NCUA Clarifies New Call Report Questions’ Intent

The NCUA has clarified that new questions addressing minority credit unions and workplace diversity, which were added to fourth-quarter call report documents with no explanation from the agency, are required by the Dodd-Frank Wall Street Reform Act.

IRA Essentials Workshop: An Energetic Twist on Retirement Savings

There is still time to register for Paul Kern’s IRA Essentials Workshop. Scheduled for October in both Oregon and Washington, attendees will gain the IRA knowledge necessary to confidently work with IRA owners and process basic IRA transactions.

Reduce Uninsured Losses by Differentiating ‘Pure Risk’ from ‘Uninsurable Risk’

It can be difficult understanding which types of loss your credit union’s fidelity bond does and does not cover. A legal and risk-management concept that can help clarify this is “pure risk” versus “uninsurable risk.”