2021 Conferences

Dec 1, 2020

2021 Conference Schedule

Please return soon for a look at our 2021 Conference Schedule.

Recent Posts

Is Your CFO a Flight Risk?

Is Your CFO a Flight Risk? Your chief financial officer holds a role of ever-increasing importance for your organization’s bottom line. Management consulting firm Russell Reynolds Associates Global CFO Turnover Index found that turnover for CFOs spiked in Q1 2024, on...

Credit Unions are Hot on the Bank M&A Trail

Credit Unions are Hot on the Bank M&A Trail Just a few months into 2024 and 22 bank acquisition deals were announced. But, most significant, according to S&P Global Market Intelligence data of US bank deals announced in early 2024, is that credit unions were...

HSA Deductions Get a Boost

HSA Limits Have Increased HSA Deductions Get a Boost: Employees who have health savings accounts (HSA) and employers contemplating adding a high deductible healthcare plans (HDHP) can allow employees to take advantage of the latest increase in the contribution limits....

The Solution to the Retirement Income Gap

The Solution to the Retirement Income Gap   Consider NQDC to Build Value and Reward Your Best Talent There’s growing interest in designing and deploying innovative compensation benefits and non-qualified deferred compensation (NQDC) because of the value they...

Easy Solutions to Your Failed Non-Discrimination Test 

Easy Solutions to Your Failed Non-Discrimination Test  Have you failed a 401(k) non-discrimination test this year? Did you or your employees have to take a refund from your 401(k) due to non-discrimination test failure? Have you maxed out your 401(k) contribution for...