The latest from Dan Meers

Sep 15, 2014 - by Dan Meers, K2 Solutions

How to turn the tables on elder financial exploits – a pattern based approach

Every family has or had multi-generational relatives. Safeguarding family and financial assets is paramount to one’s sense of security and well being. This article highlights patterns of abuse, the ...

Jul 3, 2014 - by Dan Meers, K2 Solutions

Closing “risk windows” – assessing your options for cost effective compliance & risk management

Assessing options for risk management and compliance requires consideration of the cost to integrate the results of these different capabilities.  Creating an integrated view of risk and compliance is challenging ...

Jun 11, 2014 - by Dan Meers, K2 Solutions

Cost effective compliance and risk management options

Deliver More with Less Credit Unions are working harder than ever to serve their growing memberships with quality and efficiency.  Quality dictates fast, reliable service based on the needs of ...