Credit Unions

NAFCU | Attracting and Retaining Executive Talent with Fair and Reasonable Compensation

Kirk presented with Rich Brock on executive compensation and retention.

NAFCU | Executive Benefits: A 360-View of Administration, Accounting, and Regulatory Compliance

Jim presented a webinar with Rich Brock of BFB on executive benefits.

AICPA | Employee Benefits: Structures, Funding and Accounting Considerations

Jim presented with Rich Brock and Greg Schwartz on accounting for employee benefits and the AICPA Conference on Credit Unions

NAFCU | Best Practices for Executive Compensation and Benefits

Jim presented a webinar for NAFCU on 10 best practices for executive compensation, you can view the webinar and download supplemental materials here.

CA/NV CUL | Snake Oil Or Liquid Gold? A Board’s Guide To Due Diligence For Loan Regime Split Dollar

Jim and Kirk wrote a piece for the California and Nevada Credit Union Leagues on loan regime split dollar. PDF

CA/NV | Expansion of the Interagency Statement Among State and Federal Regulators

Jim wrote a piece for the California and Nevada Credit Union Leagues on the expansion of the Interagency Statement. PDF