Final Director Education Rule
NCUA’s federal standard underscores established best practices
Remote Deposit Capture
Competitive pressures are driving this offering into the consumer mainstream
Insurance Matters: Claims-Made Policies
What are they and why should you care?
Credit Union Management Featured Article
Closing the Gap
Boards seek safe, fair avenues to fund supplemental retirement benefits for top executives.
CUES, CUES Director and CUES Supplier members, as well as subscribers to Credit Union Management, can now access a complete digital version of the December issue by logging in at cumanagement.org, then clicking on the magazine image in the top bar. E-mail cues@cues.org for password help.
By the Users, For the Users
ServiStar clients and past attendees of ServiStar Users Group: Gather for a knowledge exchange Jan. 31- Feb. 1, in San Diego. Share your expertise and experience with newer users, and hear from others who are further along in the process. Don’t miss out; register now and be part of the discussion.
Member Benefit Section
Leave of Absence Policy: Paul Fero, CEO of $30 million PA HealthCare CU, has shared his CU’s leave of absence policy. Log in at the top of cues.org, then click the link and finally select “Human Resources” in the “policy category” pull-down menu.
Jobs: The CUES Web site provides listings of positions and internships, both available and wanted. Currently, there are executive- and staff-level jobs posted. To view or submit (free for CUES members) a position, click here.
Review all your member benefits here.
Blog: Podcast: Current Issues in Credit Unions, Episode 54: This episode covers:
- FDIC guidance on ODP programs;
- Credit union class actions and other litigation;
- Consumer Financial Protection Bureau;
- Risk-based pricing notice confusion; and
- Trigger terms and marketing compliance.
Top Columns
Here are lists of the most-viewed “Inside Marketing” and “Teaching Smart Money Management” columns this year. Revisit a favorite or check out one you missed.
Inside Marketing: Top Columns 2010
Teaching Smart Money Management: Top Columns 2010
CU Planner: A Strategic Planning Process
Looking for an effective strategic planning process? Turn to CU Planner now.
Cool Web Site: it’s hard to go wrong with funny cat videos and here is one perfect for Christmas: How to wrap a cat. No cats were harmed in the making of this video. It’s just plain adorable!
CUES Councils: In 2011 check out a local CUES Council event. Find a meeting in your area by using the CUES Council map. There are several planned for early 2011.
CUES Michigan Council
Jan. 27-28
Ann Arbor
CUES Rocky Mountain Council Meeting
April 7-8
Cheyenne
April 14-15
Branson, Mo.
CUES Northern California Council Meeting
April 19
Redwood City, Calif.
Member News:
Retirement: Frederick D. Healey, president/CEO of Workers' Credit Union, Fitchburg, Mass., will retire effective Dec. 31. Healey is also the CUES chairman. Executive Vice President/Chief Financial Officer Douglas J. Petersen will serve as the interim president/CEO.
Gary Irvin, CCUE, CCE, president/CEO of FORUM Credit Union, Indianapolis, announced his retirement effective Dec. 31. Michael Peterson, chief risk/RIA officer, will assume the duties of interim CEO. Irvin is a former CUES chairman.
Gerard Adams, president/CEO of Credit Union Central of New Brunswick, Riverview, New Brunswick, will be retiring at the end of December.
John Simmonds, president/CEO of Southeast Financial Federal Credit Union, Franklin, Tenn., will be retiring next year. The CU will split the CEO’s job between two senior vice presidents: Jeff Dahlstrom, EVP/chief operating officer, and John Jacoway, EVP/chief financial officer.
Konnie Werner, CEO of Team One Credit Union, Saginaw, Mich., is retiring on Feb. 16. She is being succeeded as CEO by Gerald Hutto, executive vice president of the CU.
Community Involvement: New England Federal Credit Union, Williston, Vt., donated $20,000 to the Burlington-based Committee on Temporary Shelter, which provides needed services and shelter for the homeless.
Pinellas Federal Credit Union, Largo, Fla., presents Celebration of Joy, a series of member appreciation events held throughout the month of December. Celebration of Joy features a Wonderland Walk, complete with holiday lights and decorations, trains and villages, animation and music. Children can also have their pictures taken with Santa and write their names on their very own keepsake ornaments.
Andrews Federal Credit Union, Suitland, Md., recognized 10 financial achievers at Potomac Job Corps Center, a Washington, D.C., educational and workforce training academy. Andrews FCU has been serving the students of PJCC for over two years and provides financial education, counseling, and personal banking services. Each student was given a $25 gift card due to the frequency and consistency of deposits, management of accounts, and utilization of debit cards.
CUES Calendar
Jan. 27-28
Ann Arbor
ServiStar Users Group
Jan. 31-Feb.1
San Diego
CUES Director Strategy Seminar
Feb. 2-4
San Diego
CUES Symposium 2011: A CEO/Chairman Exchange
Feb. 6-10
Koloa Kauai, Hawaii
Execu/Summit® 2011
Feb. 20-25
Snowmass Village, Colo.
CEO Institute I: Strategic Planning
April 3-8
Philadelphia
CUES Rocky Mountain Council Meeting
April 7-8
Cheyenne
CEO Institute II: Organizational Effectiveness
April 10-15
Ithaca, N.Y.
CUES International Leadership Academy
(designed at the request of CUES Caribbean members with the needs of non-North American credit unions in mind)
April 11-14
Miami
April 14-15
Branson, Mo.
CUES Northern California Council Meeting
April 19
Redwood City, Calif.
CEO Institute III: Strategic Leadership Development
May 1-6
Charlottesville, Va.
CUES School of Risk Management
May 2-3
Hyatt Regency Cambridge, Overlooking Boston
Cambridge, Mass.
CUES School of Business Lending School I: Business Lending Fundamentals
May 2-6
Cambridge, Mass.
Directors Leadership Institute: Governance
June 5-8
Toronto
CUES Annual Convention
June 26-29
Cancun, Mexico
Check out all the upcoming CUES events.
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