- Delivery Channels
- Financial Performance
- Lending
- Marketing
- Payment Systems
- Strategy
|
|
|
|
 Credit unions Are “Banking” on DC
As the latest city to join a national initiative, Bank on DC will make mainstream financial products available – and affordable – for the District’s unbanked population.
|
Retaining Your Best Call Center Reps - Strategies to Reduce Attrition
The call center is often thought of as the heart of the credit union, and as remote service usage increases, the call center may even be your busiest branch. But how do you retain the best call center representatives to ensure consistent, superior member service? Professional training, career development, and alternative workforce arrangements improve attrition rates and member service.
|
CUtv Short: 3 Benefits to Using Email for Collections
To best serve their collective membership, credit unions must continue pushing for improved rates of delinquency and charge offs; however, poor behavior on the part of select debt buyers and collectors supports the public perception that the collections system is staffed with bullies. For this reason, credit unions are wise to remain cognizant of the plight of their members and strive for an effective, diplomatic collections process.
|
|
|
CUtv Short: A Good Call: Tips for Launching an Outbound Calling Program
Length:25 Minutes
Call centers are a strategic asset to credit unions. They enhance the credit union experience, provide essential information to concerned callers and – in many cases – are the “face” of the credit union for members. But call centers can provide more than exceptional customer service; if structured effectively, they can enhance your credit union’s growth strategy.
A knowledgeable outbound calling team provides expert service and sales guidance to members who should take better advantage of the credit union’s programs.
|
CUtv Short: Work as a System to Improve Profitability at the Branch Level
Length:17 Minutes
For every dollar spent on salary and benefits in 2009, credit unions realized $3.98 in income. Ten years ago that number was $5.16. From a long-term perspective, productivity in credit unions is slowing. Couple this trend with a tightening economic environment and it’s no wonder efficiency is on the minds of credit union board members and managers. David Tate, VP of Branch Operations at Anheuser-Busch Employees Credit Union ($1.2B, St. Louis, MO ) offers a few “Do’s and Don’ts” for enhancing branch profitability.
|
CUtv Short: Give Employees the Need to Succeed
Length:22 Minutes
Callahan Peer to Peer performance reports suggest that credit union efficiency increases as branch networks expand. In today’s environment, where lean organizations are the standard and not the exception, credit unions must ask if an emphasis on productivity or growth will prove more beneficial than cutting costs. Philippe Asselin, HR at Tyndall Federal Credit Union ($950M, Panama City, FL ) suggests three ways to incentivize employees and increase staff productivity.
|
|
|
From Information to Action: What Members Really Want from Their Credit Union Website
Length:67 Minutes
The online channel plays an important role in not only enabling efficient self-service but also increasing member loyalty. This complimentary webinar will share insights from recent Internet Strategy Consortium surveys to help credit unions identify improvements to their website and demonstrate the value of this shared cost research group.
|
Maximize the Sales Opportunity in Your Call Center
Length:73 Minutes
Issue resolution is a top concern for members, but are your agents making sure they’ve met all member needs? Cross-selling should be a top concern for credit union call centers to drive deeper, more profitable relationships.
|
|
|
CUtv Short: Cost Effective Ways to Harness the Power of Web 2.0
Length:14 Minutes
There are a number of ways credit unions can harness the interactive capabilities of the online channel to more effectively target members and increase member loyalty. Jamie Bay, Marketing Specialist, Summit Credit Union discusses how they utilized YouTube to save time and money when showcasing videos on their site. Through their “Pay it Forward” campaign, Summit builds a vibrant community off- and on-line.
|
|
|
|
|
|
|
Interview: Mike Warrell, Smart Financial CU
Length:18 Minutes
Smart Financial pays incentives for most of their products. All of their MSRs attend a sales class and have regular training. Yet the credit union decided to focus on three key products. What were the results? Listen and find out!
|
|
|
|
|
|
|
|
|
Key Steps to Success: Launching Mobile Banking
Length:57 Minutes
As mobile banking offerings continue to rise among financial institutions, questions remain about credit union member adoption and the benefits of offering this new delivery channel. This webinar will lead you through the decision to launch mobile banking, from technology considerations to launch, ongoing support and marketing. You’ll hear from credit unions who will share their process and offer advice for credit unions considering or planning to offer mobile banking in the future.
|
|
|
|
|
Branching in 2009
Length:14 Minutes
Analyst Lydia Cole examines the current credit union data and discusses where the networks have opportunity to expand.
|
|
|
|
|
|
|
|
|
|
|
Selecting the Right Delivery Channels for Your Credit Union’s Future
Length:31 Minutes
The evolution of delivery channels has sped up in the past few years. Offerings such as Remote Deposit Capture (RDC), Mobile Banking, and new payment methods have revolutionized how members access your credit union. How can credit unions effectively manage their existing deliver network and decide the right path for the future? Tune into this free webinar on November 18th.
|
|
|
|
|
Branching Strategies - Measuring Your Branch Productivity
Length:77 Minutes
Tracking branch performance is vital for all credit unions, but not all credit unions track performance alike. Different measures are important because although a branch may show excellent performance using one approach, using another may reveal an opposite result.
