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Resources

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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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  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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  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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  Great TEXTpectations: The Text Messaging Playbook for Lenders

  From Ellie Mae, Inc.

  This ebook examines how today’s borrowers want lenders to use text messaging to help them complete the mortgage loan process, and how your credit union can meet their expectations.

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  Tripling Commercial Lending Capacity: How One of the Biggest Credit Unions Transformed

  From OneSpan Sign

  This case study showcases how one of the 50 largest credit unions in the U.S. achieved staggering results by seizing an opportunity to digitize their commercial loan process.

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  Monitoring and Record Keeping for Credit Unions in the Age of Electronic Business

  From Smarsh

  Learn how to keep your credit union prepared, resilient, and most importantly, compliant in the rapidly changing communication environment that credit union members demand today.

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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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  How a True Digital Mortgage Delivers an Experience Members Want

  From Ellie Mae, Inc.

  A true digital mortgage encompasses the entire loan lifecycle, only then does it pay off for both borrowers and 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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  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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