Executive Benefits Speaker Resources

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The Four Rs of Supplemental Executive Benefits: Recruitment, Retention, Retirement, Results

Executive benefit packages have evolved beyond the standard supplemental executive retirement plans (SERPs) for the CEO and maybe the COO. SERPs are still important. But if you’re not also using benefits such as 457 plans and split-dollar life insurance to improve your executive recruiting and retention, you’re probably not getting the results you should be getting from your investment. Learn how credit unions are custom-designing executive benefit packages to suit the needs of each executive and of your credit union.

Session Length: The session can be tailored to be a 30-90 minute session dependent upon the integration of case study discussions and interactive Q&A.


How “Internal Mobility” Positions Your Credit Union for Long-Term Leadership Excellence

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. And learn to put teeth into this program through executive benefits that will keep your best leaders in the fold long-term.

Session Length: The session can be tailored to be a 30-90 minute session dependent upon the integration of case study discussions and interactive Q&A.


How to Use the Best Free Benefits Compliance Tool You May Never Have Heard of

Avoid difficult, time-consuming examination glitches involving your executive benefits program by learning how to use the online NCUA Examiner’s Guide. The NCUA published the online guide in late 2016, but if you didn’t know that—or if you’ve looked at it and decided it was too complicated—you’re probably in very good company. In this session, learn how to navigate this guide. It will help you prepare for examinations, and at the same time help you design a strong, compliant program for years to come.

Session Length: The session can be tailored to be a 30-90 minute session dependent upon the integration of case study discussions and interactive Q&A.


Boost the Impact of Your Charitable Dollars Through “Cause Marketing” and National Partnerships

Replace your credit union’s reactive approach of giving charitable dollars to organizations that ask for assistance first—or loudest. “Cause marketing” combines fundraising, employee participation, and publicity to create a charitable program that’s meaningful and sustainable. Learn how credit unions have successfully used his strategy in partnership with organizations such as CU4Kids. And to increase the money you earmark for charitable donations, you’ll hear about Charitable Donation Accounts (CDAs) that allow an expanded range of NCUA-approved investment options. Learn how CDAs can help you create a framework and proper oversight for your charitable giving program.

Session Length: The session can be tailored to be a 30-90 minute session dependent upon the integration of case study discussions and interactive Q&A.


How to Manage the Risk of Diversifying Your Benefits Plan Investments Beyond Those Permitted by Parts 703/704

Statistics from the NCUA and CUNA Mutual Group show clearly that credit unions are increasingly investing in instruments outside the limitations of Parts 703 and 704. The reasons are clear. 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.

Session Length: The session can be tailored to be a 30-90 minute session dependent upon the integration of case study discussions and interactive Q&A.