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2021 AICPA & CIMA Conference on Credit Unions

CU2117 - M&A Strategies in the Current Environment

Oct 20, 2021 10:40am ‐ Oct 20, 2021 11:30am

Standard: $49.00


Despite the pandemic related challenges faced during the last year and a half, credit unions continue to seek opportunities to supplement organic growth. Credit union to credit union mergers have continued at a steady pace, while the size of banks acquired by credit unions is increasing. Credit unions are also strategically acquiring other types of companies which support their member service delivery expansion. A panel experienced in credit union acquisitions will look at strategic, financial, and accounting considerations for acquisitions, while sharing examples of subsequent challenges and performance vs. expectations.

Learning Objectives:
  • Recognize the types of acquisitions that credit unions are making and the strategic considerations
  • Identify post-acquisition challenges and how opportunities can be leveraged


Tags: CFO
Category: Concurrent Session Online

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