The best practices of data driven credit unions
The following is an article written by Trellance’s Vice President of Professional Services, Suchit Shah. The article originally appeared on CUInsight.com The year 2025 is not
Help for the holidays—from chatbots
The holidays bring on a flurry of activity for most businesses every year. Even with the potential of a recession looming over us, there seems
3 Ways to keep your mortgage pipeline full in a volatile market
In the face of impending volatility, like we see on the horizon now, organizations often react by tightening spending and doubling down on the revenue-driving
Oceans apart, our mission is the same
Supporting the Credit Union Movement in Africa By: Molly Walker, VP, Employee Learning, PSCU The credit union movement began with a simple idea — that
How to ‘sleigh’ those holiday scams
6 tips for shopping safe this holiday season: The holidays are here and so are the sales! It was only a few years ago that
Saving the Planet One Card at a Time
By: Neal Fitzgerald, Strategic Product Manager, Payment Experiences at PSCU National Recycling Day falls annually on November 15, serving as a reminder about the importance of
PSCU Payments Index – November 2022 Edition
Today, PSCU – the nation’s premier payments credit union service organization (CUSO) – published the November edition of the PSCU Payments Index, the goal of which is to provide information and insights to
Mastercard SpendingPulse anticipates 15%* U.S. retail sales growth on Black Friday
According to Mastercard SpendingPulseTM, U.S. retail sales excluding automotive is expected to grow +15% on Black Friday compared to last year. Mastercard SpendingPulse measures in-store and
Building a hybrid culture that thrives
One of the most popular sessions at big.bright.minds. was the continuing conversation around the future of work. Hint: it’s likely hybrid. SAVE TO MY LIBRARY
Now is the time to adapt to changing member trust
By Carrie Stapp, VP of Integrated Marketing and Commercialization The once inextricable link between trust and long-term relationships may be fading. That certainly seems to
Navigating the new overdraft and NSF landscape
Over the past year, significant changes to eliminate or modify overdraft (OD) and non-sufficient funds (NSF) fees were implemented by the largest financial institutions in
Can credit unions become recession-proof?
By now we’ve all heard the predictions, seen the numbers, and know that a recession is on the way (perhaps already here for some of
Leveraging data is key for digital banking growth in 2023
Banks and credit unions have a wealth of monetizable insights within their retail and business account holder data, but many still struggle to leverage that
Why are some brands higher functioning than others?
One thing all high functioning brands have in common regardless of industry or audience, is that their brand is NOT based on a set of
Personalized banking a core feature for credit union members
Even prior to the pandemic, consumers were moving towards personalized banking as their go-to for financial transactions. It turns out that digital preference is here to stay,
2022 Eye on payments: Part 1 — Increased demand for choice and variety, with strong preference for debit over credit
The payments landscape continues to rapidly evolve with the uncertain economic outlook. For the fifth year in a row, PSCU set out to gauge the
Influencing the influencers: How savvy financial institutions can partner with content creators
With an estimated net worth of more than $104 billion, more than 50 million independent entrepreneurs are part of the creator economy of YouTubers, TikTokers, bloggers
Trend alert: How lenders are tackling a changing market
From a shift in loan types to defining success with technology, industry players like UWM are quickly adapting to keep a leg up on their
5 Cloud migration challenges consulting services can help with
If you’ve made the decision to migrate your IT architecture to the cloud, you’re in good company. In a recent report on cloud adoption, cloud usage
Thinking Digital First: Transforming the payment experience into an end-to-end digital journey
New customers join Mastercard to launch simple, secure and seamless digital consumer experiences Leading financial institutions around the world are continuing to join the Mastercard Digital
3 Reasons Why You Need to Offer Pay by Text—Now
A key element in accelerating receivables is to make it as easy and convenient as possible for customers, members, or policyholders to pay their bills.
Holiday Spending Predictions: An Early Start and Unpredictability Ahead
By Beth Phillips, Co-op Director of Strategic Portfolio Growth and John Patton, Co-op Senior Payments Advisor Holiday shopping season is upon us, and it’s shaping
Mastercard teams up with Marvel Studios’ ‘Black Panther: Wakanda Forever’ to spotlight small business superheroes
Support gives fans Priceless experiential screenings, shines a light on Black women small business owners and encourages consumers to shop their businesses Mastercard announced today
Beware of Student Loan Scams
Updated on 10/17/2022 The pause on federal student loan payments and interest has now been extended through December 31, 2022, and additional plans have been announced to cancel a
How to Get Financially Fit in 6 Easy Steps
It’s no secret that getting fit is a popular goal. People invest a lot of time and money in planning meals and paying gym memberships,
Inflation has personal loan balances surging
As consumers adjust their household budgets and living expenses to counter the effects of high inflation, recent findings show such rising economic costs are contributing to the
Zelle® Helps Your Members Transact Remotely, While Staying Connected
In the wake of the COVID- 19 pandemic and an increased reliance on digital and contactless payment options, person-to-person (P2P) payments technology continues to be
Improving Member Retention with a Better Digital Experience
Credit unions have an advantage over other lenders when it comes to retention. Butto keep members happy over the long term, you need to meet
This cyber sleuth helps crypto con victims get their coin back
By: Sophie Hares Delving into her first cryptocurrency scam as a cyber sleuth in training, Jonelle Still quickly realized she was dealing with a sha
Becoming a data driven credit union isn’t a straight line
Becoming data-driven is a priority for most companies today and the reasons are clear. According to consulting firm McKinsey, data-driven organizations are 23 times more likely to
Phone, keys … face? Why biometrics may make your wallet obsolete
Ibirapuera Park is a haven for fitness junkies, a nearly 400-acre oasis in the middle of São Paulo’s concrete jungle, with thousands of people flocking
October is a Prime Opportunity for Cybersecurity Education
By: Gene Fredriksen, Security Strategy Consultant October is Cybersecurity Awareness Month, a month dedicated to helping bring awareness to the importance of protecting yourself from
Charitable Giving: A Powerful Demonstration of People Helping People
International Credit Union Day is October 20, a time to celebrate the many contributions our movement has made to the communities we serve. Since 1948,
What to consider for your 2023 marketing budget plan
By: Kenna Smith, VP, B2C Marketing, PSCU It’s that time of year when marketing teams begin reviewing how to develop the budget ask for the
How to stay ahead of the digital curve
Credit Unions That Don’t Include Wealth Management as Part of Core Offering Risk Losing Members By: Justin Steitz, Chief Operating Officer While credit unions were
Buy now, pay later 101: Budgeting gets a digital makeover
If you’re old enough to have owned a hi-fi stereo, there’s a chance you bought it with a layaway plan. For years, retailers offered budget-minded
Creating a better digital experience for members leads to growth
Consumers are adopting digital banking at a faster pace than ever before. Over 45% of respondents to a recent survey identified mobile banking as a top
3 Ways to keep your mortgage pipeline full in a volatile market
By: Jeff Vossen, SVP, Mortgage Originations & Operations In the face of impending volatility, like we see on the horizon now, organizations often react by
It’s time to take a multi-pronged approach to payments growth
Despite some economic issues lingering from the global pandemic, rising inflation and threats of a recession banks are pursuing and capturing new credit cardholders with
How to make the crypto economy simple and safer
BY ANTHONY VENUTOLO In the crypto economy, the last three years have been a period of innovation, experimentation and more than a little trepidation. The
P2P allows credit unions to be there for everyday member moments
Peer-to-peer (P2P) technology continues to be one of the hottest trends in payments. Services like Zelle®, Venmo and CashApp have taken the age-old, familiar practice
Outsourcing as a solution for labor shortage amidst rising delinquencies
By: Wendy Elieff, SVP, Client Service and Marketing, TriVerity & The Loan Service Center The “Great Resignation” is one of the pandemic’s unforeseen outcomes. Demand
Stopping cybercrime by copying it
By Gamze Yurttutan, Vice President for product management The story goes that when President Nixon’s team fed military data into a computer to find out
NCUA is closer to unlimited third-party exam authority
By: Jack Antonini, NACUSO The U.S. House of Representatives added hundreds of unrelated amendments to the National Defense Authorization Act (NDAA) in late July, including
CUSOs Are our Best Choice for a Strategic Partnership
August 5, 2022 – A CEOs worst nightmare; you wake up one morning and find out that your core processor, your loan origination system, home
8 Steps to build your process automation strategy
An automation strategy can bring a host of competitive advantages for your company: cost savings, increased efficiency and accuracy, and an improved customer experience. But
Rise in BIN attacks lead list of fraud worries. Here’s how your credit union can fight back
It’s been a couple of tough years on the financial fraud fronti. Consider that e-commerce fraud reached $20 billion globally in 2021, representing 14% growth
How financial institutions in North America can prepare for the future of payments
By Patricia Reynolds and Saumya Baunthiyal, Mastercard Multi-Rail Practice Core banking systems today handle high volumes of transactions. Banks spend millions of dollars every year
Generation Z, financial wellness and the future of payments
By: Anna Sherrod, Marketing Intern, PSCU Members of Generation Z – the demographic born between 1995 and 2015 – are now beginning to more fully
The value of honesty
Article by Jonathan Antonini with intro by Jack Antonini We live at a time when traditional values are being challenged nearly every day. As credit
Amanda Reflects on the 2022 NACUSO Network Conference
Last week we wrapped up our 2022 NACUSO Network Conference in Orlando, Florida. I’ve had the pleasure of attending this event many times before, but
NACUSO Network Conference Highlights
The 2022 NACUSO Network Conference highlights are available now. Don’t miss out on this years’ CUSO Awards, Next Big Ideas, Keynote Speakers & Sessions, and
NACUSO Fills Six Seats as a Result of the 2022 Board Election
Orlando, FL (April 26, 2022) –The National Association of Credit Union Services Organizations (NACUSO), announced the results of their 2022 Board Election in the Annual
NACUSO Network Coverage: Name Chosen Deliberately for Session; Members Aren’t Asking, They’re Just Going Elsewhere
Originally Published on CUToday.info: https://www.cutoday.info/Fresh-Today/NACUSO-Network-Coverage-Name-Chosen-Deliberately-for-Session-Members-Aren-t-Asking-They-re-Just-Going-Elsewhere 04/29/2022 12:15 pm LAKE BUENA VISTA, Fla. In introducing a panel session discussion on crypto here, one person pointed out
Famed 2-Sport Athlete Shares His Story
Originally published on CUToday.info: https://www.cutoday.info/THE-feature/Famed-2-Sport-Athlete-Shares-His-Story 04/27/2022 12:42 am LAKE BUENA VISTA, Fl. Bo knows. But you may not. One of the greatest athletes of the
The Road to Success is Paved with Capital (from Sale/Leasebacks)
Originally published on CUToday.info: https://www.cutoday.info/site/THE-tude/The-Road-to-Success-is-Paved-with-Capital-from-Sale-Leasebacks 04/26/2022 08:04 pm By Guy Messick In 2006, Alan Mulally, then Ford CEO, made a bold move. Ford borrowed $23.6
2022 NACUSO Network Day 1
Last night was like Christmas Eve to me. I didn’t sleep, tossing and turning, full of anticipation and excitement about the day just around the
Digital issuance: A key to digital transformation
By Denise Stevens As our country turns a hopeful corner on the COVID-19 pandemic, consumer demand for digital experiences in their channels of choice has
What happens after the ‘aha’ moment?
