2018 Michigan Seminars


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.

The NCUA recently issued examiner guidance for Section 701.19, which covers employee benefits and plan investments. The new guidance details due diligence requirements, investment limits, and more. Is your credit union in the safe zone? Or have you triggered an expanded exam?

Key topics:
• Actions you need to take now
• Board education requirements
• Retain and reward your executives while staying within new guidelines

Guy Collins, CFP, will share how this guidance directly affects credit unions in Michigan.

Wednesday, January 17 at 12:00 pm
Wheelhouse, 67 Ottawa Ave SW, Grand Rapids,  MI


Thursday, January 18 at 12:00 pm
220 Merrill, 220 E Merrill Street, Birmingham, MI

You are welcome to bring a guest. Kindly register as soon as possible with your city of choice as space is limited.