News From Industry Partners
- ⛳🏌️ What a fantastic day at the Indiana Credit Union Foundation Golf Outing on July 9 at Wood Wind Golf Club! The Spays…by Spayside Consulting LLC on July 13, 2026 at 4:48 pm
⛳🏌️ What a fantastic day at the Indiana Credit Union Foundation Golf Outing on July 9 at Wood Wind Golf Club! The Spayside Consulting team had a blast connecting with credit union leaders, partners, and supporters from across Indiana while handing out golf balls, tees, towels, koozies, and a whole lot of fun! 🎉 Most importantly, it was all in support of the Indiana Credit Union Foundation, an organization doing incredible work to strengthen and support Indiana’s credit union movement. A huge congratulations to Darrick Weeks of Purdue Federal Credit Union on winning our coveted “Birdie Bag” giveaway! 🏆 Thank you, Darrick, for your continued support of the Indiana Credit Union League and Foundation. Thanks to everyone who joined us in supporting the Indiana Credit Union Foundation and strengthening relationships across our industry—it’s exactly why we’re proud to be all in on Indiana credit unions. 💙⛳ Let’s keep the conversation going! If you’d like to network, collaborate, or learn how Spayside Consulting can help your credit union thrive, we’d love to connect. 👉 https://spaysideconsulting.com/contact-us
- As we celebrate America’s 250th anniversary, we’re reflecting on the values that have shaped our nation’s story: service…by Spayside Consulting LLC on July 6, 2026 at 12:21 am
As we celebrate America’s 250th anniversary, we’re reflecting on the values that have shaped our nation’s story: service, resilience, innovation, and community. We’re proud to support credit unions and purpose-driven financial institutions that put those values into action every day, helping people and communities thrive through growth and change. Here’s to the next chapter of opportunity and impact. Happy Fourth of July from Spayside Consulting! For more information about Spayside Consulting, visit us at: https://spaysideconsulting.com/
- What does sponsoring a golf hole have to do with how we serve our clients? Everything. Last week, we were proud to spons…by Spayside Consulting LLC on June 29, 2026 at 8:35 pm
What does sponsoring a golf hole have to do with how we serve our clients? Everything. Last week, we were proud to sponsor a hole at the NE Indiana Credit Union Chapter’s 30th Annual Golf Outing at Chestnut Hills Golf Club in Fort Wayne. For us, it’s about much more than putting our logo on an event. At SPAYSIDE Consulting, we’ve made a commitment: when we earn a client in a credit union chapter, we invest in that chapter. We show up with our time, our energy, and our resources to support the credit unions and communities that make those chapters strong. Jeff and Chris had a great time meeting groups of golfers throughout the day, handing out golf balls, tees, and some fun SPAYSIDE Consulting giveaways. More importantly, it was a great opportunity to connect with credit union professionals, hear their stories, and strengthen relationships within the chapter. Because we don’t see ourselves as just another consulting firm or vendor. We strive to be an extension of your team. That means being a little more present. A little more invested. A little more committed to your success. We believe great partnerships are built beyond project plans and engagement letters. They’re built through genuine involvement, shared goals, and a commitment to helping our clients—and their communities—thrive. That’s what makes us a little different. If you’re looking for a consulting partner that shows up, invests, and genuinely cares about the success of your organization, let’s connect. Contact us at https://spaysideconsulting.com/contact-us.
- Happy Father’s Day to all the #1 dads out there 👏 Today we’re celebrating the fathers, mentors, and role models who sho…by Spayside Consulting LLC on June 22, 2026 at 1:22 am
Happy Father’s Day to all the #1 dads out there 👏 Today we’re celebrating the fathers, mentors, and role models who show up every day—at home, at work, and in their communities. The idea of being a “#1 dad” isn’t about perfection—it’s about guidance, consistency, and putting others first. It’s the same mindset we see at the heart of credit unions and community-focused financial institutions—serving members, building trust, and creating stronger futures. At Spayside Consulting, we’re proud to work alongside organizations that share those values. Here’s to all the dads making a lasting impact.
