Earnings Edge
Summary
This class focuses on the powerful CU*BASE Menus and how collectively they form a dashboard of your operations. This class is a practical look into how you and your management staff can observe trends, track activities, review profitability, and audit key factors driving your business.
Through investigation of multiple CU*BASE menus you will begin to formulate a technique to monitor member activity, understand the importance of internal controls, discover deficiencies you may have in your current practices and how maintain a satisfactory standard of operation.
CU*Answers hopes that by teaching you how to review the results, you’ll become interested in knowing how to predict the results using CU*BASE configuration and design tools
Audience
Credit Union Leaders and Managers
Objectives
By the completion of this course, students will have:
n Reviewed menus that collectively form the suite of Leadership Dashboards.
n Discussed setting goals based on results found by searching dashboards.
n Investigated methods to use in analyzing data from the dashboards.
n Discovered techniques for using information from the dashboards to improve operations
Formed a plan to periodically track information and use it to increase profitability
Topics
n Trending Member Money
n Internal Controls
n Benchmarking Activity
n Understanding Member Activity
n Understanding Member Preferences
n Understanding Your Membership
n Auditing and Mining Activity
n Menus Reviewed
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§ MNMGMT |
§ MNMGMT |
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§ MNMGMA |
§ MNGELE |
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§ MNMRKT |
§ MNUPDA |
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§ MNCOLL |
§ MNLOAN |
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§ MNHTLA |
§ MNCNFD |
