The Change Cycle: The Importance of Never Missing a Step

The Change Cycle: The Importance of Never Missing a Step

Implementing a change at your credit union without taking the proper steps can have a ripple effect of negative outcomes. AVP of Operations Jeff Miller covers the steps to change and why each is as critical as the last.

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Are You Prepared for Succession Events?

Are You Prepared for Succession Events?

Is your organization prepared for unexpected employee departures or even expected retirements? If one of your staff left tomorrow, do you know who would take over their responsibilities? Amber Overla explains how best to prepare for known and unknown succession events.

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Are Overdraft Fees on the Chopping Block?

Are Overdraft Fees on the Chopping Block?

Overdraft and NSF fees have been in the CFPB’s spotlight of late. Jim Vilker suggests slowing down and considering the ramifications carefully before rushing to respond.

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Bold Vision for a Bold Future: A Case Study in Eliminating In-Person Teller Lines

Bold Vision for a Bold Future: A Case Study in Eliminating In-Person Teller Lines

In the age of self-service, many credit unions are asking themselves if they need a teller line anymore or if it can be done away with. Rick Preble of RVA Financial Credit Union has done exactly that, replacing his teller lines with ITMs. John Beachamp examines the motive behind the decision, the process, and how members took the shift.

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Don’t Let Your Process Documentation Fall by the Wayside

Don’t Let Your Process Documentation Fall by the Wayside

Every member of your team is a link in your organization’s chain. Losing a team member means a break in the chain where both information and processes are lost. This is why, Brendan Lindsey argues, it is critical for everyone in your organization to document their processes.

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Continuity at the Core: The Drive for Continuous Improvement

Continuity at the Core: The Drive for Continuous Improvement

In the final article in his series on business continuity, Jim Lawrence recaps the first six articles and covers ways to continue improving on your business continuity plan.

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Tips for Managing Your Next CUSO Examination

Tips for Managing Your Next CUSO Examination

CUSO examinations, while less frequent than credit union examinations, are no less stressful or thorough. Patrick Sickels advises on how best to prepare yourself and your staff ahead of time for an audit to make sure you pass with flying colors.

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The Key to Creating a Good Risk Assessment

The Key to Creating a Good Risk Assessment

A good risk assessment is essential for determining your credit union’s current risk status and if additional loss mitigation controls are needed. So how do you go about creating one? Jim Vilker offers advice on the process.

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Choosing an EFT Vendor for Card Processing

Choosing an EFT Vendor for Card Processing

EFT vendors are not one size fits all when it comes to what your members and your credit union need. Heather French walks through some considerations to keep in mind when choosing a vendor and how you can find the right partner for your credit union.

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The Monster Lurking in Your Data

The Monster Lurking in Your Data

Are your key performance indicators Frankenstein’s monster? CUSO Magazine’s Esteban Camargo explains the perils of surrogation and how credit unions can avoid the trap of metrics running away with strategy.

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