News From Industry Partners

- Welcome to 2026! As we step into a new year full of opportunities and challenges, Spayside Consulting is here to help yo…by Spayside Consulting LLC on January 5, 2026 at 2:37 pm
Welcome to 2026! As we step into a new year full of opportunities and challenges, Spayside Consulting is here to help you make it your most successful year yet. If your credit union or financial institution is: ✅ Needing a Strategic Plan ✅ Preparing for a major organizational change like a core conversion or merger ✅ In need of expert project management ✅ Looking for guidance on board initiatives We’ve got you covered. Reach out today to schedule an in-person or virtual meeting and let’s turn your vision into reality. Contact us at: https://spaysideconsulting.com/contact-us
- 🎄 Merry Christmas from Spayside Consulting! 🎄 As we celebrate this festive season, we want to extend our heartfelt gra…by Spayside Consulting LLC on December 24, 2025 at 4:45 pm
🎄 Merry Christmas from Spayside Consulting! 🎄 As we celebrate this festive season, we want to extend our heartfelt gratitude to all our clients, colleagues, and friends. Your trust and collaboration have made 2025 an incredible year. We look forward to continuing our great work supporting credit unions and financial institutions in the new year—helping you grow, innovate, and thrive. From all of us at Spayside Consulting, we wish you a Merry Christmas and a Happy New Year! ✨
- Tip for Credit Union Leaders: Succession Planning is Now a Regulatory Requirement – and a Strategic Imperative Starting…by Spayside Consulting LLC on December 4, 2025 at 3:37 pm
Tip for Credit Union Leaders: Succession Planning is Now a Regulatory Requirement – and a Strategic Imperative Starting January 1, 2026, the NCUA requires all federally insured credit unions to have a written, board-approved succession plan for key leadership roles. This isn’t just compliance—it’s smart business. Best Practice: Embed succession planning into your strategic plan. Why? Because leadership continuity impacts growth, member trust, and risk management. Treat it as a core strategic priority, not a checkbox. ✅ Align your plan with organizational goals ✅ Develop internal talent pipelines ✅ Review and update regularly Future-proof your credit union today. Leadership gaps can derail strategy—don’t let them. Contact us today at https://spaysideconsulting.com/. For more information regarding the NCUA requirement, visit: https://ncua.gov/…/ncua-board-approves-2025-2026-budget-suc…
- 🍂 Happy Thanksgiving from Spayside Consulting! 🦃 As we gather with family and friends this holiday season, we want to…by Spayside Consulting LLC on November 27, 2025 at 5:09 pm
🍂 Happy Thanksgiving from Spayside Consulting! 🦃 As we gather with family and friends this holiday season, we want to take a moment to express our gratitude. To our valued credit union clients, DILA partners, colleagues, and friends—thank you for trusting us, collaborating with us, and inspiring us every day. Your dedication and partnership make our work meaningful, and we are truly thankful for the opportunity to support your success. From all of us at Spayside Consulting, we wish you a joyful Thanksgiving filled with warmth, connection, and celebration. 👉 Learn more about us at https://spaysideconsulting.com/.
- Core Conversions Take Time — Plan for 18–24 Months A successful core conversion isn’t a sprint. It’s a thoughtful 18–24…by Spayside Consulting LLC on November 21, 2025 at 8:25 pm
Core Conversions Take Time — Plan for 18–24 Months A successful core conversion isn’t a sprint. It’s a thoughtful 18–24 month process that touches nearly every part of a credit union. With the right governance, what feels overwhelming becomes manageable: evaluation, negotiation, and implementation flow in sequence, each building toward a smooth transition. – Evaluation (6–8 months): A structured review of current systems and future needs, with all stakeholders engaged early. – Contract Negotiation (3–4 months): Clear documentation of service levels, security, and vendor expectations to reduce risk. – Implementation (12–18+ months): Careful oversight of scope, timelines, and vendor performance, ensuring data migration, testing, and training stay on track. Why Spayside Consulting? Credit unions often work with dozens of vendors, each with competing timelines and dependencies. Without strong governance, projects can stall. With the right partner, like Spayside Consulting, the path becomes clearer — risks are managed, vendors are aligned, and the conversion moves forward with confidence. Contact us today at https://spaysideconsulting.com/contact-us!
