Impermissible Investments
Why is there so much noise and is it distracting credit unions from the basics?

Sponsored by Gallagher

 

Jeremy DeBruin

Senior Vice President

Gallagher

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Matt Jakubowski

Senior Vice President

Gallagher

 

Impermissible investments in benefits funding and charitable donation accounts have been creating a lot of buzz—often generating confusion and increased examiner scrutiny. This back-to-basics session will cut through noise to help credit union leaders understand where the lines are drawn and how to stay on the right side of them. Through real-world examples and practical guidance, we’ll explore common missteps, regulatory expectations, and the governance practices that help protect your institution. 
 
Takeaways: 

1. A clear understanding of what constitutes an impermissible investment

2. Insight into where credit unions most commonly face compliance gaps 

3. Practical steps to strengthen oversight, documentation, and board-level governance