Entries by Heidi Reyes

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Why is NEV Showing More Risk Without Any Balance Sheet Changes?

Many credit unions have been seeing their NEV ratios decline since the end of 2018, even without any meaningful balance sheet changes.  Others have shortened their assets and are still seeing their +300 NEV volatility increase.  So what could be causing this trend that seems contrary to what one would expect from their balance sheet […]

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Keys to a Clear & Effective Objectives Statement for Your RFP Process

Among the many financial institutions that have implemented new loan origination systems (LOS), core systems, or other systems, a number of them find they’re really not getting what they wanted out of the new technology.  Having heard so many implementation stories, we wanted to share a few of the lessons learned and, hopefully, save you […]

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The Competency of Being Proficient in Identifying and Creating an Evolving and Sustainable Business Model

In a past edition of our c. notes, we discuss the Key Competencies of a Strategic C-Suite Team.  While in the c. notes we demonstrate 7 key competencies, in this blog we focus on the first competency – proficient at identifying and creating an evolving and sustainable business model. Visualizing and articulating the long-term view […]