Utilizing Data for Strategic Planning

January 12, 2023 at 2:00 pm3:00 pm

When it comes to data, even reviewing the basics can make a huge difference! CUAnalyzer – Callahan & Associate’s user-friendly data benchmarking tool – is available to you as a member of the Ohio Credit Union League. In this training webinar for small credit unions, a Callahan expert will show you how to utilize the tool to view the market and industry trends, benchmark performance against peers, and develop credit union performance insights. This knowledge can then be used to develop data-driven strategies to assist your credit union’s performance in areas including balance sheet management, operations, member service, and more!

Key takeaways from this session include:

  • Benchmarking: Why it is essential, and how to tailor it to your credit union’s specific goals
  • How to analyze data in the CUAnalyzer tool, and communicate these data trends to other stakeholders

We encourage you to log into CUAnalyzer prior to the webinar at https://login.callahan.com. If you have any difficulties logging in, contact Rich Mensah at rmensah@ohiocul.org.

Rich Mensah
Rich Mensah Business Analyst E: rmensah@ohiocul.org
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