Benefit expenses are rising across healthcare, retirement, and retention programs, placing growing pressure on net income for banks and credit unions. Participants will examine the advantages, limitations, and risk considerations of these tools, and see how different use cases can align with both financial objectives and workforce strategy.

Key Objectives:

• Compare segment-specific tools and strategies, including BOLI and alternative insurance and non-insurance approaches.
• Evaluate which benefit cost-management approaches may best align with their institution’s financial and workforce objectives.
• Apply risk, cost, and performance considerations to select optimal funding tools.

Webinar Details:

Date: February 25, 2026
Time: 11am-12pm

Speakers:
Robert Perry
Principal
ALM First

Brittany Rollek
Managing Director, Client Experience
ALM First

Level: Basic
Advanced Preparation: None
Prerequisites: None
Field of Study: Finance
CPE Credit(s): 1
Delivery Method: Group Internet Based
COST: FREE
Topic: ALM 101

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