Jim presented a webinar with NAFCU on the new NCUA guidance for examiners on benefit plans and plan investments.
Jim co-wrote an article with Chris Burns-Fazzi on Oregon's new board compensation law.
On June 16, Oregon governor Kate Brown signed into law a bill that will permit reasonable compensation for members of state-chartered credit union boards of directors. The new law makes Oregon the 16th state to permit board compensation, and the third to permit the practice in the last three years.
Upcoming IRS regulations may require changes to your nonqualified deferral plans and severance plans. Kirk and Jim explain more on the NAFCU Services blog.
Jim presented a webinar with Rich Brock of BFB on executive benefits.
Jim presented with Rich Brock and Greg Schwartz on accounting for employee benefits and the AICPA Conference on Credit Unions
Jim presented at the NASCUS Directors College in California.
Jim trained the credit union examiners in California at the NASCUS conference.
Jim presented on BOLI and split dollar at the NASCUS & NCUA Annual Conference.