Mortgage Banking (Know When to Hold'em, Fold'em, Hedge'em) iconMortgage Banking (Know When to Hold'em, Fold'em, Hedge'em)

Mortgage Banking (Know When to Hold'em, Fold'em, Hedge'em)

Oct 21, 2020 1:20pm ‐ Oct 21, 2020 2:35pm

Identification: CU2022

This session is intended to provide attendees with an overview of the current mortgage banking environment, discuss strategies companies are employing to navigate the current mortgage market, and offer the latest updates on relevant accounting and reporting requirements.

Learning Objectives:
  • Gain and understanding of current mortgage banking environment
  • Evaluate current mortgage banking strategies
  • Recognize mortgage banking accounting and reporting requirement updates
Category: Concurrent Session (Online)
Credit Union Merger and Acquisition Preparedness and Considerations iconCredit Union Merger and Acquisition Preparedness and Considerations

Credit Union Merger and Acquisition Preparedness and Considerations

Oct 21, 2020 1:20pm ‐ Oct 21, 2020 2:35pm

Identification: CU2023

The session will review three key areas:

1. Overview of the current credit union merger landscape including acquisitions of banks

2. Key areas that credit unions can prepare themselves for related to a merger -- both leading to a merger and for merger integration

3. Most common merger "gotchas" including key Finance & Accounting considerations

Learning Objectives:
  • Understand what credit unions should do to be properly prepared for a credit union merger or bank acquisition
  • Understand the key financial and accounting implications to incorporate into a merger integration plan
  • Share the current merger landscape, dynamics and motivations for merger partners
Category: Concurrent Session (Online)