Credit Union Executives

WELCOME TO THE ACT ADVISORS BLOG WHERE YOU’LL FIND THE LATEST ARTICLES, VIDEOS, AND PODCAST EPISODES FROM OUR TEAM

How Credit Union Leaders Can Master Bank Acquisitions

Bob Steensma of Five Star Credit Union and David Southall of Innovations Credit Union share their bank acquisition experiences, strategies, and lessons learned from integrating new teams, ensuring cultural alignment, and overcoming operational challenges. Learn how to evaluate the financial feasibility of acquisitions, retain employees and customers, and streamline complex system conversions. Whether you’re considering your first acquisition or refining your approach, Southall and Steensma provide a roadmap towards success. Don’t miss the key takeaways from their years of experience and discover how to grow your credit union strategically while maintaining your values. Listen to the full podcast episode to explore these insights further and equip your team for your next big move.

Read More »