- 🔄 Why Leading Credit Unions & Financial Institutions Trust Spayside Consulting for Core Conversions Core conversions ar…by Spayside Consulting LLC on June 8, 2026 at 3:11 pm
🔄 Why Leading Credit Unions & Financial Institutions Trust Spayside Consulting for Core Conversions Core conversions are one of the most complex, high-stakes initiatives a financial institution will ever undertake. While many organizations consider managing the process internally, experienced leaders know the true cost—time, stress, competing priorities, and risk. That’s why they choose Spayside Consulting. We specialize in guiding credit unions and financial institutions through every phase of a core conversion—from initial planning to post-live success—so your team can stay focused on serving members and running your business. ✅ **End-to-End Project Leadership** We manage the full lifecycle: conversion planning, balancing, testing, training, and go-live—ensuring no detail is missed. ✅ **Proven Structure & Discipline** Core conversions aren’t just projects—they’re long-term initiatives with moving parts across departments, vendors, and stakeholders. We keep everything aligned, on track, and on budget. ✅ **Reduced Internal Burden** Instead of stretching your internal team thin, we act as an extension of your organization—bringing experience, clarity, and confidence to the process. ✅ **Stronger Outcomes for Everyone** Our approach prioritizes not just a successful technical conversion, but a positive experience for your **team, leadership, board, and members**. ✅ **Confidence at Every Stage** From early planning through stabilization post-go-live, we help you navigate challenges, reduce risk, and make informed decisions every step of the way. A successful core conversion isn’t just about switching systems—it’s about ensuring a smooth transition that positions your organization for long-term success. If you’re planning a conversion or evaluating your options, let’s connect. 🌐 https://SpaysideConsulting.com/
- We’re excited to sponsor and exhibit at the National Association of Independent College and University State Executives…by CapinCrouse on July 27, 2026 at 3:09 pm
We’re excited to sponsor and exhibit at the National Association of Independent College and University State Executives (NAICUSE) Summer Workshop 2026 from July 26 to July 29 in White Sulphur Springs, West Virginia! CapinCrouse professionals Rachel McMichael, Junice Jones, and Tyler VanderVen, are attending—be sure to say hello. #NAICUSESummerWorkshop #IndependentColleges #HigherEducation
- Beyond Compliance: Rethinking Fraud & Corruption Riskby Forvis Mazars on July 27, 2026 at 12:00 am
Explore how FCPA enforcement trends are reshaping fraud and corruption compliance, along with practical steps to help strengthen investigation readiness.
- FINREG Focus: July 27, 2026by Bobby Bean, Desmond Lites, Zach Kindbom on July 27, 2026 at 12:00 am
Explore the latest U.S. financial regulatory actions and deadlines with clear, concise insights designed for financial leaders.
- ACH fraud is a growing threat to organizations of all sizes and can result in significant financial loss and operational…by CapinCrouse on July 24, 2026 at 3:10 pm
ACH fraud is a growing threat to organizations of all sizes and can result in significant financial loss and operational disruption. Our article outlines six key elements for an effective ACH approval policy. Read more to learn how you can implement a strong ACH approval policy to help mitigate your risk: https://hubs.la/Q04qDQt60 #ACHApprovalPolicy #FraudProtection #ACHFraud
- ✨ That’s a wrap on Sharetec Connect Midwest! ✨ We hope all of our credit union partners enjoyed it as much as we did. Fr…by Sharetec Systems on July 24, 2026 at 3:10 pm
✨ That’s a wrap on Sharetec Connect Midwest! ✨ We hope all of our credit union partners enjoyed it as much as we did. From hands-on Velocity training to networking & TinCaps baseball, it was an insightful and fun-filled few days! Special shout-out to our guest speakers, Cari Palmer, CUDE, President of Origins Credit Union, and Brittani Richards, COO of Thrive Credit Union. We can’t thank you enough for being willing to share your credit union expertise with your peers. We ended the day with “A Taste of Sharetec’s Innovation Group,” led by Mitch Allen, where we listened to all the amazing ideas and credit union needs to improve our Sharetec product offerings. For those who were there, thank you for providing such valuable community feedback! #Sharetec #SharetecConnect #CreditUnions #SharetecVelocity #Networking
- CJR-X: How to Succeed in CMS’ Mandatory Bundled Payment Modelby Stephen Kitterman on July 24, 2026 at 12:00 am
CMS’ mandatory Comprehensive Care for Joint Replacement Expanded (CJR-X) Model is coming in October 2027. Learn how to mitigate risk and prepare for success.
- Market Update & Outlook 2Q 2026by Jeff Layman, Andrew Douglas on July 24, 2026 at 12:00 am
Forvis Mazars explores second-quarter market trends, including modest growth in the U.S. economy, surging U.S. equities, and more.
