Archive for the ‘Our peeps’ Category

KickStart results are in… and they are outstanding

January 7, 2013

KickStart is EverythingCU’s new online lending product. Carole Wight, President of Holy Rosary Credit Union in Kansas City, MO is using KickStart, and is thrilled with the results.

With the release of the latest 5300 NCUA report through the Third Quarter of 2012, we now have some hard numbers that show Carole’s outstanding loan growth improvement with the help of her new KickStart Lending tool.

Holy Rosary’s Total Loans (Acct 025B in the 5300 report) over the last several quarters looks like this:


Dec 31, 2010: 4,758,649
Mar 31, 2011: 4,647,966
Jun 30, 2011: 4,623,701
Sep 30, 2011: 4,719,143
Dec 31, 2011: 4,918,250
Mar 31, 2012: 7,623,506 <– Merger with a smaller CU
Jun 30, 2012: 7,607,091
Sep 30, 2012: 7,906,605 <– 1st full qtr w/KickStart

So as you can see via the numbers above, aside from their merger, KickStart has helped them see significant growth in the loan portfolio for the first time in quite a while. Besides the 4Q of 11, and the merger in 1Q 12, loan growth has been almost non-existent or even negative. Now armed with KickStart, Carole and her staff are able to serve members who want loans who can’t make it into the branch for whatever reason, or who want to apply for a loan during non-business hours. This most recent quarter represents loan growth of the portfolio by $299,514, which is a 3.94% increase. If that rate of growth continues, the CU will see a $1.2 million increase on a yearly comparison basis, which translates to a 15% increase on a starting loan portfolio of $7.6 million.

You can understand how excited we are for Carole to be having such fantastic success with KickStart, and for her members that are being served even better than they were before. It’s a joy for us to see Carole’s happiness with the service backed up by the proof of the NCUA 5300 report.

Thank you Carole for being such a great KickStart client! We are so thrilled that it’s working excellently for you, your staff, and your members! We are eagerly looking forward to more credit unions adopting KickStart and helping even more members apply for their loans online quickly and easily.

For more information about KickStart, just click here.

Thank you, Executive Members

April 18, 2011

On this bright and shiny spring morning (Patriot Day if you live in the state of Massachusetts), I’d just like to take a minute to thank all of you Executive Members of EverythingCU. Many of you have been with us since the very early days of the site (2001-2002), and many of you have joined the community along the way. I’m always gratified, honored, humbled and awestruck about the comments you have for the community here. And thank you for sharing the EverythingCU love with so many of your peers and colleagues, at your own, and other credit unions.

I know that this economy continues to be very tough, for both your credit union and your members, which is why we appreciate all the more that so many of you have kept EverythingCU Executive Membership in your budgets. There are currently 270 credit unions who are Executive Members, representing a combined 1,181 credit union professionals.

Just in case you aren’t completely familiar with all the benefits of Executive Membership, let me remind you of them so that you can be sure you are taking full advantage of your benefits.

• Executive Membership applies to all employees at your credit union, no matter if they are already signed up on EverythingCU, or if they sign up later, while the CU’s annual Executive Membership is still in effect.
• Executive Membership allows you to download an unlimited number of documents from the 1451 that you’ve contributed over the years.
• Executive Membership gets you discounts on the products that we offer, including the Online Switch Kit, Marketing Budget Report, Plumwall, Beehive, and Video Tutorials in the Knowledge Warehouse.

And as if all of that wasn’t enough, Executive Membership also gives you the option to post messages on the discussion anonymously for those times when you have a controversial topic you’d like to discuss without fear of reprisal.

If you are already an Executive Member, be sure to tell your colleagues at your credit union that they should register on the site so that they too can enjoy the benefits of your credit union is already receiving.

So thank you again, and enjoy this fine spring day!

Member Profile: Bobbie Garner

February 22, 2011

Unlike retail businesses, at an online business like EverythingCU.com, we don’t get regular in-person interaction with our customers. Which is one of the reasons I love speaking to CU leagues and conducting hands-on social media workshops for them. And it’s also the reason why I particularly loved the phone call I had today with EverythingCU’er Bobbie Garner.

