Quench your thirst for a better conversation
BerryDunn’s financial services experts are excited to be joining you at FMS Forum 2026! We’re bringing our fresh perspectives, industry insights, and client-centered approach to New Orleans, where we look forward to connecting with you!
You’re invited!
Join us at our educational session: Monday, June 15, 3:00 PM – 4:00 PM CT
Mutuals Matter: Strategic Insights into Holding Company Formation and M&A
BerryDunn Senior Manager Leah Clair will moderate the session, and Partner Kaylyn Landry will be a panelist, along with a full panel of banking and accounting experts.
Get a comprehensive, practical guide to understanding and implementing the mutual holding company (MHC) structure. This session explores the strategic rationale, regulatory framework, and accounting treatment of MHC formation and merger and acquisition (M&A) activity. It will also highlight the Mutuals Matter initiative—an advocacy and education platform that underscores the relevance and resilience of mutual institutions in today’s financial landscape.
Let’s connect
Be sure to connect with Leah and Kaylyn after the session.
See you in the Big Easy!
Missed our session or looking for additional guidance?
We’ve curated recent insights from our thought leaders to help you lead your financial institution with confidence, clarity, and a strategic eye toward the future.
- Financial Institution Insights April 2026
The latest issue of INSIGHTS explores fraud trends, 2026 meal deduction changes, the FDIC Q4 2025 banking profile, and recent episodes of our In the Know podcast. Read now
- Are you integrating AI the right way?
Tune in for our insightful podcast series on AI integration best practices. Our experts talk strategy, data readiness, risks and ethics, legacy systems, governance, ROI, and building an AI-ready culture. Listen now
- What’s your leadership transition plan?
BerryDunn recruitment expert Sarah Olson offers guidance on leadership transitions, including identifying high‑potential employees, developing internal leaders, and prioritizing a strategic succession plan. Learn more
- What do proposed payment stablecoin rules mean for community banks?
Recent proposed rules from the OCC and FDIC under the GENIUS Act aim to define how payment stablecoins fit within the traditional banking framework. Even if your institution isn’t planning to issue stablecoins, the proposals have important implications for community banks. Learn more
Need help? Ask the Advisor.
Skip to Main Content