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2018 Michigan Seminars
 

November 17, 2017

Executive Lunch Series: Are You Prepared for Your Next Exam?

Join your colleagues for an informative session, with strategies you can implement right away. This complimentary educational event is open to all credit unions.

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Executive Benefits: Overview of Newly Issued Guidance for NCUA 701.19 (Webinar)
 

October 13, 2017

October 31, 2017

2:00 pm - 3:00 pm ET

Sherman & Patterson will provide an overview of the newly issued guidance for Section 701.19. Register here for the NAFCU webinar »

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Proper Accounting for BOLI and SERPs (Webinar)
 

August 26, 2017

August 2017

This webinar digs into the details of proper accounting methods for Business-Owned Life Insurance (BOLI) and Supplemental Executive Retirement Plans (SERPs). 

View recording and handout »

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Benefit Liability Management 101 (Webinar)
 

August 7, 2017

August 2017

Benefit Liability Management isn’t a new concept in the credit union industry, yet many are unsure of what it means.

Sometimes called Benefits Pre-funding, it is simply purchasing an otherwise impermissible investment to offset employee benefit expenses. Before implementing benefit liability management, several key questions must be considered.

View recording and handout »

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Is your executive benefits program regulator-friendly?
 

July 28, 2017

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