|
|
|
|
|
|
|
|
|
|
|
|
|
Income Diversification Strategies for a Low Rate Environment
This webinar is designed to help you think through the various options for diversifying credit union income streams so you are better prepared to withstand a prolonged low-interest rate environment. Join us to explore a range of options your senior management team can assess to determine if they are right for your credit union.
|
The Financial Draw of CUSOs
Length:1:10 Minutes
Service organizations provide much-needed resources, but their financial draw doesn’t end with processing and management costs.
|
|
|
1Q10 Trendwatch Call
Length:67 Minutes
How did the trends through 2009 shape the start of 2010? With accelerating share growth, record loan originations, positive earnings, and growing reserves, the credit unions stood poised to make significant gains in the first quarter. Did they succeed?
|
1Q10 Trendwatch Call
How did the trends through 2009 shape the start of 2010? With accelerating share growth, record loan originations, positive earnings, and growing reserves, the credit unions stood poised to make significant gains in the first quarter. Did they succeed?
|
|
|
CUtv short: 4 Methods to Achieve Success and Remain the “Good Guys” in Collections
Length:11 Minutes
So how can credit unions keep their flexibility, values, and public image intact in the worst of lending situations and in a media environment prone to harsh criticism of the collection process?
According to Casey Perkins of Ent Federal Credit Union ($3B, Colorado Springs, CO), what is often considered the most unpleasant of financial situations can also be an opportunity for credit unions and their members.
|
CUtv Short: Get Real Returns Out Of Your Referrals
Length:18 Minutes
Richard Adams of Patelco Credit Union demonstrates how it’s not just the number of referrals coming in but how they are tracked, analyzed and utilized in both directions that determine a program’s ultimate success.
|
Non-interest Income: A Look at the Sources and Threats
Callahan & Associates' year end 2009 non-interest income survey provides a better understanding of the specific components that comprise these accounts by requiring credit unions to breakdown the accounts into several categories.
|
4Q Trendwatch 2009
Length:77 Minutes
Despite some uncertainties, the economy has stabilized. Moving beyond a “crisis mentality” to a forward-looking plan will be critical to the industry’s success in 2010. What does this mean for your credit union?
|
|
|
The Power of Data: Measuring Member Value Creation
What is the best way to measure the value that your credit union provides to its members? Which key ratios should you track to benchmark your member value against your peers? Join us to learn how ROM (Return of the Member) scores are calculated, why they are important, and which ratios are best used to benchmark member value.
|
|
|
Meaningful Comparisons in the Age of the NCUSIF Stabilization Expense
Length:40 Minutes
The NCUSIF stabilization expense hit credit union financial statements in countless different ways leaving accurate peer group comparisons an increasingly complicated process. To help you navigate these changes, join us for a complementary 30-minute webinar that will cover the numerous ways a credit unions accounted for this stabilization expense and how to benchmark your financial progress and earnings levels.
|
Allowance for Loan Losses-Getting It Right Before Auditors & Regulators Get it WRONG!!!
As unemployment trends continue to rise, and the economy progresses in a weakened stage, the Allowance for Loan Losses remains a primary focus of auditors and regulators. What are they looking for, and how do you know when “enough is enough?” How can a credit union quantify the so called qualitative & environmental factors? What are some practical short-cuts for measuring and accounting for TDR’s?
|
Sources of Risk: Understanding the Forces at Play in ALM
Length:70 Minutes
With all the uncertainty in the financial markets, consumer behavior, and governmental policy, the challenge credit unions face is to determine the most realistic set of assumptions for their ALM models. It is imperative that executives understand the higher interest rate risk in today’s environment to plan for tomorrow.
|
2Q 2009 Trendwatch
Length:54 Minutes
In the second quarter of 2009, the GDP free-fall abated with an annualized quarterly growth of -1.0% according to advanced estimates from the Bureau of Economic Analysis. The Wall Street Journal points out that the “peak-to-trough decline” of this recession represents the steepest GDP decline since the end of World War II, but have we reached the turning point of this recession?
|
Unleash the Power of Data for Better Decision Making Special Focus: Efficiency
Length:50 Minutes
If you are interested in learning how to develop an analytical framework to evaluate your credit union’s efficiency and productivity levels, join us for this complementary 30-minute webinar. We will cover topics ranging from the numerous ways a credit union can measure its efficiency to key productivity metrics that impact your bottom line. We will also cover the importance of comparing your performance to the appropriate peer group.
|
|
|
Unleash the Power of Data for Better Decision Making Special Focus: Deposits
Length:43 Minutes
If you are interested in learning how to develop analytical frameworks to evaluate your credit union's deposit performance, join us for a complementary 30-minute webinar. We will cover how to analyze your share portfolio, strategically examine deposit acquisition, and compare your performance to your peers. We will also highlight data resources from outside the credit union industry that you can use to supplement your analysis.
|
1Q 2009 Corporate Trendwatch
Length:31 Minutes
This complimentary event features a review of the Corporates financial performance through March 2009.
