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Day: December 7, 2022

CU 2.0 Podcast Kirk Kordeleski Money Talks Episode 7: Revisiting a Now Out of Date SERP or a 457F Retirement Package

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Lucky you. You negotiated a satisfactory SERP (Supplemental Executive Retirement Plan) or maybe it was a 457F bonus package.

CU 2.0 Podcast Episode 228 Vaneet Grewal Ovation CXM on Fixing Your Broken Member Journeys

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You know about CRM. Now learn about CXM, a new approach to knowing and managing your members’ journeys.

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