March 22, 2013


  • Brooke and Team,

    Think you did a very nice job with writing this article and presenting the case study. Thank you. I enjoyed reading this article.
    Joe Saari
  • There is an important consideration for the board to address as they look to hiring a new CEO. It has to do with a supplemental executive retirement plan (SERP) and how it can help the credit union in its hiring process to attract the best candidates. Many CEO candidates, especially candidates for a credit union the size of American Flag, are looking for the security of a SERP to address the retirement shortfall from the typical credit union retirement package. Addressing this concept in advance of meeting with candidates will allow the credit union to answer questions and make the position more attractive to potential CEO candidates.
    Joseph Tripalin