Kraig Klinkhammer Joins the BFB Team

September 1, 2011

CHARLOTTE, NC     Kraig Klinkhammer has joined the BFB team. Kraig manages investment and portfolio strategy for Burns-Fazzi, Brock. He works closely with asset management firms, life insurance companies and other financial service organizations to ensure the firm’s principals and consultants have competitive solutions to meet unique client objectives.

NAFCU Webcast - Board Due Diligence & Executive Compensation

August 10, 2011

Title: Board Due Diligence & Executive Compensation. Presenter: James Patterson, Partner, Sherman & Patterson; Jennifer Jackson, VP Compliance and Information, Burns-Fazzi, Brock

NAFCU Webcast - Benefit Liability Management

August 10, 2011

Title: Benefit Liability Management™ Presenter: TJ Telford, Regional VP and Christine Burns-Fazzi, Founder and Principal, Burns-Fazzi, Brock

Corinne Anderegg Has Joined the BFB Team

August 5, 2011

CHARLOTTE, NC     Corinne Anderegg joined the BFB team in July of this year. Corinne is responsible for development, implementation and administration of executive benefit plans as well as the monitoring of regulatory and IRS compliance guidelines.

The Case for Credit Unions Providing Their Directors Long Term Care Insurance

July 8, 2011

By Tom Telford

The term “volunteer” exemplifies commitment, impact and shaping a desired outcome through the offering of one’s own ability. For all board members committed to the credit union movement, this means thousands of hours of work to help shape their organizations. With the new regulations from NCUA regarding fiduciary duties, the responsibilities and expectations of credit union directors have multiplied.

Long term care is an opportunity for a credit union to provide something of value to their board members for volunteering their time, talent and dedication to the success of the organization.


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