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, […]
Some credit unions find that they are excellent at strategic planning, but terrible at execution. Project management is a tool that can help with executing projects in a timely and well-planned manner. The key is to keep your project management simple and straightforward. If there are too many projects (and too little time to complete […]
Recently, NCUA released its proposed rule for capital planning and stress testing. Even though the regulation will only affect credit unions with assets $10 billion and above, consider your institution. How adequately prepared are you if, in the future, this rule were to be applied to credit unions under $10 billion in assets? Let us […]
/images/White-Logo.png00Charlene Leland/images/White-Logo.pngCharlene Leland2013-11-15 11:15:542021-01-25 15:32:05Survey on NCUA Proposed Rule for Capital Planning and Stress Testing
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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, […]
Effective Project Management Is A Key Component To Successfully Implementing Strategic Plans
Strategic Implementation Blog PostsSome credit unions find that they are excellent at strategic planning, but terrible at execution. Project management is a tool that can help with executing projects in a timely and well-planned manner. The key is to keep your project management simple and straightforward. If there are too many projects (and too little time to complete […]
Survey on NCUA Proposed Rule for Capital Planning and Stress Testing
ALM, Interest Rate Risk Blog PostsRecently, NCUA released its proposed rule for capital planning and stress testing. Even though the regulation will only affect credit unions with assets $10 billion and above, consider your institution. How adequately prepared are you if, in the future, this rule were to be applied to credit unions under $10 billion in assets? Let us […]