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Cornerstone League

Strategic Assessment Initiative

analysisThe Strategic Assessment Initiative (SAI) is designed to provide an opportunity for credit unions to perform a self-diagnosis of their organization predicated upon their current financial condition, most recent state or federal examination, and results from independent audits.

Based upon your own assessment, you will be able to access resources, tools, educational opportunities, and vendors which address your area(s) of interest.

SAI Segments

Lending

Lending/Collections

IT

IT/Security

Financial

Financial

Compliance

Compliance

HR

Human Resources

Continuity

Business Continuity

Marketing

Marketing/Business Development

Volunteers

Volunteers

FAQ

Who is represented in the peer ratios?
What is the value of peer ratios?
Should peer information be considered when making decisions?
Do peer ratios reflect ideal outcomes?
What other sources should be used when making financial decisions?
What is the definition of industry standard when discussing ratio results?
Have all of listed Strategic Assessment Initiative resources been vetted by the League or will I need to perform my own due diligence?
NOTE: The Strategic Assessment Initiative (“SAI”) only allows access to certain third party organization’s data and contact information via linked websites. The content of such third party organizations is not within Cornerstone League’s (“Cornerstone”) control, and Cornerstone cannot and will not take responsibility or have liability for the accuracy, content, completeness, legality, or reliability of the information provided by third party organizations on SAI. Links to such third party organizations’ websites and their content are not to be taken as an endorsement by Cornerstone of any third party organization, or any products promoted, offered or sold on the third party organization website. Cornerstone cannot and does not take responsibility for the collection or use of personal data from any third party organization. Information and content on SAI should not be considered as a substitute for advice from a legal or financial professional. Contact an attorney or other financial professional should you have any legal or financial questions.