Insight
Analysis for credit union boards and CEOs: quarterly merger data, independence and succession decisions, and bank acquisitions.
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CEO retirement · Insight · October 2023How Mergers Can Build the Talent Pipeline
Where will your future leaders come from? The question has taken on greater urgency in today’s quickly changing workforce. CEOs are retiring at an unprecedented rate, fue…
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Bank acquisitions · Insight · September 2023Why Credit Unions Are Acquiring Banks at a Record Pace
When credit unions look for merger partners, they increasingly are considering banks. S&P Global reports that credit unions entered into a record number of bank acqui…
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CEO retirement · Insight · July 2023Two Key Issues for Boards: Succession Planning and Merger Considerations
by Teresa Freeborn, Guest Writer
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Scale · Insight · July 2023Digital Is Becoming More Important in Merger Considerations
Digital has been an absolute game-changer in the financial services market. Credit unions in the aggregate are doing a fine job keeping pace with the competition, offerin…
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Approached · Insight · May 2023Too Many Credit Unions Lack a Merger Policy
There are two potential approaches that credit unions can take to address merger opportunities: proactive or reactive. A proactive approach entails having a structured po…
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Right partner · Insight · April 2023Financial Accounting Standards Board Moving Forward with Changes to Merger Accounting Standards
If you’re pondering the best timing for a potential merger acquisition, then one of the issues you should consider is the Federal Accounting Standards Board’s ongoing con…
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Remain independent · Insight · December 2022Does Your Board Governance Provide a Framework for Addressing Mergers?
Most important decisions in life require a framework from which you can understand the full picture and gain insights regarding the pros and cons of the pathways that lay…
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CEO retirement · Insight · October 2022CEO Perspective - Obstacles to Mergers
We've talked about the people or groups of people who are sometimes averse to considering a merger when a potential partner presents itself, but we haven't really address…
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Approached · Insight · April 2021Credit Union Guidelines for Merger Proposals
Has your board of directors developed a former merger policy or guidelines for considering a merger?
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Approached · Insight · April 2021Director Perspective - Obstacles to Mergers