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.Â
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
§    MNMGMT |
§    MNMGMT |
§    MNMGMA |
§    MNGELE |
§    MNMRKT |
§    MNUPDA |
§    MNCOLL |
§    MNLOAN |
§    MNHTLA |
§    MNCNFD |