Jim presented on BOLI and split dollar at the NASCUS & NCUA Annual Conference.
Jim presented a webinar on BOLI for NASCUS.
Kirk presented to credit union regulators in Colorado on split dollar and related topics.
Jim presented on § 701.19 at the NAFCU Annual Board of Directors Conference.
Jim presented at the NAFCU Annual Board of Directors Conference.
Jim presented a NAFCU webinar.
Jim's presentation from a NAFCU conference.
Jim presented to the Metropolitan Area Credit Union Management Association on:
- Expected changes in deferred compensation taxation
- New Part 750 — Golden Parachute & Indemnification Payment Regulations
- WesCorp Litigation
- Dodd-Frank Reform