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4 Focus Areas to Maximize COVID-19 Budgeting Efforts

As the world eagerly awaits a post-COVID-19 reality, credit union finance leaders should seize the opportunity to make improvements in their budgeting processes today....

Are You Relying on Dated Time Studies in Branch Scheduling? – Real-time data provides more accurate branch staff schedules

BY CHAD DAVIS Technologies have drastically changed the banking landscape, but the fundamentals for delivering on service standards are just as important as ever. Members...

Planning for Your Strategic Planning Session

BY ERIC GAGLIANO There’s no time like the present to start strategically planning for your credit union’s strategic planning session. After all, it will be...

The Evolving Branch Visit

BY CHAD DAVIS A new appointment study has identified service and timing preferences for branch visits. A closer look reveals not only the types of...

The Four Pillars of a Successful Rewards Program

BY DWAYNE SPRADLIN When it comes to loyalty programs, is your credit union in the minority of those that are actively used or the majority...

The Small Business Opportunity: Driving Growth through Digital

BY JOHN DAVIS Competing with big banks tops many credit union’s concerns. Digital services may be just the ticket to leveling the playing field when...

Strike a Strategic Balance between Human Expectations and Operational Tactics

BY MARVIN C. UMHOLTZ Are your strategic and operational plans meeting the unique needs of your CU’s future? Overcoming today’s strategic and operational challenges is...

STRATEGIC PLANNING: The 2016 Strategic Stink Bomb: Repricing the Risks of Credit Union Deposit Insurance

BY MARVIN UMHOLTZ Following seven years of a sluggish economic recovery, it’s no surprise that when a credit union’s management team and the board of...

STRATEGIC PLANNING: Overarching Trends Will Stress-Test Every Credit Union’s 2016 Strategic and Operational Plans

BY MARVIN C. UMHOLTZ With 2016 less than a half year away, credit unions need to prepare themselves to have their strategic and operational...