Presentations
- NAFCU — Board Due Diligence – Now and In the Future. March 16, 2011 (PDF)
- NAFCU — Executive Benefit Plans and Board Due Diligence, A Case Study. December 8, 2010 (Watch online)
Podcasts
- NAFCU — Exploring Critical Factors of Split-Dollar Retirement Plans: Understanding, Design, Administration. March 1, 2010 (Podcast)
- NAFCU — Understanding the Ins and Outs of Non-Qualified Retirement Plans for Your Credit Union. December 14, 2009 (Podcast)