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Credit Union Forum: Employee Retention and Culture

February 07, 2023 2:00 PM - February 07, 2023 4:00 PM Central Time (CST) | Ascentra Credit Union 2019 Grant Street Bettendorf, IA 52722 ⁠

If you haven’t explored the Employee Retention Credit (ERC) under the CARES Act, you could be missing out on a potential six-or-seven-figure payout. Our first session dives into the details of the ERC, how to qualify, the processes involved in filing, and the benefits and payouts available to credit unions of different shapes and sizes.

Our second session offers insight into how credit unions can improve their culture – specifically focused on enhancing the delivery of your employee benefit programs. Your benefits approach should not be a dreadful process and your healthcare costs should not be increasing at the pace they have for so many years.

Attendees will also learn how to leverage specific credit union healthcare claims data to negotiate lower premiums with major insurance carriers.

Every attendee joining the session will receive a free copy of our CUSO’s latest white paper, titled: The C-Suite’s Guide to Enhancing Employee Benefits and Reducing Costs

Who should attend?
C-level executives, HR leaders, finance leaders

Forum Agenda
2:00 p.m. ⁠–⁠ Introductions and Program Overview
2:05 p.m. ⁠–⁠ Employee Retention CreditA crash-course on ERC:
                    The benefits, qualification, and filing process
3:00 p.m. ⁠–⁠ Networking Break
3:10 p.m. ⁠–⁠ Stratetegies to Enhance Your Employee Benefits Culture
                     Leveraging data, technology, and collaboration
3:50 p.m. ⁠–⁠ InterLutions: State of the CUSO
4:00 p.m. ⁠–⁠ Forum Conclusion and Networking Reception

Register Today

Space is limited so register now for this exclusive town hall discussion.
No charge for credit union employees.