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Upcoming Events

CFO Roundtable: Exploring the evolving M&A landscape

5/7/2026 12:30 PM - 02:30 PM (CT)

Type: Live Webinar

Industry: Financial services

Service: Transaction advisory services

Seats Remaining: 989

Event Contact:

Name: Forrester Sey

Phone: 404.420.5720

Email: forrester.sey@wipfli.com


Join us for Wipfli’s CFO Roundtable, a quarterly learning forum for chief financial officers, chief risk officers, controllers and other accounting leaders in financial institutions.

On May 7th, we’ll take a closer look at the evolving M&A landscape and what the activity means for financial institutions. We’ll also discuss upcoming changes in purchase accounting and how to prepare for new reporting requirements.

This session will help you:

  • Understand the current M&A climate. Hear about recent trends, transition activity and factors shaping the M&A environment.
  • Prepare for changes in purchase accounting. Learn the latest on the proposed accounting standard for purchased loans and how it may affect financial reporting.
  • Navigate M&A with confidence. Discover practical considerations for evaluating opportunities, planning transactions and supporting successful integrations.

As M&A activity accelerates and accounting standards evolve, staying informed is essential for strong decision-making and audit readiness. Join us in April for timely insights to help your institution navigate change and plan with confidence.

Speakers

Stephanie Suchla
Stephanie Suchla, CPA
Senior Manager, Wipfli Advisory LLC
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Morgan Crowley
Morgan Crowley, CPA
Senior Manager, Wipfli Advisory LLC
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Paul Ouweneel
Paul D. Ouweneel, CFA, CPA, ABV, CFP
Partner, Wipfli Advisory LLC
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