Christopher Jones, ChFC, CLU, CFP, Senior Executive Benefit Consultant and Bruce Smith, CFA, Senior Executive Benefit Consultant

OM Financial - CU Conferences' Strategic Partner

Thursday, April 15, 2021, 2:00 - 3:00 p.m. Eastern

Chris and Bruce will address the following items that come into play when considering a 457(f) as your supplemental executive retirement plan (SERP):

• Why offer a SERP?

• Short term vs long term intentions

• Types of 457(f) plans

• Design considerations

• Underperformance options

• Tax considerations for credit union & executive

• Overall pros/cons

Not available on this date and time? No worries. Those who sign up will also be emailed a link to the Webinar recording so you can watch at your convenience.

Sundeep Kapur, Founder, Credence

Thursday, April 29, 2021, 2:00 - 3:00 p.m. Eastern

Our consumer today is truly connected to their digital device. They want to be served at ANYTIME, with the RIGHT information, and expect an EXCEPTIONAL experience. A tall task for many, but it is the only way to compete with Fintech and large financial institutions – the member expects PERSONALIZATION.

Sundeep will share three essential components that you should incorporate into your digital strategy:

• AI and Automation

• Digital and Consistent Cross-Selling

• Simplified Remote Service
  

These three components are not buzzwords but are backed by pragmatic implementations at credit unions that are driving very strong results. To deliver on the promise of digital we need to keep up with enhanced and evolving consumer expectations – this call is not to be missed! Lots of learning – practical, insightful, and innovative.

Not available on this date and time? No worries. Those who sign up will also be emailed a link to the Webinar recording so you can watch at your convenience.

Tom Glatt, Jr., Founder, Glatt Consulting Group
Matt Griffiths, Consultant, Glatt Consulting Group

CU Conferences' Strategic Partner

Thursday, May 6, 2021, 2:00 - 3:00 p.m. Eastern

Which credit unions are the "most healthy," and how are they different than the average credit union? In this exploration of credit union philosophy and performance, Glatt Consulting's, Tom Glatt and Matt Griffiths, take a deep dive into credit union health - and in the process showcase just how different the best are from "average." This webinar will be sure to give you points to ponder, if not completely change the way you approach strategy and structure at your credit union.

Not available on this date and time? No worries. Those who sign up will also be emailed a link to the Webinar recording so you can watch at your convenience.