2018 CUNA CFO Council

April 24, 2018

Tuesday, May 22, 2018

Join your colleagues from local credit unions and the CFO Council Conference for an authentic Austin experience.

NAFCU Leadership Study

March 13, 2018

We invite you to participate in this inaugural Credit Union Leadership Study, commissioned by NAFCU, BFB Gallagher, and DDJ Myers. The purpose of this groundbreaking research is to identify trends, insights, and opportunities affecting leadership in today’s credit unions.

2018 NAFCU - BFB Gallagher Executive Compensation and Benefits Survey

March 8, 2018

The 2018 survey is now in the field! Participate in this year's survey to receive a complimentary copy of the report ($1,100 value). 


Executive Benefits: Impact of Tax Reform

January 19, 2018

This webinar addresses how the Tax Cuts and Jobs Act affects executive compensation. In particular, new Section 4960 of the tax code imposes a 21% excise tax on credit unions and other tax-exempt employers for providing compensation in excess of $1 million to any individual and for paying "parachute payments."  Our experts will discuss how to determine if your credit union is affected and adjustments you can make to minimize or eliminate the taxes.

View recording and handouts »

New Guidance for NCUA Section 701.19 (Webinar)

October 31, 2017

After several years in the making, the NCUA recently published its guidance for examiners on Section 701.19. Under this regulation, a federal credit union may hold otherwise impermissible investments if the investment is “directly related” to the credit union’s obligations or potential obligations under an employee benefit plan.

View recording and handout »


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