Listen to the podcast:
http://news.cuna.org/articles/113263-podcast-the-power-in-knowing
Finance teams are asked for reports from across the credit union, from budgeting and performance roll-ups for the executive team and board, to detailed operational reports for product, department, and branch managers. Before spending countless hours compiling data and producing every report requested by stakeholders, it’s useful to ask yourself two words: “So what?”
Listen to this interview with Ken Levey, Vice President of Financial Institutions at Kaufman Hall, as he explores ways to eliminate unnecessary reports and focus instead on reports that promote better decision making and really matter to your institution.
- Why should credit union leaders care about reporting and analytics?
- What are some reporting challenges faced, and the most important areas to address?
- How can your team tell an effective story for different audiences with reporting data?
- What indicates you are doing it well?