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Home » Education & Events » Online Education & Training » Coffee and Capital Markets Education Sessions

Coffee And Cm Ed 600

In need of balance sheet strategies and a mid-morning pick-me-up? Alloya’s Capital Markets Group has you covered! Our Coffee & Capital Markets webinars deliver the perfect blend of friendly conversation, industry insights and expert advice for anyone looking to up their game in the world of capital markets. From loan participations to sale-leasebacks to mergers and acquisitions, there’s something on the menu for everyone. Whether you prefer a bold Colombian roast or a pumpkin spice latte, you’re welcome to join the conversation. So grab a mug of joe, pull up a chair and let’s talk.

Upcoming Sessions

October 6 | Mergers, Markets & Morning Brew: Sip, Strategize and Stay Ahead of the M&A Curve

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Mergers and acquisitions (M&A) continue to reshape the financial services landscape, creating both opportunities and challenges for credit unions navigating an increasingly competitive environment. If you’re looking for an insightful conversation on this timely topic, you won’t want to miss our next Coffee & Capital Markets event. On October 6 at 9:30 am CT, Bill Paton, Director of Capital Markets at Alloya, and David Milkes, Principal for Doeren Mayhew Advisors, will sit down to discuss trends influencing merger activity, strategic considerations for credit union leaders and what institutions should be watching as the M&A landscape continues to evolve.

With more than 15 years of experience advising clients on mergers and acquisitions, business valuations, ownership restructures and strategic planning, David brings a unique perspective on the forces shaping today's M&A environment. Whether your credit union is actively exploring growth opportunities or simply looking to stay informed, you'll gain valuable insights from an advisor who has guided organizations through complex strategic decisions and transformational change.

So, grab a steaming mug of your favorite coffee or a pumpkin spice latte and join your peers for an engaging discussion designed to help you stay informed, strategic and ahead of the curve. Register today to reserve your seat at the table!

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Recorded Sessions

Want to watch video recordings of past Coffee & Capital Markets events? Click on a session below to submit a request form to receive a link to the recording of your choice.

Mochas and Maturities: Brewing Investment Strategies for Today’s MarketExpand

Held August 19, 2026

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Available until November 19, 2026

CUSOs & Cold Brew: Driving External Growth with CUSOsExpand

Held July 14, 2026

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Available until October 14, 2026

Pour Overs & Portfolio Risk: How Credit Unions Can Use Data to Execute Smarter in Capital MarketsExpand

Held June 23, 2026

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Available until September 23, 2026

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