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NAFCU CFO Summit
Sep 20-22, 2022
Annapolis, MD
Finance at the Forefront of Merger & Acquisition Opportunities
Finance has always been an integral part of the M&A process. However, until relatively recently, that role for many finance teams has been primarily focused on performing financial due diligence and integrating financial systems.
As creating scale and optimizing the financial structure are increasing in importance, many CEOs are leaning more heavily on finance teams to be at the forefront of identifying and presenting strategic opportunities of M&As that align with the credit union’s strategy and decision drivers. This session is designed to help those who want to elevate their approach and contribution to their M&A process.
This session is designed to help those who want to elevate their approach and contribution to their M&A process. Key points will include:
– A process for prioritizing areas to scale and needs for optimizing the structure
– How to evaluate and identify the financial structures that may be the best fit for your organization
– Questions to consider when evaluating potential opportunity costs and possible new strategic initiatives and/or delays of current strategic initiatives
C. myers will be speaking on Tuesday, September 20 at 1:15 pm ET.
