Newsletter Archive

QUARTER 3 – 2018

    • CECL Implementation: In-House vs. Outsourcing Considerations?
    • New Shoes, New Shoes – Taking the Right Steps When Choosing Outsourced Solutions For Your Credit Union
    • Strategic Planning and the Race Against Time

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QUARTER 2 – 2018

Newsletter

    • The Changing Tides of Non-interest Income
    • ALCO – Always Looking Constructively
    • Consumer Lending:Leave No Stone Unturned
    • Minding the Margin

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QUARTER I – 2018

Newsletter

    • Member regular share versus CD migration analysis
    • Investment Portfolio Considerations in a Rising Interest Rate Environment
    • Calculated Shifts in Investment Strategies Can Yield Big Changes to Income and ROA
    • Credit Union, Economic, and Interest Rate Outlook

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QUARTER IV 2017

Newsletter

    • Interest Rates Went Up, Now What?
    • Ensuring Data Completeness and Integrity.
    • What Do Auto Loan Delinquency and Charge Off Trends Mean for Credit Unions?
    • Mary, Mary, Quite Contrary

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QUARTER III 2017

Newsletter

    • Interest Rate Risk, Too Little or Too Much?
    • Should We Raise Our Deposit Rate?
    • Segmentation Strategies – Still A Good Tool To Manage Cost Of Funds
    • Current Expected Credit Loss (CECL)

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QUARTER II 2017

Newsletter

    • Interest Rate Risk, Too Little or Too Much?
    • Should We Raise Our Deposit Rate?
    • Segmentation Strategies – Still A Good Tool To Manage Cost Of Funds
    • Current Expected Credit Loss (CECL)

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JAN/FEB 2017

Newsletter

    • Revisiting Interest Rate Risk: It’s Still a Factor!
    • Has Your ALCO Become Complacent?
    • Small Credit Unions — The Silent Majority
    • CECL Survey Results

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NOV/DEC 2016

Newsletter

    • Utah First FCU Success in the Face of Intense Competition
    • Managing and Controlling Your Sales Culture
    • Reevaluating Policy Limits
    • Economic and Interest Rate Commentary

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SEPT/OCT 2016

Newsletter

    • Being a Little Different Pays Off
    • Credit Union Deposit Growth Continues
    • Will They or Won’t They? The Interest Rate Conundrum

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JULY/AUG 2016

Newsletter

    • Lemonade From Lemons
    • Upcoming Interest Rate Risk Manaement Changes by NCUA
    • Are Credit Union Deposits Less Rate Sensitive in 2016 Than 2004?
    • Economic Outlook
    • Credit Union Lending Performance Survey Results

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MAY/JUNE 2016

Newsletter

    • The Outlook for Small Credit Unions
    • Organizing and Utilizing an Effective ALCO – A road map for success
    • For More Impactful Lending At Your Credit Union, Try Digging A Little Deeper

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MARCH/APRIL 2016

Newsletter

    • A Mortgage for Your Car?
    • Well-Written Policies Are Your Friends – Part One
    • Economic Outlook

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JANUARY/FEBRUARY 2016

Newsletter

    • Factoring Key Assumptions
    • The Financial Institution of Your Dreams
    • Economic Outlook
    • Credit Union Investing Basics: Why Liquidity Maters.

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NOVEMBER/DECEMBER 2015

Newsletter

    • All Eyes are on the Fed
    • Just Say No
    • Loan Demand Forecasted to Increase
    • Economic Outlook

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SEPTEMBER/OCTOBER 2015

Newsletter

    • Are CD Early Withdrawal Penalties Currently a Deterrent?
    • Let’s Talk Numbers
    • The Risk of Doing Nothing

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JULY/AUGUST 2015

Newsletter

    • How Will Non-Maturity Shares (NMS) Behave When Rates Rise?
    • Is it Time For Credit Unions to Consider Alternative Funding Sources?
    • Economic Update — Credit Unions: Helping the Middle Class in America with a Widening Income Gap
    • Client Corner: A Picture is Worth a Thousand Words
    • Seminars to Webinars

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