Opening Doors For Tomorrow's Results Today

Home | About Us | Contact Us | Our Services

Our Services

COMMUNITY, UNDERSERVED AND TIP CHARTER CONVERSIONS

Community charter conversions, TIP charters, underserved area expansions - whether at the federal or state level, costly delays can result to a credit union from a lack of a thorough understanding of the regulatory requirements necessary to further a strategic business decision related to a charter change. Dollar Associates has the experience and working knowledge to help guide a credit union through the sometimes murky waters of the charter conversion process. When your credit union's future is riding on a charter revision, the expertise to assist you to do it right the first time can make the difference of months or perhaps years in your timetable. Contact us today to assess your charter conversion needs.

REGULATORY COMPLIANCE

From field of membership to investments, from privacy to money laundering - emerging changes in regulations can be frustrating to even the most knowledgeable of credit union leaders. Dollar Associates can work with your credit union or organization to stay abreast of the changing regulatory environment and to provide an experienced perspective on the best steps to ensure ongoing compliance. Contact us to put the Dollar Associates regulatory expertise to work for you.

GOVERNMENTAL RELATIONS

At the federal and state levels, from legislation to regulation, credit unions and related organizations must stay current with the governmental decision-making process and how today's public policy decisions may affect their business decisions tomorrow. Dollar Associates has extensive experience working with public policy issues and decision-makers at the federal and state levels, thus offering governmental affairs guidance that could empower your organization to have a positive impact on these vital decisions which may change the way you do business for years to come. If you need governmental representation that understands the intricacies of credit union issues, contact us today.

FIELD OF MEMBERSHIP

Though the process has been simplified, the nuances of field of membership rules at both the federal and state levels can be complex. The strategic decision on SEGs, TIPs, community charters and underserved areas are crucial for the long term direction of a credit union, including the diversification opportunities involved. Doing field of membership right, both in strategy and implementation, is a top Dollar Associates priority. For an assessment of your credit union's field of membership options, contact us today.

STRATEGIC PLANNING

"Action without planning is fatal. Planning without action is futile." This old adage is still relevant today. Dollar Associates can contribute to a visionary credit union in its planning process on an ongoing consultative basis or at a strategic conference or workshop, either as a facilitator or a speaker on the environment in which the strategic vision is being forged. An organization, vendor or CUSO that depends on a working understanding of the credit union industry could also benefit from utilizing Dollar Associates in its strategic initiatives. To bring on board the Dollar Associates team to play a role in helping you set your strategic direction, contact us today.

PUBLIC AFFAIRS AND ADVOCACY

Credit unions have to tell their story, whether in their communities, states or on the national level. Legislation, regulation and reputation are all impacted by the effective sharing of the credit union message and emphasizing the credit union difference. Dollar Associates can work with your credit union or organization to tell its story, regardless of the number of publics you need to reach - legislators, regulators, community leaders, other credit unions and, most importantly, members. Contact us today to discuss how Dollar Associates can help you reach your many publics more effectively.

MANAGEMENT AND BOARD DEVELOPMENT

Vision can be contagious. Many management teams and boards just need to be exposed to how bright the future can be for an organization with the right strategic focus. Dollar Associates will come in to your credit union or organization and help spread the challenge to be everything your potential allows. It is the size of vision, much more so than the size of assets, which will determine a credit union or organization's future. To schedule a Dollar Associates session with your Board or Management Team, contact us today.

MARKETING STRATEGIES

As credit unions and credit union focused organizations evaluate new products and services, as well as better ways to market products and services that have been around a while, the advantage of outside input can be vital. There are also regulatory compliance issues involved in some new products and services. Dollar Associates can provide the needed perspective to evaluate these offerings, validate their compliance and develop a marketing strategy that works. For an assessment of both the regulatory and marketplace considerations involved in effectively marketing your products and services to credit unions or their members, contact us today.

FINANCIAL PRODUCT ASSESSMENT

When cutting edge thought begins to run headlong into marketplace and regulatory uncertainties, a consultative assessment by knowledgeable professionals can make the difference in an investment that pays off and one that does not. Dollar Associates can work with your organization to assess, from both a regulatory and sales potential perspective, any products and services you seek to offer to members or credit unions in today's competitive marketplace. Before you invest in the expense of a new product or service, contact us to get a professional evaluation you can count on.

EDUCATION AND TRAINING

Training on the credit union difference is crucial for staff, managers, board members and all who seek to have a positive impact in this unique industry. Educational presentations, workshops and seminars are available from the Dollar Associates team to help your credit union or organization not merely survive in the competitive credit union field, but to see your vision prevail and your results proven. Contact us to discuss your education and training needs and how Dollar Associates can assist you in achieving results.

OVERDRAFT PRIVILEGE REGULATORY COMPLIANCE EVALUATION

One of the best received member services offered by credit unions in today's marketplace is a discretionary overdraft privilege program, often called overdraft protection or courtesy pay. Not only does a well managed overdraft privilege program with solid compliance credentials and appropriate due diligence save credit union members thousands of dollars in merchant fees and late charges when their share drafts bounce, but a "best practices" overdraft privilege program can also help credit unions build financial strength with which they can offer new member services and improve their safety and soundness position. Dollar Associates LLC has entered into a strategic alliance with Strunk and Associates, LP - the originator of overdraft privilege in America's financial institutions and the Cadillac of the American overdraft privilege industry from a regulatory compliance perspective. To let Dollar Associates LLC help you evaluate overdraft privilege for your credit union, please contact us today. Or, if you would like a complimentary overdraft privilege evaluation online, click the link to Strunk and Associates, LP and learn the possibilities for your credit union.