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Articles by Adam Mertz

HGTV Host a Public Relations Bonanza for Michigan CU

Lake Michigan CU signs HGTV’s Carter Oosterhouse as a celebrity spokesman.
May 20, 2013
Adam Mertz
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‘We’re big into mortgages and Carter’s big into homes.’
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Crisis management
America's CU Conference preview

Lessons in Crisis Management from Sept. 11

Lt. Col. Robert Darling is 'on a mission' to share his experiences in the White House bunker.
May 15, 2013
Adam Mertz
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A first-person account of how the nation's highest-ranking officials handled the deadliest terrorist attack on American soil.
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Dustjacket for Lyn Heward's book
Book Reviews

‘The Spark’—An Inside Look at Cirque du Soleil’s Creative Process

The company’s culture and philosophy come to life in one man’s semi-fictional odyssey as a performer in training.
May 13, 2013
Adam Mertz
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There’s no single formula for creative success—each of us must unlock the power of our imagination in our own way.
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Book Reviews

Gladwell’s ‘Tipping Point’ Radically Altered Our Thinking

America's CU Conference keynoter continues to spark debate with analyses of social phenomenon.
May 7, 2013
Adam Mertz
No Comments
Controversial author's book probes the mysterious forces behind social trends, ideas, and epidemics.
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Don’t Roll the Dice on Leadership

Embrace employees’ ambitions and provide a pathway for advancement.
May 1, 2013
Adam Mertz
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Don’t force upwardly mobile employees to keep their intensions secret.
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Special Report: National CU Youth Week

First Family CU Shakes It for CU Youth Week

Staffers use Internet meme to get into the spirit.
April 25, 2013
Adam Mertz
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CU brings a little Harlem to Oklahoma.
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Student branch

High School CU Branch Provides ‘Hands-On, Real-Life’ Financial Education

Student staff and members put money management principles into action.
April 23, 2013
Adam Mertz
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High school branch reflects a nationwide trend by CUs to provide teens on-site access to financial education and services.
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Collaboration Eases Compliance Burden for Wisconsin CUs

League program provides comprehensive compliance knowledge at a part-time expense.
April 4, 2013
Adam Mertz
No Comments
The concept rotates six compliance specialists employed by the League Services Corp. through 23 of the state's CUs.
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Rubber band sm

Compliance Specialist Program has ‘Truly Been a Godsend’

Wisconsin CUs lessen regulatory burden by sharing specialists.
April 3, 2013
Adam Mertz
No Comments
Program saves CUs money while providing much-needed stability.
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Extreme Makeover, CU Style

Summit CU’s ‘inspiration’ branch helps members achieve their dreams.
February 20, 2013
Adam Mertz
No Comments
While mobile services have taken off, the branch still plays an important member service role.
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May Cover

Credit Union Magazine

• May digital edition

May 2013

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What's Popular

Popular Stories

Finovate Highlights Industry's Best and Brightest

Look into the Future of Finance

Scenes from FinovateSpring 2013

Scenes from the 19th Annual CUNA CFO Council Conference

Gladwell: CUs are David to Banks’ Goliath

Recent Discussion

In remembering Warren, the first thing I think of was his smile. He was a gentle, caring man who always thought of others first. I was honored to be a part of the MiOpportinidad project with Affinity Credit Union, Warren and Miriam. His hard work and dedication to that project was inspirational. Warren so deserves this award.

The author really understands the credit union philosophy and I really enjoyed the analogy of his bathroom remodel. The only thing missing was pictures of the finished bathroom! :)

Thank you Phillip for showing the differences between a Big Bank that is only looking to sell you products and a Credit Union that actually looks out for its members needs. Great article!

I love and give a standing ovation to Ron Kase and to other caring people just as much as those who passed away on 2012 like Warren Morrow at Des Moines Iowa. He worked hard for those who are under-served an under-represented, but wasn't mentioned in your magazine. It may be beneficial for the entire world to know about his accomplishments no for his benefit, obviously, but to increase the number of positive and caring people and to add members the CU. Just ask Coopera Consulting at Des Moines Iowa about Warren Morrow's legacy.

That’s right Lisa. The servicing rule would not require a credit union to create its own policies and procedures if all aspects of the servicing are delegated to a sub-servicer. However, remember that the credit union will have to conduct due diligence on the sub-servicer to make sure it is following the minimum requirements for policies and procedures. Unfortunately, even those credit unions that use a third party servicer will need to have a working knowledge of the CFPB’s servicing rule.

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