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!
- 5 Myths About Digital Account Opening and Why It’s Time to Move Forwardby Zac Sweet-Wright on February 27, 2026 at 4:41 pm
Debunk the biggest myths holding financial institutions back from digital account opening. See how modernization drives growth and efficiency. Learn why now is the time.
- Higher ed leaders: stay up-to-date on Student Aid Internet Gateway changes, Pell Grant award amounts, Federal Work-Study…by CapinCrouse on February 27, 2026 at 4:03 pm
Higher ed leaders: stay up-to-date on Student Aid Internet Gateway changes, Pell Grant award amounts, Federal Work-Study funding levels, nonpayment rate data, and the comment period for FAFSA forms, plus helpful new resources. Read our latest email alert here: https://hubs.la/Q044__fV0 #HigherEd #FAFSA #DepartmentOfEducation
- Top Cybersecurity Trends for 2026 Every Financial Leader Must Knowby Viviana Campanaro on February 26, 2026 at 8:17 pm
Stay ahead of 2026 cybersecurity trends with clear insights to strengthen resilience, reduce third party risk, and protect your financial institution.
- The U.S. Department of the Treasury and the IRS have released Notice 2026-15, which offers initial guidance on the prohi…by CapinCrouse on February 26, 2026 at 3:48 pm
The U.S. Department of the Treasury and the IRS have released Notice 2026-15, which offers initial guidance on the prohibited foreign entity restrictions on certain clean energy credits introduced by the One Big Beautiful Bill Act. The notice provides a preview of the provisions in the proposed legislation and interim safe harbor guidance for determining whether there was material assistance from a prohibited foreign entity. If your nonprofit is planning clean energy projects, learn how this may affect you: https://hubs.la/Q044QGLf0 #CleanEnergyCredits #Tax
- Tax Filing Impacts from the USPS Postmark Changeby Meredith Fitch, Spencer Heywood on February 26, 2026 at 12:00 am
The USPS has made a change to how it applies postmarks, which may impact tax filings.
- IRS Guidance on Section 987 Currency Gain or Lossby Meredith Fitch, Michael Cornett on February 26, 2026 at 12:00 am
The IRS has announced their intent to issue forthcoming proposed regulations regarding computing taxable income or loss and foreign currency gain or loss under Section 987.
- Provide Input: GASB 103 & the Impact on Higher Educationby Amy Shreck on February 26, 2026 at 12:00 am
GASB 103 provides clarified definitions on operating and nonoperating revenues and expenses that may be particularly relevant to higher ed institutions.
- RHTP Funding Preparedness: Essential Subrecipient Requirementsby Maggie Finley, Darshana Shyamsunder on February 26, 2026 at 12:00 am
Learn how Rural Health Transformation Program (RHTP) subrecipients can align with state goals and prepare for compliance and reporting requirements.
- Trusting Your Own SOC Evidenceby Karen Cardillo, Shabbir Hassanali on February 26, 2026 at 12:00 am
Discover why IPE is critical for your SOC Examination and how to prioritize data reliability.
- Investment Certifications in ERISA §103(a)(3)(C) Auditsby Natalia Votaw on February 26, 2026 at 12:00 am
Learn about certification requirements and common deficiencies in ERISA Section 103(a)(3)(C) audits that plan administrators and auditors should consider.
- Common Carve-Out Transaction Pitfalls & How to Avoid Themby Forvis Mazars on February 26, 2026 at 12:00 am
Discover the top carve-out transaction pitfalls and practical strategies to help avoid value erosion, ensure Day 1 readiness, and achieve a smooth transition.
- Gifting Digital Assets to GRATs & SLATsby Joe Skarbek on February 26, 2026 at 12:00 am
Explore how gifting Bitcoin to GRATs and SLATs can help lock in tax savings. Learn key estate planning strategies for volatile digital assets. Watch now!