- The IRS announced a new Form 8976 submission process for organizations that intend to operate as a section 501(c)(4) soc…by CapinCrouse on March 13, 2026 at 3:52 pm
The IRS announced a new Form 8976 submission process for organizations that intend to operate as a section 501(c)(4) social welfare organization, effective March 9, 2026. Organizations that used the prior system for Form 8976 have 30 days from March 9 to retrieve past filings. Learn more with our email alert: https://hubs.la/Q046J_zM0 #NonprofitTax #NonprofitOrganizations
- As nonprofits grow, so does the complexity of managing people, priorities, and strategic initiatives. Learn when bringin…by CapinCrouse on March 12, 2026 at 3:08 pm
As nonprofits grow, so does the complexity of managing people, priorities, and strategic initiatives. Learn when bringing a Chief of Staff on board can help strengthen focus, streamline operations, and support leadership: https://hubs.la/Q046xZ4G0 #NonprofitLeadership #Operations #OrganizationalGrowth #Strategy
- Modernizing Business Checking With Digital Tools for SMB Workflowsby Derik Sutton on March 12, 2026 at 2:00 pm
See how digital banking and workflow tools modernize business checking for SMBs. Explore embedded capabilities that keep deposits and activity in platform. Upgrade your stack now.
- IRS Provides Guidance on Qualified Production Propertyby Spencer Heywood, Howard Wagner on March 12, 2026 at 12:00 am
This new special depreciation allowance for qualified nonresidential property may be a benefit to taxpayers that qualify.
- Virginia Updates Tax Law in Response to One Big Beautiful Bill Actby Lance Jacobs on March 12, 2026 at 12:00 am
Summary of recent Virginia tax law changes.
- Key Factors That Shape ESOP Business Valuation Outcomesby Tiffany Walker on March 12, 2026 at 12:00 am
Explore the key factors that shape fair market value (FMV) and future business expectations in employee stock ownership plan (ESOP) valuations.
- Federal Rulemaking Shifts Shaping Current Compliance Prioritiesby Mark Burnside, Mark Dever on March 12, 2026 at 12:00 am
Explore key federal compliance updates impacting fair lending, small business data, and BSA/AML; learn how Forvis Mazars prepares institutions for what’s next.
- Rural Health Transformation Program FAQs: How Funds Are Usedby Maggie Finley, Darshana Shyamsunder on March 12, 2026 at 12:00 am
Get answers to questions about how Rural Health Transformation Program (RHTP) funds can and cannot be used in this in-depth article covering key RHTP FAQs.
- Judith Williams-Killackey, partner and national chair of the Labor & Employment Practice Group, has been named to the 20…by Quarles & Brady LLP on March 11, 2026 at 6:06 pm
Judith Williams-Killackey, partner and national chair of the Labor & Employment Practice Group, has been named to the 2026 “Women in Law” by the Wisconsin Law Journal. The award recognizes Wisconsin’s female legal professionals who demonstrate outstanding performance in leadership, mentorship, community service and other areas. Congratulations, Judi!
- Technology can create greater efficiency and open new possibilities, but it can also introduce risks to sensitive data….by CapinCrouse on March 11, 2026 at 4:15 pm
Technology can create greater efficiency and open new possibilities, but it can also introduce risks to sensitive data. Learn about the potential threats and practical steps you can take to add layers of controls to your organization’s financial reporting system: https://hubs.la/Q046nGVl0 #Nonprofits #Churches #HigherEd #InfoSec
- Unlock Efficiency With Accounts Payable Features in D365by Alex Grimard on March 11, 2026 at 12:00 am
Dynamics 365 Finance & Supply Chain Management offers features to support organized vendor invoicing, payment activity, and visibility across accounts payable.
