As an industry, banks and credit unions have been so successful at persuading customers to move their simple banking transactions over to mobile, online and…
I recently had the great pleasure of reconnecting with a good friend and credit union leader, Preston Meline, (pictured at left). We got together for…
Building out the perfect user experience for a member has never been an easy task – it can seem like a never-ending series of changes,…
Timely and accurate management reporting is key to a successful investment management process. There are four reports that are critical to a manager’s success and should…
Digital rise = branch demise: Not so fast, consider these facts . . . Doomsday messages about the death of bank and credit union branches…
Even under ideal conditions, the migration to a new operating system (OS) can be a prolonged process. With the end-of-life date for ATMs running Windows…
How to Merge the Art and Science of Small Business Lending By David Smith There is an undeniable art to lending. Complex,…
In addition to my consulting work, some of you know I am also passionate about managing the Police Officers’ CU Association (POCUA). It’s an organization…
In recent years, the credit union industry has seen its share of ups and downs, and Montgomery County Employees Federal Credit Union (MC EFCU), based…
When we launched Credit Union BUSINESS magazine on July 1, 2005, it was made out of paper and delivered by hand through the US Postal…
Recently I had the distinct pleasure to be the closing speaker during a credit union roundtable. I hope the crowd had as much fun as…
Community banks and credit unions exist, and will continue to thrive, because they have long focused on personalized, locally-based services for consumers and small businesses…