In this episode of In the Know, hosts David Stone and Susan Weber are joined by BerryDunn Senior Manager Leah Clair and Principal Kaylyn Landry, who recently participated in a panel at the FMS Forum in New Orleans on mutual holding company structures and why they may be a valuable strategic option for community banks.
Highlights of the discussion:
- How mutual holding company structures can help community banks while preserving local focus
- Strategic benefits such as flexibility, shared services, operational efficiency, and more
- Importance of clear goals, communication, education, and board alignment
- Audit and reporting considerations
Join us for this insightful discussion on the Mutual Matters initiative.
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