CFO White Papers
Title Author Date
Expand your Loan Portfolio with Small Business Government Guaranteed Loan Participations (Financial Flash) Margaret Gilbert of Coastal Securities, Inc. January 2012
Asset-Liability Management: Theory, Practice, and the Role of Judgment (Financial Flash) John R. Brick, PHD, CFA of Brick & Associates, Inc. January 2012

Enterprise Risk Management (Financial Flash)

David Maus et al

July 2011

Best Practices for ALLL (Financial Flash)

C Alan Peppers et al

July 2011

Proposed IRR Regulation Could Have Unintended Consequences (Financial Flash)

c. myers corporation

May 2011

What Constitutes a Troubled Debt Restructuring (Financial Flash)

Bryan Mogensen/Clifton Gunderson LLP

May 2011

Preparing for Debit Card Interchange Reductions (Financial Flash)

Jeff Rosenbeck/PSCU Financial Services

May 2011

Credit Unions and ASU 2010-20: Implications for Disclosures about the Credit Quality of Financing Receivables and the Allowance for Credit Losses (Financial Flash)

Michael Umscheid/ARCsys

March 2011

The CFO’s Evolving Merger RoleStar
(Non-Members, click here to purchase)
Jim Jerving February 2011
Vendor Due Diligence: Create a Manageable, Relevant Process that Increases Efficiencies and Enhances Revenues
(Non-Members, click here to purchase)
Judy Dahl November 2010
Strategic Planning for Ideal Capital in the New Economy ©
(Non-Members, click here to purchase)
Dr. Harold M. Sollenberger June 2010
Finding Time: The One-Person Finance Department Challenge
(Non-Members, click here to purchase)
Darla Dernovsek April 2010
Walk Before You Run: A Phased Implementation Approach to Profitability Dale Kovar August 2009
Differentiating Credit Unions by Asset Size: Key Financial Issues ©
(Non-Members, click here to purchase)
Dr. Harold M. Sollenberger & Andrew W. Stanecki January 2009
Leadership and Change Management
(Non-Members, click here to purchase)
Elizabeth D. Thompson October 2008
Testing a Strategic Financial Vision: Using a Simple Financial Planning Model
(Non-Members, click here to purchase)
Dr. Harold M. Sollenberger July 2008
Credit Union Financial Ratios: Twenty-Plus Years of Data and Analysis
(Non-Members, click here to purchase)
Dr. Harold M. Sollenberger, Colin Taggart & Andrew W. Stanecki July 2008
Credit Card Portfolio Seller
Frank Selker July 2008
Comments on Evaluating the Effectiveness of Branches
(Non-Members, click here to purchase)
John R. Brick, PhD, CFA June 2008
Strategic Planning: The Finance Department’s Role in Striving for Relevance and Execution
(Non-Members, click here to purchase)
Karen Bankston May 2008
The U.S. Mortgage Crisis - Causes, Effects and Outlook Including Suggested Credit Union Responses
Credit Union National Association (CUNA) Policy Analysis Division April 2008
Generating Non-Interest Income
(Non-Members, click here to purchase)
Jim Jerving January 2008
Thriving in a Team Environment: Leading the Finance Team to Support Credit Union Strategy
(Non-Members, click here to purchase)
Karen Bankston December 2007
A Strategic Approach to Ideal Capital: Building a Consensus
(Non-Members, click here to purchase)
Dr. Harold M. Sollenberger June 2007
Managing Success in a Changing World: Best Practices of Highly Successful Credit Unions
c. myers corporation May 2007
Understanding & Managing The Net Interest Margin
(Non-Members, click here to purchase)
John R. Brick, PhD, CFA February 2007