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…
Posts published in “CFO Currency”
BY MICHAEL ORAVETZ 2018 proved to be an eventful, and profi table, year for most credit unions. Amidst heightened volatility from domestic and international concerns, credit…
BY KEN LEVEY Ken Levey, Vice President of Financial Institutions, Kaufman Hall To identify current performance management trends and priorities—and their implications in financial institutions—Kaufman…
BY MICHAEL ORAVETZ Michael Oravetz Since the turn of the calendar year, financial markets have experienced significant change. After severe flattening at the end of…
BY TYLER DUNN With additional rate hikes on the way from the Fed, examiners’ focus on Liquidity Risk Management (LRM) has increased meaningfully in recent…
BY ROBERT PERRY A popular debate in the banking world considers the question, what is a better measure of fixed-income performance: book yield or total…
BY ALEC HOLLIS Since the enactment of P.L. 95-22 in April 1977,expanding lending authority for credit unions, residential mortgage lending has become an important and…
BY ALEC HOLLIS Is your credit union giving employee benefit costs the attention they require? If not, you could be setting your CU up for…
BY CULLEN COXE AND STACEY WILKERSON What lies at the foundation of your credit union’s success? The answer to that question isn’t always easy to…
BY ALEC HOLLIS Financial professionalsat times may have a “check the box” attitude toward risk management. Sometimes viewed as a necessary evil, risk management activities…
BY THOMAS GRISWOLD Does your credit union consider capital stress testing as a “might consider” rather than a “must do”? That line of thinking could…
BY STACEY WILKERSON What is the most efficient way to utilize your credit union’s capital? CUB’s Currency expert examines the question from a mathematical perspective…