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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?
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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:
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Discover what
financial ratios are essential to know
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Learn various ways
to display the information so it's easy to find and
interpret
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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.
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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. |
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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 |
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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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Disclaimer
Rev 3-23-2008 © 2007,
2008
Dan Clark Associates LLC. All Rights Reserved |
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