Operations, Sales & Service White Papers
Title Author Date
Branch Strategies
(Non-Members, click here to purchase)
Jim Jerving September 2009
ACH Payments: A Key Tool in Your Electronic Payments Toolbox
(Non-Members, click here to purchase)
Judy Dahl May 2009
The Decoupled Debit Dilemma
(Non-Members, click here to purchase)
Elizabeth D. Thompson January 2009
Scoring at the Core: Strategies to Build Core Deposits—And Member Relationships
(Non-Members, click here to purchase)
Karen Bankston January 2009
Credit Union Rewards Programs that Enhance Member Relationships
(Non-Members, click here to purchase)
Neil Bartlett August 2008
Maximizing Debit Profitability and Usage
(Non-Members, click here to purchase)
Darla Dernovsek June 2008
Strengthening Member Connections: 2007 Best Practices Awards from the CUNA OpSS Council
(Non-Members, click here to purchase)
Karen Bankston May 2008
Taking Care of Business Members: The Case for Business Services as a Relationship-Building Strategy
(Non-Members, click here to purchase)
Karen Bankston April 2008
Net Promoter® Score in Action
(Non-Members, click here to purchase)
Elizabeth D. Thompson April 2008
Rethinking Branch Design: Strategies for Non-Traditional Approaches to Branch Design and Operations
(Non-Members, click here to purchase)
Darla Dernovsek February 2008
Innovative Products that Generate Revenue
(Non-Members, click here to purchase)
Jim Jerving November 2007
Creating an Experience Culture
(Non-Members, click here to purchase)
Elizabeth D. Thompson August 2007
Small Business Services from an Operations Perspective
(Non-Members, click here to purchase)
Neil Bartlett February 2007
Converting Indirect Members
(Non-Members, click here to purchase)
Jim Jerving January 2007
Balancing Sales and Operations
(Non-Members, click here to purchase)
Mark Arnold November 2006
Sales versus Service?
How a Members-First Approach Elevates Sales to Highest Form of Service

(Non-Members, click here to purchase)
Karen Bankston October 2006
BITS: Guide to Business-Critical Power (FREE) A publication of BITS June 2006
What Every Operations Professional Should Know in Preparation for Strategic Planning
(Non-Members, click here to purchase)
Karen Bankston November 2005
Energizing Win-Win Negotiations
(Non-Members, click here to purchase)
Sandra Bernard Dugas, Ph.D. October 2005
Selling to the E-Member (Non-Members, click here to purchase) Darla Dernovsek January 2005
Check 21: What’s Now? What’s Next? (Non-Members, click here to purchase) Darla Dernovsek December 2004
Using Balanced Scorecards in the
Credit Union Sales Management Process
Denny Graham July 2004
ALM Results to Directors Robert F. Lestina December 2003
Credit Union Growth Strategies: Building Participation and Opportunity Karen Bankston June 2003
Making Change Happen Darla Dernovsek May 2003
Branch Evolution Automation, Self-Service Strategies, Cross-Selling, and More
Darla Dernovsek April 2003

Fraud Prevention Strategies for Online Financial Services*
*links to page on cuna.org

BITS Fraud Reduction Steering Committee April 2003
Knowledge Management: Paying Attention to What Matters Darla Dernovsek October 2002
Putting CRM to Work for Credit Unions Darla Dernovsek July 2002
Creating an Integrated Credit Union Contact Center Darla Dernovsek June 2002
Incentive Programs: The High Road to Peak Performance Dick Radtke March 2002
Maximize Benefits and Minimize Costs with Simple Financial Tools Eric J. Bolland November 2001

Using Analysis Techniques for Decision Making and Maximizing Profits

Eric J. Bolland June 2001

Call Center Cost / Benefit Analysis and Staffing Considerations

Elizabeth D. Thompson May 2001
Call Center Technologies Elizabeth D. Thompson April 2001