By Vicki Hyman One person’s nightmare may be another person’s eureka moment. That was certainly the case for entrepreneur Peter Janes, whose friend had been
Digital trust and safety on fintech platforms
By Mahipal Nehra The financial technology or FinTech market is expanding with new, innovative businesses improving banking and financial services like never before. According to
How to instill trust in every transaction – and every interaction
By Ajay Bhalla “We can only make delivery of your next shipment if you pay your outstanding balance of $102.02; please download the attached invoice.”
The Impact of CUSOs
This CUBroadcast video highlights the importance of innovation, collaboration and advocacy within the credit union industry. Featuring: Jack Antonini, NACUSO; Jeffery Staw, Open Technology Solutions; Susan
Changing the landscape for credit union women starts with you
By James Gilbert I grew up in a home where my mom was the breadwinner. Not by choice, but by necessity. She rallied every day,
Cybersecurity planning for multiple attack scenarios
By: Gene Fredriksen, Security Strategy Consultant The world is currently in a state of upheaval, which has provided cybercriminals with an ideal setting to conduct
Real-time everything
By Mark Ranta and Kristen Jason The boon the “Great Recession” has had on the technology space was a hot topic during the pandemic’s quarantine
Account and loan origination in one system is a gamechanger for credit unions
By Brit Barker The future of lending looks bright, especially for community based financial institutions. Credit union loan growth rose to 7.5% in 2021, up
The big 100 & Anne Legg talks data
By Summer Naomi Interior Break out the fireworks, ya’ll! This week is a big one for CRMNEXT’s Banking on Experience podcast, as we are celebrating our—drum roll
Mastercard SpendingPulse: Services on the rise in March, while U.S. retail sales grow 8.4%*
As we lapped two years since the first Covid lockdowns, March reinforced the ongoing rebalance to pre-pandemic ways of consumer spending. From airlines to lodging,
8 female inventors on closing the gender gap in innovation
By Grace Devlin How do you know when an idea is an invention? Thinking of new products or identifying novel solutions is a creative, exploratory
New research explores how being member-centric is the smartest growth strategy
Today, credit unions are up against more challenges than ever, from the rise of fintechs and challenger brands, to the deterioration of the “traditional” banking
How credit unions can stand out to homebuyers
Many first-time homebuyers are unaware that credit unions can help with financing. Here are some ways credit unions can better position themselves in this crazy
The PSCU Payments Index March 2022: Deep dive into gambling reveals accelerated growth through sports betting activity
By: Karen Postma, Vice President, Risk Analytics at PSCU The March edition of the PSCU Payments Index finds consumer behavior impacted by the downward-trending pandemic and the
3 lessons on teamwork from March Madness
By John Pettit This time of year sees spikes it two areas: The number of people who are watching college basketball and the number of scheduled
Building a world-class sales culture at your CU
By Summer Naomi Interior Culture. It’s a word we throw around a lot, but creating precisely the kind that cultivates ALL the good stuff at your
Bridging the member experience gap through APIs
By Pam Brodsack, SVP, Technology Delivery The strategy of embracing digital looks different at every credit union. There are a few emerging best practices, however, helping
Propelling women in tech is a marathon — and a sprint
Nuseiba Al-Harazi, a sophomore computer science major at George Mason University in northern Virginia, spent her winter break at Mastercard, where she worked closely with
Early wage access – providing more value to members
By: Tom Bennett, Principal, Advisors Plus, PSCU In our previous blog on direct deposit, we focused on how its value contributed to record growth in debit
Your K-12 audience, DEI, and growing the CU movement with Lisa Koenecke
I believe the children are our future…Great song. True statement. Reaching that younger K-12 audience is, in fact, the key to securing the future of
How to stay safe when a cyber attack threatens
By: Gene Fredriksen, Security Strategy Consultant It seems that every day there is another story in the news about cyberattacks, hacks and scams hitting large
Advice from 5 female entrepreneurs on money, tech and resilience
Female entrepreneurs contribute more than a third of global GDP, but systemic and social barriers of all kinds keep them from reaching their full potential.
Top 5 fraud trends for 2022
Digital acceleration has transformed the way consumers spend and has had a major impact on how credit unions engage with their members. Digital is also
Mastercard SpendingPulse: February U.S. retail sales rise 8.7% year-over-year* amid inflation, return to office
U.S. consumer spending maintained positive momentum in February, according to Mastercard SpendingPulseTM, which measures in-store and online retail sales across all forms of payment. Overall retail
Direct Deposit – The “Magic” Behind Debit Growth
By: Tom Bennett, Principal, Advisors Plus, PSCU The past two years have seen unprecedented changes in payments. Debit has come to the forefront, with sales
NACUSO Board and Staff Meet with NCUA Board Member at CUNA GAC
Following a successful effort in working with the NCUA on the expansion of CUSO powers through the Amendment of the CUSO Rule that was adopted
Notarize Celebrates America Saves Week
Notarize is proud to support and join over 2,300 companies and organizations to encourage Americans to save through the America Saves Week campaign, occurring this week from
FTW: This chatbot helps underserved students access aid for college
Ten years ago, Esther Egbe’s parents emigrated from Cameroon to Texas so their four children could receive college educations and build better lives. They opened
What credit unions should know about BNPL
By: Cody Banks, MVP, Payments and Fraud Strategy, PSCU What started and was rapidly adopted by a subset of consumers searching for more ways to
How an installment payment program helps credit unions compete
Thanks in part to the rise of eCommerce and digital payments during the pandemic, Buy Now, Pay Later (BNPL) offerings are popping up everywhere, from big banks to retailers. While consumers
One of the best conferences designed to inspire collaboration
NACUSO has always been dedicated to promoting collaboration through CUSOs and innovative solutions for the credit union movement. We’ve been successfully advocating for a regulatory
Save the Dates. 2023 NACUSO Network Conference
Bookmark our conference site NACUSOnetwork.com for information on the 2023 NACUSO Network, April 3-6 at the Wynn Encore Las Vegas Resort.
The CUSO Guru’s Collaboration Video Series…Passing on the Lessons Learned
Guy Messick spent most of his professional career helping credit unions collaborate. He served as NACUSO’s first General Counsel for over 30 years. He was
NACUSO Spotlight on Seth Brickman, CEO of QCash Financial CUSO
PART ONE: Life Story and Experiences What’s your current position, and can you give us a brief overview of what it is you do in
Spotlight on Siva Narendra, CEO of Tyfone and Week-End Urban Farmer
PART ONE: Life Story and Experiences What’s your current position and can you give me a brief overview of what it is you do in
What Jack Antonini is reading….
