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  • Overview
  • Technology@CU
  • Current Issue
  • Online Edition
  • Best of CUSP in '09
  • Contributors

Callahan’s quarterly publication Credit Union Strategy & Performance (CUSP) keeps you up-to-date on the latest industry trends and how credit unions are successfully navigating through today’s challenging environment. Each issue of CUSP contains data analysis, best-practice case studies, strategies from industry leaders, and more to help improve performance at your credit union. Whether your role at the credit union centers around operations, marketing, management strategies, technology, etc- CUSP has something for you!

What’s new? CUSP now also contains CUSO strategies and a new technology supplement that will keep you informed on the constantly evolving credit union technology landscape!

CUSP subscribers also receive access to CUSP Online, which contains several performance management tools and a library of reference articles and credit union success stories. View this video to learn how to use the financial tools in CUSP Online to enhance performance at your credit union.

CUSP Online Provides Access to Over:
  • 5 Online Financial Tools: Benchmark your performance against market leaders to improve decision-making at your credit union
  • 45 Leadership Interviews: Top credit union executives weigh in on the latest industry issues and share management strategies for the current environment
  • 100 Credit Union Case Studies: Identify tactics successful credit unions are using to provide member value and increase their bottom line, then apply them to your organization
  • 200 Reference articles: Callahan’s CEO Chip Filson and Industry Analysts examine the latest trends and provide action items for credit unions to take their performance to another level

Explore CUSP for yourself with this Best of 2009 PDF, featuring CUSP's top articles, case studies, and CEO interviews published in 2009!
Looking to order Callahan's 2010 Directory and CUSP? Scroll down to see this special offer available until February 28th.

Use the tabs at the top of the page to learn more about the topics covered in CUSP, including what’s coming up in the 3Q issue that will be released later this month. View a preview of the 3Q issue here.

A one-year subscription to CUSP includes 4 quarterly print issues, 4 Technology@CU Supplements, and a one-year subscription to CUSP Online. That means year-round access to the data and best practices you need to map out a strategy for success at your organization! See additional subcription options below

Purchase a CUSP subscription:

Questions? Email Nicole Devine or call 800-446-7453 Ext. 145.

The production of Credit Union Strategy & Performance is partially underwritten by our sponsor: 

 

In one from or another, Callahan & Associates has provided credit unions with market share and analysis for almost 20 years. Callahan originally published the guide as the Data Processing Market Share Survey—back when data was harder to come by and the pace of technology change was glacial, at least compared to today.

Over the years, as the tentacles of technology expanded into all areas of a credit union’s operations, we’ve expanded our coverage to also include internet technologies, member service networks and payments. And as the pace of change accelerates, so too must our publishing.

Starting this quarter, we will publish the guide under the name Technology@CU and include it as a technology and operations supplement to Credit Union Strategy & Performance (CUSP). This new format allows us to cover topics in a more timely fashion and provide information to a wider audience of credit union executives—5,000 strong and counting!

Click here to take a sneak preview inside the upcoming 3Q issue!

Coming soon in the 3Q issue of CUSP (late December release) :

  • NEW! Quarterly Technology Guide Supplement: CUSP subscribers will now also receive a quarterly Technology@CU supplement every quarter, replacing Callahan’s annual Technology Guide for Credit Unions publication. This supplement contains a combination of externally submitted content and our own analysis of market share, trends, and case studies affecting credit unions. The 3Q issue will focus on branching, call centers, and self-service technologies

  • NEW! CUSO Strategies: CUSP will now feature CUSO strategies that were previously published in our semi-annual CUSO Guide. The upcoming issue features an article by NACUSO General Council Member Guy A. Messick discussing the opportunity in networked business models

  • Performance Insight (in every issue!): Learn why the credit union model is working with an in-depth analysis of third quarter performance data and Goldman Sachs’ comprehensive U.S. economic outlook

  • Financial Literacy & Counseling: Learn how credit unions are helping members navigate through
    today’s economic environment- from elementary school to the retirement years, and everything in between

  • Deposit Strategies: Credit unions saw record share growth in 2009. As the markets stabilize, we need to be thinking ahead about how to sustain this growth momentum by offering a range of share accounts to fit multiple needs. These include HSAs, IRA/Keoghs, and e-accounts

  • Leadership Perspectives (in every issue!): This quarter, CEOs weigh in on our industry’s response to the makeover of America’s financial system. They answer questions such as: Who should be involved? What intensity? What positions should we be taking? And more!

