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Resources
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The Strategic CFO in a Rapidly Changing World
From Coupa
In a rapidly changing business environment, top CFO’s offer their insights on how you can take a more strategic role to guide your company to success.
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Why Check Fraud is Here to Stay & How Your Credit Union Can Combat It
From Advanced Fraud Solutions
Check fraud is undergoing a renaissance. Learn how the adoption of mobile banking and EMV technology is breathing new life into check fraud, and solutions your credit union can explore to fight it.
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How Digital Transactions Drive the Future of Banking
From DocuSign
Explore how your financial institution can stay competitive by going paperless with digital transaction management systems.
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How CFOs are Finding a Sharp Strategic Edge through Business Spend Management
From Coupa
CFOs are leveraging cloud-based technology and AI to transform Business Spend Management (BSM) into a strategic solution. Learn how your credit union can drive savings by rethinking BSM.
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CECL Prep: How to Ensure Data Adequacy and Quality
From Sageworks, Inc.
This guide outlines challenges and objectives for your credit union to consider while identifying, assessing and addressing your data needs in preparation for the CECL model.
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How to Boost Your Credit Union's Profitability by Managing the Full Scope of Relationships
From Kaufman Hall
Learn how to improve profitability for your credit union by adding “relationships” to your credit union profitability analyses.
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Finding the Silver Bullet for Margin Compression
From Kasasa
Learn how a holistic cost of deposit (COD) approach highlights the potential to add millions of dollars in direct income to your credit union through reward-based checking accounts.
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Scenario Planning: How to Mitigate Uncertainty for Your Credit Union
From Kaufman Hall
Learn how scenario planning for your credit union can help manage risk and uncertainty more effectively, while allowing you to explore new opportunities.
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Reinventing Consumer Loans: How Community-Based FIs Can Win the Millennial Lending Market
From Kasasa
Consumer loans are rising among Millennials. Learn how your credit union can capture a larger share of the growing demand by reinventing your consumer loan offers.
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How to Transform Your Credit Union's Lending Process
From Sageworks, Inc.
Transforming your lending process takes commitment and an actionable plan. This white paper will guide your through four main phases of preparation and implementation.
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How to Close More Mortgages with eSignature Solutions
From DocuSign
Learn how your credit union can realize more value in lending and close more business by deploying an eSignature solution.
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A Practical CECL Action Plan for Credit Unions
From Sageworks, Inc.
Start preparing your credit union for the current expected credit loss (CECL) model today. Follow this practical CECL action plan to ensure effective implementation and get ahead of this major change.
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How to Develop a Strategic Approach to Incentive Compensation for Your Credit Union
From Kaufman Hall
Learn how to implement a strategic profitability-based incentive plan that rewards desired employee behavior(s) at your credit union.
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Accelerate Performance Improvement: Best Practices in Budgeting and Planning for Credit Unions
From Kaufman Hall
These best practices help you increase profitability by leveraging the appropriate financial and operational data, processes, and tools to improve planning, efficiency, and accuracy.
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2018 CFO Outlook: Performance Management Trends and Priorities
From Kaufman Hall
Learn what senior finance professionals detail as trends, implications and recommendations for 2018, including 12 key findings in this performance management survey report.
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Credit Union Analytics - Using the Right Data to Support Decision Making
From Kaufman Hall
In order for Credit Unions to be successful, they need to focus on "how" and "why" they achieved results.
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Critical Steps to Successful Cash Flow Planning For Financial Institutions
From Kaufman Hall
Collaborative cash flow margin planning (CCFMP) is a marriage between ALM and traditional financial planning approaches. More institutions are turning to this approach because of its many benefits.
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5 Critical Aspects of Profitability Analysis
From Kaufman Hall
Discover five aspects of profitability analysis critical to creating and sustaining a profitability measurement program that can be used to drive decisions and improve financial performance.
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Profitability Measurement and Reporting: A Guide to Creating an Actionable Profitability Framework
From Kaufman Hall
With compressed margins and increasing competition, it is imperative for financial institutions to understand how customers, branches, channels, officers, and products contribute to the bottom line.
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Extracting More Value from Funds Transfer Pricing
From Kaufman Hall
Learn how your Credit Union can Extract More Value from Funds Transfer Pricing
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4 Key Benefits of Taking Your CU Digital
From DocuSign
Learn how you can increase speed, decrease errors, lower operating costs and grow your business.
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Take Credit Union Planning to the Next Level: Cash Flow Based Budgeting & Forecasting
From Kaufman Hall
Collaborative Cash Flow Margin Planning (CCFMP) provides a more effective solution for balance sheet/margin planning. Discover what it is, its benefits and why it may be best for your organization.
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