https://www.cmyers.com/wp-content/uploads/2020/12/blog-post-scaled.jpg17072560Charlene Leland/images/White-Logo.pngCharlene Leland2014-01-09 21:50:092021-03-02 14:03:09A/LM Modeling: NEV and NII Assumptions: Things to Consider
Where will your next members come from? This question often comes up during credit union strategic planning sessions and it can spark great strategic discussions. The conversation usually starts with understanding and quantifying where current members come from and how trends have been changing. Common sources for new member acquisition include: Indirect source: Auto dealerships, […]
Over the last few years, many credit unions have been asked to complete concentration risk policies and develop limits founded on some type of analysis. Some institutions have also included limits in their policy designed to mitigate exposure to interest rate risk as a supplement to more traditional asset/liability management practices. These limits should be […]
This is the time of year when many credit unions are putting a bow on strategic and financial plans while breathing a big sigh of relief. Do we have a realistic strategic plan that leads to desired financial performance? Check! Is the budget aligned with the strategic plan? Check! Now the fun begins. “Plans are […]
/images/White-Logo.png00Charlene Leland/images/White-Logo.pngCharlene Leland2013-12-12 12:10:282021-01-25 15:32:05The Strategic Plan is Only the Beginning
Budget season is in full swing and with that comes putting your best foot forward regarding what could happen in the future. This is never an easy task whether you are budgeting for 2014 or doing a long-term financial forecast into 2015 and beyond. In our work with helping credit unions through the budget process, […]
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A/LM Modeling: NEV and NII Assumptions: Things to Consider
ALM, Interest Rate Risk ArticlesMember Acquisition: A Relevant Strategic Planning Topic
Strategic Planning Blog PostsWhere will your next members come from? This question often comes up during credit union strategic planning sessions and it can spark great strategic discussions. The conversation usually starts with understanding and quantifying where current members come from and how trends have been changing. Common sources for new member acquisition include: Indirect source: Auto dealerships, […]
Concentration Limits and Interest Rate Risk – a Moving Target
ALM, Interest Rate Risk Blog PostsOver the last few years, many credit unions have been asked to complete concentration risk policies and develop limits founded on some type of analysis. Some institutions have also included limits in their policy designed to mitigate exposure to interest rate risk as a supplement to more traditional asset/liability management practices. These limits should be […]
The Strategic Plan is Only the Beginning
Strategic Planning Blog PostsThis is the time of year when many credit unions are putting a bow on strategic and financial plans while breathing a big sigh of relief. Do we have a realistic strategic plan that leads to desired financial performance? Check! Is the budget aligned with the strategic plan? Check! Now the fun begins. “Plans are […]
Stress Test Your Budget
ALM, Budgeting Blog PostsBudget season is in full swing and with that comes putting your best foot forward regarding what could happen in the future. This is never an easy task whether you are budgeting for 2014 or doing a long-term financial forecast into 2015 and beyond. In our work with helping credit unions through the budget process, […]