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cu stuff - Coggle Diagram
cu stuff
services
strategic planning
operational planning (to support SP)
governance -- surveys
CFO services
performance monitoring
performance consulting
mentoring / coaching
recruitment
net worth
what is adequate?
utilize excess
giveback to membership
reinvest in the business
rbc
how does this tie to ERM?
streamline meetings
develop alco packets
develop board packets
develop committee packets
develop ERM stuff -- not tied to Net Worth
perspectives
board perspective
management perspective
independent point of view
"anti-merger"
Mike H holding company
ERM