Prefunding Solutions: A Credit Union CFO's Guide to Managing Benefit Costs Efficiently

Managing employee and executive benefit costs can be one of the most challenging aspects of a credit union CFO's role. Rising healthcare expenses, regulatory changes, and the need to remain competitive in the labor market make it difficult to balance employee benefits with financial performance. CU Benefit’s Prefunding Program offers an innovative solution that addresses these challenges head-on.

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The Credit Union Connection Interview with David Sims

Watch and listen to an insightful conversation between Sarah Snell Cooke, Founder and Host of The Credit Union Connection, and David Sims, Owner of CU Benefits. Simply press the play button to start watching.

As a side note, I’ve had the pleasure of following Sarahs impressive career—from her early contributions as a writer and later as Editor-in-Chief of Credit Union Times, to her current venture with The Credit Union Connection. Her interviews and content are always insightful. We are huge fans of both Sarah and The Credit Union Connection!

A big shoutout to Sarah —Bravo!

This video provides valuable insights into David’s work, along with key information on NCUA Regulation §701.19. Definitely worth a watch!


David will provide you with a complimentary and personalized evaluation.  

Reserve your spot today!