Executive Benefits: Pitfalls To Avoid In Due Diligence



Executive Benefits: Pitfalls To Avoid In Due Diligence

July 2019

Is your executive benefits program regulator-friendly? Whether you have an existing program or are interested in developing one, find out what matters most to your regulator. You’ll hear about trends in recent exams and get tips on updating your program.

Other hot topics include:

  • Overview of Executive Benefits
  • NCUA 2017 Examiner Guidance for Executive Benefits and Benefit Investments
  • Thirteen red flags to avoid

Watch On Demand Recording »


Expert Presenter

James Patterson, Partner at Sherman & Patterson

Jim focuses significant time on regulatory work within the credit union industry, having talked with many of the state regulators in the 46 states that have state-chartered credit unions, as well as consistent contact with regulators at the National Credit Union Administration. Jim’s practice also includes drafting employment agreements and severance plans that integrate nonqualified deferred compensation concepts with other issues relating to an individual’s employment.