Episode notes
Recorded live at Backbase ENGAGE Americas, Episode 61 of Banking Reinvented is a panel discussion that deep-dives into mergers and acquisitions, which aren’t just accelerating — they’re becoming a defining feature of the modern financial landscape.
In this episode, moderator Alex Jimenez is joined by an all-star panel of M&A experts, including Carla Higgins (CNB Bank), Sumeet Grover (UFCU), Osman Ulhaq (OneAZ Credit Union), and Nate Porter (West Monroe). Together, they discuss everything from recent trends to customer/member impact and ways to balance the promise of growth with the complexity of integration.
Tune in to hear from the leaders who are making the M&A journey work, whether as buyers, sellers, or strategic partners helping to drive transformation at scale.
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Keywords
bankingBackbasemodernizationleadershipbankstechnologydigital transformationdigitalfinanceAIartificial intelligencecustomersintegrationsdataEngagecredit unionsfintechfemale leadershipChange managementAmerican bankingBanking in the USMergersM&Agrowthintegrationmember experience