The Next Chapter for Credit Unions: M&A, Digital Engagement, AI, and Technology

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A free webinar brought to you by CUNA Strategic Services and Wipfli

Presenters: Barb Lowman, President, CUNA Strategic Services; Anna Kooi, National Financial Services Industry Leader, Partner, Wipfli; Ken Kulawiak, Senior Manager, Wipfli; Paul Ouweneel, Partner, Wipfli; and Robert Zondag, Partner, Wipfli

As credit unions navigate digital transformation through AI, cloud adoption, and open banking, they encounter increased cybersecurity risks and operational challenges. The rapid pace of M&A activity introduces additional integration risks and concerns. However, these shifts also present significant opportunities for innovation, growth, and member-centric evolution when approached strategically.

Credit unions can seize this moment by adopting a proactive, member-first mindset. Prioritizing cybersecurity while reimagining the member experience ensures growth and trust. By embedding security into every step of their digital journey, leveraging M&A to drive innovation, and aligning technology investments with member needs, credit unions can turn these challenges into strategic opportunities.

Key takeaways:

  • The future of institutions lies in becoming indistinguishable from technology companies
  • Expanding digital footprints brings both growth opportunities and heightened cybersecurity risks
  • M&A activity will accelerate
  • Reimagining the member experience is no longer optional
  • Balancing innovation with proactive risk management is the key to sustained growth and resilience

Don’t miss this opportunity to prepare for the future!

 

 

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Wipfli

Wipfli LLP is an advisory firm offering expansive services in tax, audit, risk, M&A, strategic planning, operational performance, and digital transformation. Wipfli professionals bring real-world experience to deliver the industry, compliance, and technology knowledge you need. We understand the realities you face and provide the guidance necessary for success. Our experts use decades of industry experience and innovation to help clients transform faster, engage smarter, and achieve tangible results. Others see problems. We see possibilities.

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