Credit Union Manager's Desk Reference

Author: Gary M. Deutsch
Format/Frequency of Update: 3-Ring Binder and CD/ 1 update annually
Price: $525
Plus shipping and handling.
Sales Tax: for NY, TX, DC, CT orders only.

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You can review this product for 30 days. Your annual subscription includes published updates at no additional charge for the 12 month subscription period. At least 1 update is expected. If you cancel your subscription within 30 days of receipt, you will receive a full credit upon return of the product together with a request for cancellation.

Look Inside This Book!*
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This hands-on resource gives you the practical information you need to better organize and run your credit union.
The more efficiently your credit union runs, the more effectively you can serve your members. That's why we asked a seasoned credit union professional to help us create a hands-on resource that helps you better structure, organize, and monitor your credit union's operations and employees.

Make your Credit Union run better to better serve your members.
This well-organized, comprehensive guide is designed to be used every day. It covers everything a credit union manager needs to improve productivity, including:

Organizational setup and chain of command
Risk management, including contingency planning
Loan management, from organization to the loan process
Strategic and financial planning
Management tools just for credit unions
Human resources

It will help you develop and implement strategies to achieve your goals, incorporate "regulatory guidance" into your credit union's activities, and handle risk. Plus, it helps you clarify the lines between your responsibilities and those of your board of directors.

You'll find topical coverage of the latest trends, ideas, and rules too. For example, we point out where HR 1151 affects an issue, discuss the latest fraud protection tools, and cover emerging trends in lending.

Periodic updates help you keep up as new trends, ideas, and rules emerge.

Unique tools and useful exhibits help you get the job done.
Sheshunoff’s Credit Union Manager's Desk Reference gives you a whole section full of proven management tools. These are designed specifically for a credit union's unique management concerns:

A model calendar for annual planning that includes an audit schedule, regulatory reporting deadlines, and a schedule for monitoring credit union operations
Section checklists with each chapter that identify the regulations that mandate the activity covered in that chapter
A chart of the committees your credit union should have and descriptions of their duties
An organizational chart for you to fill in
A census chart for the board

Throughout the manual you'll also find exhibits to help you better run the credit union. All these sample documents have proven their use in other credit unions across the country. For example:

Sample asset/liability management goals
An example NCUA administration examination report
A model loan audit system
An 11-page employee survey designed to measure the health of your credit union's culture
A sample detailed risk management matrix you can fill in for your credit union
Several different financial plans, and more

Try Sheshunoff’s Credit Union Manager's Desk Reference! Just click above to order, or call us at (800) 456-2340, and we'll send you the manual (along with an invoice that includes a full year of Updates). Use the manual for a full thirty days. Follow the step-by-step guidance and use the sample forms. Then if you're not completely satisfied, you may return the manual along with the invoice and owe nothing.

About the Author

Gary M. Deutsch, CPA has worked extensively with financial institutions in audit, lending, financial, and operational areas. He has served in senior positions for regional banks as VP of Finance, Real Estate Loan Officer and Senior Audit Manager. Mr. Deutsch served as a consultant to financial institutions in strategic planning, profit improvement, financial management, and merger- and acquisition-related studies while working at KPMG. He was the CFO at a start-up bank, where he organized the accounting, finance, and investment functions to manage significant growth.

Mr. Deutsch is the President of BRT Publications LLC, a professional authoring company serving the financial industry. Some of his published works for AlexInformation and Sheshunoff Information Services include ALM Management Manual, Loan Procedures Manual, Practices and Procedures for Financial Institution Risk Management, Bank Controller’s Manual, Internal Audit Procedures Handbook, and Risk-Based Audit for Financial Institutions.