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Credit Union Journal

Thursday, September 9, 2010, as of 05:18 AM EDT

Special Report: Corporate CUs

Credit Union Journal  |  Monday, August 9, 2009

Special Report: Corporate CUs With most corporate credit unions operating with little to no capital and NCUA gearing up to unveil new rules later this year that could create a totally new business model for them, this week's special report looks at the corporate meltdown and asks how did we get here, what led to all of this, who is to blame, and what might be on the road ahead?

Harmon Takes Over At Corporate Trade Group

Credit Union Journal spoke with industry veteran Brad Miller about leading the Association of Corporate Credit Unions during what will certainly be one of the greatest periods of re-structuring and change.

Canada's Centrals Could Offer Up A Blueprint For U.S. Corporates

LAS VEGAS-U.S. credit unions wrestling with the future structure of their corporate CUs might want to look north of the border for some examples to consider.

New Business Model For Corporates Must Emerge

LAS VEGAS-This much is certain: Corporate credit unions will operate with a much-different business model in the near future.

Breadth Of Bubble Stunned The Pros

WEST PALM BEACH, Fla.-Even asset managers who were predicting a decline in housing were stunned by the downturn that eventually ensnared corporate credit unions' balance sheets.

Legacy Asset Plans Are The Big Worry, Says Exec

LAS VEGAS-Moving forward, corporates will need to focus on two things: effectiveness and efficiency. That's the view of Brad Miller, CEO of Southeast Corporate FCU in Tallahassee, Fla., and the former president of the Association of Corporate CUs for the past four years.

Most Agree Blame For Corporate Failures Goes Far Beyond NCUA

BIRMINGHAM, Ala.-Blaming NCUA for the problems that befell the corporate system is easy to do, agree those within and outside the corporate network.

Awaiting The Final Rule

ALEXANDRIA, Va.-The critical issue now for many credit unions, corporates and other observers is what form will the final NCUA corporate rule take, and when will NCUA release the overhaul to Part 704 of the FCU Act.

Lack Of Collaboration A Problem

PHOENIX-It wasn't just the economy that chopped down some of the largest corporate credit unions. They can thank their desire to become large, and their lack of collaboration and competitiveness.

'Abysmal Performance' Unforgivable

IRONDALE, Ala.-The failure of, and ongoing losses by, many of the corporate credit unions can be attributed to arrogance on the part of CEOs and boards from some of the biggest corporates, which played a role in the high concentrations in securities that contained risk, asserts Thomas Bonds.

'At The End of the Day,' No One Really Knew

PHOENIX-There was no way to avoid being caught up in the mess, is how FirstCorp CU EVP and CIO Greg Harden summed up plight of most corporate credit unions.

'Co-op Structure Hurt Analytics'

SCOTTSDALE, Ariz.-While some clearly point to the rating agencies as culprits, Bill McGuire sees corporate staff-the investment teams and leadership-as deserving of a great deal of the blame.

Natural Person CUs Also Share Blame, Says Becker

WASHINGTON-While corporate credit unoins must accept their share of the blame for blindly investing their funds into US Central, which loaded up a significant portion of its mortgage investment portfolio with certain securities, it should be noted that natural-person CUs did the very same thing, reminded NAFCU President Fred Becker.

Faith In A Recovery That Never Came Just 1 Of Many Wrong Assumptions

WASHINGTON-Asset managers at corporate credit unions dutifully relied on past experience and rating agencies when buying securities during the bubble earlier this decade. But product innovation and a change in the mortgage market dynamic ultimately spelled disaster for many institutions, noted one analyst.

Factors Leading To Corp Failures Began Long Before Mortgage Collapse

NEW YORK-The collapse of the housing market bubble is largely credited with creating most of the losses corporate credit unions, and their natural-person CU investors, have reported.

Corporates' Losing Wager Made Worse By Lack of Effective Hedging Strategies

LAKE BLUFF, Ill.-Corporate CUs are in trouble because they made a bet that did not pay off, and they failed to hedge their wager.

State Regulators Hope Crisis Brings About More 'Reality-Based Regulation'

LANSING, Mich.-Board members and senior management are responsible for what happens to their institutions, but state regulators aren't completely laying the blame for losses that damaged so many corporate credit unions at their feet.

Analyst: CUs Can't Afford $17B Cost To Bail Out Failed Corporates

LAKE BLUFF, Ill.-It's going to cost natural-person credit unions $17 billion to bail out the corporates, a price tag that could cripple the CU movement if NCUA continues with its annual assessments.

What A History Lesson In Corporates Means For Future

LAS VEGAS-What goes around, comes around, especially when it comes to corporate credit unions and crises. But this most recent crash of many of the corporate CUs ultimately will have to break that cycle, according to one person, who has a long history working with credit unions through various meltdowns and problems.

