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CFO Roundtable Exploring the evolving MA landscape

Stephanie Suchla
May 11, 2026

The spring CFO Roundtable explored the evolving M&A landscape — and what recent activity means for financial institutions. Our panel also discussed upcoming changes in purchase accounting and how to prepare for new reporting requirements.

Watch the replay on demand to:

  • 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. Watch this session for timely insights to help your institution navigate change and plan with confidence.

 

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Author(s)

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

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