In his role at CUNA Mutual Group, Rick’s primary responsibilities include conducting strategic research, analysis, and forecasting of the financial services industry with special emphasis on the consumer and credit union markets.
Rick’s forecasts serve as a starting point for the strategic planning process and help to create a clear understanding of the underlying trends and links between the general economy, the financial services industry, and CUNA Mutual’s policy owners. Steve publishes the Credit Union Trends Report, a monthly “pulse check” on the economic state of the credit union movement. He has authored a textbook on asset-liability management for credit union executives.
Before joining CMG Rick was the Senior Economist for CUNA & Affiliate’s Economics & Statistics Department for 22 years. Steve also serves on the Board of Directors of the University of Wisconsin Credit Union, a $2.4 billion financial institution.