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Summary
The North American credit union landscape is evolving rapidly—and leaders need to stay ahead of the curve. As we reach the midpoint of 2026, volatility in fixed income markets is influencing strategic decisions, with credit unions across the U.S. and Canada pursuing markedly different growth paths shaped by their unique regulatory environments. In the United States, we are witnessing unprecedented scale through large credit union mergers and a notable trend of credit unions acquiring community banks, fundamentally reshaping the competitive landscape. Meanwhile, Canadian credit unions are charting a distinctly different course—some are consolidating power within their provincial borders through strategic mergers and asset acquisitions, while others are seeking to operate nationwide.
Join us for webinar where we'll leverage S&P Capital IQ Pro to analyze recent M&A trends, examine how fixed income markets are influencing transactions and compare deal structures across North America.
Speakers
S&P Global Market Intelligence
Patricia Medina
Associate, Sell Side Data & Research
In her role, Patricia Medina supports Capital Markets clients in the Americas. Drawing on her background in financial services and investment management, Patricia brings insights from her prior positions as a Multi-Asset Market Strategist, Investment Analyst, and Credit Analyst. She authors articles on capital markets, sectors, indices, and data-driven solutions. She holds a Master of Science in Technology (STEM) from New York University in NYC.
McQueen Financial Advisors
Charley McQueen
President & CEO
Charley McQueen is the founder of McQueen Financial Advisors which was established in 1999. We provide three primary services to our clients who are financial institutions, foundations and nonprofit entities.
Our services cover three primary areas.
One - Asset Liability Management & CECL reporting and advice.
Two - Investment Portfolio Management Services including alternative investments.
Three - Valuation Services, including Merger Valuations and Transaction Advisory Services.
Today, McQueen Financial Advisors advises clients across the United States and manages investment portfolios with a combined value of nearly $14 billion.
Canadian Credit Union Association
Sabena Sandhu
Manager, Policy
Sabena Sandhu is the Manager of Policy at the Canadian Credit Union Association. In this role, she’s the association’s advocate on national policy files, including credit union growth, payments modernization, and consumer-driven banking. Sabena regularly engages with federal policymakers to help ensure that both federally and provincially regulated credit unions are meaningfully represented in the development of federal initiatives and policy frameworks. With a strong focus on driving positive change, Sabena works to help credit unions thrive in an evolving financial landscape.
Questions?
Please contact us if you need more information or have trouble accessing the webinar.