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Will your allowance increase under CECL? By how much? Join us as we review the results from our groundbreaking study on the impact different CECL loss methods will have on your allowance calculations.

Many credit unions use board portal technology or in-house systems to provide directors with easy online access to board information. In theory, these systems are meant to make board communication simpler and secure, make board meetings more productive with easier setup and tools for directors to prepare. In reality, not all technology is created equal, nor is the support and service that goes along. Join this webinar to gain insight from experienced board administrators on how to assess if t...

Don’t fall behind when it comes to changing NCUA regulations for reporting executive benefits information. Hear an update on rule changes and what constitutes due diligence. Avoid unintended fines and lawsuits by learning the telltale signs of gaps in your non-qualified deferred compensation plans.

For many credit unions, a long-tenured board is a normal course of business. However, in today’s evolving world, it’s critical that board members stay current, informed and well-educated. Indeed, nonprofit board members are legally bound by what we often call the three D’s:  the Duty of Care, the Duty of Loyalty and the Duty of Obedience. Together, the three duties require today’s board member to actively participate, be (always!) informed, and ensure that the organization compli...

While employee financial wellness has been a hot topic for the past several years, 60% of employers feel its importance has increased. Join us for a discussion about the increasing strategic importance of employee financial wellness. This is a don’t-miss opportunity for leaders to learn from top experts and make practical improvements to both the lives of their employees and the bottom line of their credit unions.

Catching the eye of an executive search consultant and, ultimately, a board, with an impactful and well-written resume is a requirement to becoming a CEO. Readying yourself to be a CEO requires a blend of understanding the strategy, organization design, and of course, culture and talent. Exemplary CEOs leverage their strengths and have a granular understanding of the impacts and the unintended consequences of their weaknesses. Attend this webinar and discuss the development path to ready your...

This session will consider methods of implementing that oversight, discussing various organizational structures between the IT security department, procurement, legal, and the business unit. Security arrangements between a credit union and its vendors vest in the master agreement, and we will review certain contractual security provisions that dictate the relationship between them. But don’t worry; it will not be all law and compliance. We will have a bit of fun along the way as we learn ho...

This webinar will dive into the issues of making Member Business Services (MBS) a strategic initiative at your credit union. It will leverage the 35+ years of experience from the presenters to address the important “whys” and “how’s” of implementing a MBS department that gets results.

Big banks with deep pockets and high brand recognition, along with disruptors, are creating revolutionary new models for financial services, raising your members’ service expectations, and threatening your relationship with your members. Members are demanding an integrated experience that matches or exceeds the service they’re getting from non-financial businesses, and from old line players with "new games." Closing the gap between your members’ expectations and their experiences with y...