December of this year will mark 10 years as CEO of NACUSO. But did you know that prior to joining NACUSO Jack was CEO of
CUSO Guru Reflects on his Career as he Announces his Retirement
Over the past thirty-five years, I have served credit unions and CUSOs in several capacities, including lawyer, consultant, presenter, mentor, regulatory advocate and CUSO board
The Investment Option No One Talks About
by Becky Reed, CEO of Lone Star Credit Union The Global Pandemic has impacted us all and certainly credit unions have been affected in multiple
Say Hasta La Vista to Your On-Prem Servers
By Amber Harsin, CEO, Prodigy Over the past few years, credit unions have spent a lot of time and money making sure they remain attractive
Navigating the Post-COVID Landscape
Effective Engagement and Loyalty Approaches can help you survive and thrive in the New Normal COVID-19 has touched every aspect of American lives. The United
THINK 20 VIRTUAL EVENT ON MAY 7 TO FOCUS ON NAVIGATING STRATEGIC SHIFTS AMID COVID-19 ENVIRONMENT
“Activate Your Next: Our Path Forward Together” Theme of Free Event to All Credit Unions CO-OP Financial Services will focus its THINK 20 Virtual event
Coronavirus Compliance Q & A from CUSN
This originally appeared on their blog but they have given us permission to reprint it. This would normally be reserved for their compliance clients, but
Cooperation among Cooperatives: Stories from the Inside
A discussion with Larry Nichols, Member Driven Technologies PART ONE: Life Story and Experiences What’s your current position and can you give me a brief
Spotlight on Dr. Troy Hall, SCF Solutions CUSO
Dr. Troy Hall is with SCF Solutions, a CUSO that offers leadership training, speaking engagement and talent retention consulting. We sat down with him to
The CUSO Guru’s Vision for 2020
As I thought about what I would write as my vision for 2020, I looked back to see what I wrote as my vision for
The CUSO Guru International Best-Selling Author
I wrote two books that are available on Amazon. My mother is very proud. Neither book is the Great American Novel. The character development and
Voluntary Mergers: The Stuff No One Says Out Loud by Guy Messick
I get it. You want to merge with a peer sized credit union. Together you will have more scale, twice the number of branches, twice
The Debate: Are Mergers in the Best Interests of Members?
This article first appeared in CUToday on October 1, 2019 Are the mergers taking place in credit unions in the best interests of members? That
The Next-Gen Tech CUSO
By Mickey Goldwasser, VP of Marketing, CUrailz The term fintech has been around for decades, simply short for financial technology. However, during the Great Fintech
The Math and Mysteries Behind Credit Unions
This article first appeared in the new CUSO Magazine published by CU*Answers “Math is Hard.” – Barbie I was reminded
Five Reasons Your Credit Union Might Be Failing – and How a CUSO Can Help
This past weekend I decided to clean off my patio furniture, pour myself a nice glass of Chardonnay and re-read a classic: How the Mighty Fall:
HELP! I Need More Net Income!
As someone who has worked with CUSOs for the past thirty years, I am often asked by credit union CEO’s what are the “hot” services
Letting Go of Our Myths
The stories we tell ourselves frame how we view the world, our place in it and how we respond to it. I call this internal
Why Credit Unions Will Be the New Leaders in Digital Banking
By Edward Chuang, Executive Vice President, Chief Information Officer, Logix Federal Credit Union Think back ten short years ago. In 2009, USAA was first on
Going Green: Recycling Members
Every credit union member starts out as a member in good standing. That’s just how it works. Fortunately, most of them remain members in good
Jack Interviews Tom and Paul regarding Trellance and OnApproach
NACUSO was very excited to hear of the acquisition of OnApproach by our Platinum Partner Trellance. NACUSO CEO Jack Antonini sat down with Tom Davis
Why Buy a Core from a CUSO?
Is bigger really better? That’s what the Goliaths of the core data processing world would have credit unions believe. We have deeper pockets, so of
Next Big Idea Winners: Where are the Now? 2017 Winner, Constellation
Last but not least, the 2017 winner of the Next Big Idea Competition opened up his presentation with an amazing video, followed by an equally
Next Big Idea Winners: Where are they now?
Since it’s debut in 2013, the NACUSO Next Big Idea (NBI) competition has grown year over year. Last year we had an amazing line-up of
Year-End Musings from the Mountaintop by The CUSO Guru
As I sit upon the cold mountaintop (a requirement for Guru’s) contemplating whether 2018 was a good year for credit unions, I look to the
Fires, Floods, Blizzards and Hurricanes: A Disaster Year in Review with PSCU
Is it just me or has this been a record year for hurricanes, wildfires, blizzards and now a major earthquake? I feel so fortunate that
2015 Next Big Idea Winner: Where are they now?
In 2015, Daymond John joined the panel of judges for the NACUSO Next Big Idea Contest. It was a tough competition but in the end,
2014 Next Big Idea Winner: Where are they now?
It’s that time of year again. The Next Big Idea (NBI) Award applications are online and ready for you to complete to compete! We thought
2013 Next Big Idea Winner: Where are They Now?
In 2013 NACUSO debuted the first annual Next Big Idea Competition. We’ll admit we ripped off the idea from Shark Tank and we even had
Practical Advice for Your Digital Strategy
By Jeffery Kendall, Senior Vice President & GM, Global Banking & Financial Solutions, Kony, Inc. First, Amazon teamed up with Chase. Then, PayPal invested in
Celebrate 70 Years with $70K Community Giveback and Investment
In 2017 ORNL Federal Credit Union and Y-12 Federal Credit Union won the NACUSO Credit Union Collaboration & Innovation Award. They are competitors located just
NACUSO Spotlight on Ashish Garg, CEO of Eltropy
We first met Ashish at the 2018 NACUSO Network Conference where Eltropy exhibited in the Network Lounge. Part of their package was the ability to
CU Evolution: Helping Small Credit Unions Think Big by Howard Bufe, President of CU Evolution
The financial services world, especially when it comes to the lender-borrower relationship, is undergoing intense disruption. Status quo leadership and lending will not work for
I Have No Idea What a Credit Union is……
A few months ago, I posted a survey on my personal Facebook page, asking, “If you use a bank instead of a credit union, can
Hanging Around Seattle with NAFCU by CUSO Guru, Guy Messick
My first job after law school was clerking for a federal judge in Seattle. It is a wonderful corner of our country. On clear days
New Waze for Collaborating
Earlier this month I was in Athens, Georgia teaching Marketing/Business Development and Innovation to the students of Southeast Regional CU Management School (SRCUS). After my
Match.com for CUSOs – Capstone Strategic and the CUSO Analyzer
We know that the NACUSO Network Conference is where “deals get done” so we worked with Callahan & Associates to add a feature to the
CU Direct Predicts What’s Coming in Auto Lending
This article was originally published on CUToday.info written by Frank Diekmann, who has been a big supporter of NACUSO and is a great reporter. Frank
NACUSO Spotlight on Mark Giguere, President & CEO of CU Certified
Last month CU Certified/Down East Insurance Agency was awarded the New CUSO of the Year Award – Runner Up. This is a one-of-a-kind CUSO that
Four reasons industry conferences are good for you and your business by Brad Crandall, President/CEO of The Servion Group
Last month I attended the NACUSO Network Conference with my team. It’s one of the many gatherings I attend in any give year, and it
Cancer Threw Us a Curveball: Former Chairman of NACUSO, Pete Snyder Passes
Pete Snyder, a long time, former NACUSO Board Member and Chair passed away last week from a long battle with prostate cancer. NACUSO CEO Jack
The CUSO Guru Reflects on 30 Great Years of NACUSO Conferences
Thinking back thirty years ago, a NACUSO conference was maybe 40 people if you count the waiters. Ninety percent of the CUSOs did investment services
It’s a Wrap! The 2018 NACUSO Network Conference celebrates the best of collaboration and innovation at the “Happiest Place on Earth”
This year’s event began with golf at one of the most beautiful courses in the US – Pelican Hill. Then on Monday afternoon Messick, Lauer
Judy, George, Jane, Elroy, Astro and Rosie
Do those names ring a bell? If you were born in the 50’s or 60’s chances are you tuned into see the Jetsons. It debuted
Things You Can Still Get for a Dollar
A dollar went a whole lot further back in the day. In fact, more than 100 years ago four cents bought what a dollar buys
NACUSO Spotlight on Phil Magnuson, CEO of HomeCU
When we get a new NACUSO member we always do a little research on them to see how we might be able to help promote
NACUSO Spotlight on Trellance CEO Tom Davis
We are very excited to be spotlighting a big supporter of the CUSO movement, Tom Davis who is the CEO of the newly formed Trellance.
