Executive Benefits Speaker Resources

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Leverage Strategic Giving and “Cause Marketing”

Develop a strategic and sustainable approach to supporting the communities you serve, including fundraising, employee participation and publicity. Learn how Charitable Donation Accounts (CDAs) can support your giving programs while expanding the range of NCUA-approved investment options available to your credit union. And CDAs can further help you create a framework and proper oversight for your charitable giving program.

Session Length: The session can be tailored to 30 to 60 minutes, depending upon the integration of case study discussions and interactive Q&A.


Master NCUA Examiner’s Rules to Ensure Executive Benefits Program Compliance

Avoid difficult, time-consuming examination glitches involving your executive benefits program by learning how to use the online NCUA Examiner’s Guide. If you’ve haven’t reviewed this information recently, or decided it’s too complicated—you’re probably in very good company. This session will teach you how to navigate this guide, prepare for examinations, and make further enhancements to ensure a strong, compliant program for years to come.

Session Length: The session can be tailored to 30 to 60 minutes, depending upon the integration of case study discussions and interactive Q&A.


Position Long-Term Leadership Excellence with “Internal Mobility”

Research shows that a culture of “internal mobility” can help employers develop and retain better leaders who drive growth. This session will help your credit union break out of a top-down pyramid-shaped succession plan, and create a program that engages, retains, and develops your best talent.

Session Length: The session can be tailored to 30 to 60 minutes, depending upon the integration of case study discussions and interactive Q&A.


Strengthen Your Succession Strategy with Customized Split-Dollar Life Insurance

Tailor your supplemental benefits to the specific needs of your executives based on amount, length of service, retirement or other milestones. Understand how programs can be structured to maximize benefits to executives and your credit union in different interest rate environments. Learn how this structure can also help your credit union avoid excise taxes.

Session Length: The session can be tailored to 30 to 60 minutes, depending upon the integration of case study discussions and interactive Q&A.


The ABC’s of a Customizable and Sustainable Executive Benefits Program

Understand the evolution of executive benefits program components. There’s split-dollar life insurance, 457(f), 457(b) and more – it’s not that simple, but it doesn’t have to be hard to figure out the best mix for your credit union and executives. Learn important steps in assessing what mix of program structures and investments will best meet the objectives you define.

Session Length: The session can be tailored to 30 to 60 minutes, depending upon the integration of case study discussions and interactive Q&A.


Understand Alternative Funding Options for Employee Benefits and Charitable Donations

Credit unions are increasingly investing in non-703 and 704 instruments for clear reasons. Learn how your credit union can strategically fund its benefit obligations through options including BOLI, annuities, and even stocks and bonds. You’ll see how to manage the additional risk to potentially increase your return on assets. This overview includes the steps you need to take to create a well-documented, compliant program that fits within your credit union’s risk tolerance parameters.

Session Length: The session can be tailored to 30 to 60 minutes, depending upon the integration of case study discussions and interactive Q&A.