Growth in Turbulent Times

How Camden National Bank is Driving Growth with Proactive Data Strategy and Streamlined M&A

May 8 | 3 PM | Midtown NYC

May 8 | 3 PM | Midtown NYC

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This event is exclusively for financial services professionals. Completing this form is a request for registration. You will receive registration confirmation by email within two business days.

Join Us for an Exclusive Discussion on M&A and Data Strategy

When targeting growth and identifying new markets, regional banking institutions can look to mergers and acquisitions to fuel expansion. But what determines the success of a merger or acquisition? Beyond financial strategy, data management plays a pivotal role in ensuring a seamless transition, mitigating risks, and unlocking new opportunities.

Join Passerelle for a deep dive into how a modern data estate built on Qlik, Snowflake and AWS has enabled Camden National Bank to streamline growth by acquisition. Learn how agile data strategies are transforming the M&A experience, reducing complexity, and enhancing efficiency.

Beyond M&A, this conversation will explore how a modern data strategy can support Account Holder 360 initiatives, operational efficiency and AI Readiness. You will leave with real world examples from data leaders and industry experts that can help you create a future-ready data architecture.

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Who Should Attend?

This event is designed for:

  • Banking & Credit Union Executives navigating growth or considering M&A motions
  • Technology & Data Leaders managing system integration
  • Finance & Strategy Teams optimizing acquisition success
  • Customer Experience Professionals focused on retention and satisfaction

Key Discussion Points

The M&A Landscape in Banking

  • Acquire or Be Acquired? The driving forces behind today’s consolidation trends.
  • What makes for a successful merger or acquisition?

Technology & Data Integration

  • M&A technology consolidation- what’s the right approach?
  • Wins, discoveries and overcoming critical roadblocks.

Change Management & Strategy

  • Best practices for combining and consolidating technical teams.
  • Onboarding new teams to modern data systems and change management.

Customer & Member Experience

  • How to minimize disruption and improve the customer experience.
  • Using data-driven strategies to reduce attrition and improve retention.

Our Speakers

Josh Nash, SVP and Director of IT at Camden National Bank

Josh Nash

SVP and Director of IT at Camden National Bank

James McGeehan, Head of Banking and Capital Markets, Snowflake

James McGeehan

Head of Financial Services and Capital Markets at Snowflake

Renee Lau, AWS

Renee Lau

Principal, Financial Services Specialist at AWS

Greg Square

Greg Spencer

Director of Financial Services at Passerelle

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