Credit Union Strategic Planning Manual

Author: Gary M. Deutsch
Format 3-Ring Binder wtih CD
Price: $525
Plus shipping and handling.
Sales Tax: for NY, TX, DC, CT orders only.

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Use Proven Techniques and Tools to Develop An Effective Strategic Plan for Your Credit Union!
Strategic planning is the best way for a credit union to take control of its destiny, ensuring its survival, prosperity, and ability to continue serving its members. And the best way to get it right is to use the techniques and tools that have been proven to work in credit unions of all sizes and types.

Sheshunoff’s Credit Union Strategic Planning Manual gives you everything you need, including:

Detailed guidance on strategic planning concepts and the strategic planning process
Help deciding what to consider for strategic planning, and how to do it, step-by-step
Hands-on guidance through the entire strategic planning process
Samples, forms, models, and planning worksheets you can use as is or easily adapt to your specific needs
A model strategic marketing plan to help you deal with FOM issues, increase penetration of your current FOM, and successfully compete in the financial marketplace
How to plan and implement risk management strategies
Help with human resource planning, financial planning, budgeting procedures, and regulatory planning issues
Considerations for CUSOs

Our expert author provides a hands-on approach to helping you do your own strategic planning. The manual gives you scripts and guidelines for your strategic planning sessions, model planning documents to complete at the beginning of the planning process, and proven techniques to help you plan for a future where you have control over your ability to serve your members.

Why pay thousands of dollars to attend a one-time workshop or rely on an outsider for your strategic planning needs? With Sheshunoff's Credit Union Strategic Planning Manual you get everything you need in one affordable package. And it's at your fingertips all year long, so it's easy to develop new plans and change old ones as your needs change.

Circulate the sample plans, use the worksheets to gather information and go through the process, conduct a strategic planning session, follow the models to develop your own strategic plan and strategic marketing plan.

Sheshunoff Information Services Inc., is the leading publisher of publications for credit unions, serving over 5,500 credit union clients. We are known for making complex subjects easy to understand and implement. Our manuals include the Sheshunoff® NAFCU's Policies and Procedures for Credit Unions , the Sheshunoff® NAFCU's Credit Union Investment Manual , the Sheshunoff® NAFCU's A/L Training for Credit Unions, and many others.

To Get Your Copy, Call 1-800-456-2340, or click above to order.

About the Author

Gary M. Deutsch, CPA has worked extensively with financial institutions in audit, lending, financial, and operational areas. He has served in senior positions for regional banks as VP of Finance, Real Estate Loan Officer and Senior Audit Manager. Mr. Deutsch served as a consultant to financial institutions in strategic planning, profit improvement, financial management, and merger- and acquisition-related studies while working at KPMG. He was the CFO at a start-up bank, where he organized the accounting, finance, and investment functions to manage significant growth.

Mr. Deutsch is the President of BRT Publications LLC, a professional authoring company serving the financial industry. Some of his published works for AlexInformation and Sheshunoff Information Services include ALM Management Manual, Loan Procedures Manual, Practices and Procedures for Financial Institution Risk Management, Bank Controller’s Manual, Internal Audit Procedures Handbook, and Risk-Based Audit for Financial Institutions.