Why Collaborate – Video
This is a 6:45 minute presentation on why credit unions should consider collaboration and CUSOs as part of their business model. Why Collaborate from Messick & Lauer on Vimeo.
Structuring Multi-Owned CUSOs – Video
This is a 5:19 minute presentation on the considerations in organizing and operating a CUSO owned by multiple credit unions. Multi-Owned CUSOs from Messick & Lauer on Vimeo.
Protection of the CUSO Corporate Veil – Video
This is a 5:32 minute presentation on the considerations in protecting the CUSO’s corporate veil so that an error in the CUSO does not adversely affect the credit union owners. Protection of the CUSO Corporate Veil from Messick & Lauer on Vimeo.
Our Services – Video
This is a 3:06 minute presentation of the services provided by Messick & Lauer P.C. Our Services from Messick & Lauer on Vimeo.
Managing Risks in Investment Services – Video
This is a 4:40 minute presentation on managing the credit union’s risks in providing investment services. Managing Risks In Investment Services from Messick & Lauer on Vimeo.
How to Begin to Collaborate – Video
This is a 5:06 minute presentation on how credit unions can begin the process of collaboration and using CUSOs.
Generating Net Income – Video
This is a 5:29 minute presentation on how CUSOs can help generate more net income for credit unions through additional revenue sources and reduction of operational costs. Generating Net Income from Messick & Lauer on Vimeo.
Expanding CUSO Ownership – Video
This is a 6:36 minute presentation on the process of adding new owners for your CUSO to meet your objectives. Expanding CUSO Ownership from Messick & Lauer on Vimeo.
Credit Union Merger Agreements – Video
This is 6:32 minute presentation on the credit union merger process, including the agreements and due diligence. Credit Union Merger Agreements from Messick & Lauer on Vimeo.
Top Ten List of Things Ongoing Operations Learned in Their CUSO Exam
This is a post by Kirk Drake (with a little input from me) on the Ongoing Operations Blog which you should check out. http://ongoingoperations.com/blog/ Earlier this year, the National Credit Union Administration (NCUA) conducted a voluntary CUSO exam of Ongoing Operations. Overall, the experience was a positive one with the Regulators having the opportunity to […]