NACUSO Spotlight on Brad Crandall, CEO of The Servion Group
Last month a CU Times article featured the rebrand of CU Mortgage Services to The Servion Group. Their story is the kind we cherish and
A Dozen Lessons Learned in Credit Union Collaborations By Guy Messick
In my thirty years of forming credit union collaborations, I have come to see common lessons, especially in multiply owned CUSOs providing one or more
Sessions Abdicates His Responsibility on Marijuana
On January 4, 2018, Attorney General Sessions issued a memo formally rescinding years of Department of Justice (DOJ) guidance, most notably the 2013 Cole Memorandum,
Never Burn a Bridge With Former Girlfriends
Never burn a bridge with former girlfriends. It can jump start a career. I stayed friendly with my high school girlfriend Maryanne who married John
Spotlight on 7 Insurance President, Jerry Tweeten
We’re excited to feature the 2017 NACUSO CU Collaboration & Innovation Award winner 7 Insurance. We sat down with Jerry Tweeten to hear how he
Better, Faster, Cheaper. How One CU Got All Three With a Core Conversion
NACUSO is on a mission to tell stories of collaboration, innovation and cooperation that not only strengthen the credit union movement but also are in
Taking a Breath at Year End and Peering Over the Cliff by Guy Messick
This change thing is exhausting. In 2017 our capacity to adjust to change has been challenged. Every day we wake up to see what the
How a $10 Million, 5-Person Credit Union Created One of the Best FI Websites in the World
Over two years ago we wrote about this amazing credit union in Roswell, New Mexico. And about a year later we interviewed their CEO in
A Loyalty Program for Good Times and Bad
By Annie Cox, VP, Loyalty Solutions, PSCU PSCU prides itself on its loyalty program for Member-Owner credit unions. However, in the wake of recent natural
The Credit Union Member Experience: Why Digital is the Future
This article is printed with permission from CloudCherry, a Gold Partner with NACUSO. To read more about member experience subscribe to their blog! Enjoy. Credit
Don’t Miss the Boat – Why Credit Unions Need to Digitally Transform Now
The term “digital transformation” has been a very hot topic recently, creating new conversations and products across a wide range of industries. This chart below,
What Credit Union Directors Need to Know about CUSOs
Whatever your credit union’s past experience with and impressions of CUSOs, credit union boards cannot afford to ignore the benefits CUSOs bring to credit unions
Balancing Gender in the Credit Union Workplace
By Lynn Heckler, EVP, Chief Talent Officer for PSCU Women’s Equality Day is celebrated on Aug. 26 each year. It commemorates the 1920 adoption of
Collaborating Competitors: The Future of CUSOs
The sixth cooperative principle is probably the best definition of a credit union service organization, specifically: “Cooperation among cooperatives: Cooperatives serve their members most effectively
Defining Credit Unions in the Upcoming Income Tax Debate, by Guy Messick
It looks like Congress will put the Tax Code in play and while it is unlikely the credit union income tax exemption is at risk,
Which Way? 3 Ways to Prioritize Your Options for Growth
By John Dearing, Managing Director, Capstone The possibilities may be endless, but your resources are not. For many CUSOs with limited time and money, deciding
A New Approach to Banking Money Service Businesses (MSBs)
In speaking at various bank and credit union events about the banking of businesses that are cash intensive, or “Money Services Businesses” (MSBs), one common
The “M” in DREAM is for Motivate!
For the last several weeks we have been having some fun dissecting the best credit union book out there CU 2.0: A Guide for Credit
Hurricane Harvey: A Week of Hell in Houston and How You Can Help by Jack Antonini, NACUSO CEO
It is such a strange feeling, as you prepare for a Hurricane, hoping it will not be as strong as predicted, praying for everyone in
NACUSO Spotlight on new CUSO LenderClose
This month we are excited to feature a brand new CUSO and new NACUSO member, LenderClose. I think you’ll enjoy hearing how this company began.
The “A” in DREAM is for Automate
DREAM Big Contest Continues! Think of the first three letters Differentiate, Recreate and Educate as the ingredients to bake a one-of-a-kind-out-of-this-world-cake. Now we put them
The Story of CU Lunch Local: An annual celebration of credit unions commitment to community.
CU Lunch Local aims to raise awareness about the importance of supporting local small businesses across Michigan. Studies show that money spent at local businesses
The “E” in DREAM Big Contest: Educate and Excite!
When I was the VP Marketing for First Tech Credit Union I was in charge of the website. This is back in 1997 when websites
The “R” in the DREAM Big Contest: Recreate and Reinforce
Last week we talked about the importance of differentiating with data … the “D” in Dream. Now let’s begin by talking about the Google machine.
Voluntary Mergers: The Stuff No One Says Out Loud by Guy Messick
I get it. You want to merge with a peer sized credit union. Together you will have more scale, twice the number of branches, twice
DREAM Big Contest!
After last week’s interview with Kirk Drake, CEO of Ongoing Operations I bought a copy of his new book, CU 2.0: A Guide for Credit
Five Things Your Credit Union Needs to Learn From a Bouncy House
Every year our Volunteer Fire Department hosts a 4th of July Picnic in our tiny little town complete with a parade, barbecue, burgers and dogs,
NACUSO Spotlight on Kirk Drake, CEO of Ongoing Operations
This month we are focusing on a long-time member and supporter Kirk Drake who has just published his first book CU2.0: A Guide for Credit
Is Your Credit Union Addicted to Bad Profits?
Last week I penned a blog on what it’s like being a member of a credit union. I shared my feeling that most of us
Do You Know What it’s Like Being a Member of Your Credit Union?
For the first 20 years of my career I worked in a credit union. Like many of you I started as a teller and worked
What are CUSOs Doing?
What are CUSOs doing? This is a very common question I hear from credit union and CUSO folks. From our vantage point of working with
I Don’t Want to Get My Shoes Wet! Or How I Learned to Get Over My Fear
This last week-end I treated myself to a trip to the Oregon coast to recharge. That meant I had to: – go by myself (sorry
The Changing Perception of Banking Marijuana Related Businesses
When the federal government issued policy guidance in 2014 as to how financial institutions (FIs) could permissibly service marijuana-related businesses (MRBs), industry reaction was swift
The Need For and the Impact of CUSOs
By Guy A Messick, NACUSO General Counsel & Jack Antonini, NACUSO President & CEO There are numerous examples of companies that did not adjust to
5 Effective Ways for Credit Unions to Improve Member Experience
In a world that battles competition ruthlessly, every single day, the philosophy guiding credit unions comes as a whiff of fresh air. It isn’t a
What should be disclosed to credit union members in mergers?
There has been a flurry of news articles and opinion pieces about what a credit union should disclose to its members when members
Regulatory Expectations Regarding the Banking of Money Service Businesses
The regulatory expectations surrounding the banking of money service businesses (MSBs) are a frequent source of confusion for financial institutions. Many financial institutions are surprised
What’s the Doughboy Afraid of?
How many of you remember the fight of the century? It was Haagen-Dazs v. Ben & Jerry’s in 1984. Okay, maybe not Ali vs. Liston,
Strengthening Portfolio Performance is Critical in Today’s Auto Lending Marketplace
By Michael Cochrum, Vice President of Analytics and Advisory Services, CU Direct Since the beginning of time, lenders have sought a way to accurately measure
Linda Bodie, CUSO Power-User. An interview with CUES
As part of “CUES on CUSO’s” month-long focus on credit union service organizations, they featured Linda Bodie, CEO and chief innovator at Element Federal Credit
ProMedica FCU Takes its Card Program to the Forefront of its Business: A Case Study
ProMedica FCU takes its card program to the forefront of its business Over the past five years, the payments landscape has rapidly evolved and many
Five Reasons to Make Convenience a Strategic Priority
Consumer demand for convenience is impacting the customer experience like never before. As one credit union representative put it in this short video, “technology has
What are Credit Unions’ Pain Points?
In 2016, Denver-based CUSO CU Service Network conducted a sweeping survey on top credit union issues and burdens. The findings revealed fascinating trends in the
Title Red Flags – Forgery
There are numerous types of mortgage and real estate fraud prevalent in the industry today. Recognizing the Red Flags may help with detection and prevention,
The 6th Cooperative Principle in Action: Cooperation Among Cooperatives
Mobile economy affects business of all types. The Federal Reserve Bank reports 86% of adults in the US have cell phones today, and they are
NACUSO Goes to Washington!
Every year the NACUSO board and staff makes it a point to attend the Governmental Affairs Conference (GAC) in Washington D.C. And this year was
Spotlight on Tom Snyder, EVP Direct and Channel Sales for Buzz Points
Each month we are highlighting at least one NACUSO member with an interview style format that is meant to be fun and informative. This month
The Greatest Finish in NFL History
Like many of my friends (Seahawks fans) last Sunday we just hoped for an entertaining game. Super bowl commercials have become so innovative because historically
Why is Credit Union Accounting Shrouded in Fog?
While there is abundant data in other areas of credit unions’ critical functions, such as loans, strategy, marketing, and regulation, accounting is a grey mist
Generating Protection and Value for Company and Stakeholders Through Enterprise Risk Management
The recent highly publicized news about unauthorized account openings by staff members at a large national bank reminds us of the benefits of an experienced
State Legalized Marijuana – Opportunities for Credit Unions
In the current low-interest-rate environment, credit unions are exploring new sources of revenue to augment deposit and non-interest revenue. One new market that has emerged
The 5 Biggest Misunderstandings About Outsourcing Mortgage Loan Servicing
The mortgage loan has been originated. Now comes the hard part – beginning the long and arduous task of carrying out all the functions required
CUSO Guru’s 2017 Predictions
While sitting on my mythical mountaintop with my mythical beard flowing, some mythical predictions for 2017 have come to me and I feel compelled to
Sunshine, Networking and Dan Marino!!
