CFO White Papers
Title	Author	Date
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
Trends in Generating Non-Interest Income (Non-Members, click here to purchase)	Brian Hague	November 2006
Regulatory Examinations: Reports and Guidance (Non-Members, click here to purchase)	Christine Dawe	May 2006
To Sell or Not to Sell: Credit Card Portfolio Analysis	Darla Dernovsek	March 2006
Credit Risk Management Guidance for Home Equity Lending	National Credit Union Administration	May 2005
Analyzing Core Deposits and Balance Sheet Risk (Non-Members, click here to purchase)	Keith Peterson	March 2005
Strategic Equity Planning: Finding the Ideal Capital Position (Non-Members, click here to purchase)	Dr. Harold M. Sollenberger	Febuary 2005
Using Balanced Scorecards in the Credit Union Financial Management Process (Non-Members, click here to purchase)	Dennis Graham	January 2005
Taking Aim at Business Services (Non-Members, click here to purchase)	Darla Dernovsek	August 2004
Trust Services (Non-Members, click here to purchase)	Darla Dernovsek	May 2004
Net Economic Value: What It Is, What It Isn't	Keith Peterson	August 2003
Reporting ALM Results to Directors	Robert Lestina	June 2003
The Savings and Loan Crisis: A Retrospective View	Brian Hague	May 2003
Cost Accounting and Profitability Analysis for Directors and Non-Financial Managers	Keith Peterson	April 2003
Investment Portfolio Management in the Current Interest Rate Environment	Brian Hague	March 2003
Liquidity and Portfolio Management	Brian Hague	August 2002
The Essentials of Expense Control	Mike Moebs	July 2002
Back to Our Roots: The Case for Credit Unions Offering Payday Loans and Check-Cashing Services	Karen Bankston	May 2002
Pricing: 21st Century Financial Service Paradigm	Mike Moebs	May 2002
Protecting Your Credit Union Against Property Damage Exposures	Patricia A. Bonner, Ph.D.	September 2001
Protecting Your Credit Union Against Liability Exposures	Patricia A. Bonner, Ph.D.	August 2001
Investment Types, Operations, and Accounting	Brian Hague	July 2001
Portfolio Monitoring and Rebalancing: Management Strategies	Brian Hague	May 2001
Understanding and Leveraging Member Funding Behavior	William J. McGuire	April 2000