Learn how to balance efficiency and accuracy better in the budgeting process, the benefits of cash flow planning, and the shortcomings of traditional approaches.

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

Download this eBook for an in-depth look at three steps for improving planning accuracy, with a detailed look at:

• How to balance efficiency and accuracy in your budgeting process
• Shortcomings of traditional approaches to projections
• Why institutions choose collaborative cash flow margin planning
• Benefits of cash flow planning

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