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VP of Finance: Strategic Plan
12
Blue FCU
VP, Finance - Strategic Plan
16 - NOV - 2021
Support the Plan
The Objective
The Master Plan plan is set forth by the Credit Union across a 10-year horizon. I will review how each of the 4 Teams under my leadership contribute and collaborate to move the Credit Union into measured success over the next three years according to the organization's 2030 strategic plan.
The
Team
Who's in the Team?
Accounting,
Finance, Payroll
Corporate
Assets
Deposit
Operations
Business
Intelligence
Focus
- BFCU 2030 Master Plan pg #30
Driving Growth
Corporate
Assets
- Expand via Geography
- Expand via market penetration
Business
Intelligence
Driving Growth
Corporate
Assets
Business
Intelligence
Design the Experience
Accounting,
Finance, Payroll
- Understand Customer
- Design Experience that invites the Ideal Customer
Business
Intelligence
Design the Experience
Accounting,
Finance, Payroll
Business
Intelligence
Member Champion
- BFCU 2030 Master Plan pg #30
Launch Experience
Accounting,
Finance, Payroll
Business
Intelligence
- Deliver to Member
- Study Financial impact to both CU and Member
- Stick to measurable "delivery success" KPI
Launch Experience
Business
Intelligence
Accounting,
Finance, Payroll
Innovate the Experience
Accounting,
Finance, Payroll
Business
Intelligence
- Study Financial & Member Impact
- Make changes to eliminate the "non-ideal" Member
- Proactive competition
Deposit
Operations
Innovate the Experience and Analyze Competition
Accounting,
Finance, Payroll
Business
Intelligence
Deposit
Operations
Vitality Index
- BFCU 2030 Master Plan pg #31
Measure Everything
Business
Intelligence
- Member behavior
- Financial impact
- product usage
- Support Staff strain
- Growing pains
Accounting,
Finance, Payroll
Deposit
Operations
Measure Everything
Business
Intelligence
Accounting,
Finance, Payroll
Deposit
Operations
Total Assets
- BFCU 2030 Master Plan pg #31
Grow / No-Grow
Accounting,
Finance, Payroll
Business
Intelligence
- Are our actions yielding growth where we want it?
- Overall financial viability of innovative offering
- Does this change our footprint?
- Are new, deeper relationships causing the growth?
Deposit
Operations
Corporate
Assets
Grow / No-Grow
Business
Intelligence
Accounting,
Finance, Payroll
Deposit
Operations
Corporate
Assets
?? QUESTIONS ??