Enhancing Executive Benefits - Modern Capital Executive Solutions

“We spend our time educating credit unions about using SERPs to attract and retain the talent they need to remain competitive.” - Bernie Winne

Thank you for tuning in to The CUInsight Network, with your host, Robbie Young, Vice President of Strategic Growth at CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.

My guest on today’s show is Bernie Winne, Regional VP of Modern Capital Executive Solutions. Bernie shares candidly about his entry into credit unions, and the decades-long career that followed, spanning various roles including CEO of the Boston Firefighters Credit Union. Modern Capital works with credit unions to provide cost-effective benefits plans designed to attract and retain talented leaders.

During our conversation, Bernie discusses the core functions of Modern Capital, and how their investments can provide credit unions with better returns when used for executive compensation, charitable donations, and employee benefits. Bernie talks about the strategic importance of Supplemental Executive Retirement Plans (SERPs) as a critical tool for attracting and retaining top executive talent. He explains how Modern Capital tailors its approach to meet credit unions where they are, whether they're already adept in their investment strategies or just beginning to explore them.

As we wrap up the episode, Bernie talks about a great leader he learned from, the one experience he loved spending money on each year, and his favorite city to visit. Enjoy my conversation with Bernie Winne!

Find the full show notes on cuinsight.com.

Connect with Bernie:
Bernie Winne, Regional VP of Modern Capital Executive Solutions
moderncap.com
Bernie: LinkedIn
Modern Capital Executive Solutions: LinkedIn | Facebook