|
1Q 2009 Trendwatch: Thursday June 4th
Length:76 Minutes
How will NCUA's actions shape credit union results in the coming year? What opportunities are available to credit unions in this uncertain environment? When do economist expect a turnaround to begin? Join us for our quarterly TrendWatch webinar, providing unique insight into current credit union trends and issues.
|
1Q 2009 Trendwatch: Wednesday June 3rd
Length:67 Minutes
How will NCUA's actions shape credit union results in the coming year? What opportunities are available to credit unions in this uncertain environment? When do economist expect a turnaround to begin? Join us for our quarterly TrendWatch webinar, providing unique insight into current credit union trends and issues.
|
|
|
Efficiency: Maintaining Member Service Levels While Lowering Expenses
Length:59 Minutes
With credit union net income continuing to decline, expense management becomes a key factor of managing through the downturn. This event covers ways that credit unions are able to maximize their physical expansion while having a positive impact on their efficiency.
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Corporate Trendwatch: A Look at 2008 & Beyond
Length:41 Minutes
For a complete overview of the corporate credit union network's 2008 financial results, as well as an outlook for 2009, join us for the complimentary Trendwatch call on March 18th at 1pm EDT
|
|
|
|
|
|
|
|
|
Take Action Against Lofty Spending
Tom Berquist, Senior VP of Member Strategies at BECU discusses actions taken to reign in an out of control cost structure. The result was better service to members via more competitive price points.
|
|
|
|
|
|
|
|
|
|
|
Using Investments as a Balance Sheet Management Tool
Length:80 Minutes
The investment portfolio is one of the tools CFO's can use to help control balance sheet symmetry. The member has ultimate control over the loan portfolio but the credit union can add or remove duration and cash flow by properly investing excess member deposits.
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Loan Growth Strategies that Work Now!
There is no magic bullet when it comes to lending. But there are a lot of things that come together to create a vibrant lending department. This webinar provides lending practices to get you thinking differently about all aspects of the lending process — from enticing members through the door to making sure they commit; from leveraging partnerships to considering new products.
|
|
|
|
|
|
|
The Best Staff for the Job
Length:5 Minutes
Mark Twisdale, head of human resources at State Employees Credit Union in North Carolina, talks about training and retaining the best staff for SECU.
|
|
|
CUtv short: 4 Methods to Achieve Success and Remain the “Good Guys” in Collections
Length:11 Minutes
So how can credit unions keep their flexibility, values, and public image intact in the worst of lending situations and in a media environment prone to harsh criticism of the collection process?
According to Casey Perkins of Ent Federal Credit Union ($3B, Colorado Springs, CO), what is often considered the most unpleasant of financial situations can also be an opportunity for credit unions and their members.
|
|
|
The Responsible Reverse Mortgage Opportunity for Credit Unions
While reverse mortgages are tricky products with clear potential for abuse, it is undeniable that there is a place for reverse mortgages in the market. The challenge is how your credit union can offer the reverse mortgage in a way that is mutually beneficial for both the senior and the credit union.
|
|
|
CUSP Online Video Exclusive
Length:4:00 Minutes
Jim Blaine, President/CEO of State Employees Credit Union in North Carolina, discusses why the credit union does not participate in risk-based pricing.
|
CUtv Short: Build a Quality Auto Portfolio in Any Credit Environment
Credit unions financed one in every five vehicle loans made in 2009. Texas-based Navy Army Federal Credit Union ($926M, Corpus Christi, TX) controls approximately 30% of its local used-car market and up to 20% of the new car market. So how does the credit union achieve such success? According to CEO Wayne Vann, it’s a multi-faceted approach.
|
10 for ’10: Key Auto Loan Growth Strategies for a New Decade
Length:64 Minutes
As credit unions build upon their success in the auto lending market, there is no one strategy that will work for every institution. This CUtv event compiles 10 of the best strategies we think will help credit unions drive success in 2010.
|
Optimizing Your Card Portfolio in a post-CARD Act World
In a post-CARD Act environment, all credit union credit card issuers need to understand their card program’s performance. With as many as one in five programs losing money, the need for action has never been more urgent.
|
Anatomy of a Loan
State Employees Credit Union of North Carolina throws open its doors for an in-depth examination of how it takes Southern sensibility to a whole new level.
|
Meet the Needs of Small Business Members
Length:71 Minutes
The entrepreneurial spirit is one of America’s strongest forces. There are an estimated 22 million small businesses today in the U.S. - ranging from sole proprietorships to organizations with a small, but growing employee base. Whether you currently provide business services and want to ramp up your program or are considering expanding your product line to encompass this segment, you’ll want to attend this informative webinar.
|
Credit Unions: In Their Own Words
Length:4 Minutes
In this CUtv clip, we hear four credit unions discuss the challenges facing their institution in their local market. While there is diversity in geographic location and institution size, there is consistency among the roles they believe their credit union plays in their local market and the challenges in today’s environment.
|
CUtv Short: Car Pool
Five Florida credit unions earn higher returns and take “car pooling” to a whole new level.
|
Strategies to Build Mortgage Market Share in 2010
Length:62 Minutes
Credit unions remain well positioned on the tail end of this recession to surge ahead of the competition through their mortgage lending programs. Timely data and credit union success stories will provide your credit union with valuable tools to excel in the mortgage market in 2010.
