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Resources

Capture Consent: How to Protect Your Business and Your Clients

From DocuSign

U.S. regulators are increasingly encouraging capture consent on new account openings. Learn the challenges your credit union faces in implementing this suggested practice and solutions to meet them.

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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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Digital Disruption in Banking: How Digital Transformation Helps Financial Institutions Thrive

From DocuSign

Credit unions and banks who don’t adopt digital technologies to meet rising demands risk losing customers to those that do. Learn how digital transformation helps prevent this and more.

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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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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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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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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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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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