Session Description

Credit unions are awash in data, but how do you determine which numbers actually matter when making strategic decisions? This session cuts through the noise to focus on 10 essential financial and ratio categories every credit union leader should understand, regardless of role, asset size, or market.

Whether you’re presenting to your board, analyzing performance, or planning for growth, these categories offer powerful insights into financial health, risk, and opportunity. This session is ideal for leaders and board members who want to translate financial data into meaningful action and align performance metrics with mission-driven goals.

Key Takeaways

• Understand what the key metrics mean and why they matter
• Learn how to interpret your credit union’s performance in context with industry peers
• Gain insight into how to use these metrics to guide smarter conversations and more strategic decision-making

Audience/Content Track

• Board of Directors
• Functional Leaders
• Department Heads
• Emerging Leaders
• Young Professionals
• Leadership
• Strategy

CPE Credit Information

Finance: This field of study encompasses specific financial management of an organization, including financial planning and analysis, asset management, buying and selling businesses, contracting goods and services, and foreign operations. Subjects related to finance include, but are not limited to, the following:

• Asset Management
• Budgeting and Cost Analysis
• Contracting for Goods and Services
• Financial Management
• Financial Planning and Analysis

CPE Credit Offered: 1.0
Field of Study: Finance – Technical
Delivery Method: Group Live
Prerequisites: None

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Event Date / Time

October 16^th from 11 am — 12 pm

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Location

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Speakers