Recently I got to meet Bobbie in person at the CU Water Cooler Symposium in Indianapolis at the end of October. Bobbie had just attended the first-ever EverythingCU Webinar Roundtable, so it was pretty cool to meet her in-person just two days later. At the Symposium, Bobbie told me that her credit union was really liking their new Beehive online budget tracking tool from EverythingCU.

Recently, I got to chat with Bobbie a little bit more, to find out how Beehive was working for her. She told me that she was excited to be using it for her 2011 budget, and that the credit union had looked at other options, but none was as easy-to-use and inexpensive as Beehive. It turns out that Bobbie works part-time for the credit union; and the marketing budget is coordinated between four people; herself, their full time Community Relations Specialist who is a recent college grad, and two other executives at Health Care Professionals FCU.

In the course of the conversation, Bobbie also told me that the budget that she has to work with at Health Care Professionals FCU is much more than her budget last year, thanks to EverythingCU’s Marketing Budget Report. She said that by using the “Export to Excel” function of several report pages, and turning them into graphs, it was clear that her credit union’s marketing budget was well below comparable credit unions. The CU Marketing Budget Report is also extremely inexpensive, and we keep it that way on purpose, both for selfish and altruistic reasons. We hope hundreds more credit unions take advantage of it; selfishly, because if CUs use it to get their budgets increased, we hope they spend some of those ‘extra’ dollars on us, but also altruistically in that we truly love to further the credit union movement, and increasing marketing budgets will spread the good CU word even farther.

Bobbie also mentioned that the EverythingCU site is a wonderful resource in its own right, and how she reminds the credit union’s Specialist to always check the Document Center before creating a new document from scratch since there are more than 1400 documents in that library!

Basically, we wish we could plant a tree to grow more clients like Bobbie and HCP FCU… they are big fans of EverythingCU (and we’re big fans of theirs), and they use many of our products: the Executive Membership, webinars, the EverythingCU CU Marketing Budget Report, and most recently our Beehive Online Budget Tracking tool. We’re thrilled that they are getting great value from being a part of this online community!

Ohio CUs offer voiceover work

January 5, 2011

In the course of creating a video parody of the Gregory Brothers’ Backin Up song for PodCamp WesternMass 3, I noticed that they clicked “like” on a video describing a homeless man with a fantastic voice in Columbus Ohio. As I was in the middle of a project, I didn’t click on the link to watch the video. Amazingly, one day later, as I was checking my credit union twitterfeed, I saw from OHCreditUnions that a friend of mine and EverythingCU.com member, Amanda Thomas, had offered him $10,000 worth of voiceover work for the Central Ohio Chapter of the Ohio CU League, of which she is President. She has also connected one of the credit unions in her chapter to give him financial literacy counseling and budgeting advice with all the voice-over offers that are pouring in thanks to the video being shared extensively on YouTube, and now tv media.

Thanks for living the CU difference Amanda! Please share with us here any videos here of your interviews on national tv!

World premier EverythingCU Roundtable webinar

October 22, 2010

Introducing another new feature of EverythingCU.com: our first-ever EverythingCU Roundtable webinar!

We know that one of the most popular features of EverythingCU’s regular webinars is the ability to interact with one another, sharing tips, techniques, venting, etc., so we’re devoting an entire session to just that.

The agenda? Is whatever you want it to be. Agenda topics are being posted here. We know the collective brainpower of EverythingCU’ers is off the charts, so this webinar will be as good as YOU make it! (Which we know is pretty dang awesome.) Unlike our regular webinars where everyone’s line is muted unless you unmute, in this webinar, everyone’s line will be LIVE, so if you are attending, you are participating! We’ll use our regular interface for raising hands so that we can have a meaningful conversation without the chaos of everyone talking over each other.

Oh yeah, and we’ve slashed the prices compared to our regular speaker-led webinars, so you almost can’t afford NOT to come. And as always, our Executive Members get a discount over the already-low prices.

You can even check out the folks who are going to be there.

So what are you waiting for? Sign up today! (And in breaking with our usual Thursday webinar tradition, this one will be next Tuesday, October 26, at the usual time: 2 pm Eastern/11 am Pacific.)

