Editor's Letter

Editor's Letter

We All Need Help, Especially Our Kids

Michael Ogden |

Provide the financial credit-union-parenting that kids (and parents) desperately need.
Editor's Letter

CU Business Services: Started at the Bottom, Now We’re Here

Natasha Chilingerian |

CUs began playing the business services game at a beginner’s level, so their accomplishments should be viewed as a major success.
Editor's Letter

Financial Inclusion: The News We Needed From Chairman Hood

Michael Ogden |

Financial inclusion holds the key to bringing a sustainable economic future for every single person in this country.
Editor's Letter

Let’s All Set Fire to the Burnout Epidemic

Natasha Chilingerian |

For happier employees and an improved retention rate, banish burnout and increase recognition at your CU.
Editor's Letter

PIN Paranoia: We Need Consistent Payment Security Standards

Michael Ogden |

Why can't our country, states, counties and towns work together to keep our payment systems safe for consumers and members?
Editor's Letter

Chipping Away at the Towering Issue of Housing Affordability

Natasha Chilingerian |

CUs may only be making a small dent in the issue of housing affordability, but their efforts are well worth it.
Editor's Letter

Searching for a City to Inspire? Look to Ithaca

Michael Ogden |

CUs can learn something from Alternatives FCU's TransAction Financial Empowerment Program.
Editor's Letter

It’s Time to Have the Climate Talk

Michael Ogden |

If we’re going to have any members left to serve, more drastic climate catastrophe mitigation steps need to be taken today.
Editor's Letter

Tackling Climate Change: Why All-Sized Efforts Matter

Natasha Chilingerian |

Making public efforts to go green makes sense for credit unions because it’s in line with their cooperative philosophy.
Editor's Letter

Longer Lives Equal Empty Pockets: What’s the Solution?

Natasha Chilingerian |

Here’s the downside to lengthening life spans: People can’t afford to live as long as they do today.

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Resources

2019 Profitability Perspectives: 10 Findings Reveal the Need for Specific Leadership Action

From Kaufman Hall

This report reveals how your credit union’s priorities and practices in profitability analysis compare to peers, plus ten recommendations to improve.

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When Your Credit Union Advisor Clients are Working Against You

From Cetera Financial Group

Clients for credit union financial advisors can be irrational when it comes to investments. Here are six pitfalls that may be susceptible to, and steps you can take to help them out.

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Measuring the ROI on CU Advisor Designations

From Cetera Financial Group

Learn the importance of designations, certifications and professional development efforts for credit union wealth management advisors, and how they can lead to more business.

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Accelerate Performance Improvement -- Best Practices in Budgeting and Planning

From Kaufman Hall

Build a better budget! Learn 6 best practices for leveraging the appropriate financial and operational data, processes and tools to improve planning, efficiency and accuracy to drive improved profitability.

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How to Build Deposits with a Merchant Services Program

From Elan Advisory Services

Learn how your credit union can leverage a merchant services program to capture a new stream of deposits that, on average, carries 2x the balance of member checking accounts.

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Prospecting Essentials to Boost Your Wealth Management Program

From Cetera Financial Group

Learn client/member acquisition strategies to increase the longevity and profitability of your credit union’s wealth management program.

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3 Steps to Improve Planning Accuracy for Credit Unions

From Kaufman Hall

Learn how to balance efficiency and accuracy better in the budgeting process, the benefits of cash flow planning, and the shortcomings of traditional approaches.

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Avoiding FOMO: How CU Advisors can Turn Missed Opportunities into Maximized Possibilities

From Cetera Financial Group

This white paper outlines four services that clients of credit union advisors might be missing out on, how to can broach the need for these services with your clients, and tips to help you prospect new clients and gain greater wallet share of existing clients.

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Mapping the Member Journey to Drive Growth & Retention

From CO-OP Financial Services

Gain knowledge and insight into your members, and discover the untapped opportunities that exist in the current marketplace.

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Investment Program Oversight: Your Guide to Comply with New Regulations

From Cetera Financial Group

Stay informed with a helpful handbook for compliance oversight.

Download Resource ›

Browse More Resources →

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