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    EOM financial reports - Symitar users advice

    By: Tanya Peterson , 3 days ago
    Posted in: OG Netter

    ​Hello all, we are trying to streamline the end of month financial reports and want to know who other CUs are handling the process. Do you provide standard system reports to your board? is it dashboard driven? I'm also interested to find out what other ...

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    RE: Frauds and Compromised Cards

    By: David Bunch , 9 days ago
    Posted in: OG Netter

    Good information! We're trying to find peer data for plastic card fraud losses; especially by transaction type (card present -vs- card not present) and debit or credit. Is there any CU industry data on plastic card fraud losses (debit & credit)? ...

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    RE: Account freeze for delinquent shares/loans

    By: Evelyn Dowdy , 9 days ago
    Posted in: OG Netter

    Below are my comments: FYI we are on Fiserv Portico We are evaluating our timeline on freezing accounts if they have negative shares and/or loan. After how many days do you freeze accounts/limit debit card use for: Negative shares ...

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    Account freeze for delinquent shares/loans

    By: Danny Brownell , 10 days ago
    Posted in: OG Netter

    We are evaluating our timeline on freezing accounts if they have negative shares and/or loan.  After how many days do you freeze accounts/limit debit card use for: Negative shares Delinquent loans If you have an Overdraft Tolerance Program, does that ...

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    RE: Advanced Notice for CEOs

    By: Ramon Noperi , 10 days ago
    Posted in: OG Netter

    My advance notice is 30 days either way. ------------------------------ Ramon Noperi President/CEO United Methodist FCU Montclair CA 909.946.4096 ------------------------------

A Word From Our CEO, John Pembroke

Talent And Technology Top 2019 Worry List


I regularly travel to visit credit union leaders and I always ask them: “What’s keeping you up at night?” Looking ahead to 2019, I’m not at all surprised that so many of them respond with “talent development” and “technology.”

Hiring the right talent at a price you can afford is tricky in today’s tight labor market. Keeping up with constantly changing technology—and staying competitive in this fintech world—is difficult today and will only get more challenging in the new year.

I have three suggestions for what credit union leaders can do to address these key concerns:

1. Make sure you’re getting good value for your talent development spend.   READ MORE

Members Shout Out

New Position:
Ryan Del Bello is the new AVP/finance and accounting of People’s Trust FCU, Houston.
 
Acquisition/Mergers:
Bridgewater CU, Bridgewater, Massachusetts, has merged with Merrimack Valley CU, Lawrence, Massachusetts, and will operate as “Bridgewater Credit Union, a division of Merrimack Valley Credit Union.”
 
Honored:
Dave Roughton, president/CEO of SAFE CU, Folsom, California, was named 2019 Businessman of the Year by the Sacramento Metro Chamber of Commerce.

Community Involvement:
Employees of Canvas CU, Lone Tree, Colorado, observed Martin Luther King Jr. Day by shopping for and delivering donated goods to local charities.

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