Planning season tools

Credit unions are gearing up to dive into the planning process for 2014.  The League and CUNA have some great materials and seminars available to help with that work. 

The CUNA Environmental Scan (E-Scan) Report to help guide your team is an essential resource for the credit union planner.  It is clear and succinct and available in many formats. Comprehensive and reliable, there's no better resource for the key facts and issues that affect your credit union's future.

The report covers key topics like:

  • Marketing, demographics, and underserved members
  • Economics, finance, and lending
  • Compliance and legislation
  • CEO compensation and succession planning
  • Enterprise risk management
  • Mobile payments and the future of technology

You can learn more about this valuable planning resource by clicking here E-Scan eBook

Individuals that are a part of one of the League’s Networks are invited to attend a special seminar featuring the Credit Union National Association Economist Mike Schenk on October 24, 2013, at the DoubleTree Hotel in Westborough, MA.  Click here for more information

A national conference favorite and CUNA Environmental Scan contributor, Mike Schenk will share the economic look-back, and more importantly, will share a forecast for what lies ahead for credit unions in the upcoming months.  Mike delivers a tremendous amount of information but does so in a way that is easy to comprehend and put to use.  Regardless of your role or function within the credit union, this compelling and insightful presentation will better prepare you for the strategic discussions that lead to the decisions that will impact the future of your credit union.  You don’t want to miss this exceptional opportunity.  For lenders getting a handle on the new mortgage rules promulgated by the Consumer Financial Protection Bureau (CFPB) will be one of the highest priorities.  On September 10, 2013 the League together with its Compliance and Lending Networks is sponsoring a session of CFPB Mortgage Rules at the DoubleTree Hotel in Milford, MA.

The program will address those rule changes that the CFPB finalized in January 2013, to be effective in January 2014.  These rules were written to implement provisions of the Dodd-Frank Act.  Multiple changes to mortgage compliance requirements as well as changes that continue to be released by the CFPB have made it necessary for credit unions to examine and update all aspects of their mortgage lending functions.  Every credit union will need to amend its policies and procedures.  From underwriting loans to servicing them, these changes will have a major impact on your mortgage lending.  Edward Reisinger, Esq. will discuss these regulatory changes, the risks that the changes could pose to your credit union, and the steps needed to be prepared for the January 2014 deadlines. Click here for more information on this event.