May 31, 2011
Recent Federal Reserve Board members’ comments, plus improving economic readings, may mean this period of ultra-low interest rates is nearing an end. In this podcast we speak with Hillary Elder, Vice President and Director for Money Market Strategies with HighMark Capital Management about the current market and economy, what may be coming down the road, and most importantly, what credit unions can do to prepare for these probable changes.
Hillary has been manager of the National Investment Fund for Credit Unions (NIFCU$) since joining the firm in 1995, and in total her team manages over $6 billion in assets. She has over 27 years management, custody and operations experience in the investment industry.
NIFCU$ is the NAFCU Services Corporation Preferred Partner for Credit Union Investments.
Contact: Ms. Hillary Elder, Email: Hillary.Elder@highmarkcapital.com; Website: www.nifcus.com
Interviewer: David C. Frankil, President, NAFCU Services Corporation, Email: firstname.lastname@example.org; Phone: (703) 842-2226
Show References: www.nafcu.org/nifcus
May 26, 2011
There has been a flood of legislative and regulatory reform heavily affecting the Mortgage Loan Servicing industry, and it’s probably not over yet. In this podcast we speak with David Allison, the Senior Vice President responsible for business development at Dovenmuehle on the mortgage servicing changes, challenges and opportunities that exist for credit unions today. Dave has been with Dovenmuehle for 21 years and previously worked at Mellon Bank in Pittsburgh, New York, London, Madrid and Milan.
Dovenmuehle is the NAFCU Services Corporation Preferred Partner for Mortgage Subservicing Solutions for credit unions.
Contact: Mr. Dave Allison, Phone: (847) 550-7550; E-mail: email@example.com; Website: http://www.dovenmuehle.com
Interviewer: David C. Frankil, President, NAFCU Services Corporation, Phone: (703) 842-2226; E-mail: firstname.lastname@example.org
Show References: www.nafcu.org/dovenmuehle
May 24, 2011
Late last year the NCUA issued a letter affirming that federal credit unions can offer long term care insurance to Board members. In this podcast you’ll hear from two experts about what long term care insurance is and how to evaluate key features, costs and benefits associated with offering this benefit to your credit union volunteers. We visit with Rich Brock, Principal at Burns-Fazzi, Brock and Rick Boothby, Regional Vice President for Burns-Fazzi, Brock.
Rich has more than 25 years of experience in the financial services and accounting industries with an emphasis on executive benefit plans. Since the founding of Burns-Fazzi, Brock, he has consulted with countless credit unions nationally.
Rick also has over 25 years of experience in the financial services industry and is responsible for new business development, oversight of benefit programs administration and for performance, regulatory and IRS compliance monitoring of plan assets for a region of BFB credit union clients.
Burns-Fazzi, Brock is the NAFCU Services Corporation Preferred Partner for Executive Benefits & Compensation Consulting and Long Term Care Insurance.
Contact: Mr. Tyler Quigley, Phone: (801) 820-4032; Email: email@example.com; Website: www.bfbbenefit.com
Interviewer: David C. Frankil, President, NAFCU Services Corporation, Phone: (703) 842-2226; Email: firstname.lastname@example.org
Show References: www.nafcu.org/bfb