- How AI Can Deliver Measurable ROI for Real Estate Fundsby Jeremy Keim on March 11, 2026 at 12:00 am
Learn how artificial intelligence (AI) can help deliver a measurable return on investment, maintain compliance, and streamline operational efficiencies.
- CHC Outlook 2026: Aaron Wilson & John Browne, CHAS Healthby Chad Mulvany, Jeff Allen on March 11, 2026 at 12:00 am
Listen to the “Achieving Health” podcast for a 2026 CHC and FQHC outlook with perspectives from CHAS Health’s CEO and chief operating and strategy officer.
- Personal & Financial Steps to Take After Losing a Spouseby Audrey Fersten, Stephanie Carper on March 11, 2026 at 12:00 am
Prioritize your well-being after a spouse’s death by connecting with others, managing finances, and updating your estate and financial plans.
- In this week’s episode of the Margin for Mission Podcast, Ken Tan and Chris Purnell discuss the impact of books on our b…by CapinCrouse on March 10, 2026 at 5:25 pm
In this week’s episode of the Margin for Mission Podcast, Ken Tan and Chris Purnell discuss the impact of books on our beliefs, values, and actions, and how books can shape the decisions we make in leadership. Listen to learn how intentional reading can guide you and your organization’s mission: https://hubs.la/Q046cX1K0 #Leadership #Reading #WellRead
- Why Credit Unions Are Moving to the Cloud With Symitar® EASE™by Cindy Paul on March 10, 2026 at 4:10 pm
Discover why credit unions are moving Symitar to the cloud with EASE to boost efficiency, reduce risk, and accelerate strategic growth
- We are pleased to welcome experienced patent attorney Jonathan Hanish to our San Diego office as senior counsel. Jonatha…by Quarles & Brady LLP on March 10, 2026 at 3:37 pm
We are pleased to welcome experienced patent attorney Jonathan Hanish to our San Diego office as senior counsel. Jonathan prepares and prosecutes patent applications in a variety of technological areas, including those related to computer software and hardware, networking, artificial intelligence (AI), cloud services, data security, social networks, augmented reality and mapping and routing technology for transportation services. #QuarlesGreaterTogether
- Mobile Safeguards for Investorsby Lisa Smith on March 10, 2026 at 12:49 pm
Accessing account information on the go can be a tremendous convenience as we keep our mobile phones at hand. However, safeguards are warranted to protect our accounts from fraud. In my role as Cornerstone’s Chief Compliance Officer, I remain alert to recommendations from the U.S. Securities and Exchange Commission (SEC) for reducing cyber risks. I…
- Episode 21: Hot Topics for Tax Methodsby Forvis Mazars on March 10, 2026 at 12:00 am
In this week’s episode of Tackling Tax, we’ll look at topics ranging from bonus depreciation to the timing of methods during a transaction.
- From the Hill: March 10, 2026by Spencer Heywood, Michael Cornett on March 10, 2026 at 12:00 am
House Republican leaders plan to pursue a second reconciliation bill before the November elections, despite skepticism among Republicans in Congress.
- Fractional CFO Help & Outsourced Accounting for Nonprofitsby Laura Haffner on March 10, 2026 at 12:00 am
Learn how nonprofits can benefit from outsourced accounting and fractional CFO services to help improve compliance, scalability, and financial strategy.
- Fiduciary Duty: Questions Trustees Should Ask About Programsby Rachel Pauletti on March 10, 2026 at 12:00 am
See how board trustees can strengthen conversations around academic programs, strategic initiatives, and fiduciary decisions by asking specific questions.
- Demystifying the New Markets Tax Credit Programby Michael Roney on March 10, 2026 at 12:00 am
The New Markets Tax Credit Program offers flexible, low-interest funding that can reduce project costs and may not require full repayment.
- Edward Holloran,a partner in both the Litigation & Dispute Resolution and Health & Life Sciences Practice Groups and cha…by Quarles & Brady LLP on March 9, 2026 at 9:00 pm
Edward Holloran,a partner in both the Litigation & Dispute Resolution and Health & Life Sciences Practice Groups and chair of the Motorsports Law Practice, has been named to Women in Motorsports North America’s Board of Directors. As board member, he will aid in their goal of advancing opportunities for women across all motorsport disciplines by creating an inclusive environment and using intentional efforts to connect individuals and organizations which enable personal and professional growth.
