Entries by Kaylyn Aguilar

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Deposits: ‘It’s About Creating Community’

Excerpt from CUNA – published on May 30, 2019. Credit unions can attract more deposits with motivational tactics, one expert says. Using simple account information allows credit unions to determine if members have savings accounts with other financial institutions or brokerage firms, and if deposits are flowing out to those providers, says Rob Johnson, executive […]

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Napkin Math: Value in the Current Rate Environment

In a previous napkin math video, we demonstrated an easy way to approximate the change in value when interest rates increase or decrease for bullet and amortizing products.  This latest entry in our Napkin Math video series shows how you can use that same approach to calculate how value has changed in the current rate […]

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CUNA Finance Council Coverage: The Side of CECL Being ‘Overlooked’

Excerpt from CUToday – published on May 20, 2019. “There is a side of CECL many are overlooking,” said Sally Myers, principal with c. myers corporation. “CECL requires a mindset shift. Initially, it is counterintuitive. Perhaps not to you, but certainly to other C-Suite executives and board members. There will be a disconnect between your […]