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Critical Steps to Successful Cash Flow Planning For Financial Institutions
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"Critical Steps to Successful Cash Flow Planning For Financial Institutions"

Collaborative cash flow margin planning (CCFMP) is a marriage between ALM and traditional financial planning approaches. More institutions are turning to this approach because of its many benefits.

One of the most difficult aspects of the budgeting process for any financial institution is management deciding the optimal trade-off balance between expediency and accuracy. This is most evident when choosing how to plan balance sheet items and their net interest margin.

Download this ebook and learn:

  • Shortcomings of traditional approaches to cash flow planning
  • Benefits of collaborative cash flow margin planning
  • Three critical steps to successful cash flow planning for credit unions

Offered Free by: Kaufman Hall
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