heavy commercial real estate construction in the downtown area. A short 1 or 2 block walk may be required. Validated parking is ONLY available at the Athena parking garage located at 725. S. Grand between 7th and 8th Streets on the west side of Grand (about 2 blocks from the Fed Building). Should participants decide they will need to park closer, there are several other parking lots in the immediate area (for which we are unable to provide validation).

Breakfast will be provided.

In the Southern California affordable housing market, are there too many developers and not enough tax credits? Are there opportunities to strengthen organizations through strategic collaborations? Mergers and acquisitions may be the answer to many of the challenges in today’s affordable housing industry. The goal of the session is for participants to observe and learn how organizations have formed strategic partnerships to become more efficient market players.

Topics to be discussed include:

  • Knowing when to consider a merger or acquisition
  • Examining complementary organizational strengths
  • Determining the best cultural fit
  • Developing a comprehensive due diligence process
  • Using a merger or acquisition to improve financial health and increase impact
  • Learning the role of board members, senior staff and consultants during the process
  • Understanding the cost and timing of mergers and acquisitions
  • Anticipating the myriad of crises that can be avoided
  • Using a merger or acquisition to expand mission, business lines and/or geography
  • Deciding when to abandon consideration of a merger or acquisition


Melody Winter Head, Regional Manager, Community Development
Federal Reserve Bank of San Francisco
(213) 725-3726


  • Enterprise Community Partners
  • Federal Reserve Bank of San Francisco