Find out more about SERPs and how they benefit credit unions and non-profits. In this webinar you will learn: -Differences between a 457(f) and Split Dollar -Impacts of a SERP to the credit union and executive from both an income and tax perspective -NCUA examiner guidance and tax law changes
Get an in-depth look into 457(f) plans, learn more about the benefits and the possible risks. At the end of this webinar, you’ll understand: -Reasons to offer a 457(f) plan -Risks to the credit union and executive based on design and products utilized -Underperformance options
Find out more about SERPs and how they benefit credit unions and non-profits. In this webinar you will learn: -Differences between a 457(f) and Split Dollar -Impacts of a SERP to the credit union and executive from both an income and tax perspective -NCUA examiner guidance and tax law changes
Get an in-depth look into Split Dollar plans, learn more about the benefits and the possible risks. At the end of this webinar, you’ll understand: -Reasons to offer a Split Dollar plan -Risks to the credit union and executives based on design and products utilized -Mitigation strategies
Get an in-depth look into Split Dollar plans, learn more about the benefits and the possible risks. At the end of this webinar, you’ll understand: -Reasons to offer a Split Dollar plan -Risks to the credit union and executives based on design and products utilized -Mitigation strategies
Credit unions often face a significant challenge in making sense of transaction data, making it hard for teams to understand members’ spending stories. In this webinar, Arkatechture and Alkami will demonstrate how to cleanse and classify complex transaction codes, transforming cryptic codes into clear, human-readable insights. By automating this process, your credit union can quickly
Find out more about Supplemental Executive Retirement Plans (SERPs) and how they benefit credit unions and non-profits. In this webinar, you will learn: – Differences between a 457(f) and Split Dollar – Impacts of a SERP to the credit union and executive from both an income and tax perspective – NCUA examiner guidance and tax
Even years after implementation, CECL continues to challenge finance teams, auditors, and regulators alike. From incomplete data, volatile forecasts, to black-box models and governance headaches, many institutions are still asking: “Are we doing CECL right?” Join our upcoming webinar as we break down the most pressing CECL pain points—what frustrates bankers, what auditors scrutinize, and
Boards and CEOs are constantly faced with the challenge of adapting to an ever-changing competitive landscape. This webinar will outline how boards and CEOs can evolve their governance response pattern and to better capture strategic opportunities and avoid critical governance challenges. We’ll dive into the essential skills and practices boards will need, how to support
Join us for Vizo Financial’s 2025 virtual Payments Conference, an immersive online event on November 5-6 that will unite credit union professionals and payment industry leaders for an in-depth exploration of the evolving payments landscape. This year’s agenda is packed with essential sessions focused on the most critical payments issues and advancements facing today’s payments
Look beyond the headlines to better understand what is driving current market trends and how they could impact credit union investment portfolios.
A rethink of closing costs, rate relief, and employer partnerships helped 7 17 Credit Union build an affordable housing mortgage program that works.
Where is mortgage growth coming from right now? This week, CreditUnions.com covers a mix of home equity campaigns, targeted affordability programs, and niche lending strategies that are bringing borrowers back into the market.
Home equity lending is a winning option for credit unions in today’s mortgage environment. Learn how three different shops meet members’ needs.
Manufactured home loans can provide members access to affordable housing, including those in rural areas. Two credit unions share how they approach the niche product.
After a prolonged slowdown, signs of life are returning to mortgage lending. Growth is uneven, with first-time buyers and shifting rate dynamics driving activity in select segments.
The Michigan cooperative keeps everyday payments working and members happy by using a common friction point to build brand loyalty.
How a former Sam’s Club finance leader adapted his member-first mindset to a not-for-profit credit union.
How a novel role instills SchoolsFirst FCU’s future leaders with an appreciation for its past.
Arriba Advisors co-founder Tom Russell explores how credit unions can bridge the gap between a growth mindset and their technical reality.