- We’re excited to sponsor, exhibit, and present at the XPastor XP-Seminar in Dallas this week! If you’re attending, pleas…by CapinCrouse on February 25, 2026 at 4:05 pm
We’re excited to sponsor, exhibit, and present at the XPastor XP-Seminar in Dallas this week! If you’re attending, please stop by our exhibit table to discuss how we can empower your church. And be sure to check out these sessions with CapinCrouse professionals: • How to Plan for a Successful Church Merger or Acquisition: Wednesday, February 25 from 1:15 – 2:15 p.m. • The Four S’s Every Church Leader Must Address: Thursday, February 26 from 10:45 – 11:15 a.m. • Trending Tax Topics for Churches: Thursday, February 26 from 12:45 – 1:45 p.m. We hope to see you there! https://hubs.la/Q04491jj0 #XPastor #XPSeminar #ChurchLeaders
- Unpacking Key Changes to Medicaid Provider Taxesby Chad Mulvany on February 25, 2026 at 12:00 am
A new CMS rule closes a Medicaid provider tax loophole. See how it impacts state tax structures and funding for provider organizations.
- Rural Health Outlook 2026: JJ Hodshire, CEO, Hillsdale Hospitalby Chad Mulvany on February 25, 2026 at 12:00 am
Listen to the “Achieving Health” podcast for a 2026 rural healthcare outlook with perspectives from JJ Hodshire, CEO of Hillsdale Hospital in Michigan.
- Refunds & Next Steps: IEEPA Tariffs Overturnedby Iris Laws, Michael Cornett on February 25, 2026 at 12:00 am
Explore options for tariff refunds, action items, and next steps, given SCOTUS’ overturn of IEEPA tariffs in this alert from the WNTO team at Forvis Mazars.
- Integrated or Embedded: Which Fintech Type Are You Looking For?by Shawn Ward on February 24, 2026 at 11:00 pm
Understand how embedded fintech expands reach and how integrated models support digital banking. See which approach aligns with your growth strategy today.
- In the newest episode of the Margin for Mission podcast, hosts Ken Tan and Chris Purnell are joined by Stan Reiff to exp…by CapinCrouse on February 24, 2026 at 4:51 pm
In the newest episode of the Margin for Mission podcast, hosts Ken Tan and Chris Purnell are joined by Stan Reiff to explore workplace culture and break down what makes a healthy environment, how it impacts staff morale, and how it affects your overall operational results. Listen to learn about the high stakes of organizational culture: https://hubs.la/Q044s7670
- Texas Comptroller provides updated guidance regarding conformity to Internal Revenue Codeby Ericka Hernandez, Alma Aguilar on February 24, 2026 at 12:00 am
The Texas Comptroller published STAR Memo 202512012M (the “Memo”) on December 19, 2025. New federal tax laws may now impact Texas franchise tax calculations.
- From the Hill: February 24, 2026by Meredith Fitch, Michael Cornett on February 24, 2026 at 12:00 am
The U.S. Supreme Court has ruled that the International Emergency Economic Powers Act does not authorize the president to impose tariffs.
- Episode 20: Tackling Tariffsby Iris Laws, Michael Cornett on February 24, 2026 at 12:00 am
In this week’s episode of Tackling Tax, we’ll look at tariffs and the current state of global trade.
- Is your credit union headed to GAC next week? So is Sharetec! 👋 Be sure to stop by Booth 1426 to say hello. We’d love…by Sharetec Systems on February 23, 2026 at 7:10 pm
Is your credit union headed to GAC next week? So is Sharetec! 👋 Be sure to stop by Booth 1426 to say hello. We’d love to discuss how our centrally hosted, browser-based core and modern, natively integrated digital banking technology can boost your CU operations and member satisfaction! #Sharetec #GAC2026 #CUatGAC #CoreProcessing #DigitalBanking #CreditUnions
- Teams of Quarles Climbers will participate March 7, March 21 and April 12 in the annual American Lung Association Fight…by Quarles & Brady LLP on February 23, 2026 at 4:21 pm
Teams of Quarles Climbers will participate March 7, March 21 and April 12 in the annual American Lung Association Fight for Air Climb in Chicago, Milwaukee and Indianapolis. Quarles colleagues, family members and friends climb in support of too many family and friends who have suffered from lung diseases. You can join or support the Quarles Climbers by going to the team’s Chicago, Milwaukee or Indianapolis pages. #QuarlesCares https://action.lung.org/site/TR/Climb/ALAUM_Upper_Midwest… https://action.lung.org/site/TR/Climb/ALAUM_Upper_Midwest… https://action.lung.org/site/TR/Climb/ALAUM_Upper_Midwest…
- We’re looking forward to a terrific Association of Business Administrators of Christian Colleges Annual Conference this…by CapinCrouse on February 23, 2026 at 4:05 pm
We’re looking forward to a terrific Association of Business Administrators of Christian Colleges Annual Conference this week, with great sessions, discussions, and networking! If you’re attending, we’d love to connect with you! Please stop by our booth to learn how we can empower your institution, and don’t miss these insightful sessions with CapinCrouse professionals: • CapinCrouse Super Session: Tuesday, February 24 from 8:00 a.m. – 12:00 p.m. • Moving from Sustainability to Thriving as a Christian College: Tuesday, February 24 from 4:30 – 6:00 p.m. • One Year In: Key Legal, Tax & Education Shifts Under the New Administration: Wednesday, February 25 from 8:00 – 9:30 a.m. • Harnessing Artificial Intelligence in the Business Office of a Christian College: Strategies, Stewardship, and Success: Wednesday, February 25 from 8:00 – 9:30 a.m. • How to Prepare and Analyze an Accurate Cash Flow Projection: Wednesday, February 25 from 2:00 – 3:30 p.m. • Women in Leadership: Tools to Boost Your Professional Development: Wednesday, February 25 from 2:00 – 3:30 p.m. We hope to see you there! https://hubs.la/Q0448XRR0 #ABACC2026 #ChristianHigherEd #HigherEducation
- FINREG Focus: February 23, 2026by Bobby Bean, Desmond Lites, Zach Kindbom on February 23, 2026 at 12:00 am
Explore the latest U.S. financial regulatory actions and deadlines with clear, concise insights designed for financial leaders.
- Consolidated Appropriations Act, 2026: Key Health Provisionsby Chad Mulvany on February 23, 2026 at 12:00 am
The Consolidated Appropriations Act, 2026 includes extensions of key health programs and provisions that impact off-campus HOPDs, PBMs, and MA plans.
- Transforming Financial Systems With the Six R’s Frameworkby Takoradi Harris on February 23, 2026 at 12:00 am
Use the Six R’s framework to modernize finance and see how Sage Intacct supports cloud modernization for your organization.
- Is HITRUST Right for You?by Forvis Mazars on February 23, 2026 at 12:00 am
Is HITRUST certification right for you? Explore its risk-based approach to information security, scalable assessment options, and compliance strategies.
- Nonprofits looking to build a strong, mission-centered board can now access our Mission-Centered Governance e-book and v…by CapinCrouse on February 20, 2026 at 5:28 pm
Nonprofits looking to build a strong, mission-centered board can now access our Mission-Centered Governance e-book and video series, designed to help boards and leaders recruit the right members, improve alignment, and support healthy, sustainable organizational growth. Explore the full set of resources here: https://hubs.la/Q0440tzk0 #MissionCenteredGovernance #Nonprofits #NonprofitBoard
- Manufacturing Modernization: Four Trends to Watch in 2026by Kathryn Schneider on February 20, 2026 at 12:00 am
Explore 2026’s top manufacturing trends for industry growth, like digital innovation, workforce upskilling, cybersecurity, and resilient supply chains.
- How Solver’s AI-Enhanced xFP&A Transforms Decision Makingby Charles Allen on February 20, 2026 at 12:00 am
Discover best practices for using Solver’s AI-powered xFP&A tools to help improve finance and operations planning.
- How to Leverage Technology With an Accounts Payable Systemby Juli Pascoe, Terri Mayfield on February 20, 2026 at 12:00 am
Streamline senior living and SNF accounting with automated AP systems. Watch now for insights to help reduce manual entry and boost efficiency.
