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CU2312
What's Going on in M&A? Know Before You Acquire
Date
October 24, 2023
$49
Standard Price
This product is also available as part of the following products:
This includes sessions from the conference: 2023 AICPA & CIMA Conference on Credit Unions
Changes in business operations as a result of the pandemic, talent shortages, rising interest rates, and a liquidity crunch has created new challenges for credit unions. These circumstances have also provided opportunities for credit union partnerships and mergers. This session will include a panel of experts who have assisted credit unions successfully navigate the strategic merger process. Topics will include current trends in credit unions and bank acquisitions, member value proposition, common pitfalls and keys to success.
Learning Objectives
- Analyze current trends in credit unions and bank acquisitions
- Determine common pitfalls and keys to success
Speakers
David Milkes, CFA, CPA
Director of M&A and Strategic Advisory, Doeren Mayhew
Partner, Luse Gorman, PC
Moderator
Bob Parks, CPA
Shareholder, Doeren Mayhew
Session Categories
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