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H. David Wright

As seen in: CUInsight.com
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Articles by H. David Wright

Common problems with credit union executive benefit plans

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By H. David Wright, Bill Partin, Natalie Mahoney
| CUInsight.com Verified
The executive benefits landscape is changing rapidly. This was evident at the 2024 CUES Symposium in Nassau, Bahamas, where roughly one in four sponsors were executive benefits providers. CUES Symposium was a great place to network with current and prospective clients and learn about our new competitors. Most seemed happy with the firm that handles executive benefits for their credit union, but it begged the question, how do you know you are happy?
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Beyond business as usual: A guide to executive benefits amidst mergers

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By H. David Wright
| CUInsight.com Verified
The consolidation of credit unions poses a risk to all forms of retirement benefits provided to the executives of organizations that are merger targets. Over the last decade, credit unions have been consolidating rapidly. With the resulting increase in total asset size per credit union, the surviving credit unions are becoming more sophisticated organizations out of necessity. According to the NCUA, 41 mergers were approved in Q1 of 2022, which is on pace with 2021.
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CFO Focus: Infusing Finance Throughout the Credit Union

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By John Meyer, H. David Wright, Lena Giakoumopoulos
4 minutes The value of embedding financial experts in every department Credit unions inherently differ from banks in that your primary mandate is service to members, rather than return to shareholders. This comes in the form of dividends, more competitive rates, lower fees and a myriad of member-centric offerings not available from a comparable bank.
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