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!
- High school seniors have completed approximately 52% more federal student aid applications for the 2026-27 academic year…by CapinCrouse on February 13, 2026 at 5:07 pm
High school seniors have completed approximately 52% more federal student aid applications for the 2026-27 academic year compared to this time last year. The Department of Education credited an early launch of the FAFSA form and a streamlined application user experience. Read more: https://hubs.la/Q0431rZZ0 #HigherEd #HigherEdTrends #FAFSA
- The Untapped Opportunity: Identifying Businesses You Already Serveby Chris McNulty on February 13, 2026 at 4:09 pm
Improve small business banking by identifying business use in retail accounts and enabling embedded payment solutions. Explore Tap2Local with Jack Henry.
- AI Governance for Nonprofit Boardsby Karen Bodach, Dan Prater on February 13, 2026 at 12:00 am
Explore AI governance for nonprofit boards, including ethical use, risk management, and tools like Sage Intacct to align technology with mission and compliance.
- Inside a Digital Banking Forum: Why Attend and What to Expectby Toni Domingo on February 12, 2026 at 8:45 pm
Discover the strategic value of the Digital Banking Forum. Explore trends shaping growth and innovation. Register now to secure your spot.
- Strategic resource allocation is crucial to nonprofit stability. Determining when to invest in staff versus software is…by CapinCrouse on February 12, 2026 at 7:07 pm
Strategic resource allocation is crucial to nonprofit stability. Determining when to invest in staff versus software is a key decision many nonprofits face. This article outlines how organizations can assess whether staffing or software investments will deliver the most significant impact. Learn which may be right for your nonprofit: https://hubs.la/Q042TLRK0 #Nonprofits #Churches #Staffing #Software
- We are proud to announce that we have been recognized in several categories and industries in Juristat’s “2025 Top Paten…by Quarles & Brady LLP on February 12, 2026 at 6:00 pm
We are proud to announce that we have been recognized in several categories and industries in Juristat’s “2025 Top Patent Firms.” #patentlaw #ip
- What to Know About NetSuite AI & MCP Capabilitiesby Marcus Schuller on February 12, 2026 at 12:00 am
Learn how NetSuite AI and MCP enhance ERP insights, governance, and connectivity to help teams modernize with confidence. Find practical steps to get started.
- Long-Term Care Outlook 2026: Steve Nee, CEO, Diversicareby Chad Mulvany, Andy Page on February 12, 2026 at 12:00 am
Listen to the “Achieving Health” podcast for a 2026 long-term and post-acute care outlook with perspectives from Steve Nee, CEO of Diversicare.
- PBM Regulations Across the US: Strategies for Complianceby Erin Eshelman on February 12, 2026 at 12:00 am
Explore federal and state pharmacy benefit manager (PBM) regulations and strategies for PBMs, health plans, and pharmacies to navigate compliance.
- Allen Katz has joined the firm’s Naples office as of counsel in the Litigation & Dispute Resolution Practice Group. His…by Quarles & Brady LLP on February 11, 2026 at 8:51 pm
Allen Katz has joined the firm’s Naples office as of counsel in the Litigation & Dispute Resolution Practice Group. His long track record of success as a trial attorney in state and federal courts, particularly in financial services litigation, will make him a valuable asset to our clients. Welcome to the team, Allen! #OneQuarlesOneVision
- We’re thrilled to sponsor, exhibit, and present at this year’s Association for Biblical Higher Education Annual Meeting!…by CapinCrouse on February 11, 2026 at 5:41 pm
We’re thrilled to sponsor, exhibit, and present at this year’s Association for Biblical Higher Education Annual Meeting! CapinCrouse professionals Lisa Saul and Patricia Willhite are leading the Financial Aid Leaders Forum, and Dan Campbell is presenting “Understanding the Times and Knowing What to Do – Observations from the Field.” Please stop by and say hello! Learn more here: https://hubs.la/Q042J9pt0 #ABHE #HigherEd #FinancialAid
- There’s so much to LOVE about this year’s Users Conference! Registered CUs will experience: 💘 Educational Breakouts 💘…by Sharetec Systems on February 11, 2026 at 1:50 pm
There’s so much to LOVE about this year’s Users Conference! Registered CUs will experience: 💘 Educational Breakouts 💘 Informative General Sessions 💘 Insightful Roundtables 💘 Networking Opportunities And so much more! Over 50 credit unions are already registered for UC’26 – is yours next? Learn more and register here: https://ow.ly/K1M850Ycqs2 #Sharetec #UsersConference #UC26 #CreditUnions #DigitalBanking #CoreProcessing #SeeYouInDenver
- Episode 19: Navigating Taxes With the IRSby Forvis Mazars on February 11, 2026 at 12:00 am
In this week’s episode of Tackling Tax, we’ll look at what’s going on at the IRS, what taxpayers may be facing in regard to exams, and more.
- Insights on CMS’ 2027 Medicare Advantage Ratesby Chad Mulvany on February 11, 2026 at 12:00 am
CMS’ 2027 rate announcement includes key updates for Medicare Advantage plans. See changes to risk adjustment models and MA Star Ratings.