Last year our keynote speaker, Erik Wahl brought music, painting and words of inspiration to kick off the event. This year we are excited to
Reflections on Fields of Membership by Guy Messick
I have been working with credit unions a long time. For years I have accepted without question the concept that credit unions may only admit
NACUSO Spotlight on Gene Fredriksen
Each month we are highlighting at least one NACUSO member with an interview style format that is meant to be fun and informative. This month
Credit Union Survey Reveals Current Burdens and the Need to Share Services
In an effort to learn more about the changing credit union landscape and key issues of executives, CU Service Network partnered with Edge (Kordeleski) Consulting
Freedom of Choice by Guy Messick
Americans love freedom of choice, be it in cereals, cars or financial services. When I began representing credit unions, the consumer protection philosophy was to
Words of Wisdom from Ronald Reagan
Here’s a summary of the possible election impact from former NCUA Chairman Dennis Dollar: “There is no doubt but that the Trump victory, coupled with
Cubs Win! Cubs Win! Why should I care?
I was born and raised in Portland, Oregon. Not a big sports town. In fact, the only major sports team, the Trail Blazers won their
NACUSO Spotlight on Scott Collins, President of Xtend
Each month we are highlighting at least one NACUSO member by interviewing one of their executives. The format is meant to be fun and informative. This
The CFPB, Credit Unions and Fines
The CFPB fined Navy Federal Credit Union $5.5 Million as a civil penalty for violations related to collection efforts and $23 million as compensation to
The CFPB and My Fifth Grade Government Class – by Guy Messick
In my fifth grade, I learned about checks and balances in our democracy. This country was founded on the then revolutionary principle that the people
I Want a Financial Fitbit!
Four years ago, for my husband’s 50th birthday I bought “us” the Up by Jawbone. It was a primitive Fitbit. A black band with a
We Found the CU*Answer to the Dwindling Number of Credit Unions
Credit unions. Not for profit, financial cooperatives owned and operated by their members. The start up stories of this 107 year-old movement are heartwarming: Credit
Wells Fargo and a Culture Out of Control by NACUSO CEO Jack Antonini
When I first heard the news that Wells Fargo employees fraudulently opened two million unauthorized or fictitious customer accounts in an effort to meet sales
The Essential Truths of Back Office Collaborations by Guy Messick
I learned a few things along the way about credit union collaborations that jointly supply back-office operational services, e.g. IT support, lending, collections, compliance; etc.
Innovation and Disruption at its Core
Today, let’s consider a new concept for disruption and collaboration. Let’s change the entire paradigm of the core system technology platform and build that model
Why Kind of Innovator Are You?
Let’s face it – credit unions are generally not known as innovators. At our best we are fast followers. Except when it comes to CUSOs.
Spotlight on New NACUSO Member HealthPlan Services
Each month we are highlighting at least one NACUSO member by interviewing one of their executives. The format is meant to be fun and informative. This
New CUSO Makes History: Spotlight on Frenchtown Financial Opportunity Center
This month we are doing something a big different for our Spotlight series. NACUSO welcomed Frenchtown Financial Opportunity Center, LLC (FFOC) to the family. This
Why Should I Volunteer?
When I finally retire from credit union land I always thought that I’d volunteer. I’ve always been inspired by our volunteer board of directors. For
NACUSO Spotlight on Adrian Dominguez, President and CEO of CU Alliance, LLC
Each month we highlight at least one NACUSO member by interviewing one of their top executives. It’s an opportunity to tell their story in a
FinTech and the Golden Rule by Guy Messick
Banks and credit unions are fascinated and threatened by the success of FinTech lenders. Through technology and innovative credit worthiness indicators, FinTech lenders have created
Networking at the Happiest Place on Earth
“If You Can Dream It, You Can Do It.” – Walt Disney There is probably no better example of a business model that stayed true to
NACUSO Spotlight on Anthony Montgomery, CEO of CUProdigy our Newest Platinum Partner
Each month we highlight at least one NACUSO member by interviewing one of their top executives. It’s an opportunity to tell their story in a
CUSOs Growing Impact by Jay Johnson
Recent data from call reports and the NCUA’s CUSO Registry confirm that credit unions are increasingly utilizing the CUSO model to enhance their value proposition.
NACUSO Member Spotlight on Capstone
Each month we highlight at least one NACUSO member by interviewing one of their top executives. It’s an opportunity to tell their story in a
Birthday Greetings From Capital One
I am faithful to my credit union…to a point. I do all my “banking” at my credit union unless they give me a reason not
Collaborating on Collaboration with Kirk Kordeleski
Thank you to all those who noticed and read my first blog on Collaboration. Today lets talk about what makes collaboration work and what causes
NACUSO Spotlight on Next Big Idea Contestants
This month we sat down with 2 of the 2016 Next Big Idea Presenters Ian Lampl, Co-Founder and CEO of LoanStreet and Keith Kelly, Co-Founder
NACUSO Member Spotlight on Tony Boutelle, CEO of CU Direct
Each month we highlight at least one NACUSO member by interviewing one of their top executives. It’s an opportunity to tell their story in a
NACUSO Cooperation Among Cooperatives: Stories from the Inside
Each month we highlight at least one NACUSO member by interviewing one of their top executives. It’s an opportunity to tell their story in a
Kordeleski Collaborating on Collaboration
Hello Everyone, this is our new blog, being born of the Partner Connection Sessions at this years NACUSO conference and taking on the subjects of
If I Were the Credit Union Czar- by Guy Messick
PART 1: Leveraging the Cooperative Model We all have our own version of what is wrong in credit unions today. The regulated point to the
Cooperation Among Cooperatives: Stories From the Inside
Each month we highlight at least one NACUSO member by interviewing one of their top executives. It’s an opportunity to tell their story in a
Creativity and Collaboration Wins Twice! Spotlight on William Arnold, CEO Member Support Services, LLC
Last week in Las Vegas over 400 credit union collaborators gathered in the ballroom of the Encore at Wynn to hear a one-of-a-kind keynote speaker.
Collaboration: The New Competitive Weapon
That was the title of the January 4th article posted by Emily Waite on GonzoBanker. The article is geared to encouraging the 6,000 banks that
NACUSO Spotlight on Kenn Bell, President/CEO of The Florist FCU
In September of last year we featured an $8 million dollar credit union serving 900 florists out of a house in Roswell, New Mexico. The
The 12 Step Plan for Recovering Bankers
Having been a proud banker for 20 years before migrating 12 years ago to the credit union side of the industry, I have had some first
NACUSO Spotlight: Jim Giacobbe, President and CEO, United Solutions Company
Each month we highlight at least one NACUSO member by interviewing one of their top executives. It’s an opportunity to tell their story in a
From Bankruptcy to the Fortune 200
When Anne Mulcahy took the helm in 2001, Xerox was teetering on the verge of Chapter 11 bankruptcy. The company had over $17 billion in
How the CUSO Model Could Be the Disruptor We Need
CUNA’s Governmental Affairs Conference is not to be missed. Over 5,000 credit union evangelists gather in our Nation’s capital to network, meet and greet, lobby,
NACUSO Spotlight on Linda Bodie, Chief + Innovator – Element Federal Credit Union
Each month we highlight at least one NACUSO member by interviewing one of their top executives. It’s an opportunity to tell their story in a
NACUSO Didn’t Create My Idea: NACUSO Helped My Idea Succeed
When developing a new idea, there are many steps an innovator takes. Usually, the first step is some form of insight collection — experiences, observations,
CUSO Registry Q & A with NACUSO CEO Jack Antonini
After several months of testing, the NCUA’s CUSO Registry is “open for business.” I know there has been a lot of discussion and I’ve received
The 10 Coolest Things You Can Do in Vegas Besides Attending the 2016 NACUSO Network Annual Conference
“What happens in Vegas… stays in Vegas.” This is one of the most famous taglines in modern tourism history and one of the most quoted.
NACUSO Spotlight: Amy Beattie, COO & Co-Founder of CFS
Each month we highlight at least one NACUSO member by interviewing one of their top executives. It’s an opportunity to tell their story in a
Why Don’t You Just Merge?
That’s a question a lot of small credit unions get asked these days and that was the title to an article that caught our attention
What Keeps Guy Messick Up At Night?
What keeps me up at night is the proliferation of bank and non-bank competitors for the core business of credit unions, especially for payments and
Reflections and Predictions from Thought Leaders, Award Winners and Collaborators
It’s time to wrap up 2015 while simultaneously budgeting and planning for 2016. It’s a weird time. So Denise Wymore from 6th Story sat down with
Collaboration: Starting with Why
Kirk Kordeleski’s insightful CU Times op-ed “Shared Services: How to Compete and Win” 11/25 speaks to the difficulty credit unions have faced competing in the modern marketplace. He
NACUSO Spotlight: Sarah Canepa Bang, Chief Strategy Officer, CO-OP Shared Branching/President, CO-OP Shared Branching/FSCC
Each month we highlight at least one NACUSO member by interviewing one of their top executives. It’s an opportunity to tell their story in a
NACUSO Spotlight: Barbara Frazier, CEO of Everett CU
Everett Credit Union Started on: October 29, 1926 in Everett, Massachusetts $45 million in assets Serving 4,463 members
NACUSO Spotlight: Scott Jentz, Gateway Services Group
Each month we highlight at least one NACUSO member by interviewing one of their top executives. It’s an opportunity to tell their story in
5 Reasons You Should Go to Vegas
I have been a speaker on the credit union circuit for over 15 years. In that time I’ve seen the rise of webinars, podcasts, slide share,
NACUSO Spotlight: Dale Fosselman, Denali Analytics
Every month we highlight a NACUSO member by interviewing one of their top executives. It’s an opportunity to tell their story in a casual and
7 Reasons to Vote for the Most Influential People in the Last 25 Years
CU Times has launched a very interesting campaign. To celebrate 25 years of the Times they asked readers to nominate who they felt were the
NACUSO Spotlight: Mansel Guerry, CEO of CU24
Every month we highlight a NACUSO member by interviewing one of their top executives. It’s an opportunity to tell their story in a more casual
NACUSO Spotlight: OnApproach Chief Evangelist Paul Ablack
Every month we highlight a NACUSO member by interviewing one of their top executives. It’s an opportunity to tell their story in a more casual
Birds do it, Bees do it, Now it Seems Even Big Banks Will do it.