Video tutorial: Personalizing your profile

September 28, 2010

In this 6-minute video, I explain ways to personalize your EverythingCU.com profile, including uploading pictures and icons, selecting amongst multiple pictures, updating your EverythingCU status, and filling out your bio and survey.

Please feel free to post feedback here, or email me at morriss@everythingcu.com.

Hope this is useful for you, and if you haven’t joined EverythingCU.com yet, registration is quick, free, and easy! (Only available to credit union employees.)

Video tutorial: Navigating the discussion

September 27, 2010

In this five-minute video, I give some tips on navigating the EverythingCU.com discussion, including Related Topics, Hottest Topics, downloading documents, and where to switch your viewing preferences from Most Recent at Bottom to Most Recent at Top.

Video tutorial: Starting a new topic

September 24, 2010

Continuing the series of videos on getting the most out of the features of EverythingCU.com, here I explain how to start a new topic.

Please feel free to post feedback here, or email me at morriss@everythingcu.com.

Hope this is useful for you, and if you haven’t joined EverythingCU.com yet, registration is quick, free, and easy! (Only available to credit union employees.)

Video tutorials about using EverythingCU.com

September 23, 2010

Here’s a short, 3-minute introductory video, the first in a series I’m creating, designed to give you detailed instructions on how to use the features and maximize the resources available to you on EverythingCU.com.

If you have any questions or comments; feel free to email me. And let me know what you think of these videos! Also, feel free to tell me what other aspects of EverythingCU.com you’d like me to cover. Enjoy!

Upcoming subjects I’ll be covering include: How to start a new topic, Navigating the discussion, Ordering and viewing webinars, Executive Membership, the CU Marketing Budget Report, and more. More tutorial videos are on EverythingCU.com right now, and will be published here soon as well.

Subway gets a dose of Social Media

July 22, 2010

Last night I had the great pleasure of a double-dose of Social Media goodness. My evening began by presenting a session on social media for credit unions for the Hartford Chapter of the Credit Union League of Connecticut. My host was Fred Brown, Marketing Director of Northeast Family Federal Credit Union in Manchester CT. Fred is also very good friends with Credit Union Man, and schedules all of Credit Union Man’s appearances.

I was very glad that Fred designed the chapter meeting to be out of the ordinary. The meeting was held at the Berlin Batting Cages in Berlin CT, and the evening’s agenda was dinner at Subway, followed by my presentation, wrapping with a scintillating round of mini-golf. Little did I know, nor the Subway employees, nor other patrons, that we were TAKING OVER THEIR SHOP for a presentation. Here are a few photos of this most memorable of engagements:

This slideshow requires JavaScript.

HOW AWESOME IS THIS? Wow, just wow.

After the mini-golf wrapped up, I headed over to Eli Cannon’s Tap Room in Middletown CT (known as MiTown to the cool kids), just 10 minutes away from Berlin, for a meetup of the PodCamp CT organizers. I found out about this meetup because several of my friends posted the event on Facebook THAT MORNING. So, to my surprise, here was an event minutes away from where I would be, later that same evening, across the state line.

I take immense pleasure that the impetus for holding this initial PodCamp CT is that a few veteran PodCampers such as Aldon Hynes and Paul Monaco attended our PodCamp WesternMass 2, and asked themselves why there couldn’t be a PodCamp CT. I was thrilled to lend support and offer guidance, since I have hosted two PodCamps, a BarCampBank, and have attended numerous “camps” of various types on both coasts, both in the US and Canada. I’ve attended: FacebookCamp Toronto, PodCamp Boston 2 & 3, BarCampBank SF 1, BarCampBank NewEngland, BarCampMoney NY, PodCamp WesternMass, BarCampBank BC, REBarCamp PHL. I’m excited to have PodCamp Boston 5, REBarCamp ORL, and PodCamp CT on my calendar.

I’ve met so many INCREDIBLE people at these various events, and consider myself blessed to consider them all friends. (Well, Facebook friends at the least!)

Side note: I bet Larissa, nor Tim, ever dreamed that her “Difference Between Banks and Credit Unions” video would be shown on the wallpaper, below the air conditioner, of a Subway sandwich shop located at the Berlin Batting Cages in Connecticut for a CU Chapter meeting.


Follow

Get every new post delivered to your Inbox.

Join 2,902 other followers