Missing an issue of CUSP? No problem, the PDF versions of all back-issues are available for subscribers to download in the Article Archives section of CUSP Online.

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CUSP Online includes both 5 financial scorecards to benchmark your credit union’s performance, as well as PDF versions of all back issues.

“My board enjoys peer comparisons. With CUSP Online I can select the comparisons I wish to make, and then select credit unions that most closely mirror ours and produce board meeting ready reports. At a glance, I can tell where our strengths and weaknesses lie; if I see another credit union on my report that out performs us in a specific area, I know who they are and can contact the CEO with questions on their accomplishments.”

“I really like the ease of getting comparable information on the site. It is quick and very easy. I have been able to use CUSP Online at least 3 times in the first week of signing up in order to validate information that was given in a meeting or to compliment arguments.”

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Best of CUSP in 2009

With 2009 coming to an end, we've compiled a PDF featuring the best 9 articles, case studies, and CEO interviews from CUSP published in 2009. Download the entire Best of CUSP PDF, or click below to find a topic of specific interest to you. CUSP subscribers can access all of these past articles in the CUSP Online Archives. Start a subscription today to benefit from the valuable insight in CUSP throughout 2010!

1. Wisely Pricing Deposits for Your Market in a Zero Interest Rate Environment
Credit unions face tightening margins and a competitive environment for deposits in this historically low interest rate environment. How can a credit union adjust pricing strategy to best fit their specific market conditions?

2. Consolidate or Build Alliances: Either Way, Be Good at What You Choose
Industry professionals are simply not on the same page about whether or not credit union mergers are the most effective way to take our industry forward. Randy Karnes compares two philosophical approaches to credit union ‘combinations’: the Consolidation Model and the Alliance-Building Model.

3. Member Feedback Highlights Growing Financial Management Needs
In the midst of the economic crisis, even credit unions in relatively better-faring parts of the country need to consider the potential financial management changes their members may be making.

4. 5 Tactics for Turning Your Members into Salespeople
I’ll bet you have mavens in your membership base that love to tell others about the benefits of credit union membership, but not everyone is a natural maven. The question then is, how do you develop a way of turning the traditional member into a walking - and talking - salesperson for your credit union?

5. Making Retention a Priority for 2010
Now is the time to examine why members have come to your credit union, and what you can do to retain them as other opportunities in the market arise and the economy begins to recover.

6. Leadership Perspectives: Growing While Cutting Expenses
MidWest America has been growing at a healthy rate all the while cutting spending, in no small part because employees submit good cost-trimming ideas. Note: CEOs are interviewed every quarter in the Leadership Perspectives section of CUSP!

7. School Programs That Make Sense
Products geared toward students help build financial loyalty and commitment

8. Should Credit Unions Turn to Banks to Replace the Corporate Network?
Commentary by Chip Filson

9. Return of the Member Leaders for CUs $250-500M (As of September 30th, 2009)
Callahan’s ROM Scores highlight how credit unions by asset base are doing in their fundamental task of delivering economic benefit and good product to their membership. Here we showcase the top 100 3Q ROM leaders for CUs in the $250-500M range. Subscribers can access ROM scores for all peer groups in CUSP Online

Here’s how one subscriber uses CUSP :

“From CUSP I liked the Industry Performance, Business Models and hearing stories from some top minds in our industry to how they approach a new year for advancement and growth. I plan to keep CUSP on my desk and return to it when I face challenges that I need to turn into an opportunity to produce results.”

Each quarter, credit union executives share their insights on how to make an impact. All articles are available in the online archives. Previous contributors include:

Benson Porter (Addison Avenue)
Bill Birdwell (Southeast Corporate)
Bonnie Kramer (FSCC)
Bridget Looby (Catholic Federal)
Carol Mathis (Virginia United Methodist)
Cathie Tierney (Community First - Wisconsin)
David Barton (Gateway Metro)
David Mooney (Alliant)
Jane Wood (Wescom)
Jim Blaine (SECU NC)
John Bommarito (Western FCU)
John Hirabayashi (Community First - Florida)
Keith Troup (Stanford)
Kent Hartzler (Mennonite Financial)
Lisa Broadwater (Eastman)
Mark Spenny (CEFCU)
Marsha King (Library of Congress)
Maurice Smith (LGFCU)
Micki Milonas (West Community)
Pat Smith (Unitus)
Peter Sainato (Justice)
Richard Hurt (ISPFCU)
Scott Vandeventer (Evangelical Christian)
Shawn Birch (United FCU)
Simone Lagomarsino (Kinecta)
Tony Mook (Cumorah)


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