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CUNA Council White Papers


 CFO White Papers
Title Author Date
Testing a Strategic Financial Vision: Using a Simple Financial Planning Model
(Non-Members, click here to purchase)
Dr. Harold M. Sollenberger July 2008
Credit Union Financial Ratios: Twenty-Plus Years of Data and Analysis
(Non-Members, click here to purchase)
Dr. Harold M. Sollenberger, Colin Taggart & Andrew W. Stanecki July 2008
Credit Card Portfolio Seller
Frank Selker July 2008
Comments on Evaluating the Effectiveness of Branches
(Non-Members, click here to purchase)
John R. Brick, PhD, CFA June 2008
Strategic Planning: The Finance Department’s Role in Striving for Relevance and Execution
(Non-Members, click here to purchase)
Karen Bankston May 2008
The U.S. Mortgage Crisis - Causes, Effects and Outlook Including Suggested Credit Union Responses
Credit Union National Association (CUNA) Policy Analysis Division April 2008
Generating Non-Interest Income
(Non-Members, click here to purchase)
Jim Jerving January 2008
Thriving in a Team Environment: Leading the Finance Team to Support Credit Union Strategy
(Non-Members, click here to purchase)
Karen Bankston December 2007
A Strategic Approach to Ideal Capital: Building a Consensus
(Non-Members, click here to purchase)
Dr. Harold M. Sollenberger June 2007
Managing Success in a Changing World: Best Practices of Highly Successful Credit Unions
c. myers corporation May 2007
Understanding & Managing The Net Interest Margin
(Non-Members, click here to purchase)
John R. Brick, PhD, CFA February 2007
Trends in Generating Non-Interest Income
(Non-Members, click here to purchase)
Brian Hague November 2006
Regulatory Examinations: Reports and Guidance
(Non-Members, click here to purchase)
Christine Dawe May 2006
To Sell or Not to Sell: Credit Card Portfolio Analysis
Darla Dernovsek March 2006
Credit Risk Management Guidance for Home Equity Lending National Credit Union Administration May 2005
Analyzing Core Deposits and Balance Sheet Risk
(Non-Members, click here to purchase)
Keith Peterson March 2005
Strategic Equity Planning: Finding the Ideal Capital Position
(Non-Members, click here to purchase)
Dr. Harold M. Sollenberger Febuary 2005
Using Balanced Scorecards in the Credit Union Financial Management Process (Non-Members, click here to purchase) Dennis Graham January 2005
Taking Aim at Business Services
(Non-Members, click here to purchase)
Darla Dernovsek August 2004
Trust Services
(Non-Members, click here to purchase)
Darla Dernovsek May 2004
Net Economic Value: What It Is, What It Isn't
Keith Peterson August 2003
Reporting ALM Results to Directors Robert Lestina June 2003
The Savings and Loan Crisis: A Retrospective View Brian Hague May 2003
Cost Accounting and Profitability Analysis for Directors and Non-Financial Managers Keith Peterson April 2003
Investment Portfolio Management in the Current Interest Rate Environment Brian Hague March 2003
Liquidity and Portfolio Management Brian Hague August 2002
The Essentials of Expense Control Mike Moebs July 2002
Back to Our Roots: The Case for Credit Unions Offering Payday Loans and Check-Cashing Services Karen Bankston May 2002
Pricing: 21st Century Financial Service Paradigm Mike Moebs May 2002
Protecting Your Credit Union Against Property Damage Exposures Patricia A. Bonner, Ph.D. September 2001
Protecting Your Credit Union Against Liability Exposures Patricia A. Bonner, Ph.D.
August 2001
Investment Types, Operations, and Accounting Brian Hague July 2001
Portfolio Monitoring and Rebalancing: Management Strategies Brian Hague May 2001
Understanding and Leveraging Member Funding Behavior William J. McGuire April 2000

 

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