Consulting & CUSO Services

The Millennium Corporate AIM – Asset & Investment Management – Program provides ALM consulting services to client credit unions, specializing in strategy development and education, providing sound, practical, and impartial financial advice. The AIM team of financial analysts use industry leading software to monitor interest rate risk and test ALM strategies prior to implementation.

Clients receive:

• ALM & Investment Policy Design and Review
• Quarterly ALM Analysis
• Portfolio Structuring, Ongoing Investment Recommendations, and Accounting & Reporting
• Volunteer & Staff Education

To learn more, contact aim@aimcusolutions.org.

Millennium Corporate's CECL (current expected credit losses) solution - CECLution - is online, on-demand and on point! CECLution pulls in your NCUA call report data negating the need to build huge historical databases.

Other benefits include:

• The ability to create and save customized assumption sets regarding balances, rates, maturity terms, pre-payments, and more
• The automatic monthly upload of economic data
• Quick and easy model adjustments
• and, again, CECLution captures and maintains your credit union historical data

And, if you already have a CECL solution, use CECLution as a validation of that program. It literally works for everyone!

Should you be looking for an affordable, reliable, industry-familiar planning session facilitator, look no further. Millennium Corporate staff understand your business, know the mechanics of board/staff relationships, and has the experience to encourage your participants to engage in growth-minded discussions. Pre- and post-planning session discussions ensure you walk away with manageable results, achievable goals and detailed strategies with which to accomplish them.

If you’re hosting a trade show, an annual meeting, or any event where you need engaging, educational, investment and asset/liability management speakers, or a speaker for an array of topics, Millennium Corporate has got you covered.

 Our team of AIM Financial Analysts can speak to many topics including the economy and the current state of affairs, all things asset/liability management, as well as investments. Please consider the Millennium Corporate AIM staff for your next event!

Millennium Corporate’s very own, Ryan Nong, is also available for speaking opportunities. Our Senior Member Engagement Representative draws on years of experience in the financial industry, and speaks on topics including the following:

• Building Effective Cross Generational Work Relationships
• Impactful Ways to Engage Asian Americans
• Recruiting and Retaining Millennials
• Should Your Credit Union Consider Rebranding?

CU Business Group (CUBG) is the premier provider of business services to credit unions nationwide, and Millennium Corporate is a proud owner of this credit union service organization (CUSO). The CUBG team consults with credit unions daily on all aspects of business services, from product and program development to market analysis, operations, systems, business development, and much more. Credit unions benefit from the turnkey solutions CUBG provides, whether they have an established program in place, or are just starting out. Through our partnership with CUBG, credit unions gain access to the expertise, experience and infrastructure needed to align services with the business needs of members.

Unlock your credit union's growth potential with a new approach to strategic planning - CU Growth Navigator!

We understand your job is not easy. We understand attracting new members and deepening your relationships with current members is a challenge. We believe a fresh take on strategic planning that is focused on growth can help you create a clear vision and thoughtful roadmap for improved results.

That's why we're partnering with Burditt Consulting to offer you a growth-oriented approach to strategic planning. An approach that will help you design a clear growth vision, improve your organization's decision making, and obtain greater internal alignment and execution excellence.

Take the first step towards a future of growth by partnering with Millennium Corporate and Burditt Consulting to design your Strategic Plan.