Skip to main content

The place for all things credit union™
Log in

CUNA CFO Council White Paper Provides Insight About Financial Forecasting and Analysis in Turbulent Times

Jennifer Jackson
CUNA Councils
800-356-9655 ext. 4102
jjackson@cuna.coop

Madison, Wis. – A new white paper from the CUNA CFO Council, titled “Financial Forecasting and Analysis in Turbulent Times,” provides guidance for credit union CFOs during a time that makes the need for accurate, insightful, and agile forecasting and planning greater than ever.

This white paper identifies the issues credit unions face in producing good forecasts in volatile times and highlights several strategies/best practices. CFOs and industry consultants contributing to this virtual financial roundtable discussion share how to remain agile, be more efficient, cope with all the competitive and regulatory changes in the industry and focus on what the numbers mean rather than just what the numbers are. Specifically, this white paper presents:

  • A strategy for laying the proper foundations for forecasting and analysis;
  • The need to forecast a likely range of possible futures;
  • Strategies to develop accurate and useful forecasts that address key financial risks, organizational performance and profitability, pricing, competitive analysis, and cost controls;
  • The impact of new regulatory requirements and guidance; and
  • The role of the CFO as a strategic leader.

CUNA Council members are entitled to complimentary copies of these and more than 300 white papers; non-members may purchase the white papers for a price of $50 per copy.

The papers are available online in the white paper section of www.cunacouncils.org – select the “CFO” tab for both.

About The CUNA CFO Council
The CUNA Chief Financial Officers (CFO) Council is a national self-directed and self-governed organization committed to furthering the skills of financial professionals in the credit union industry through education, networking support, leadership opportunities, and up-to-date information for its members. The CUNA CFO Council is one of the six organizations that make up the CUNA Councils, a network of more than 5,200 credit union professionals. For more information, visit www.cunacfocouncil.org or www.cunacouncils.org.

Recommended for you