June 15, 2019

Jeff Cardone presented at the New York Credit Union Association Excel 19 Forum on June 15, 2019.  The presentation titled “Do You Want to Buy a Bank?”  The presentation focused on how the acquisition of banks by credit unions has become more common.  The presentation also analyzed the factors that drive credit union/bank transactions, including how a bank acquisition is structured, the regulatory approval process and key considerations when assessing whether an acquisition of a bank should be a part of the credit union’s strategic plan.