Banks just said it, “Let’s do it, let’s fall in love … with the CUSO model!” It’s finally happened. Big banks are embracing the 6th
Merger Should Be the Last Resort. Collaboration is Key.
This year my husband and I traveled to Roswell, New Mexico for 4th of July and the International UFO Festival. It’s not to be missed.
NACUSO helps defeat Warren Amendment to grant Vendor Authority to NCUA
Hear what NACUSO is doing to help protect CUSOs and their credit union owners from Congress granting unnecessary and costly Vendor Authority to NCUA, in this
2015 NACUSO Annual Conference Highlights
IdentityX Wins NACUSO s Next Big Idea Competition NACUSO Names 2015 CU CUSO of the Year What Credit Unions Can Learn From A Shark NCUA
2015 NACUSO Annual Conference Photo Directory
Attendees of the 2015 NACUSO Annual Conference may now download the Virtual Photo Directory.
NACUSO Makes Congressional Visits to Oppose NCUA’s Request for Powers to Directly Regulate CUSOs
On February 10, 2015, NCUA presented testimony to the Senate Banking Committee hearing on Regulatory Relief for Community Banks and Credit Unions. In NACUSO’s view,
NACUSO Member Update On Treatment of CUSOs in NCUA’s Proposed Risk Based Capital Rule
The revised NCUA Risk Based Capital proposal’s impact on CUSOs, which was approved at the January 15 NCUA Board meeting on a vote of 2-1,
About NACUSO’s Advocacy Fund
The regulatory climate that enabled credit unions to maximize the benefits of CUSOs and collaboration is under siege and, as an industry, we need to respond. NACUSO
2014 NACUSO Annual Conference Photo Directory
Attendees of the 2014 NACUSO Annual Conference may now download the Virtual Photo Directory.
NACUSO Members: Call to Action to comment upon the Risk Based Capital Proposal and to tell your story.
NCUA just does not seem to get it. They have risk rated CUSOs at 250%. This is the highest risk rating and is even above
NCUA Board Member Rick Metsger Confirmed as Speaker at the NACUSO Annual Conference on April 15 at Disney Yacht & Beach Club Resort.
Rick Metsger, NCUA Board Member General Session: “CUSOs – Challenges and Opportunities in an Evolving Regulatory World” Rick Metsger was nominated by the President to
NCUA Amends the CUSO Rule
At its November Meeting, the NCUA Board passed a revision to the CUSO Rule. NACUSO is pleased that NCUA was responsive to some of the
NACUSO 2014 Annual Conference News
Through the generous sponsorship of MasterCard Worldwide, NACUSO announces Robert Herjavec from Shark Tank who will make a guest appearance at the NACUSO Annual Conference
Community Mortgage Funding CEO to Chair NACUSO Mortgage Services Advisory Committee
The Mortgage Services Advisory Committee (MSAC), an advisory committee to the NACUSO Board, has announced that it will now be chaired by Pomona-based mortgage lender
From the Board & Staff of NACUSO
At this time of year we are thankful for many things, and we are especially thankful for your continued support of NACUSO. We hope you
NACUSO Works Behind the Scenes to Oppose the Regulation of CUSOs
NCUA Chairman Debbie Matz has again expressed her desire to regulate CUSOs. This regulation change was proposed and abandoned in 2011 when both Board Members
NACUSO Board Holds Planning Session
The NACUSO Board held a planning session at the Headquarters of PSCU Services in Tampa on September 25. The session was moderated by Board Member
NACUSO 2014 Annual Conference
Planning is underway for the Annual Conference in 2014. It will be at the Disney Yacht and Beach Club in Lake Buena Vista, Florida April
Credit Union Times Onsite Conference Coverage
NACUSO 2013 CUSO & Credit Union Award Winners: CU Direct & Twin Star Credit Union https://www.cutimes.com/2013/04/18/onsite-coverage-cu-direct-twin-star-cu-win-nacuso NACUSO Next Big Idea Award Winner: NOWaccount https://www.cutimes.com/2013/04/18/onsite-coverage-nowaccount-creator-wins-next-big-i NACUSO
2013 NACUSO Photo Directory
Attendees of the 2013 NACUSO Annual Conference may now download the Virtual Photo Directory.
Exciting News: NFL Hall of Famer Joe Montana to be NACUSO's Keynote Speaker
Thanks to MasterCard Worldwide, NACUSO is truly privileged to host Joe Montana, one of the most famous Quarterbacks in NFL history as our opening Keynote
Exciting News: NFL Hall of Famer Joe Montana to be NACUSO’s Keynote Speaker
Thanks to MasterCard Worldwide, NACUSO is truly privileged to host Joe Montana, one of the most famous Quarterbacks in NFL history as our opening Keynote
NACUSO meets with NCUA Director Fryzel to discuss issues of importance to CUSOs at 2013 GAC
NACUSO meets with NCUA Director Fryzel to discuss issues of importance to CUSOs at 2013 GAC.
NACUSO's CUSO and CU Collaboration & Innovation Award
Nominations for the 2013 CUSO Collaboration & Innovation Award and 2013 Credit Union Collaboration & Innovation Award Due: Friday, March 15, 2013 Nominations for both
CUNA GAC CUSO Guide
As thousands of credit union leaders converge on WashingtonDC for CUNA’s Governmental Affairs Conference February 24-28th, one of the lesser known opportunities is the ability
Conference and Hotel Reservations are now open for NACUSO’s Annual Conference
Don’t miss the meeting that provides real solutions to real challenges, and enables credit unions, CUSOs and valuable third party partners to productively connect with
Top Ten Lessons Learned from NCUA CUSO Review
Kirk Drake from Ongoing Operations wrote a very good blog/article on the Top Ten Lessons Learned from their NCUA CUSO Review. Click the link to
2012 Conference Photo Directory and Presentations Available
Attendees of the 2012 NACUSO Annual Conference may now download the Virtual Photo Directory. Speaker Presentations are also now available for download!
NACUSO Meets with NCUA at the GAC Conference
NACUSO meets with Board Member Gigi Hyland and Senior Policy Advisor Gary Kohn at the CUNA GAC Conference to discuss the proposed changes to the
NACUSO's Comment Letter Regarding the Proposed Amendments To 12 CFR Parts 701 And 741 Loan Participation Rule
NCUA has Issued proposed changes to the Loan Participation Regulation. View a copy of the Comment Letter Submitted by NACUSO. Comments to the proposed Loan
NACUSO’s Comment Letter Regarding the Proposed Amendments To 12 CFR Parts 701 And 741 Loan Participation Rule
NCUA has Issued proposed changes to the Loan Participation Regulation. View a copy of the Comment Letter Submitted by NACUSO. Comments to the proposed Loan
Re: Proposed Amendments to 12 CFR Parts 701 and 741 – Loan Participation Rule
NACUSO has considered the effect of the proposed changes to the Loan Participation Rule upon CUSOs and credit unions that work with CUSOs. On behalf
Newest NCUA Proposed CUSO Regulation Will Likely Stifle Innovation
By Jeff Russell Innovation is my passion and has been during my two decades of work in the credit union industry. In reviewing the NCUA’s
Having CUSOs Is a Systemic Help, not a Systemic Risk
By Guy Messick The National Credit Union Administration has made it clear that it has already concluded that credit union service organizations pose a systematic
Vic Pantea: CUSOs Are Still Essential
In the 15 years or so, prior to his retirement, former NCUA Chairman and Patelco President/CEO, Ed Callahan probably told me at least 100 times,
Update:Help NACUSO Fight Against the Regulation of CUSOs -Comment Letter Included
NACUSO Members Call to Action 2nd Letter NCUA has made it very clear. They are headed down the path toward the direct regulation of CUSOs.
Upcoming 2011 NACUSO Events
2011 NACUSO Regional Meeting – Pennsylvania September 26, 2011 Pennsylvania Credit Union Association – Harrisburg, PA 2011 NACUSO Business Services Alliance October 18-20, 2011 Marriot
NACUSO Regulatory Alert: Proposed Revisions to Texas CUSO Regulation Threatens the Viability of CUSOs
In response to a significant proposed change in CUSO powers and regulation in the State of Texas, NACUSO, in coordination with the Texas Credit Union
Annual Conference Collaboration & Connection Speaker Presentations
The 2011 NACUSO Annual Conference Collaboration & Connection Speaker Presentations are now available for Download!
Annual Conference Collaboration & Connection Speaker Presentations
The 2011 NACUSO Annual Conference Collaboration & Connection Speaker Presentations are now available for Download!
