How the Demand for Tech Talent Complicates Succession Planning

Succession planning for credit unions has become more complex these days because of the rapidly evolving skills required to run a financial institution. The rise of fintechs has changed the competitive landscape, making investment in technology—and the talent… Read More

Credit Union Merger Approvals 3Q 2023

NCUA approved 39 mergers in Q2 of 2023 which increased from 36 last quarter. The combined assets of merged credit unions totals $946M, which compares to $2.7B last quarter and $3.5B in Q3 2022. The mean and median… Read More

Succession Planning with an Eye Towards Mergers as an Option

Succession Planning & Mergers

CEO Advisory Group Explores Succession Planning And Mergers in Latest White Paper CEO Advisory Group explores the hot topic of succession planning in its latest white paper, including a discussion of when and why a merger may be… Read More