|
Cutv Short: Mike Sacher on Accounting for Troubled-Debt Restructures
Length:20 Minutes
In a special encore event, Mike Sacher covers the basics of a Troubled Debt Restructure and works through an example. Every credit union executive should understand this topic and Mike makes it easy for you to do so! From one satisfied viewer: I appreciate this information and Mike's presentation. It was the most straight forward review I have heard about TDR. Thank you!!
|
|
|
3 Resources in 1! Auto Lending Advice for 2010
Credit unions averaged over 20% market share in 2009. Now, competition is returning to the market. GM is incentivizing dealers to sell their discontinued brands, 0% financing is once again a reality and community and larger banks are coming off the bench and into the increasingly competitive game of auto lending.
|
All Cards are Not Created Equal
Length:13 Minutes
APL FCU in Maryland leveraged the CARD Act to teach their members about responsible credit card practices. They’ve seen new outstanding card balances triple from the year prior.
|
|
|
|
|
Complying with the Unintended Consequences of the CARD Act
Length:100 Minutes
The Credit Card Accountability Responsibility and Disclosure (CARD) Act of 2009 has compliance ramifications for more than just credit cards; all open end lines of credit are affected. Because credit unions frequently have multiple lines of credit products and various statement mailing procedures complying has become a much more complex undertaking than just the credit card payments. Three compliance experts will offer tangible solutions.
|
|
|
|
|
|
|
Unleash the Power of Data for Better Decision Making--Special Focus: Mortgage Lending
Length:49 Minutes
If you are interested in learning how to develop analytical frameworks to compare your credit unions’ mortgage performance, join us for a 30-minute webinar. In addition to covering how to use the credit union mortgage data, we’ll go beyond credit union specific data and highlight other data sources to address questions like, Are you capturing your share of the refinance boom without taking undue risk?
|
Keeping Members in Their Homes: Advice from the Front Lines on Loan Modifications
Length:88 Minutes
No one claims to be an expert at loan modifications and, despite everyone’s best intentions, sometimes members just can’t keep their homes. But some credit unions are doing their best to get it right. Whether your credit union is looking to help 1 member or 100, this CUtv "Best of" event recording will give you invaluable insights to improve your loan modification efforts and, in turn, save your credit union and members money. Watch Now!
|
|
|
|
|
|
|
Mortgage Update: Year End Data for 2008
Length:20 Minutes
With real estate loans composing over half of the credit union loan portfolio, staying up-to-date with real estate lending is critical in order to understand credit union loan performance.
|
|
|
|
|
Achieving Solid Auto Loan Growth in a Troubled Market
Length:54 Minutes
You can achieve solid growth in your auto loan portfolio because the 2009 market for credit union auto lending is alive and well. But you may need to recalibrate your current auto lending strategies, as vehicle sales trend down nationwide.
|
|
|
"Differentiate Through Service"
Length:12 Minutes
Carl Roer, the Head of Lending at Sound Credit Union in Tacoma Washington, provides insight into how Sound Credit Union has rapidly grown their auto lending division. Roer identifies three key components to a successful auto lending program: the need to differentiate through service to the dealers, actively managing your credit union’s relationships with dealers, and implementing marketing campaigns to dealers that build awareness of your credit union.
|
|
|
|
|
|
|
|
|
Becoming Members’ Lender of Choice During the Mortgage Crisis
Length:68 Minutes
Washington, D.C. has been focusing on helping institutions combat the credit freeze, while credit unions have been focusing on what really matters-their members. With lending continuing to be limited at many institutions, now is the time for credit unions to solidify long-term member relationships by providing assistance in their mortgage lending needs. This event will provide specific examples of how credit unions are working towards this goal.
|
|
|
|
|
Offering Small Business Accounts: Is it the Right Move for Your Credit Union?
Length:98 Minutes
In this webinar event we examine three areas to cover to effectively enter the small business market. Three leading CUs also join us to discuss a Small Business Wonder, being Everything to Some, and a Winning Strategy with limited resources by sharing their strategies for implementing these accounts and services, even in a slowing economy.
|
|
|
|
|
How to Deliver Results from Your Social Media Efforts
Social Media is a widely used — and widely misunderstood — communication tool. This webinar will help credit unions garner results from Twitter and Facebook strategies. Focusing specifically on leveraging the power of social media, our hosts bring together best practices and advice from external industries as well as leading credit unions.
|
|
|
When Two Brands Are Better than One… The Strategy behind Multiple Identities
Mergers & acquisitions often leave credit unions with an identity challenge – especially if the new credit union entity is not well known in certain markets. How should you decide whether to consolidate into a single identity or maintain multiple brands for different audiences? Join us to hear the pros and cons of the multi-brand approach from credit unions that are living the strategy today.
|
|
|
The 3 R’s of Empowering Loyal Members: Rewards, Referrals, and Relationship Based Pricing
Is mass marketing dead? It’s estimated that by the time today’s young adults reach the age of 21, they will have consumed over 23 million different media messages. That’s a lot of competition and clutter blurring your credit union’s message. This webinar focuses on tactics your credit union can employ to empower loyal members to inform others and accurate reporting of the results of such campaigns.
