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Hitting Revenue Growth Out of the Park

James Burson, Senior Director; Vincent Hui, Senior Director; Cornerstone Advisors, Inc.

Original Air Date: 11/20/14

In this regulatory and competitive environment, finding new sources of revenue is strategically important to credit unions. The confluence of margin compression, downward pressure on debit interchange and ODP income, and a slowly recovering economy are forcing the industry to rethink and develop effective revenue growth strategies.

Supplementary Materials: Link to Handouts  

Evaluating your CEO: How Effective is your Board?

Michael Daigneault, Principal and Founder, Quantum Governance, L3C

Original Air Date: 11/18/14

Join us and learn the:

  • Ideal relationship between a board and the CEO
  • Importance of conducting an effective CEO evaluation
  • Components, process, and feedback loop that credit unions should consider using
Supplementary Materials: Link to Handouts  

Using CUSOs to Generate Net Income

Jack Antonini, president/CEO; Guy Messick, general counsel; NACUSO

Original Air Date: 10/16/14

Join us and:

  • Learn about CUSOs that are making a positive difference for their credit union owners
  • Discuss the CUSO regulatory climate
  • Discover how CUSOs are dealing with increased interest from the regulators
Supplementary Materials: Link to Handouts  

The Credit Union Board of the Future

Michael Daigneault, principal and founder, Quantum Governance, L3C

Original Air Date: 09/23/14

With the quickly evolving business, technology and societal transformations that are challenging today’s credit union, the quest to remain relevant, strategic and ahead of the curve is more important than ever. Accordingly, a great deal of discussion has taken place on how strategy and senior management must evolve in order to keep up with (or ahead of) the increasing pace of change.   So….is your credit union’s board ready?

Supplementary Materials: Link to Handouts  

A Credit Union Owned Insurance Agency: Buy, Build or Outsource - An Overview

Jeffrey Chesky, President & CEO, Insuritas

Original Air Date: 09/16/14

Join us and discover more about having an in-house insurance agency. We’ll cover a strategic overview of the issues involved in buying, building or outsourcing an insurance agency.

Supplementary Materials: Link to Handouts  

Strategic Capital: Why More Does Not Equal Better

Scott Sommer, Vincent Hui, and James R. Pinckney from Cornerstone Advisors, Inc.

Original Air Date: 08/27/14

In this session, experts from CUES strategic partner Cornerstone Advisors will introduce the concept of Strategic Capital, or the level of capital above regulatory minimums. The presentation will illustrate how credit unions can implement Strategic Capital in three key areas

 

Real-World Situations: In-Depth CEO Search Delivers Greater Results than Expected

David Lyons, MA, SPHR, CCP, CCE, VP, Human Resources & Training at IBM Southeast Employees' FCU

Original Air Date: 08/06/14

JMFA has spent more than 35 years partnering with credit unions of every size. As a preferred supplier for CUES, they are able to easily identify what it takes to make a successful performer at every level. They have helped many CUES member credit unions, including IBM Southeast Employees’ FCU, find the best talent—fast—saving time and money to keep them on track to reach their goals.

 

Propelling Your Credit Union Board Forward Through Assessment

Michael Daigneault, Principal and Founder, Quantum Governance, L3C

Original Air Date: 07/09/14

The evolving business climate facing credit unions, coupled with long board tenures, means remaining relevant and ahead of the curve is more important than ever. Board evaluation is critical to an ongoing process of board renewal and improvement.

Supplementary Materials: Link to Handouts  

The New Branch Imperative

Eric Weikart, Managing Director, Cornerstone Advisors

Original Air Date: 07/24/14

In this Webinar, experts from CUES strategic partner Cornerstone Advisors will present ways credit unions can assess the performance, develop strategies, and make the tough choices necessary to improve the performance of their branches. Included will be a discussion of branch strategy, enhancing workflows, reducing paper and embracing applications integration across the credit union.

Supplementary Materials: Link to Handouts  

The Dynamic Role & Responsibilities of Today's Credit Union Board Officers

Michael Daigneault, founder and CEO of Quantum Governance, L3C

Original Air Date: 06/26/14

Join us as we look beyond the standard roles and responsibilities each board officer has typically played, and envision governance structures that will support credit union leadership now and into the future.

Supplementary Materials: Link to Handouts  

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