Webinars
At Remedy Consulting, we’re committed to being your trusted partner. Join us for our complimentary quarterly webinars, where our seasoned executives share industry-leading insights. These webinars cover a range of topics, including fintech services, contract negotiation, and system selections. We look forward to having you at our next webinar—let’s learn and grow together!
May 140, 2025
12:00 PM - 01:00 PM CST
Mergers & Acquisition: State of the Industry & What to Know if Your Financial Institution is Considering Merger or Acquisition Webinar
Mergers and acquisitions (M&A) have significantly increased in recent years, with a 30% surge in Q1 2024 compared to the previous year. This trend is expected to continue, potentially leading to a significant consolidation of the Financial Services industry over the next two decades. As financial institutions consider M&A, it’s crucial to carefully assess vendor costs, timing, and contract terms. By addressing these factors and seeking expert guidance, financial institutions can optimize their M&A strategies and secure the best possible outcomes.
This presentation will be presented by a consultant from Remedy Consulting to discuss the deconversion and business terms of the acquisition as well as a lawyer at a partner law firm that will talk about the legal side.
Key Takeaways:
M&A Surge: Mergers and acquisitions have significantly increased in recent years.
Industry Consolidation: The financial services industry is undergoing significant consolidation.
Vendor Costs: Vendor costs can be a significant factor in M&A deals.
Timing: The timing of a merger or acquisition can impact financial outcomes.
Contract Review: Careful review of contract terms is essential to avoid unexpected costs.
Expert Guidance: Seeking expert advice can help optimize M&A strategies and secure the best possible outcomes
Who should attend: CEO, CFO, CIO, VP of Legal, Strategic Officers, Holding Company C-Suite Members, President, etc.
Registration:
Price includes live access plus 30 days OnDemand playback
Extend your OnDemand playback access from 30 days to 120 days $99.00
Additional Live Access $99.00 per person
Access: If purchased Live, you will have access to the live session plus 30 days. If purchased OnDemand, you will have access to training for 90-days from registration date.
Who Should Attend? COO’s, CIO's, CFO’s, Senior Management, anyone thinking about M&A
Presenter(s):
Charlie Kelly - Partner, Remedy Consulting
Phil Buffington - Partner, Balch & Bingham, LLP
We wanted to ensure our pricing and contract terms were in line with those of other financial institutions. Remedy had the tools and knowledge to help us out. The process, from beginning to end, lasted about 4 months. Remedy took care of all the negotiations and simply kept us apprised of where the negotiations were at and how they were going.
Ben Hansen, CEO
RSNB Bank, Rock Springs, WY
Remedy Consulting was able to achieve much more than our expectations during our core contract negotiation including significantly lower rates and contract language that much more favorable to the bank. We were extremely impressed with the project management and professionalism shown by the Remedy Team. Highly recommended.
Walker Jordan, President
Bank of Monticello
Remedy's negotiation skills led to measurable savings for our community bank. We particularly commend Brian's expertise in negotiations. Remedy Consulting has been a valuable partner, and we look forward to continuing our collaboration.
Brent Stephens, CFA, COO/CFO
Bank of Grand Lake, Grove, OK
After completing one renewal on your own, it was evident that market pricing information was necessary for an effective negotiation. Remedy was able to provide that plus other contract information that made for a positive renewal. Remedy was able to achieve more than our expectations, including significantly lower rates.
Amy Johnson, COO
Dairy State Bank, Rice Lake, WI
Cornerstone Bank thanks Remedy Consulting as a strategic partner in core contract negotiation. Brian, Project Manager, streamlined the process of our core vendor renewal and advised us as to the new technologies that we could continue/implement and still receive a cost reduction on our five-year contract. We are happy to highly recommend Brian and the Remedy Team.
John Doull, President
Cornerstone Bank, Overland Park, KS
Our organization was engaged in a negotiation with our core provider for a contract renewal. Although we were already well into the process, I made the decision to hire Remedy because I felt the negotiations were taking too long and consuming too much of my management team's time.
Josh Hoppes, CEO
Mutual Savings Association, Leavenworth, KS