|
Optimizing Your Card Portfolio in a post-CARD Act World
In a post-CARD Act environment, all credit union credit card issuers need to understand their card program’s performance. With as many as one in five programs losing money, the need for action has never been more urgent.
|
|
|
Knowledge is Power - How PFM Tools Help Your Members
Length:71 Minutes
Financial institutions are looking for products to help them retain their best online customers and attract new Gen Y members. In this environment, Personal Financial Management (PFM) tools stand out as a way to increase the stickiness of online relationships.
|
Reinvest in Your SEG Relationships to Drive Organic Member Growth
Length:78 Minutes
Competition is coming back to financial services and credit unions need to step it up to continue the growth trends of 2009. Now is the time to reexamine your market niche and focus on existing SEG relationships to drive new member growth in 2010. Working through an employer/sponsor remains one of the most cost-effective ways to market your services and drive new member growth.
|
CUtv Short: Brand Monitoring Tips
Length:7 Minutes
Just because your credit union doesn’t have a Facebook or Twitter account doesn’t mean that conversations about your organization aren’t taking place right now on social networks. Having a formal system in place for tracking conversations about your credit union (and others in your area) will help you proactively manage your online identity.
|
2 Overlooked Factors in the Cross-Sales Process
Length:20 Minutes
Cross-selling to members is a primary goal of credit union managers. Of special interest are those members that are new, low-balance, indirect loan recipients or single-service members. But why is this “silver bullet” issue so difficult to master? Credit union efforts to increase cross-sales often focus on front-line staff training and developing a vast array of competitive, sticky product offerings.
|
|
|
|
|
Building a Strategic Public Relations Campaign
Why should your credit union put more effort into a strategic public relations (PR) campaign? According to John Boit of Melwood Global, an international PR firm:
- It’s more believable and builds more trust
- It has a long shelf-life
- It’s more cost-efficient
- It drives public opinion and regulation
|
Creating WOMP with Public Relations
Length:16 Minutes
A proactive public relations strategy will not only earn you coverage in traditional media such as the local newspapers or TV broadcast, but also help generate positive word of mouth potential…or WOMP.
State Employees Credit Union of North Carolina has a proactive PR strategy that has earned them coverage in national publications like Business Week (see the August 13 edition titled “The Case for Optimism”). They also leverage a network of over 3,000 members built around their branch network to generate WOMP among members of the community.
|
How to Tell Your Story for FREE! Getting the Most out of Public Relations
Length:91 Minutes
Getting your message out in a challenging economy is not always easy – especially as many organizations try to cut back on advertising or at the very least hold expenses steady. But there are ways to capitalize on today’s opportunities and reach your targets without breaking your budget. Public relations, or “earned media,” is one of them.
|
HarborOne Credit Union's Credit for Life Financial Literacy Program
Length:14 Minutes
One of the many nationally recognized initiatives HarborOne has implemented is the Credit for Life Fair. During the event, seniors from local Brockton Area High School engage in a simulation of what their financial lives might look like at the age of 25.
|
The Twitter Experiment
Length:25 Minutes
Twitter can be a confusing method of communication if not introduced properly. Matt Hand, Web Designer for Callahan & Associates, gives background and resources for new Twitter users to get started off on the right foot.
|
CUtv Short: Connecting with Young Adults in Transition
Length:20 Minutes
Want to target adult members of Gen Y, but not exactly sure how to gain their attention and nurture fledgling relationships? Tricia Poplicean, Student Lending Advisor, Eli Lilly Federal Credit Union ($913M, Indianapolis, IN) discusses how she builds relationships with students and their parents from the ground up as she helps them navigate the waters of financing higher education. Tricia concludes with results that Eli Lilly has experienced and a Q & A session from the audience.
|
CUtv Short: Cost Effective Ways to Harness the Power of Web 2.0
Length:14 Minutes
There are a number of ways credit unions can harness the interactive capabilities of the online channel to more effectively target members and increase member loyalty. Jamie Bay, Marketing Specialist, Summit Credit Union discusses how they utilized YouTube to save time and money when showcasing videos on their site. Through their “Pay it Forward” campaign, Summit builds a vibrant community off- and on-line.
|
A Member Saved is a Member Earned: Retention Strategies in Market Upheaval
Length:85 Minutes
The economy is already showing signs of recovery. As members return to work, rebuild their wealth, and as key competitors reenter the market or market to your members more aggressively, having member retention strategies in place will be critical to ensuring your credit unions success during the economic recovery.
|
|
|
Twitter, Tweeter, Tweets, Twittersphere
Length:15 Minutes
While it's various incarnations may sound silly, Michelle Kozak explains that Pioneer CU utilizes Twitter "to humanize our credit union." Also, social media can help give a voice to your brand advocates.
|
Connecting with Young Adults in Transition
Length:100 Minutes
Want to target adult members of Gen Y, but not exactly sure how to gain their attention and nurture fledgling relationships? Join us for a webinar event designed to identify specific steps that your credit union can take to engage them on several fronts.
