Financial Literacy: Does it Work?

By Theresa Witham


I've been thinking about financial literacy a lot lately. People in--and out of--the financial services industry are talking about it a lot too.


To learn what credit unions are doing, CUES conducted a survey late last year and released a white paper outlining the results. Financial Education in Credit Unions is available free to CUES members and non-members.

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Talk about a Tweet Deal

Posted by Erin Templer


If you want someone to do something, it doesn't hurt to provide them with a little extra incentive, right? Many credit unions offer all kinds of incentives to persuade people to become members, open a new account with them or take advantage of their services.


So why not apply this philosophy to your brand's social media following? Companies do it--several with great success--all the time.

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Financial Literacy--Look to Your Employees First

By Leisa L. Goodman

I DVR most TV shows I watch, so I don't see many ads, but one recently caught my attention. It poses a question that goes something like, "Will we remember this era as the great recession? Or the recession that made us great?"


Hopefully, the community as a whole is ready to listen to the wake-up call the economy is sending, and learn from our mistakes so we can come out on the other side stronger and wiser for the wear. Credit unions can help by making financial education readily available.

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Forget About 'Split the Difference'

By Lisa Hochgraf

It's January and you want to vacation in Miami. Your spouse wants to vacation in Montreal. If you meet in the middle, you'll probably wind up in Maryland. And neither one of you is likely to be fully happy with that outcome.

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How do you Decide to Shut Down?

By Lisa Hochgraf


It goes without saying that there has been a lot of snow in the eastern United States this week. Attendees here at CUES Symposium: A CEO/Chairman Exchange in Phoenix have been monitoring not only their likely departures (one had been rescheduled three times as of breakfast this morning), but also whether their credit unions should stay open.

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What's Next for CUs?

Posted by Lisa Hochgraf


Today Ron Shevlin asked the attendees in his session at CUES Symposium: A CEO/Chairman Exchange to be disruptive. Shevlin, senior analyst at Aite Group, Boston, asked them to yell and cheer, to clap and be loud, to make sure that the attendees in the session in the next room would take pause and wonder what was going on.

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