Finance

Improve fiscal oversight.

 

FINANCE LEARNING PLANS

Videos

Bill Conerly
Bill Conerly, Ph.D., Conerly Consulting, Lake Oswego, Ore.

Bill Conerly, Ph.D., of Conerly Consulting explains how credit unions can set themselves up for success by being flexible and identifying contingency plans.

Published Information

Here’s a set of seven educational videos featuring simple, yet incredibly useful calculations that can be done quickly during conversations.

Ask two questions: ‘Does it connect to your strategy and risk appetite?’ and ‘Where does it leave you vulnerable?’

Connect your financial plan to strategy by answering these key questions.