Services » PaceSetter
Financial Performance Reporter
Low cost:
Comparable analysis by a consultant costs thousands of dollarsOur fee is only $275
PaceSetter™ is the ideal tool for credit union CEOs and CFOs looking for a quick, yet comprehensive way to present complex financial information to board members in an easy-to-understand format. This unique 30-page report saves time and allows directors to perform their fiduciary responsibilities with confidence.
By making sense of data provided to the NCUA, this unique service delivers a customized financial performance analysis report in an electronic format.
PaceSetter™ Features
- Primary financial ratios compared to common-sized peer group
- Ratios compared to five credit unions of your choice
- Graphical presentation
- Written analysis on your credit union's performance
- Commentary and suggestions for operating improvements
- Report can be modified with your own custom edits
- Emailed directly to you within a few days of the data release
- Member Service Scorecard
- Special scorecards covering:
- Common-sized balance sheet and income statement
- Investment portfolio management
- Technology assessment
- Expense detail
Considering a Merger?
Eliminate the guesswork. PaceSetter™ can provide a hypothetical merger report of your credit union merged with another. This custom report provides graphs and commentary comparing the hypothetical new firm with its peers. An investment in PaceSetter™ helps you make a smart merger decision.
Benchmark to High-Performing Peers
Based on your specifications and criteria, we prepare a comparison report between your firm and other high-performing credit unions. You name the selection criteria and we do the rest. An additional fee may apply depending on the details of your request. Contact us for a personalized quote.