- The Gramm-Leach-Bliley Act (GLBA) is not just a concern for financial institutions. Nonprofit organizations and higher e…by CapinCrouse on July 23, 2026 at 2:55 pm
The Gramm-Leach-Bliley Act (GLBA) is not just a concern for financial institutions. Nonprofit organizations and higher education institutions that handle sensitive financial information must understand their compliance responsibilities and strengthen safeguards to protect data and reduce risk. Read this Carr, Riggs & Ingram article to learn what GLBA compliance means for your organization and the key steps leaders should take to stay prepared: https://hubs.la/Q04qvKSH0 #GLBA #Compliance #Nonprofits #HigherEducation
- Cost Segregation Can Improve Cash Flow for Retailersby Shelly Reyna on July 23, 2026 at 12:00 am
Retailers can improve cash flow through cost segregation and related tax strategies that may accelerate deductions and support property investments.
- Digital Transformation in Senior Living & Long-Term Careby Juli Pascoe, Terri Mayfield on July 23, 2026 at 12:00 am
Digital transformation can help senior living and long-term care organizations reduce manual work, improve cash flow visibility, and make informed decisions.
- Massachusetts 2026 Budget Bill Tax Alertby Rick Najjar, Kayla Wall on July 23, 2026 at 12:00 am
Governor Healey signed H. 5470 on June 12, 2026. Learn how Massachusetts decouples from key OB3 provisions affecting R&E, depreciation, and PTEs.
- OSINT in Investigations: What Your Data Isn’t Telling Youby Lanny Morrow, Sean Leonard on July 23, 2026 at 12:00 am
Open-source intelligence can help validate claims, uncover hidden relationships, and strengthen investigations when internal data tells only part of the story.
- Jack Henry Connect 2026: Insights, Innovation, and Industry Connectionsby Your Conference Correspondent on July 22, 2026 at 7:31 pm
Discover why Jack Henry Connect 2026 is a must-attend event for banks and credit unions seeking innovation, peer insights, and growth.
- ✨UC’26 Bronze Sponsor Spotlight: EFFICIENT DOCUMENT SOLUTIONS ✨ 🥉 Efficient Document Solutions, inc. provides a variety…by Sharetec Systems on July 22, 2026 at 5:10 pm
✨UC’26 Bronze Sponsor Spotlight: EFFICIENT DOCUMENT SOLUTIONS ✨ 🥉 Efficient Document Solutions, inc. provides a variety of print and e-services, and can help your credit union streamline its transactional mail needs! You can learn more about what they offer at this year’s Users Conference in Denver, CO – September 20 -23, 2026. Haven’t registered for UC’26 yet?🖱️ Click here: https://ow.ly/eSM150ZlKk8 #Sharetec #EfficientDocumentSolutions #UsersConference #UC26 #SeeYouInDenver #CreditUnions #ModernFinance
- Simplify the process of planning for and implementing the lease accounting standard with the free CRI CapinCrouse Lease…by CapinCrouse on July 22, 2026 at 3:56 pm
Simplify the process of planning for and implementing the lease accounting standard with the free CRI CapinCrouse Lease Toolkit! Our updated Lease Toolkit includes: • A step-by-step Key Lease Decision Guide • A Lease Information Gathering Form to compile the information for your lease calculations • A Lease Calculation Tool to produce the amortization table and journal entry summary for each lease and consolidate the necessary disclosures into one easy-to-use table You can access this helpful resource here: https://hubs.la/Q04qh1sM0 #LeaseAccounting #ASC842 #NonprofitFinance #NonprofitLeases
- OECD Intra-Group Services Guidance: What Taxpayers Should Watchby Brendan Williamson, Michael Cornett on July 22, 2026 at 12:00 am
OECD proposed revisions to intra-group services guidance may heighten scrutiny of benefits testing, pricing support, and documentation.
- Beyond Guidance: OMB’s Sweeping Uniform Grants Reformby Kim Swain on July 22, 2026 at 12:00 am
Explore OMB’s proposed Uniform Guidance updates and how they may affect federal grant oversight, reporting, payment controls, and recipient compliance.
- Quarterly Insights: Financial Services Q2 2026by Forvis Mazars on July 22, 2026 at 12:00 am
Stay informed as U.S., U.K., and EU banking continues to evolve amid economic uncertainty, regulatory transformation, and rapid technological advancement.
- Tax-Exempt Hospital Reporting Bill Advancesby Garrett Gluth on July 22, 2026 at 12:00 am
This article details how H.R. 9504 would require tax-exempt hospital organizations to report additional information regarding CHNA implementation (§501(r)(3).
