WINTER EDITION – 2019
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- CECL and Your Credit Union’s Investment Portfolio
- As Interest Rates Go Down, What Does That Look Like For ALM?
- 2019 Interest Rate Recap and Outlook
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FALL EDITION – 2019
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- CECL – What We’ve Learned That Will Benefit Your Credit Union
- Strategic Planning for Growth
- Liquidity Management – Essential to Your Credit Union
- Economic Commentary – Interest Rates, Uncertainties, and 2020 Budgeting
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SUMMER EDITION – 2019
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- What Goes Up Must Come Down
- Interest Rates and Economic Commentary
- Interest Rate Risk Policy Reviewed?
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SPRING EDITION – 2019
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- Care About Your Beta? Industry Trends on Rate Sensitivities
- The Risk of Doing Nothing
- Rates are Falling – Is Your ALCO and Board Prepared?
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NEW YEAR EDITION – 2019
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- Alternative Liquidity Funding Sources
- Liquidity – Part of a Three-Legged Stool
- Current Economic Outlook and Interest Rates
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QUARTER 3 – 2018
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- 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
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- 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
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- 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
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- 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
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- 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
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- 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
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- 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
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- 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
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- 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
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- 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
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- 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
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- A Mortgage for Your Car?
- Well-Written Policies Are Your Friends – Part One
- Economic Outlook
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JANUARY/FEBRUARY 2016
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- 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
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- All Eyes are on the Fed
- Just Say No
- Loan Demand Forecasted to Increase
- Economic Outlook
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SEPTEMBER/OCTOBER 2015
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- Are CD Early Withdrawal Penalties Currently a Deterrent?
- Let’s Talk Numbers
- The Risk of Doing Nothing
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JULY/AUGUST 2015
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- 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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