July 15, 2010

Accolade Investment Advisory Offering Complimentary Customized Peer Portfolio Analysis

Accolade Investment Advisory, a CUSO owned by Southeast Corporate, is offering a complimentary customized peer portfolio analysis to credit unions. Accolade recently created a tool to show credit unions how their investment performance compares to its peers. It also shows how reliant credit unions are on their investments and liquidity to drive net income. Through the portfolio analysis, credit unions can see how the management of their cash and liquidity can significantly affect their overall investment yield and how to most efficiently manage their liquidity.
 
Accolade offers unbiased portfolio management and investment advisory services. Credit unions working with Accolade have achieved above average portfolio yields for each of the past nine quarters on an asset-weighted basis all while maintaining low risk exposures.

For credit unions to request a complimentary peer portfolio analysis, contact Bill Stewart, Member Relationship Manager, at (800) 342-0203, ext. 6816 or visit www.accoladeadvisory.com.

Registration Deadline July 23 for 3rd Annual Credit Union Small Business Summit

Member Business Solutions (MBS), the CUSO owned by Southeast Corporate and Georgia Central corporate credit unions, is hosting its 3rd Annual Credit Union Small Business Summit August 4th-5th at the Hilton Atlanta Airport. MBS President, Jim Gallagher, is especially excited to have four-time New York Times bestselling author Don Yeager as the keynote speaker for this year’s conference. According to Jim, “There truly is no time like the present for credit unions to take advantage of small business prospects.”
 
To register and for complete information regarding the Summit, click here or visit www.mbsllc.org or contact MBS at 888.627.7881. Please note that the special room block rate at the Hilton Airport Atlanta has been extended until July 30.

Quarterly Investment Webinar on August 11

Gain expert insight into current economic conditions and the markets at Southeast Corporate’s Quarterly Investment Webinar. Has the economy turned the corner? Has residential real estate found a bottom? What are the implications for the Federal Reserve’s policies? How should credit unions position themselves?

The webinar will be held on Wednesday, August 11, from 11:00 a.m.–noon EDT, and includes a question and answer session. Join Southeast’s Chief Investment Officer, Doug Sexton, and Accolade Investment Advisory Director, Peter Gibson, for this informational and timely webinar.

Webinar topics include:

• Review of current economic performance 
• Rate and economic forecast 
• Prudent use of structured products in the current environment

To register, click here. The deadline to register for the webinar is noon, Monday, August 9. If you have any questions, please contact your Financial Strategist at 1-800-342-0203, option 2.

Member Business Solutions Introduces New Start-up Kit

Member Business Solutions, LLC (MBS), has designed a new start-up kit to assist loan managers and project managers tasked with researching and starting a business services program. The kit functions as a resource library and includes topics such as deposit accounts, lending, marketing and training. To help new and existing MBS partners implement a comprehensive business services program it also contains sample policies and procedures, video clips, frequently asked questions and checklists to help credit unions get their business services program up and running quickly. The start-up kit resides in the Partner area of MBS’ web site at www.mbsllc.org.
 
“We have assisted hundreds of credit unions over the years to familiarize them with business services and most of this information is archived in the start-up kit area. Having the information available on demand will be a great asset for everyone,” said Jim Gallagher, President of MBS.
 
Now in its 7th year of operation, MBS has helped credit unions underwrite more than $1.3 billion dollars in business loans. The CUSO is owned by Southeast Corporate and Georgia Central corporate credit unions.

Business Continuity Planning for Credit Unions in Jackson, MS

The Mississippi Credit Union Association will be holding a Business Continuity Planning for Credit Unions workshop on Wednesday, September 15 in Jackson, MS. Southeast Corporate’s Ken Schroeder, VP of Business Continuity, will be conducting the workshop. The workshop is specially designed to help credit unions build their business continuity plan in a day. The course includes a comprehensive “how to” manual, along with an accompanying CD that contains templates, macros, spreadsheets and other tools to help the part-time (or full-time) person responsible for business continuity create a professional, usable, executable plan.
 
The workshop takes place from 8:30 a.m. – 4:00 p.m. at the Association located at 1400 Lakeover Road, Suite 200 in Jackson, MS. The fee to attend is $350. Additional attendee(s) from the same credit union can attend for $150. Mississippi credit unions can register online at www.mscua.com. Credit unions outside of Mississippi can register by calling Tom McWilliams at 800-748-6827, ext. 311. For the agenda and complete details, click here.

Southeast's Rudder to Present at the LSCU Supervisory Committee Conference

Trey Rudder, Vice President of Interest Rate Risk Assessment for Southeast Corporate, will be a guest presenter at the LSCU Supervisory Committee Conference taking place August 1-4 in Point Clear, AL. Trey's presentation, "What Is Interest Rate Risk" will provide attendees a high-level overview of ALM fundamentals.
 
For information about ALM services at your credit union or to have Trey speak at
a chapter meeting or event, call 800-342-0203, ext. 4035.

MBS' Gallagher to Present at the Business Lending Conference in Colorado

Member Business Solutions' (MBS) President, Jim Gallagher, will be a guest presenter at the Business Lending and Other Business Services Conference being held July 18-20 in Colorado Springs, CO. Jim’s presentation, "Marketing to Small Businesses" will teach attendees how to take their new or existing business program to the next level by targeting the right businesses, with the right messages. The conference is being put on by Credit Union Conferences. 
 
For information about offering business services at your credit union or to have Jim speak at a chapter meeting or event, call 800-342-0203, ext. 4080.

Upcoming Webinars:

APEX-ACH Returns – July 29, 9:30-11:00 a.m. EDT
 
Quarterly Investment Webinar – August 11, 10:00-11:00 a.m. EDT
 
APEX-ACH Origination – August 12, 9:30-11:00 a.m. EDT