- Navigating Storms: Resilient Leadership in Higher Educationby Forvis Mazars on July 22, 2026 at 12:00 am
This article from Forvis Mazars details how university president leadership can move with resilience, work with governance, and provide forward-focused support.
- We’re thrilled to exhibit at the Evangelical Methodist Church General Conference from Tuesday, July 21, through Friday,…by CapinCrouse on July 21, 2026 at 3:07 pm
We’re thrilled to exhibit at the Evangelical Methodist Church General Conference from Tuesday, July 21, through Friday, July 24, in Indianapolis, IN! CapinCrouse professionals Nathan Davis and Richard Lindley are attending. Be sure to stop by our exhibit to say hello and learn more about how CapinCrouse can empower your church! Find more information here: https://hubs.la/Q04q7HD40 #Churches #EMCGeneralConference
- From the Hill: July 21, 2026by Spencer Heywood, Michael Cornett on July 21, 2026 at 12:00 am
House Republicans have advanced a third budget reconciliation bill that does not provide a path for additional tax legislation.
- The Rise of Forensic Intelligence in Investigationsby Lanny Morrow, Sean Leonard on July 21, 2026 at 12:00 am
Learn how forensic intelligence unites e-discovery, OSINT, relationship mapping, and analytics to help organizations investigate faster and with more context.
- PCI DSS: Compensating Controls vs. the Customized Approachby Alan Gutierrez-Arana, Darin McLaury on July 21, 2026 at 12:00 am
New PCI SSC guidance clarifies how compensating controls and the customized approach differ. Learn about each option and how to prepare for your assessment.
- How to Donate Stock to a Nonprofitby Andrea Preissler on July 20, 2026 at 5:12 pm
Cornerstone Management explains how to donate stock to a nonprofit with practical steps for donors and charities to simplify every gift.
- Maintaining application and software inventories is critical for a secure cybersecurity environment. This article from C…by CapinCrouse on July 20, 2026 at 3:02 pm
Maintaining application and software inventories is critical for a secure cybersecurity environment. This article from Carr, Riggs & Ingram explores how developing and maintaining an application and software inventory can help reduce cybersecurity risk and avoid unnecessary costs. Read the full article to learn how you can implement an effective application and software inventory: https://hubs.la/Q04p_wBm0 #CyberSecurity #ApplicationInventory #SoftwareInventory
- SEC Implementation of Daily Rule 15c3-3 Reserve Computationsby Lance Deal on July 20, 2026 at 12:00 am
Understand how SEC Rule 15c3-3 daily reserve computations affect sweep programs, funds in motion, and customer reserve requirements.
- FINREG Focus: July 20, 2026by Bobby Bean, Desmond Lites, Zach Kindbom on July 20, 2026 at 12:00 am
Explore the latest U.S. financial regulatory actions and deadlines with clear, concise insights designed for financial leaders.
- Minnesota Budget Bill Updates Federal Conformityby Lance Jacobs, Kayla Wall on July 20, 2026 at 12:00 am
The Minnesota Budget Bill was recently signed by Governor Tim Walz on May 27, 2026.
- Creating, maintaining, and executing a cohesive succession plan is vital to the long-term health and mission of a church…by CapinCrouse on July 17, 2026 at 3:03 pm
Creating, maintaining, and executing a cohesive succession plan is vital to the long-term health and mission of a church. Our article breaks down key considerations and practical steps for engaging your congregation in the process, managing common challenges, preparing the incoming leader for success, and more. Read the article now to learn how to develop a cohesive succession plan: https://hubs.la/Q04pMH9j0 #SuccessionPlanning #Churches #LeadershipTransition
- ESRD Reimbursement Updates for 2027: Impact on Providersby Shawn Stack on July 17, 2026 at 12:00 am
CMS’ 2027 End-Stage Renal Disease Prospective Payment System (ESRD PPS) rule includes reimbursement rate and drug bundling updates. See the impact on providers.
- Planned gifts come with complexities, but when used thoughtfully, they can enhance nonprofit fundraising. Our article ou…by CapinCrouse on July 16, 2026 at 2:48 pm
Planned gifts come with complexities, but when used thoughtfully, they can enhance nonprofit fundraising. Our article outlines eight types of planned gifts that can aid your fundraising efforts. Read the article to learn how you can benefit from these techniques: https://hubs.la/Q04pMtg70 #NonprofitFundraising #PlannedGiving #Nonprofits