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Welcome to our yearly employee "thankful" article. 2019 has been a year of growth, new faces, and many new clients. We are so thankful that the credit union industry continues to find value in the collaborative services we provide, whether it be shared branching, accounting, or compliance. Some of our staff here has shared what they were thankful for in 2019. We hope you enjoy putting a face to a name to many of the individuals you talk to at CU Service Network...
Hi! Alicia here, your friendly marketer. CULedger: do you know what it is? Probably? Maybe? Not sure? This month, I asked our CEO Doug Burke to interview CULedger CEO John Ainsworth to discuss what the heck CULedger is anyway, and why should you care. Coming from a perspective of ZERO technology expertise, I wanted this interview to inform the credit union folks who: a.) are not technical, b.) don’t have time to follow the nitty-gritty details of tech updates, c.) who just want to know how, when and where this is all going to affect their credit union. Can you blame us for being overwhelmed??
We'd like to introduce you to the newest member of our team, Nathan Rogers, VP of Business Development & Marketing. Nathan may be a familar name to you: he has decades of credit union industry experience, having worked at multiple credit unions, FSCC, and most recently, CO-OP. We are thrilled to have him join our team as shares the same "people helping people" philosophy that is key to our company culture and success.
Hello and welcome to our October edition of The Juicy Stuff: An Interview Series with Our Board Members. Each month throughout 2019, I've been interviewing one of our board members and publishing it to our blog, right here. The interview is a mix of strategic questions as well as surprise questions to keep things entertaining.
This month, I interviewed our recently-elected Chairman Ms. Tessa Bonfante, CEO of $346M Denver Community CU in downtown Denver, CO.
Whoa! Where did the year go? It's almost November, and that means it's time for us to send out our annual client satisfaction survey. Many of you know the drill by now - for those of you who are clients, you will be seeing the 2019 survey in your inbox in the next two weeks. We say it every year, but it continues to hold true: This survey is one of the most (if not the most) important item we receive all year. As a CUSO, it is downright vital that we understand how we are meeting the needs of our clients and the industry.
Has strategic planning been on your mind lately? Maybe you've already begun your planning process (lucky!) We wanted to share this in-depth, complimentary resource from our strategic planning partner, Kathy Darwin. As the only credit union-centric planner in the country, Darwin knows a thing or two about making your planning process as smooth and successful as possible. Combine her knowledge with Malcolm Badridge Judge and long-time CU facilitator John Molenda - who is also featured in the paper - and you have quite the strategic planning resource. Together, Darwin and Molenda have facilitated and moderated nearly 100 credit union strategic planning sessions!
We are excited to introduce you to our newest team member: CFO and Head of Outsourced Accounting Services, Diane Parham. After a long hunt for the perfect leader of our ever-expanding accounting department, we selected Diane, who was willing to relocate to Denver from Katy, TX. She has extensive financial experience in the credit union industry, cares deeply about the movement, and we are confident our outsourced accounting clients will find her expertise impeccable. Let's learn more about her:
In our last newsletter, we announced our partnership with Lewan Technology, part of our relaunched CU Works Technology Service. This month, our interview dives into the “less is more” component that seems to drive all credit unions these days. How can we deliver affordable strategic level services to credit unions, like assisting them with road mapping and consulting?
Join us for our autumn CU Service Network University Event on October 16th - an event unlike any other! We are presenting on 6 Myths about the State of Your Compliance, a must-attend session for compliance-minded executives and strategic compliance officers.
Fresh off the press is our newest whitepaper, focusing on tips for new compliance officers, and those looking for a refresher. You may have seen our other publications in our University, which is chock-full of helpful resources for a wide variety of credit union roles and responsibilities. For this paper, we wanted to help out the newbies, because we've been seeing an influx of credit union folks promoted and hired as compliance officers.
Today we have exciting news: we’ve partnered with Lewan Technology and Xerox as part of our relaunched CU Works Technology service! We can hardly wait to share our new services with the credit union industry, because we truly feel this IT offering is precisely what credit unions have been requesting for a long time.