2011 Conference Photo Directory Available
Attendees of the 2011 NACUSO Annual Conference may now download the Virtual Photo Directory. 2011 NACUSO Photo Directory – Las Vegas Download Page
NACUSO 2011 Legislative and Regulatory Agenda
The National Association of Credit Union Service Organizations, NACUSO, was formed in 1985 to help credit unions explore the use of credit union service organizations
Comment Letter Regarding the Proposed Rule on Incentive Based Compensation Arrangements
Dear Ms. Rupp:
On behalf of the National Association of Credit Union Service Organizations (“NACUSO”) and our credit union and credit union service organization members, we
2011 CUSO Collaboration and Innovation Award
NACUSO is pleased to announce that nominations are now open for the 2011 CUSO Collaboration and Innovation Award. NACUSO understands the importance that collaboration and
NCUA Response to NACUSO Comment Letter regarding 10-FCU-03
On January 13, NACUSO submitted a written response to the NCUA’s Letter No. 10-FCU-03 (replacement to NCUA Letter 150). This Letter had provoked widespread concern among
NACUSO 2011 Annual Conference Registration Now Open!
NACUSO 2011 Annual Conference agenda, hotel, registration information, and more is now available on the 2011 Annual Conference page. Register Today!.
2011 Board of Directors Nomination and Election Process
In 2011, there are four (4) NACUSO Board of Directors seats that are up for election. Each seat has a three (3) year term. The recent amendments
Regulatory Alert: Comment to NCUA Letter No.10-FCU-03
Please see our NCUA Comment Letter regarding NCUA Letter No. 10-FCU-03, imposing new requirements (and potential liabilities) on Credit Unions to oversee Broker/Dealers providing services
NACUSO Response to NCUA regarding Proposed Credit Union Rule of importance to all CUSOs and CUs …
Please see our Comment Letter and share with your CUSO and CU Boards. We are urging all CUSOs and the CUs that have invested in
NACUSO Selects Jack Antonini As Its Next CEO
The Board of Directors of the National Association of Credit Union Service Organizations (NACUSO) is pleased to announce it has successfully completed its CEO search
SoCal Regional Meeting Presentations Available
Special thanks to all of you who attended our November 4, 2010 Regional Meeting in Southern California. Those of you who missed it may appreciate
Denver, Colorado Regional Meeting Notes Now Available.
Special thanks to all of you who attended our September 8, 2010 Regional Meeting in Denver, Colorado. Those of you who missed it may appreciate
NACUSO Offers Local Collaboration Events
NACUSO, the National Center for Collaboration & Innovation, has recently announced it will host a series of one-day-meetings across the United States. Titled ‘Using Collaboration
2010 BSA Summit Provides Opportunity to Consult with NCUA
NACUSO has recently announced it will be hosting its 2010 Business Services Alliance at the Marriott San Diego Resort and Arena. Scheduled for October 5-7,
NACUSO Offers Local Collaboration Events
NACUSO, the National Center for Collaboration & Innovation, has recently announced it will host a series of one-day-meetings across the United States. Titled ‘Using Collaboration
NACUSO Offers Local Collaboration Events
NACUSO, the National Center for Collaboration & Innovation, has recently announced it will host a series of one-day-meetings across the United States. Titled ‘Using Collaboration
NACUSO Offers Local Collaboration Events
NACUSO, the National Center for Collaboration & Innovation, has recently announced it will host a series of one-day-meetings across the United States. Titled ‘Using Collaboration
2010 BSA Summit Provides Opportunity to Consult with NCUA
NACUSO has recently announced it will be hosting its 2010 Business Services Alliance at the Marriott San Diego Resort and Arena. Scheduled for October 5-7,
2010 BSA Summit Provides Opportunity to Consult with NCUA
NACUSO has recently announced it will be hosting its 2010 Business Services Alliance at the Marriott San Diego Resort and Arena. Scheduled for October 5-7,
2010 BSA Summit Provides Opportunity to Consult with NCUA
NACUSO has recently announced it will be hosting its 2010 Business Services Alliance at the Marriott San Diego Resort and Arena. Scheduled for October 5-7,
DAVIS LEAVING NACUSO To "Walk the Talk" and Pursue Other Collaborative Opportunities
After 20 years of serving on the Board of Directors and nearly four years as CEO of NACUSO, Tom Davis will be moving on to
DAVIS LEAVING NACUSO To “Walk the Talk” and Pursue Other Collaborative Opportunities
After 20 years of serving on the Board of Directors and nearly four years as CEO of NACUSO, Tom Davis will be moving on to
A Tribute To Dave Serlo… A Man For All Seasons
Dave was a visionary, leader, entrepreneur, and astute business professional in the credit union industry. He was a pioneer and supporter in designing and implementing
Comment Letter to Reg Flex Amendment Proposal
Please read NACUSO’s General Counsel Guy Messick’s letter to the NCUA regarding the Proposed Amendment to the Regulatory Flex Regulation. Download the PDF.
NACUSO Annual Conference Hosts Big-Name Speakers
According to advertisements for the event, the NACUSO 2010 Annual Conference promised to be BIG! SMART! BOLD! Boasting a dynamic lineup of inspiring speakers with
NACUSO Annual Conference Hosts Big-Name Speakers
According to advertisements for the event, the NACUSO 2010 Annual Conference promised to be BIG! SMART! BOLD! Boasting a dynamic lineup of inspiring speakers with
NACUSO Annual Conference Hosts Big-Name Speakers
According to advertisements for the event, the NACUSO 2010 Annual Conference promised to be BIG! SMART! BOLD! Boasting a dynamic lineup of inspiring speakers with
NACUSO Annual Conference Hosts Big-Name Speakers
According to advertisements for the event, the NACUSO 2010 Annual Conference promised to be BIG! SMART! BOLD! Boasting a dynamic lineup of inspiring speakers with
NACUSO Honors Ongoing Operations with Collaboration and Innovation Award
The National Association of Credit Union Service Organizations (NACUSO) announced the recipient of its annual Collaboration & Innovation Award at this year’s Annual Conference. Ongoing
NACUSO Honors Ongoing Operations with Collaboration and Innovation Award
The National Association of Credit Union Service Organizations (NACUSO) announced the recipient of its annual Collaboration & Innovation Award at this year’s Annual Conference. Ongoing
NACUSO Honors Ongoing Operations with Collaboration and Innovation Award
The National Association of Credit Union Service Organizations (NACUSO) announced the recipient of its annual Collaboration & Innovation Award at this year’s Annual Conference. Ongoing
NACUSO Honors Ongoing Operations with Collaboration and Innovation Award
The National Association of Credit Union Service Organizations (NACUSO) announced the recipient of its annual Collaboration & Innovation Award at this year’s Annual Conference. Ongoing
2010 Conference Photo Directory Available
Attendees of the 2010 NACUSO Annual Conference may now download the Virtual Photo Directory. 2010 NACUSO Photo Directory – Las Vegas Download Page
2010 Annual Conference Presentations
PDF versions of the slides from the 2010 NACUSO Annual Conference Presentations are now available for download below.
Welcome to 2010 Big. Smart. Bold. Las Vegas!
We are in the midst of our 2010 Annual Conference. Many thanks to those of you in attendance. Our goal is that this conference will
Bellco UBIT Case Victory
Judge Christine M. Arguello has issued her decision in Bellco Credit Union versus the United States of America. This is one of the UBIT cases.
NACUSO Regulatory Alert
To: NACUSO Members From: Guy Messick Date: March 23, 2010 At their March meeting, the NCUA Board passed a proposed regulation eliminating four of the
Regulatory Alert: Compliance Services
Guy Messick, NACUSO General Counsel, wrote to NCUA General Counsel’s Office to confirm that a CUSO may provide compliance services even thought the services are
NACUSO at Pepperdine Sessions scheduled for 2010
Participate in this year long education experience. Based on feedback from earlier sessions, we’ve slightly restructured the format to include more discussion and interaction time
Creating a New, Networked Mindset
“Social sector leaders are using Web 2.0 tools, but these tools are only the beginning of the story. The deeper news is how social media
Change is coming… you can lead, follow, or get out of the way!
If you want to be a leader, join NACUSO in October 2009 or April 2010, at the “Designing and Implementing Collaboration and Business Networks” program
Change is coming… you can lead, follow, or get out of the way!
If you want to be a leader, join NACUSO in October 2009 or April 2010, at the “Designing and Implementing Collaboration and Business Networks” program
Change is coming… you can lead, follow, or get out of the way!
If you want to be a leader, join NACUSO in October 2009 or April 2010, at the “Designing and Implementing Collaboration and Business Networks” program
Change is coming… you can lead, follow, or get out of the way!
If you want to be a leader, join NACUSO in October 2009 or April 2010, at the “Designing and Implementing Collaboration and Business Networks” program
Change is coming… you can lead, follow, or get out of the way!
If you want to be a leader, join NACUSO in October 2009 or April 2010, at the “Designing and Implementing Collaboration and Business Networks” program
Can Credit Union Leaders Translate Today’s Business Designs into Success for Our Industry?