How One Corporate Got Back Into The Black

Credit Union Journal recently asked Corporate One CEO Lee Butke to outline the actions his CU has taken over the last three years that helped it mitigate losses.

Why Two Groups Declined Comment

Among those who declined comment during the course of assembling interviews for this special report on corporate CUs were CUNA Mutual Group, Madison, Wis., which has built a large investments operation, and NCUA.

Research Vault

Engaging with Generation Y- Operational implications for Retail Banks (Video)
Are banks ready for the next generation customer? The next generation of customers is already influencing the service priorities of banks around the world. Not only are such customers acting as catalysts for driving innovation and change across the industry, but they also represent an important growth opportunity for proactive banks. Today, banks are racing against time to cash in on Gen Y. This video helps you know more on the Implications of Gen Y for retail banking and how this segment can transform the way banks do business today. CTA- If your bank is servicing Gen Y or has plans to do so, speak to us to understand how Oracle's applications and technology can help your bank capitalize on the growth prospects offered by this segment.

Account Opening: The Front Door of Fraud Effective Enterprise-wide Mitigation Solutions to Combat New Account Fraud
This white paper examines fraud trends from the lender's perspective, mainly focusing on fraud related to the opening of new accounts, and suggests specific solutions to protect against both true-name and synthetic identity fraud.

Rebuilding trust: Next steps for risk management in
financial services

The financial crisis has changed the way institutions do business. Risk management now takes center stage in the decision-making process, requiring many institutions to revamp their approach to mitigating risks. This Economist Intelligence Unit report shares insights and more on how to better prepare for the future and rebuild trust around your institution. Click to download report.

Protecting the Enterprise: Enterprise Fraud Strategy - Vision and Reality
This research report discusses both the vision of an enterprise fraud strategy that many institutions find so attractive, and the reality they face in implementing that strategy effectively. It is based on interviews conducted with financial institutions ranging from $50 billion to more than $1 trillion in assets, as well as government agencies. The report also discusses where organizations want to go, how far they have gotten, and the many challenges they face in making future progress.

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Empowered by the digital information explosion, consumers today are taking charge and demanding information and service on their own terms - any time, anywhere and any way they want it . Your challenge is to improve the experience for these tech-savvy customers through expanded and smarter access to accounts and information. This new consumer is vital to growth. Join industry experts from Avaya and IBM to learn how to take the customer experience to the next level while keeping control of the conversation and driving down costs. In this one-hour web seminar you will learn: What defines the "New Consumer" and why this group is vital to growth What customers want from today's banks Innovative ways that banks are responding to this challenge Solutions and tools to help solve these challenges How to get started There will be a live Q&A session - so join the discussion and register today! Sponsored by:

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Consumers are under stress and that's seriously stressing collections operations. More and more accounts are rolling from current to late, from early-stage collections to late-stage collections. All told, the number of delinquencies has doubled in the past two years, a trend that threatens the profitability and viability of some financial institutions. It's vital for these firms to stop the bleeding and find ways to improve their collections operations-such as tapping the power of multichannel communications. Effective collections not only prevent defaults and foreclosures, they help keep customers worth keeping for the long-term health of the company. In this web seminar you will learn the following: Emerging consumer and communication trends that influence the success of collection practices Best practices to acquire, retain, and collect from customers to maximize your investments in servicing How to use multichannel communications technologies and services to reach your business goals and empower your staff to be more productive-all while saving money. How a $5B Credit Union reduced their 1-60 day bucket delinquencies by 19% Speakers: Kevin Reilly , Global Managing Director for Financial Services, Avaya Kevin Reilly leads a team dedicated to helping financial institutions solve their business problems. Before joining Avaya, Reilly amassed 26 years of experience at JPMorgan Chase in several roles. As a Vice President in Collections Operations, he managed 20% of the company's overall outstanding credit card deliquencies and his team was able to decrease loan losses 15% year-over-year. As a Senior Vice President of JPMC's Credit Card Call Center Operations, he managed a network of six customer service call centers globally with a staff of 2,400 employees handling 72 million calls annually and generated more than $100 million by turning servicing calls into sales. He also has experience opening, re-engineering, consolidating, closing, off shoring and outsourcing of back office operations. Charles Hall , Managing Principal for Financial Services, Avaya Prior to joining Avaya Chuck served in many operational roles in the financial services industry. Most recently and for 7 years, Chuck was a Director/Vice President for one of two national mortgage origination calls centers for CitiMortgage. In this role he oversaw over 100 loan officers and was responsible for overall call center operations and production. He worked very closely with supporting departments including Operations, Underwriting, Marketing, Risk Management, Legal and Compliance. Prior to that (10 years) Chuck worked in Citi's branch network where he was responsible for various regional locations. While in this role he had complete responsibility for overall P&L, originations (secured and unsecured lending, auto loans, credit cards), collections and customer service. Sponsored by:

Uncover the Hidden ROI of Streamlining Enterprise Customer Correspondence
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