|Happy Holidays! As we prepare for the New Year, we are looking back at 2023 and revisiting a few of the topics we covered this year.
Did you know that Messick Lauer & Smith has a LinkedIn page where you can find articles and summaries on topics we believe are important for everyone in the credit union and CUSO industries? Some of the topics we covered there included this article by Jenn Winston on the NCUA’s final rule expanding member expulsion. Mike Mulvey highlighted the importance of maintaining corporate separateness between a credit union investor and a CUSO. New articles are posted to LinkedIn weekly, be sure to follow our page to stay up to date on all things industry related. If you are not on LinkedIn, you can find these articles on our website.
2023 also saw our “In the CU” podcast grow and included some special guest interviews. Brian Lauer interviewed the Honorable Rodney Hood about his time at the NCUA and his thoughts on the future of the industry. Earlier this year, Mike Heller discussed the CUSO Examination process with Mark Treichel, the NCUA Interpreter. Amanda Smith provided her insights and best practices on creating charitable foundations, which is something we have seen increased interest in over the last year. You can subscribe to “In the CU” on most streaming platforms so you don’t miss an episode or find the full list.
Some topics deserve more in-depth discussion than a podcast can provide. We have periodically released webinars you can watch on demand. This year we have updated our CUSO 101 webinar, discussing regulatory requirements and business considerations when forming a CUSO. We also recently published a webinar on the NCUA’s recent final rule on Financial Innovation, which will continue to have significant impacts on the credit union and CUSO industries. You can find the most recent webinars on our website.
In looking towards 2024, our goal is to continue providing timely updates and analysis on new rules and regulations impacting the credit union industry. We will also be providing more articles, podcasts, and webinars throughout the year. If there are any topics you would like to see our firm cover in the new year, please email us at with your thoughts at email@example.com.
Keep your eyes peeled for a refresh to our website, cusolaw.com, in the new year. If you would like to provide a testimonial for our new website, you can do that here.
We genuinely enjoy working with our clients and appreciate the continued trust in our firm to help your organization have continued success.