The NACUSO Certification Program Might Be a Start By Randy Karnes, CEO, CU*Answers Over the twenty years I’ve been in the credit union industry, I
Can Credit Union Leaders Translate Today’s Business Designs into Success for Our Industry?
The NACUSO Certification Program Might Be a Start By Randy Karnes, CEO, CU*Answers Over the twenty years I’ve been in the credit union industry, I
NACUSO Partners with Pepperdine to Offer Collaboration Certification Program
NACUSO announces it will move forward on goals to inspire new credit union and CUSO business designs by kicking off it new certification program for
NACUSO Partners with Pepperdine to Offer Collaboration Certification Program
NACUSO announces it will move forward on goals to inspire new credit union and CUSO business designs by kicking off it new certification program for
NACUSO to Build Network of Industry Leaders
NACUSO declares intent to build a new network of credit union industry leaders! The NACUSO website has started taking registrations for NACUSO’s new Certification Program
NACUSO to Build Network of Industry Leaders
NACUSO declares intent to build a new network of credit union industry leaders! The NACUSO website has started taking registrations for NACUSO’s new Certification Program
NACUSO's Comment to NCUA on Proposed Rule 712
June 26, 2008 Mary Rupp Secretary to the Board National Credit Union Administration 1775 Duke Street Alexandria, VA 22314-3428 Re: Comment on Proposed Rule 712,
NACUSO’s Comment to NCUA on Proposed Rule 712
June 26, 2008 Mary Rupp Secretary to the Board National Credit Union Administration 1775 Duke Street Alexandria, VA 22314-3428 Re: Comment on Proposed Rule 712,
NACUSO Salutes David Serlo and Valorie Seyfert, Recipients of the Prestigious 2008 Ernst & Young Entrepreneur Of The Year Awards
NACUSO wants to recognize the recent achievements of two of its members and Platinum Partners. PSCU Financial Services CEO, and NACUSO board chairman, David Serlo,
NACUSO Salutes David Serlo and Valorie Seyfert, Recipients of the Prestigious 2008 Ernst & Young Entrepreneur Of The Year Awards
NACUSO wants to recognize the recent achievements of two of its members and Platinum Partners. PSCU Financial Services CEO, and NACUSO board chairman, David Serlo,
2008 NACUSO Collaboration & Innovation Award Winner Announced at NACUSO Conference
Las Vegas, Nev. (April 28, 2008) – The formal announcement of the 2008 NACUSO Collaboration and Innovation Award winner was made official today, during a
2008 NACUSO Collaboration & Innovation Award Winner Announced at NACUSO Conference
Las Vegas, Nev. (April 28, 2008) – The formal announcement of the 2008 NACUSO Collaboration and Innovation Award winner was made official today, during a
Distinguished Panel Looks at the Future of Network Business Design, Credit Union Network
Las Vegas, Nev. (April 30, 2008) – Attendees at the Wednesday, April 30, general session of the NACUSO 2008 Annual Conference were treated to a
Mountain America Credit Union and TruHome Solutions Donate to “BUY CUSO” Campaign
Las Vegas, Nev. (April 29, 2008) – During proceedings at the NACUSO 2008 Annual Conference in Las Vegas, Tuesday, April 29, Mountain America Credit Union
NCUA Board Member Gigi Hyland Addresses NACUSO Annual Conference Attendees
Las Vegas, Nev. (April 29, 2008) – As part of their 2008 Annual Conference held at the Wynn Las Vegas Hotel, Tuesday, April 29, The
NACUSO’s 23rd Annual Conference Opens with Keynote Speakers Dan Clark & Peter F. Duffy
Las Vegas, Nev. (April 28, 2008) – The National Association of Credit Union Service Organizations (NACUSO) convened their 2008 Annual Conference general session, Monday, April
NACUSO’s 23rd Annual Conference Opens with Keynote Speakers Dan Clark & Peter F. Duffy
Las Vegas, Nev. (April 28, 2008) – The National Association of Credit Union Service Organizations (NACUSO) convened their 2008 Annual Conference general session, Monday, April
NACUSO Regulatory Alert – 5/6/08
NACUSO Members providing investment services should be aware that there is a proposed change by the SEC of Part 248 of Regulation S-P; Privacy. The
NACUSO Announces Director Election Results at 2008 Annual Conference
Las Vegas, Nev. (April 28, 2008) – Following the close of business April 24, 2008, eligible members of the National Association of Credit Union Service
2008 Annual Conference Presentations
Slides from the NACUSO 2008 Annual Conference are now available for download in PDF format. Thanks again to all our presenters, supporters, and attendees.
Campaign Urges Credit Unions to Consider CUSO Solutions First, Then “BUY CUSO”
Las Vegas, Nev. (April 29, 2008) – The National Association of Credit Union Service Organizations (NACUSO) announced the roll-out of a new “BUY CUSO” advertising
NACUSO 2008 Annual Conference Opens with CUSO 101, Legal Updates, Regulatory Topics
Las Vegas, Nev. (Apr. 27, 2008) – The National Association of Credit Union Service Organizations (NACUSO) opened its 2008 Annual Conference, today, at the Wynn
NACUSO Announces Launch of Improved Web site and New Blog
Newport Beach, Calif. (April 22, 2008) – The National Association of Credit Union Service Organizations (NACUSO) announced, today, the launch of their revised Web site
NACUSO REGULATORY ALERT!
From Guy Messick, NACUSO General Counsel RE: Proposed CUSO Regulations – April 18, 2008 At the April NCUA Board Meeting, NCUA unanimously approved proposed changes
OUR FUTURE DEPENDS ON YOUR VOICE!
NACUSO Annual Conference Expands discussion forum to include recent U.S. Dept. of Treasury Reorganization. Call to Arms – The Treasury Department Proposes the Elimination of
BSC 2007
At BSC in New Orleans we formed a consensus. We want NACUSO to help us connect with each other, provide advocacy and industry leadership, keep
What Impact has The Deregulation of Retail Investment Services & Incidental Powers had on Credit Unions?
by Pete Snyder, Board Member of NACUSO, President of SCS – Snyder Consulting Solutions For so many years the manner in which products and services
GSG AND SCS TO FORM STRATEGIC ALLIANCE
Denver, Co/Rocklin, CA. (September 12, 2007). Scott Jentz, President/Founder of Gateway Services Group,LLC (“GSG”) and Pete Snyder, President of Snyder Consulting Solutions, LLC, announced that
NCUA Vice-Chairman Hood Endorses CUSOs at NACUSO 2007 Annual Conference
Las Vegas, Nev. (May 28, 2007) – As part of their 2007 Annual Conference held at the Wynn Las Vegas Hotel, May 2, The National
Press Releases
PFCU & CUNJ Become Owners of East Coast Business Lenders – 5/15/07 Download Adobe PDF Redstone Federal Credit Union announces retirement of Gerald E. Toland
NACUSO Hires Board Chairman and Industry Leader Tom Davis as New President/CEO
Newport Beach, Calif. (Feb. 23, 2007) – The National Association of Credit Union Service Organizations (NACUSO) announced today that NACUSO chairman of the board Thomas
PSCU Financial Services Contributes $50,000 to Develop NACUSO’s National Center for Collaboration and Innovation
Newport Beach, Calif. (Jan. 31, 2007) – The National Association of Credit Union Service Organizations (NACUSO) announced that PSCU Financial Services recently contributed $50,000 to
PSCU Financial Services Contributes $50,000 to Develop NACUSO's National Center for Collaboration and Innovation
Newport Beach, Calif. (Jan. 31, 2007) – The National Association of Credit Union Service Organizations (NACUSO) announced that PSCU Financial Services recently contributed $50,000 to
FILENE EXPANDS i3 GROUP WITH 28 NEXT GENERATION LEADERS
FOR IMMEDIATE RELEASE CONTACT: Mark Meyer — 608-231-8554 MADISON, WI: The Filene Research Institute and the Center for Credit Union Innovation have chosen 28 additional
FILENE EXPANDS i3 GROUP WITH 28 NEXT GENERATION LEADERS
FOR IMMEDIATE RELEASE CONTACT: Mark Meyer — 608-231-8554 MADISON, WI: The Filene Research Institute and the Center for Credit Union Innovation have chosen 28 additional
CU*NorthWest Signs Seven Washington Credit Unions!
FOR IMMEDIATE RELEASE CONTACT: Greg Smith, CEO — 866-922-7646 Liberty Lake, Washington – CU*NorthWest, a wholly owned Credit Union CUSO based in Liberty Lake, WA
NACUSO 2006 CUSO Collaboration and Cooperation Award
NACUSO’s core purpose: To be the catalyst for instituting collaboration, innovation and reinvention of the credit union industry. In keeping with that core purpose, during
Keynote Speakers to Illuminate Pillars of NACUSO’s National Center for Collaboration and Innovation at the NACUSO 2007 Annual Conference
Newport Beach, Calif. (Feb. 16, 2007) – The National Association of Credit Union Service Organizations (NACUSO) recently announced their four keynote speakers scheduled to address
Keynote Speakers to Illuminate Pillars of NACUSO's National Center for Collaboration and Innovation at the NACUSO 2007 Annual Conference
Newport Beach, Calif. (Feb. 16, 2007) – The National Association of Credit Union Service Organizations (NACUSO) recently announced their four keynote speakers scheduled to address
