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Virtual - HSA Workshop
Thursday, April 01, 2021, 10:00 AM - 1:00 PM EDT
Category: Compliance

Rising healthcare costs nationwide have led to increased adoption for consumer-driven healthcare solutions like the health savings account (HSA). In 2019, 26% of employers offered HSA-qualified plans, up from 10% in 2009. And the number of HSA accounts have grown 222% over the last 5 years, with steady 20% YoY asset growth and 13% net new account growth since the HSA’s inception in 2003.

This poses a meaningful opportunity for credit unions seeking solutions to boost revenue growth by taking advantage of the deposits and the relationships these powerful products can generate on both the commercial and retail sides of the institution.

Join Lively & the Credit Union League of Connecticut as we discuss how leveraging the power of the health savings account will help you and your credit union:

  • drive new retail and commercial traffic through your branches
  • generate new relationships to leverage into multiple product lines
  • grow your core deposit base
  • create market differentiation through product innovation
  • reduce customer attrition & deposit dissolution
  • and generate revenue!

Hour 1:  Today’s HSA Market & How to Leverage Growth for Revenue
Presented by Adam Berry, Strategic Partnerships at Lively

Hour 2:  HSAs, Compliance & What Credit Unions Need to Know
Presented by Catherine Gavin, Compliance Counsel at Lively

Hour 3:  Getting Involved: Credit Union HSA Options Today
Presented by Adam Berry, Strategic Partnerships at Lively

Speakers: Adam Berry & Catherine Gavine from Lively

Register Here!

Speaker Bios:
Adam Berry
oversees Lively’s Financial Institution Partnerships channel and works with banks, credit unions, associations and leagues across the country to develop and implement unique HSA solutions. Over the last 15 years, Adam has gained a significant amount of HSA experience working for national TPAs and creating HSA programs within brick-and-mortar regional banks. HSAs are a personal passion of Adam’s, and he specializes in bringing entities together to discuss transparent, unique and innovative solutions that result in a better way to do business, increase revenue for Lively’s banking partners, and improve the lives of their mutual customers.

Catherine Gavin is Lively's Compliance Counsel. Before joining Lively, she worked at JP Morgan where she assisted billion dollar companies meet domestic and international compliance obligations. She earned her JD from University of Kentucky, LLM in Compliance from Fordham University, and MBA from Washington University in St. Louis.


Contact: [email protected]