Tax, Tech and Tomorrow: A Vision for the Credit Union System

In part two of our conversation with Samantha Beeler, president of the League of Credit Unions and Affiliates, we debate taxation and advocacy efforts, discuss the complexities of finding, sourcing and integrating fintech, and unearth a bold vision for the credit union movement’s near and longterm future.

Highlights:

00.30: The unspoken truth about credit union taxation: That some credit union CEOs would be willing to trade the tax exemption for access to capital markets and simplified M&A regulations.

03.57: Alternative tax options and opinions.

07.12: How smaller credit unions need greater focus, support, and investment, as they serve their members and communities in unique ways.

09.22: Questioning the myth that scale solves all problems, particularly relating to fintech.

14.10: Hopes and thoughts on what the future for America’s Credit Unions could look like following Jim Nussle’s retirement announcement.

17.57: Beeler’s vision for the future of the credit union system.

Resources:

• www.the-league.coop The League of Credit Unions and Affiliates

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