Advisory Services

Member Business Services Consulting

Did you know there are 25 million small businesses in the U.S., a number that’s growing by 14% every year?

With 16 years of experience in the technology field and 17 in financial services, Doug Benzine is a trusted, respected credit union industry executive. A recognized industry leader, Doug has lectured both nationally and internationally on subjects ranging from credit union operations and member business services, to security and technology.

As the Vice President of Research and Advisory services for Credit Union National Association (CUNA), Doug currently directs a network of experienced professionals who provide a wide range of technology consulting services to credit unions. Utilizing his sound business expertise, for more than six years Doug has assisted credit unions with strategic initiatives that meet each organization’s unique goals.

Just getting started in member business services or wondering if you’re on the right track? Consider this:

• Why do you want to pursue member business services?
• Do you have an MBL policy?
• Does your core system offer business services?
• What business services do you want to offer?

Listen to these audio clips from Doug Benzine, VP of Research and Advisory Services, to identify other important considerations:

• Start your business service program.
• What are other credit unions doing?
• How can we help?

The CUNA Member Business Services experts—at your service
Be assured that when we assembled our team of CUNA Member Business Services experts, we sought out the best of the best nationwide. All five members of this network are highly experienced professionals in the financial services industry, each with an impressive list of member business services-related achievements. Together, they offer you a valuable knowledge base that will help guide you to greater success in your member business services program.

Doug Benzine —Vice President of CUNA Research & Advisory Services, a role in which he leads CUNA’s market research and consulting services, as well as conducts educational sessions and worldwide speaking engagements.

C. Dennis Beaver —Founder and Principal of Hill Creek Consulting, an independent firm that specializes in helping credit unions launch their member business services programs.

Anthony Busch —Founder and manager of Cash Flow Management, LLC, which helps business owners improve their cash flow through cash management techniques.

Mark A. Taber —Partner in the Transaction Services Group with Virchow, Krause & Company, LLP, where he guides businesses on debt and equity structuring as well as general management.

Carol Wakefield —Financial consultant who helps financial institutions develop and implement their own business lending functions, and author of the recently published “Credit Union Guide to Business Lending.”

Join the many credit unions that have benefited from our services
It has been our pleasure to help further the member business services efforts at the following credit unions. We have provided these credit unions with a range of advisory services, from speaking at board planning sessions, to writing MBL policies, to handling comprehensive MBS projects from start to finish.

• Langley FCU
• Baxter CU
• Credit Union One
• Miramar FCU
• The Credit Union of Palm Beach County
• The Golden One
• Bowdoinham FCU
• Sun FCU
• Inland Empire FCU
• Cornerstone CU
• The New Orleans Firemen’s FCU
• Consumers Professional CU
• Winthrop FCU

To learn more about Member Business Services Consulting, visit mbs.cuna.org.

For more information, contact us by:
Phone: 1-800-356-9655, ext. 4039
E-mail: dbenzine@cuna.coop

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