Umholtz Strategic Planning & Consulting Services

• Oregon Report Targets Credit Unions as Bank-Like

  By Natasha Chilingerian  |  January 17, 2013

  Bankers pay for analysis from consultant Marvin Umholtz; NWCUA fires back.

• Bankers Form a New Super PAC

  By Heather Anderson  |  April 15, 2012

  Former credit union lobbyist Marvin Umholtz said the industry shouldn’t fear a new banker super PAC, saying the Friends of Traditional Banking PAC, will function “more like a scalpel than a battle axe.”

• Umholtz: New Banker PAC Nothing to Fear

  By Heather Anderson  |  April 9, 2012

  Former lobbyist Marvin Umholtz said credit unions shouldn’t fear the new Friends of Traditional Banking PAC, saying it will function “more like a scalpel than a battle axe.”

• 

  Natural Person CUs Say Corporates Still Fill In Voids

  By Robert McGarvey  |  March 19, 2012

  Ask Michael Bittle, CEO of the Vanderbilt University Credit Union, where his $25 million Nashville, Tenn.-based institution would be without its corporate credit union and he softly chuckles.

• CUSO Reg Comment Letters Swamp NCUA

  By Michelle A. Samaad  |  October 30, 2011

  The NCUA will likely have much to consider as it reads through more than 280 comment letters that came in on the agency’s proposal to amend the CUSO rule.

• Alternative Capital: Some See New Threat From CUSO Regs

  By Michelle A. Samaad  |  August 31, 2011

  For some credit unions, finding ways to create alternative capital can be a daunting and ongoing strategic maneuver.

• Aging CU Directors Are An Asset-Not a Liability

  October 27, 2010

  In recent months several notable credit union industry conference speakers have suggested that a credit union's board of directors should be as diverse as the membership-delivering a backhanded criticism of currently seated boards of directors.

• Corporate Legacy Assets Hang Over the Industry

  January 27, 2010

  he NCUA Board's proposed corporate credit union regulations are most notable for what they do not do.