Peeling the Profitability Onion:
A Baxter Credit Union Case Study

Watch On-Demand

Baxter Credit Union, a $2.5 billion institution based in Illinois, sought to improve its profitability measurement (including a comprehensive Funds Transfer Pricing (FTP) system) and increase efficiencies around its cost allocations process, partnering with a company who could share best practices to help achieve its strategic goals. The credit union also looked to streamline report production and distribution, so that managers would receive better, more timely information for decision making.

Join Jeff Truitt of Baxter Credit Union and Ken Levey of Kaufman Hall for a webinar (including Q&A) that details Baxter’s journey with profitability analysis. The discussion includes:

Driving factors for implementing profitability analysis
Implementation considerations and challenges
Ways in which the credit union leverages its results
How new processes have helped the institution
Key learnings from the process

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Peeling the Profitability Onion: A Baxter Credit Union Case Study

Peeling the Profitability Onion:
A Baxter Credit Union Case Study