Succession planning is getting considerable attention in 2025, as the deadline draws nearer to the NCUA final rule requiring that federally insured credit unions have a written plan. With just a few months until the Jan. 1, 2026,… Read More

Succession planning has been a hot topic in the credit union space over the last several years, fueled in part by the National Credit Union Association’s rule that requires federal credit unions to establish a formalized succession planning… Read More

Scale is one of the hottest topics in credit union operations these days. With the rising cost of technology, operations, talent acquisition, and other business functions, the need for credit unions to become simultaneously bigger and more efficient… Read More

An analysis of credit union mergers for the first quarter of 2025 shows quarterly fluctuation in the number of approved transactions, with a slight decrease in merger approvals and the combined asset size of merging institutions. Looking at… Read More

Frontier Credit Union to Acquire First Citizens Bank of Butte CEO Advisory Group is pleased to announce our role as financial advisor to Frontier Credit Union in its strategic acquisition of First Citizens Bank of Butte, a transaction… Read More