Lizeth GeorgeDesigned in direct response to credit union leadership feedback, the League of Southeastern Credit Unions & Affiliates (LSCU & Affiliates) presents the first-ever C-Suite Summit, to be held November 1 – 3, 2023, in Adairsville, Georgia!
Attend the Breakout Session on Thursday, November 2, 2023, from 2:30 – 3:30 p.m., for a presentation called “Overview of Executive Benefits Plans.” In this session, Mark Wilson, Senior Executive Benefits Specialist of TruStage, will provide a timely presentation on executive benefit programs, why to consider them, and how they can help. Learn more about plan design considerations, due diligence, and compliance. Included is a case study to demonstrate how executive benefit plans work.
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Mark is a Senior Executive Benefits Specialist for TruStage’s national accounts, working with the organization’s largest credit union clients to design and execute successful benefit strategies. His diverse background outside the credit union space, along with the experience he’s gained through his work with TruStage (formerly CUNA Mutual Group) and Allegacy Services, LLC, has allowed him to build strong relationships with many existing credit unions.
Mark joined TruStage (formerly CUNA Mutual Group) in 2005 as Regional Vice President. Prior to assuming his current position in November 2011, Mark worked as a Sales Manager for CUNA Brokerage Services, Inc. (CBSI) for the southern region. Mark has also served as the Director of Financial Institutions’ Business Development for TruStage’s Asset Accumulation division. His previous responsibilities have included the acquisition of large credit unions for CBSI, key relationship management of the dual-employee CBSI channel, and oversight and management of CBSI’s Credit Union Sales and Support team (CUSS). |
Additionally, there are still sponsorships available for the C-Suite Summit. Please contact Nancy Golden if you’re interested in becoming a sponsor for this incredible event!
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