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As a kid, do you remember wanting a toy or game everyone had, but your parents said no? Then when you got your allowance from chores or celebrations, you would tuck that money somewhere “safe” to hopefully be able to buy that item. Read More

On the 6th day of June, 2019 the House of Representatives introduced H.R. 3151 (the short title being the “Taxpayer First Act”). The House proceeded with a brief debate on the 10th, and approved H.R. 3151 by voice vote. Read More

We are back with a brand new #HumanitarianHighlight! This week, we provided our #CUfamily with many different types of positive acts that credit unions have accomplished. Read More

Due diligence is the number one most important step any C-level executive has to complete in order to move forward with an agreement or contract with a third-party vendor. This process is crucial to any company, but one must be wise when going over all the legal obligations. Read More

Nevermore so is the case with the recently enacted “Taxpayer First Act.” Among many elements of this Act is a not-so-subtle requirement that seemingly now requires permission from a taxpayer before you can pass along their tax return to another party. Read More

How well do you know your forms or disclosures? Have you ever experienced any sort of problem or miscommunication from your forms to your members? Compliance can be tricky, but definitely not impossible. Read More

In a Credit Union Times article written by Richard Gallagher, CEO of Oak Tree Business Systems, Inc., talks about the competitive market credit card users have had to endure in today's industry. Read More

Credit cards are a necessity for a growing financial journey. Members rely on credit union services to increase credit scores and to access financial education. February is a wonderful time to introduce the benefits of using your credit union's credit card products for special rewards during the se Read More

Welcome back to another #HumanitarianHighlight! Valentine's Day is tomorrow and we are sure your members would love our compliant forms we offer to all 50 states!! Sounds great, huh?! Read More

In an article written by Richard Gallagher, CEO of Oak Tree Business Systems, Inc., Rich gives us his wise, admiring thoughts on new opportunities that have arisen in today's economic growth. Read More