- Good news: Nearly nine out of 10 associate and bachelor’s degree students are confident or very confident their program…by CapinCrouse on March 9, 2026 at 4:55 pm
Good news: Nearly nine out of 10 associate and bachelor’s degree students are confident or very confident their program will provide the skills they need for the job they want and help them gain employment after graduation, according to new data from Gallup and the Lumina Foundation. Gallup also found that 75% of current students and 71% of college graduates feel their degree was worth the cost. Gain more insights from the study here: https://hubs.la/Q0462qZc0 #HigherEducation #StudentSuccess #HigherEducationLeadership
- Congratulations to Melanie Verdecia who received the American College of Construction Lawyers’ Holt Gwyn Memorial Writin…by Quarles & Brady LLP on March 9, 2026 at 3:20 pm
Congratulations to Melanie Verdecia who received the American College of Construction Lawyers’ Holt Gwyn Memorial Writing Award. She co-authored a paper, “Timing is Everything: Calculating Construction Defect Damages,” that examines how U.S. courts determine the appropriate date for calculating damages in construction defect cases. #constructionlaw #legalwriting
- 🎉Thank you for 10+ Years! ⭐ Baker Hughes FCU ⭐ Flagship FCU ⭐ Four Corners FCU… ⭐ Haynes Community FCU ⭐ Iberville FC…by Sharetec Systems on March 9, 2026 at 12:05 pm
🎉Thank you for 10+ Years! ⭐ Baker Hughes FCU ⭐ Flagship FCU ⭐ Four Corners FCU ⭐ Haynes Community FCU ⭐ Iberville FCU ⭐ Lion FCU ⭐ Natco CU ⭐ SCA FCU ⭐ Travis County CU #Sharetec #CreditUnions #Anniversary
- HRSA’s 340B Child Site Registration Requirement Overturnedby Brian Bell, Chad Mulvany on March 9, 2026 at 12:00 am
A federal court overturned HRSA’s 340B child site registration requirement, allowing hospitals faster access to 340B pricing at new off-site facilities.
- FINREG Focus: March 9, 2026by Bobby Bean, Desmond Lites, Zach Kindbom on March 9, 2026 at 12:00 am
Explore the latest U.S. financial regulatory actions and deadlines with clear, concise insights designed for financial leaders.
- Join us and Carr, Riggs & Ingram on Tuesday, March 17 for the Group Exemption Changes: What Nonprofits Need to Know webi…by CapinCrouse on March 6, 2026 at 4:30 pm
Join us and Carr, Riggs & Ingram on Tuesday, March 17 for the Group Exemption Changes: What Nonprofits Need to Know webinar! We’ll explore the changes introduced by recent IRS updates to group exemption rulings that affect central organizations and their subordinate entities. Learn more and register here: https://hubs.la/Q045TBmS0 #GroupExemption #IRSUpdates
- Atmus Filtration, Inc. V. United States—Closer To Tariff Refund Clarityby Iris Laws, Michael Cornett on March 6, 2026 at 12:00 am
The CIT’s order implies both liquidated and unliquidated IEEPA tariff entries should be refunded.
- The federal funds spending threshold that triggers a Single Audit* under Uniform Guidance has increased from $750,000 to…by CapinCrouse on March 5, 2026 at 3:57 pm
The federal funds spending threshold that triggers a Single Audit* under Uniform Guidance has increased from $750,000 to $1 million, beginning with fiscal years starting on or after October 1, 2024. Higher education institutions administering federal awards, including Title IV student aid funds, need to understand how this change may affect their audit timeline. Uniform Guidance Director Lisa Saul answers to common questions to help you determine which deadlines apply to your institution and avoid compliance issues. Get the details here: https://hubs.la/Q045Kv-S0 #SingleAudit #UniformGuidance #FederalAwards #HigherEducation
