Member Business Services

FREE resources to give your program a boost

Whether you’re just starting your member business services or you’re already offering them, why make your job harder than it has to be? We’ve put together a widespread collection of sample forms and policies, research, reference tools, and other valuable resources to make your processes go as smoothly as they should. Better yet, these resources are completely FREE.

• Differentiate Your Business Services
• Are Business Services Right for Your CU?
• The Clear Advantage of Business Services
• ProQuest ® Research Summary - September 19, 2007
• Should Credit Unions Explore Small Business Services? by Doug Benzine
• Member Demand Tops List for Credit Unions Offering Business Lending
• Credits Unions Seeking Business Lending Talent from Within

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Member only access required:

• Executive Overview of Member Business Services —An initial reference guide for credit unions interested in offering business checking and lending services. Includes sample versions of policies, procedures, pricing examples and application forms.
• Small Business Market Research —Insights on why credit unions should offer business services, the critical role of business depository services, keys to success, and more. Includes two white papers addressing the online services gap between large and small banks and using the Internet to reach small businesses.
• Business Lending —Sample business lending policies, job descriptions for various credit union lending roles, and insights into multiple types of business loans. Includes a PowerPoint presentation, The Art of Commercial Lending.
• MBL and Business Service Regulations —An overview of regulations, resources, recent developments, and frequently asked questions for member business loans.
• Agencies and Programs for Small Business —
  A comprehensive list of Web site addresses for key government agencies and other organizations related to small businesses. Includes a PowerPoint presentation, General Information About SBA Programs and Services.
• Business Service Suppliers —A directory of business service suppliers for deposit account software, lending services, marketing services, E-business, and more.

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.

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.

• American Airlines FCU
• Sun FCU
• Point Breeze CU
• LA Financial CUv
• 66 FCU
• Langley FCU
• Baxter CU
• Credit Union One
• NuMark CU
• Triangle CU
• Lutheran CU of America
• The Credit Union of Palm Beach County

Ask how we can help your credit union, too! Call us today at 1-800-356-9655, ext. 4039, or email dbenzine@cuna.coop.