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

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!