The ability to understand a credit union’s financial performance is one of the most vital skills for industry suppliers and service organizations.
 

Sales and marketing teams armed with this basic knowledge can better identify opportunities, create more effectively targeted campaigns, have stronger conversations, and reach sales goals.

We've taken nearly 40 years of our experience with credit union data and financials and created an easy to follow guide designed to help credit union suppliers read and understand credit union income statements and balance sheets.

This free download from Callahan & Associates will teach you how to read a 2-year financial statement at a high level, identify key ratios, and dive into how sales and marketing professionals can use this information to reach more credit unions.

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