Service Members Civil Relief Act
Policy on real estate appraisal review and real estate values.
Member Service Rep job description, PD.
Board committees and task forces outlined in this policy, which defines roles, including ALCO, executive, chairperson, chairman, chair, vice chair, secretary, treasurer, supervisory committee, personnel committee, policy committee, technology, facility, security, nomination, merger, acquisition, marketing, communications.
This part of the bylaws describes the role and duties of the board chairperson/chairman/chair.
This document describes the responsibilities, training, qualifications, and time commitment
This application asks potential directors about their competencies for various skills needed on a board of directors, in addition to their interest and passion for serving.
This policy defines the roles and responsibilities of volunteer members of advisory committees to the board of directors.
This appraisal and valuation guideline describes appraiser independence safeguards, to provide receipt of appraisal, an engagement process, quality control testing, and prevent misconduct.
Employees wishing to connect their mobile device to the credit union's server must agree in writing to the conditions in this policy.
This document lists which board policies must be reviewed annually, which must be approved when revised, and which must be approved only one time. It also provides a spreadsheet tool for tracking when these reviews/approvals take place.
Emelinda de la Rosa of $53 million Harvester Financial CU, Indianapolis, shares her credit union's board and volunteer policy.
Christine Petro of $105 million Tyco FCU, Redwood City, Calif., shares her credit union's policy for volunteer confidentiality and code of ethics.
This policy lays out a case of fraud as the only time employees can go to board members with a concern. Otherwise, it requires the lowest level of supervision possible to handle the concern.
This ad announces that a CU is seeking new members to serve as leaders on its board or supervisory committee. The nominee application is emailed back by interested board or supervisory committee members.
This is ECCU's ALM policy. It has went through numerous exams without incident.
This organizational chart illustrates reporting and supervisory relationships among branch staff, supervisors, and executives.
New and used boat loans policy and guidelines.
Members are on top in this CU's organizational chart.
The guide for employees describes the organization's mission and vision, key policies and available benefits.
General guidelines for credit union sponsorship.
Basic grant proposal outline and grant writing and researching resource list.
Episode 21: Member Experience
In this episode, we discuss the critical drivers of member experience with CUES strategic partner Mike Neill. Neill is the president and founder of Michael Neill & Associates, Inc. and creator of ServiStar as well as one of the instructors at the CUES School of Member Experience. Listen Now>>>
Employees Unprepared for Retirement Can Hurt Your CU
Are your employees able to save enough for a financially secure retirement? If not, it could be costing your credit union. Learn about the trends driving the need for retirement education and the new approaches some credit unions are using to improve the financial success of their employees. Read More>>>
What to Look for When Presented with a Power of Attorney
Staying ahead of the ever-changing rules and regulations can be a full-time job for credit union executives. Kaufman & Canoles, a law firm with more than 30 years of credit union industry experience, discusses five key things you should look for when presented with these documents. Read More>>>
Board Member to CEO? A Bad Idea!
In the credit union movement, we have plenty of board members who could be CEO of a CU. But should we look to a sitting board member when considering a CEO change? Read More>>>
Interest in Homeownership on the Up and Up
Targeting millennials is keeping this Michigan CUSO busy. Read More>>>
Read the full article on the myCUES app under "Spotlight." Don't have the app? Download it free here!
Policies and Vendors and Staff! Oh, My!
The infamous Carbanak cybergang was uncovered in 2015 after its members had stolen more than $1 billion from over 100 banks worldwide. Notably, the group began each cyber-heist with a spear phishing attack aimed at individual employee computers. Read More>>>
Field of Membership Rule Changes
In late October, the National Credit Union Administration finalized changes to part 701 of its rules and regulations that broaden field of membership definitions for federally insured credit unions. The field of membership update is a significant change that is expected to have long-term positive effects on credit unions, paving the way for growth in both membership and lending. Read More>>>
Six Keys to Making More Loans at a Lower Cost
Usually when you get free advice, it’s worth about what you pay for it. Today is an exception. Here are the six most valuable components of a credit union lending program you need to align to make more consumer loans at a lower cost. Read More>>>
Promotions: CUES Advancing Management Group and Board level member Advancial FCU, Dallas, has appointed Lacey Maynor to the newly created role of community development manager. Brooke Broussard has been named community development officer.
CUES Advancing Management Group and CCUBE member Altura CU, Riverside, Calif., has promoted Robert Whitton to chief operating officer. Christopher Andrus has been appointed to the newly created post of chief culture officer and president of Altura CU’s CUSO Auto Expert. Additionally, Aaron Lynn has been promoted to vice president of Auto Expert.
Supplier Member News: CUES Supplier and Advancing Management Group member PSCU, St. Petersburg, Fla., has re-elected three members to its board of directors for three-year terms: Craig Esrael, president/CEO of CUES Executive Group member First South Financial CU, Bartlett, Tenn.; Frank Weidner, president/CEO of Wings Financial CU, Apple Valley, Minn.; and Terry West, president/CEO of CUES Advancing Management Group and CCUBE member VyStar CU, Jacksonville, Fla.
May 4 & 9 Women in Leadership: Finding Your Voice Online–Virtual Classroom
May 7-12 CEO Institute III: Strategic Leadership Development Darden School of Business, University of Virginia, Charlottesville, Va.
May 11-12 CUES Iowa Council Riverside, Iowa
May 16 Top Trends in Retirement Education at Credit Unions Webinar
June 6 For CEO Members Only! Transformational Leadership Online–Virtual Classroom
June 7 & 14 Double Your Loan Volume Through Marketing Analytics Online–Virtual Classroom
The purpose of this policy is to protect the credit union's facilities, employees, and other members from threats or acts of violence, harassment, intimidation and other disruptive or abusive behavior (“abusive conduct”) by members, vendors or visitors on credit union premises or while conducting credit union business.