Roundtable Event

Charitable Accounts

09.28.2017 - 09.28.2017 (finance)

1 pm central time Online via Adobe Connect

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Charitable Accounts - An Effective Vehicle for Funding Charitable Activities of Credit Unions

Credit unions exist for the benefit of their members and work to grow and make their communities stronger. In addition to the inherent financial benefit credit unions provide to their members, credit unions are also deeply involved in the social fabric of their communities.

But in an effort to do more, credit unions are faced with the unique challenge of finding an effective mechanism for funding their charitable activities. Charitable Donation Accounts (CDA), allow credit unions to fund charitable contributions through investment returns rather than operating income, while also diversifying risk.

This is an opportunity to learn more about Charitable Donation Accounts and how credit unions like Belco Credit Union are leveraging to fund charitable activities.

Meet Your Speakers:

Gigi brings a wealth of knowledge and experience to her role as the Executive Director at the National Credit Union Foundation. Prior to her work with the Foundation, Gigi served as a Board member of the National Credit Union Administration (NCUA).  Prior to joining the NCUA Board, Hyland's career spanned fourteen years serving the credit union community as an executive, attorney and advocate. A graduate of the College of William and Mary with a B.A. in comparative literature, Ms. Hyland also earned her J.D. from George Mason University School of Law and an Advanced Diploma in International Law from McGeorge School of Law.

Dan Kampen, Executive Vice Presiden & Chief Financial Officer, Bellco Credit Union

Mr. Kampen has 20+ years executive leadership experience in financial services including 8 years as President/CEO of US Central Federal Credit Union.  He founded the Rochdale Group, a management and financial consulting firm which provides business consulting services in the areas of compliance, enterprise risk management and strategic planning.  Since 2010 Dan has been Bellco’s Executive Vice President/Chief Financial Officer.  He has a bachelor’s degree in Business Administration and an MBA.  Dan has served on several boards including the Filene Research Institute.

September

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