Strategy

Your resource for the credit union industry’s best practices when working with boards and volunteers, regulators, strategy, member value, and CUSOs.

Top Strategy Articles

Top 10 Credit Union Auditing/CPA Firms

By law, credit unions at a certain asset threshold must engage an outside CPA firm for an annual audit. But an inspection of today’s modern credit union includes much more than bean counting.

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Planning Your Credit Union’s Strategy

Credit unions continue to perform well in almost every financial category. Lending increased a robust 13.3% between September 30, 1999 and September 30, 2000, while deposits jumped 7% during the same time period. National credit union membership passed the 77 million point. Safety and soundness measures such as ROA (1.1%), capital to assets (11.5%) and loan delinquency (0.6%) are also strong.

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A Tale of Two Cards: Rewards v. Non-Rewards

This session will educate attendees on how to successfully manage a rewards program for their card holders, including rollout and redesign planning considerations, ongoing portfolio management, expense control and vendor analysis considerations.

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Credit Card Management School: Card Marketing

Successfully promoting and growing a card program requires a multi-faceted approach: new accounts, existing accounts, and inactive account all need your attention. This session will offer segmentation and marketing approaches that work at a credit union scale, and will include specific marketing campaign examples of what works (and what doesn’t).

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Features

Top 10 Credit Union Auditing/CPA Firms

By law, credit unions at a certain asset threshold must engage an outside CPA firm for an annual audit. But an inspection of today’s modern ...

2018 Tough Questions Series: Answering Tough Questions For Your Credit Union

Jon Jeffreys, managing partner of Callahan & Associates explores the tough questions credit unions are beginning to ask themselves and what steps you can take ...
Credit Union Industry Commentary

Is The Credit Union Movement Ambitious Enough?

Credit unions are different, and better. Consumers are catching on, but market share indicates untapped opportunity awaits.
Features

The Fintech Revolution And Creative Collaboration

How a New York credit union partners with startups to meet members’ growing demand for the latest technological developments.
Credit Union Industry Commentary

Looking Past The NCUA Pocket Change

Shiny coin of $736 million does little to disguise the regulator’s $21.7 billion error at the cost to America’s credit unions.
Features

The Roots Of Financial Freedom

Three in-school branches at area high schools help student staffers develop real-world skills and foster financial knowledge.
Features

Planning Your Credit Union’s Strategy

Credit unions continue to perform well in almost every financial category. Lending increased a robust 13.3% between September 30, 1999 and September 30, 2000, while ...
Features

A Tale of Two Cards: Rewards v. Non-Rewards

This session will educate attendees on how to successfully manage a rewards program for their card holders, including rollout and redesign planning considerations, ongoing portfolio ...
Features

Credit Card Management School: Card Marketing

Successfully promoting and growing a card program requires a multi-faceted approach: new accounts, existing accounts, and inactive account all need your attention. This session will ...
Features

3 Stories Of Bank Acquisition

As more credit unions opt to expand their operations via bank acquisitions, best practices and solid advice emerge.

Is Revenge Savings A Fad? Or A Financial Shift?

After years of post-pandemic splurges for the well-to-do and inflationary pain for the less well off, more Americans are shifting to a discipline of saving. Here’s what that means for members and how credit unions can turn the trend into opportunity.

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