CO-OP THINK Podcast Available
RANCHO CUCAMONGA, Calif.-In advance of CO-OP Financial Services' THINK 2009 set for April 5-8 near Austin, Texas, several of the speakers gave exclusive pre-conference interviews via the first "THINK Podcast" that can now be found at www.co-opfs.org/think.
The speakers are: Michael Bergdahl, Wal-Mart's former director of "People;" Terry Jones, founder, Travelocity; Doug Lipp, former head of training for Walt Disney University; Peter Schutz, retired CEO of Porsche; and Robyn Waters, former VP of Target.
White Paper, New Tool Offered
DES MOINES, Iowa-TMG has issued a white paper on reloadable card programs. According to the paper's author, TMG Director of Product Development Jeff Falk, reloadable cards not only offer a new product for existing members; they also offer a springboard for the attraction of entirely new groups of members-in particular, the travel, teen and underserved markets. The white paper, "Reloadable Cards - It's All in the Marketing," is available at www.TheMembersGroup. com/WhitePaper.
Separately, TMG is rolling out its customizable Fraud & Risk Analysis program. Using a custom process developed by TMG's fraud department, TMG fraud experts analyze 12 months of a CU's fraud cases to pinpoint where fraud is originating, along with strategies for stopping the fraud.
As an added bonus, clients receive a TMG-developed decision matrix that guides CUs through the decision making process following a compromise.
For info: www.TheMembersGroup.com
Accolade Reaches $500M
TALLAHASSEE, Fla.-Accolade Investment Advisory, the CUSO owned by Southeast Corporate, has reached $500 million in assets under management as it passes its one-year anniversary in business.
Accolade represents credit unions in both Florida and Mississippi.
In addition to growing its business during its first year, Accolade developed a reporting suite for clients, which includes bond accounting, interest rate risk analysis and all required regulatory reporting as well as management reports. In addition, Accolade launched the CUSO's website at www.AccoladeAdvisory.com
CUBC Launches New Division
MIRAMAR, Fla.-CU Business Capital LLC, is launching its member business sales division that will offer a variety of direct business and ancillary products, For info: www.cubusinesscapital.com