|
Branding Campaign: Focus on Life Events
Length:23 Minutes
Dane Coalson interviews Chris Burger, former AVP of Marketing at 66 FCU, about the innovative branding campaign that 66 launched in early 2009. The campaign appeals emotionally to members by focusing on specific life events that everyone can relate to.
|
|
|
|
|
|
|
|
|
|
|
|
|
Ideas for Getting Exposure on College Campuses from 66 FCU
Chris Berger, Director of Marketing for 66 FCU & Divisions, talks about how they have reached out to younger members on college campuses. They have formed a very benificial partnership with the campus newspaper, employed ATM wraps, started a very successful March Madness bracket challenge on campus, and offer a college grad package.
|
The Next 100 Years in Credit Union Membership
Length:33 Minutes
Despite much success, there is still room for improvement. Although the number of credit union members is increasing, the annual rate of membership growth continues to decline. This webinar is designed to comprehensively review the performance of how credit unions have nurtured member relationships over the past few years and will profile several successful credit union initiatives. We will also discuss what credit unions need to do develop stronger member relationships over the next 100 years.
|
|
|
|
|
Developing SEG Relationships to Achieve Organic Member Growth
Length:85 Minutes
SEG relationships are one of the truly unique membership tools that credit unions have at their disposal, yet many of these opportunities never realize their full potential. This webinar will showcase stories from leading credit unions that have experienced growth through a strategic focus on their SEGs.
|
|
|
|
|
|
|
|
|
66 FCU on their Gen Y ThinkTank Focus Group
Chris Berger, Director of Marketing for 66 FCU & Divisions, explains how 66 gains the input of younger people from their community, and how they engauge them in the credit union "ThinkTank."
|
|
|
|
|
|
|
|
|
4 Members of Gen Y Discuss Their Financial Behaviors
A panel of 4 very different members of Gen Y answer a variety of questions about their financial behaviors. The goal of this forum is to help credit unions gain a greater understanding this demographic by hearing directly from a few of its members.
|
|
|
|
|
|
|
|
|
Online Opportunities: E-statements and Email Exceed Expectation$
Length:105 Minutes
In this Webinar, you will hear from credit unions who are leveraging the online channel by using e-statements, email marketing and account alerts to efficiently communicate with members. They will discuss e-mail success stories, and provide insights for other credit unions to start or improve their own e-marketing programs.
|
|
|
|
|
|
|
The Risks and Rewards of Re-branding
Length:112 Minutes
When to consider re-branding; Managing existing members' needs in the process of re-branding; Evaluating branding strategies; Implementing a brand and making it work going forward
|
|
|
|
|
|
|
|
|
|
|
|
|
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.
|
State of the U.S. Consumer
In Part 2 of The MasterCard Webinar SeriesKim Purcell will provide an assessment of macroeconomic trends, consumer attitudes and behaviors, and the impact on spending, along with recommendations for product positioning and communications with consumers in the current economic environment.
|
|
|
Measuring and Managing Your Credit Card Program Profitability
Length:81 Minutes
To keep your card program healthy, an understanding of current profitability levels and long-term pressures is critical. This session provides the tools, models, and techniques valuable to all credit unions that either currently issue credit cards or are considering doing so.
|
|
|
Optimizing Your Card Portfolio in a post-CARD Act World
In a post-CARD Act environment, all credit union credit card issuers need to understand their card program’s performance. With as many as one in five programs losing money, the need for action has never been more urgent.
|
Sources of Risk: Understanding the Forces at Play in ALM
Length:70 Minutes
With all the uncertainty in the financial markets, consumer behavior, and governmental policy, the challenge credit unions face is to determine the most realistic set of assumptions for their ALM models. It is imperative that executives understand the higher interest rate risk in today’s environment to plan for tomorrow.
|
Growth Opportunities for Credit Unions in the Credit CARD Act of 2009
Length:52 Minutes
How will the Credit Card Accountability Responsibility and Disclosure (CARD) Act of 2009 affect your credit union? As credit unions were largely uninvolved in the questionable practices that led to the creation of this act, they are strongly positioned to capitalize on the opportunities it creates as individuals look to establish credit with a financial institution they can trust.
|
Complying with the Unintended Consequences of the CARD Act
Length:100 Minutes
The Credit Card Accountability Responsibility and Disclosure (CARD) Act of 2009 has compliance ramifications for more than just credit cards; all open end lines of credit are affected. Because credit unions frequently have multiple lines of credit products and various statement mailing procedures complying has become a much more complex undertaking than just the credit card payments. Three compliance experts will offer tangible solutions.
|
|
|
|
|
|
|
|
|
|
|
|
|
A Relationship that You Can Build On: The Value of Credit Cards as a Relationship Product
Length:21 Minutes
Developing a card program into a mature portfolio is critical as credit card programs consistently produce the highest ROA among product offerings at an average credit union. At the same time, credit unions want to be as member-friendly as possible. This webinar will survey the current card market, the evolving role of credit unions, and successful individual credit unions that are maximizing value for their members.
|
Maximizing the Value of Your Debit Card Program
Length:57 Minutes
Join us as we discuss key factors that are having an impact on the debit card market. You will hear first-hand from credit unions that are making renewed advancements in their debit card program. These credit unions will discuss their debit card strategies, how they are working to be “top of wallet” with their members, and how these strategies have helped them find success through a product that is now becoming an even more crucial component of the member relationship.
|
|
|
How Can We Help Small Business?
