Monitor Your CU

With a Dashboard

If you look at too many gauges when driving, or don't know what they mean, what can happen?

 

When your directors open the financial reports, can they find the most important health and performance measurements quickly? Can directors interpret what those measurements say about safety and soundness? Find out if having too much information and not enough knowledge equals a lack of due diligence, and how to correct it. Learn how directors have something in common with racecar drivers and pilots. In this practical session:

  • Discover what financial ratios are essential to know

  • Learn various ways to display the information so it's easy to find and interpret

  • Develop a pro-forma set of ranges that represent safety and soundness

The essentials should not be hidden like needles in a hay stack. Since directors want to do the job well, they need a place to eyeball the essential measure because they represent opportunities to succeed or fail. While this session will review the eleven ratios, the focus is on how to display them for maximum effect and efficiency.

 

Dan Clark has helped credit unions and other non-profits benefit greatly by challenging their routines and examining their needs.

As a director, and a CEO, the information system to the board was often not addressed when there are many other important things needing attention. As a consultant, Dan has seen board packets so over-weight that they represent legal issues for directors, not just back trouble from lifting it out of the mailbox.

As a former regulator, director and CEO, Dan brings clarity to the issue of balancing information needs with interest in trivial details. He has analyzed and reported on improved board packets with credit unions, and taught the dashboard idea to dozens of groups. 

 

Attend the Webinar, Wed, Apr 30, 2008, 1:00 pm EST

The first 100 registrants also receive audio recording

We deliver this session on the Web and with toll-free telephone access. 

Buy now $169.00 US

 

Attend the Webinar, Wed, May 21, 2008, 1:00 pm EST

The first 100 registrants also receive audio recording

We deliver this session on the Web and with toll-free telephone access. 

Buy now $169.00 US

Buy the Audio CD, shipped 3 days after session

Unedited recording with no visuals

Buy now $59.00 US

 

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Rev 3-23-2008                                                                        © 2007, 2008 Dan Clark Associates LLC.  All Rights Reserved