Podcast

Thriving through mergers & acquisitions in U.S. banking

12 August 2025
12 August 2025
44
mins

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.

Want more insights into the future of banking? Check out our content hub for impactful podcasts, blogs, and whitepapers.

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Host
Presenters
Tim Rutten
Tim Rutten
Chief Marketing Officer, Backbase
Alex Jimenez
Alex Jimenez
Lead Principal, Value Consulting, Backbase
Guest
Carla Higgins
Carla Higgins
Senior Vice President, Strategic Project Management at CNB Bank
Sumeet Grover
Sumeet Grover
EVP, Chief Strategic Growth & Digital Officer at UFCU
Osman Ulhaq
Osman Ulhaq
EVP, Chief Strategy & Growth Officer at OneAZ Credit Union
Nate Porter
Nate Porter
Director at West Monroe
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