Eric King, VP of Business Services at Delta Community Credit Union extends business services beyond lending needs to helping their business customers thrive.
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2nd Quarter 2010 Trendwatch
What are the key financial and performance trends for the credit union industry through second quarter? What challenges are facing credit unions in the current economic climate? Callahan & Associates’ 2nd Quarter Trendwatch Call provides complete analysis of current credit union trends, issues and data.
|
|
|
|
|
|
|
|
|
|
|
When Two Brands Are Better than One… The Strategy behind Multiple Identities
Mergers & acquisitions often leave credit unions with an identity challenge – especially if the new credit union entity is not well known in certain markets. How should you decide whether to consolidate into a single identity or maintain multiple brands for different audiences? Join us to hear the pros and cons of the multi-brand approach from credit unions that are living the strategy today.
|
|
|
CUtv Free Trial
We have put together this CUtv free trial to help you experience the best on CUtv in a time that is manageable for you. This free trial compiles a select group of On-Demand clips from some of CUtv’s highest-rated case studies and best practices from each channel.
|
CUSP Online Video Exclusive
Length:4:00 Minutes
Jim Blaine, President/CEO of State Employees Credit Union in North Carolina, discusses why the credit union does not participate in risk-based pricing.
|
|
|
|
|
Credit Unions: Measuring Success Through Member Service
Length:4 Minutes
In this CUtv exclusive, we hear how three credit union CEOs from across the country are taking a long-term view of member relationships as their guide for decisions and ultimate success in the coming year.
|
Credit Unions: In Their Own Words
Length:4 Minutes
In this CUtv clip, we hear four credit unions discuss the challenges facing their institution in their local market. While there is diversity in geographic location and institution size, there is consistency among the roles they believe their credit union plays in their local market and the challenges in today’s environment.
|
CUtv Short: Car Pool
Five Florida credit unions earn higher returns and take “car pooling” to a whole new level.
|
5 Ways to Encourage Powerful Volunteerism
Length:20 Minutes
Volunteers help credit unions understand more clearly the needs and wants of the community. An active Board of Directors aids in membership and business growth.
|
|
|
3Q Trendwatch 2009
Length:60 Minutes
What are the key financial and performance trends for the credit union industry through third quarter? How are credit unions successfully growing in the current economic climate? Callahan & Associates’ 3rd Quarter Trendwatch Call provides immediate insight into current credit union trends and issues.
|
3Q Trendwatch 2009
What are the key financial and performance trends for the credit union industry through third quarter? How are credit unions successfully growing in the current economic climate? Callahan & Associates’ 3rd Quarter Trendwatch Call provides immediate insight into current credit union trends and issues. Join us on Wednesday, December 2nd at 2 PM EST or Thursday December 3rd at 11:30 AM EST.
|
NCUA Reforms and the Future of the Corporate System
Length:65 Minutes
NCUA Chair Deborah Matz held a special meeting on November 19th where she discussed the future of the corporate credit union system and potential reform. At this meeting, an official “proposed rule to strengthen corporate credit union regulations” was presented and discussed. We will discuss not only the potential impact of the NCUA’s corporate plan, but the future of the corporate system and the NCUA as a whole.
|
Creating WOMP with Public Relations
Length:16 Minutes
A proactive public relations strategy will not only earn you coverage in traditional media such as the local newspapers or TV broadcast, but also help generate positive word of mouth potential…or WOMP.
State Employees Credit Union of North Carolina has a proactive PR strategy that has earned them coverage in national publications like Business Week (see the August 13 edition titled “The Case for Optimism”). They also leverage a network of over 3,000 members built around their branch network to generate WOMP among members of the community.
|
Filling the Void: Lessons from the Front Line of Financial Education & Counseling
Length:101 Minutes
No matter the composition of your membership, one message resonates across the board – the need for Financial Education! We will revisit this critical service, hosting a panel of best-practice presentations straight from the personnel on the front lines—the curriculum developers, teachers, and budget counselors that do the best work in the field every day.
|
HarborOne Credit Union's Credit for Life Financial Literacy Program
Length:14 Minutes
One of the many nationally recognized initiatives HarborOne has implemented is the Credit for Life Fair. During the event, seniors from local Brockton Area High School engage in a simulation of what their financial lives might look like at the age of 25.
|
Merger Workshop: Creating a Strong Internal & Member-facing Identity
Length:72 Minutes
The cultural challenge of a merger applies not only internally, to merging the employees of two organizations into an effective whole, but also externally. Sometimes the member-facing culture may go through a transition that can have unintended side effects. Join us for a CUtv event featuring industry consultants, an organizational psychologist and credit union CEOs who have worked through the unique challenges of combining two organizations into one.
|
|
|
The 2nd Wave of Swine Flu – What your Credit Union Should Do Now
Length:45 Minutes
Action Steps to Help You Prepare for this or any Potential Service Disruption
The current threat from swine flu is not the "big one" (an avian influenza with 80% mortality rates) but it is a serious threat and consideration and planning must be given to it now.