- 2026 NDAA – Potentially Historic Changes for NDCsby Brian Gallagher on February 11, 2026 at 12:00 am
The 2026 NDAA introduces major exemptions for nontraditional defense contractors, streamlining DoD procurement and reducing cost and pricing compliance burdens.
- Tax Court Clarifies Documentation Requirements for R&D Creditsby Jerry Rogers, Stacy Little on February 11, 2026 at 12:00 am
A recent Tax Court ruling in George v. Commissioner underscores the necessity of robust documentation and expert support when substantiating R&D credits.
- OECD SbS Package: Transitional & Simplified Safe Harborsby Forvis Mazars on February 11, 2026 at 12:00 am
The OECD has released a Side-by-Side Package with an extension to the Transitional CbCR Safe Harbor and a Simplified ETR Safe Harbor.
- How Jack Henry Rapid Transfers Works Across Secure Debit Card Railsby Chris McNulty on February 10, 2026 at 10:00 pm
Get the facts on Jack Henry Rapid Transfers, faster payments, and security. Understand how it works and take the next step by activating it today.
- What happens when an organization’s mission is compromised by a cyberattack? In this week’s episode of Margin for Missio…by CapinCrouse on February 10, 2026 at 7:52 pm
What happens when an organization’s mission is compromised by a cyberattack? In this week’s episode of Margin for Mission: The CRI CapinCrouse Podcast, hosts Ken Tan and Chris Purnell are joined by Allison Ward to share firsthand accounts of security breaches in churches and nonprofits. Listen as they discuss practical strategies to help you to stay one step ahead of the hackers. https://hubs.la/Q042xNGl0 #Cybersecurity #MarginForMission #Churches #Nonprofits
- The Christ Fellowship Conference is underway, and we’re excited to be sponsoring and exhibiting! CapinCrouse professiona…by CapinCrouse on February 10, 2026 at 4:46 pm
The Christ Fellowship Conference is underway, and we’re excited to be sponsoring and exhibiting! CapinCrouse professional Christian Mantegna is in attendance; be sure to say hello! Find event details here: https://hubs.la/Q042vsJp0 #Churches #Ministry #ChristFellowshipConference
- From Highways to Ownership: Tax Benefits for Trucking ESOPsby Cara Benningfield on February 10, 2026 at 12:00 am
Learn how employee stock ownership plans offer significant tax benefits to trucking companies and sellers, assisting with growth and debt repayment.
- From the Hill: February 10, 2026by Meredith Fitch, Michael Cornett on February 10, 2026 at 12:00 am
President Donald Trump has signed a funding deal he negotiated with Senate Democrats, ending the partial government shutdown.
- CapinCrouse Postedby CapinCrouse on February 9, 2026 at 2:16 pm
- Point of Sale Upsell Agent: Elevating Retail Performanceby Brad Taylor, Christian Segurado on February 9, 2026 at 12:00 am
Learn how Microsoft Dynamics 365 POS Upsell Agent uses AI to help increase order value and enhance customer experience. Explore use cases and tips for retail.
- The Intricate Landscape of Global Compliance & Reportingby Phil Laminack, Eric Flueckiger on February 9, 2026 at 12:00 am
Explore changing tax regulations, global compliance and reporting (GCR) challenges, and technology adoption strategies for multinational corporations (MNCs).
- Make ProBank Advisor Part of Your Compliance Approachby Mark Dever on February 9, 2026 at 12:00 am
Confidently navigate federal financial regulatory compliance with ProBank Advisor, a secure compliance advisory portal for the financial industry.
- FINREG Focus: February 9, 2026by Bobby Bean, Desmond Lites, Zach Kindbom on February 9, 2026 at 12:00 am
Explore the latest U.S. financial regulatory actions and deadlines with clear, concise insights designed for financial leaders.
- 2025 Rural Broadband Benchmark Study: Trends & Industry Trajectoryby Theresa Bolog on February 9, 2026 at 12:00 am
Explore ongoing trends and industry patterns related to rural broadband companies, and how these findings may inform strategic initiatives ahead.
- Mindsets 2026 Healthcare Executive Leadership Reportby Forvis Mazars on February 9, 2026 at 12:00 am
The Mindsets 2026 Healthcare Executive Leadership Report by Forvis Mazars reveals key industry challenges, priorities, and trends from a survey of 200 leaders.
- Convenience Meals No More: IRC Section 274(o) Updatesby Nick Aylmer, Devin Tenney on February 9, 2026 at 12:00 am
Employer-provided meal deductions under IRC Section 274(o) are disallowed, effective January 1, 2026. Learn how this impacts businesses and steps to prepare.
- Regional Financial Services M&A Updates – Q4 2025by Wyatt Jenkins on February 9, 2026 at 12:00 am
Read on for a look at bank mergers and acquisitions activity (M&A) for 2025 based on geographic regions.
- In support of #WearRedDay, Quarles employees across our offices wore red to raise awareness of cardiovascular disease in…by Quarles & Brady LLP on February 6, 2026 at 9:23 pm
In support of #WearRedDay, Quarles employees across our offices wore red to raise awareness of cardiovascular disease in women and promote heart health. Thank you to everyone for your support! #QuarlesCares