Authored by Jesse Chen, Antonio Spizzirri and Matt Fullbrook of the Clarkson Centre for Board Effectiveness at the University of Toronto's Rotman School of Management, Tracking the Relationship between Credit Union Governance and Performance finds a direct link between effective CEO evaluation and credit union performance. This research also shows several areas ripe for improvement by CU boards: time management, director evaluations and continuing education.

Financial Education Practices in Credit Unions, authored by Joe Saari, CEO, Precision Information, LLC, is available free to CUES members and nonmembers. 

The survey, conducted in December 2009 by CUES and partner Educated Investor^®, asked credit union leaders about their motivation to provide financial education to members and how they deliver training. It also asked them to rank their credit union’s goals for improving their members’ financial situations.

Visions, Ink. has been providing marketing services to credit unions since 1979. We specialize in brand development, focus group facilitation, graphic design, copywriting, Web site development, printing, bindery and mailing services. Call us at 866.844.4775 or visit www.visionsink.com to see how we can serve you. Visions: Expect Something Different!

A Proposal to the New Administration, the Congress and the American People, authored by Wendell “Bucky” Sebastian, CEO, GTE Federal Credit Union, Tampa, Fla., explores what could be the future of the credit union charter and how it could impact the way credit unions do business and serve their members. Sebastian covers the powers of Federal Financial Services Cooperatives (FFSC) and the advantages.

This report gauges the effects of the current economic situation on credit unions and their members.

Author Christine Barry, Aite Group, LLC, Boston, analyzes the data provided by CUES’ July 2009 financial impact survey. Based on information provided by industry leaders, Barry makes recommendations for capitalizing on growth opportunities.

Learn where your peers stand on topics, such as:

• Mergers and Acquisitions
• Charter Conversions
• Loan Delinquencies
• Member Growth
• Technology

Leveraging New Opportunities and more

2015 Scenarios for Credit Unions in North America provides you with vital insights culled from close to 320 surveys of credit union leaders, as well as in-depth interviews with industry analysts, consultants and journalists.

Turn to this whitepaper to learn more about:

• How reverse mortgages can provide a potential revenue stream for your credit union
• The pros and cons of different types of reverse mortgages
• How to implement a reverse mortgage program
• The market potential of these products

While mergers in the credit union sector have traditionally involved two or more credit unions voluntarily entering into a cooperative agreement with one another, recent transactions or proposed transactions have drawn attention to the fact that mergers can go beyond this traditional model.

--Recent Developments in CU Mergers

This briefing provides a solid overview of the necessary steps to manage a credit union’s financial risk. Credit union directors will especially benefit from this easy-to-read introduction to the art and science of asset/liability management.

This Executive Briefing Series publication presents a comprehensive overview of this evolving taxation issue for state-chartered credit unions.

Good boards do not just happen: They take care, thought and planning. Credit unions with strong, active boards often spend significant time and attention on each part of the board building cycle.
— The Board Building Cycle

This report was made possible through the generous support of the Ford Foundation, New York. It details a two-year study conducted by CUES and the National Federation of Community Development Credit Unions.

This timeless white paper is designed to assist those who aspire to a future as a credit union executive.

Making A Difference: Credit Unions Reaching Out to Members of Modest Means (available to all credit unions free of charge)

This report was made possible through the generous support of the Ford Foundation, New York. It includes case studies of successful outreach programs carried out by mainstream credit unions.

Take a look at the skills you need to improve your performance as a top industry leader and explore a comparative analysis of credit union leaders and executives from other organizations. You’ll find insights on credit union executives and what credit unions need to do to maintain their unique position among financial institutions. And, learn how to improve your leadership skills in areas such as building spirited teams, understanding the importance of mutual respect, and recognizing and celebrating accomplishments.

CUES in partnership with Board Source, brings you Credit Union Board Self-Assessment: A Research Study. You'll gain knowledge about credit union governance issues; learn how to build a stronger, more strategic-focused board; and understand the emergence of board self-assessment as a standard practice in the credit union movement.

In order to achieve its institutional goals, credit union management must understand the attitudes and values of the organization’s publics. The public relations function acts as a counselor to management, and as a mediator, helping to translate credit union aims into reasonable, publicly acceptable policy and action.