|
CUtv Short: Efficiency: Maintaining Member Service Levels While Lowering Expenses
Length:14 Minutes
With credit union net income continuing to decline, expense management becomes a key factor of managing through the downturn. Callahan's Industry Analyst Nick Connors takes a look at the key trends credit unions are using to track their operating efficiency as they manage their bottom lines in this difficult environment.
|
|
|
CYouth's NAFCU Presentation
Length:47 Minutes
This CYouth presentation was prepared and presented at NAFCU's annual conference. Dane, Chris, Nicole and Nick cover integral aspects of reaching this elusive demographic.
|
Choosing Technology Initiatives Wisely in Uncertain Times
Length:81 Minutes
Investments in technology aren’t always purely expense items. When chosen wisely they can actually help you do more with less – less staff and less time. As you evaluate your 2010 plans, it’s critical to consider technology expenses from all angles Whether your credit union is currently pulling back on technology enhancements or going full speed ahead, you’ll hear valuable insights to consider when developing your 2010 technology budget.
|
CUtv Short: The Effect of New Merger Accounting Rules on Goodwill
Length:13:00 Minutes
In this Special Access CUtv clip Mike Sacher and John Murnane discuss what goodwill is and a 2-step approach for determining impairment. Part 1 clarifies what goodwill is. Part 2 walks you through an example of a $100 million credit union with 10 percent capital and 1 percent ROA.
|
|
|
|
|
|
|
State of the CUSO Marketplace – 4Q 2008
Length:14 Minutes
Analyst Lydia Cole explores the CUSO marketplace by examining credit union participation in CUSOs and how CUSOs complement the industry. For more information about CUSOs, check out the latest edition of the <
|
|
|
Press Conference
Length:20 minutes Minutes
On Tuesday, March 31st, Chip Filson and Jay Johnson hosted a press conference on NCUA's conservatorship of US Central and Wescorp. After reading a press statement, he answered questions from the press. This video is of the question and answer session. You can download the exhibits that Chip and Jay discuss.
|
|
|
|
|
CEO Interview: Diana Dykstra on Employee Engagement
Length:11 Minutes
Today's economy is forcing leaders to evaluate their internal employee communications strategy. Education is more important than ever and directly addressing employee questions and concerns about the economy and the credit union.
|
|
|
|
|
|
|
|
|
|
|
Mergers: The Magic Wand
Dave Gunderson, CEO of CU of Southern California, presents other credit unions with a magic want to wave when consdering a merger.
|
|
|
|
|
|
|
|
|
Closed Doors and Open Opportunities
The Wells/Wachovia merger would create the largest branching network in the US. But not all branches will remain open—and therein lies the credit union opportunity. Chip Filson provides concrete ways to evaluate your potential pick-up in branch deposits based on this, and other, bank mergers in your area. He also showcases the way that 5 institutions are going beyond the “safe and sound” message to show members that credit union doors are open for lending.
|
Ideas for Getting Exposure on College Campuses from 66 FCU
Chris Berger, Director of Marketing for 66 FCU & Divisions, talks about how they have reached out to younger members on college campuses. They have formed a very benificial partnership with the campus newspaper, employed ATM wraps, started a very successful March Madness bracket challenge on campus, and offer a college grad package.
|
|
|
|
|
Developing Leaders for the Next 100 Years of Credit Unions
Length:28 minutes Minutes
Conversations about credit union employees seem to focus on an aging management population. Let’s take a look forward to the necessary steps of growing an employee base that will carry the credit union movement forward. Developing a competitive, challenging workplace that is attractive to tomorrow’s CEOs isn’t rocket science, but it will require an understanding of the newest members of the workforce.
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
“Growth is a by-product”
Kelly Schermerhorn, CEO of CES Credit Union one of the fastest growing credit unions in Ohio, discusses how growth is just a by product of doing right by your members
|
|
|
|
|
The Perfect Match - Three Keys to Analyzing Potential Merger Partners
Length:73 Minutes
In this webinar, we will identify factors driving credit union consolidation and discuss the criteria credit unions need to consider when evaluating merger opportunities. Credit unions with merger experience will share their merger partner analysis process and success stories.
|
|
|
|
|
|
|
The Art of Execution – Connecting Planning to Action
Length:21 minutes Minutes
Join us as we provide frameworks to analyze where your credit union’s execution holes might be the greatest. Then listen as three credit union practitioners will discuss their “strategy” for execution.
|
Kelly Schermerhorn: Putting Strategy Into Action
Length:21 minutes Minutes
Join us as we provide frameworks to analyze where your credit union’s execution holes might be the greatest. Then listen as three credit union practitioners will discuss their “strategy” for execution.
|
Using Tax Season to Build Lasting Relationships
Length:50 Minutes
Given the certain and annual nature of taxes, credit unions should think of the tax season as a window of opportunity to expand current member relationships and attract new members.
|
Do Members Care about Your Values?
Public Relations has been garnering more attention within the credit union industry in recent years as a means of improving brand awareness for individual institutions as well as credit unions at large.
|
|
|
|
|
|
|