Understanding and interpreting your credit union’s financial condition may well be management’s most important duty. Key monthly reports along with the annual budget provide a road map to achieving your financial goals and targets. Below are tools to assist you in this important area.


One of the most important and expensive fixed assets your credit union will own is your facility. Planning an expansion, constructing a new building or providing more branches are major resource allocation decisions for your credit union. Below are tools to assist you in the decision making process.

Resources for Small Credit Unions

We have provided operational tools and important links to the resources available to assist you in the daily business of running a small asset-sized credit union.

Click on the key operational area to view the resources available.

Consulting Services

The Benefits of NCUA Low-Income Designation

Here are a few of the great benefits of being designated a low-income credit union:

Making the Strategic Connection Program

2007 Making the Strategic Connection Program

Marketing Materials

The following marketing materials are available for credit union use.

Media Plan

Albany Coverage

  • Primary vehicle: Television broadcast affiliate, also local website exposure
  • Coverage: 555,000 Households - National TV Rank- 56
  • Counties covered: Albany, Columbia, Fulton, Greene, Hamilton, Montgomery, Rensselaer, Saratoga, Schenectady, Schohaire, Warren and Washington
  • Station: WNYT (NBC Affiliate)
  • Timing: Weeks of 10/1, 10/8 and 10/15
  • Day Parts: Early Morning News, Prime Time, and Late News
  • 120 Spots or 360 GRP's
  • Programming Highlights: