Lakes Community Credit Union, a $94M credit union based in Lake Orion, Michigan, was looking for new opportunities to create their 2017 budget and recognized that they had an opportunity to use the analytical tools within CU*BASE® to create a robust and educated budget based on historical activity and their estimations for what would be happening in the next year. Carolyn Chevrier, CEO of Lakes Community, reached out to the Earnings Edge team for guidance and expertise on how her credit union could effectively utilize CU*BASE to create a budget that their board would be excited to dive into.

Carolyn went on to say: “The Earnings Edge team was very accommodating and helpful to us as we were creating our 2017 budget in CU*BASE. Having the expertise and experience of the Earnings Edge team was crucial for our credit union during our budgeting processes. The CU*BASE budget software has some great features that made our process less cumbersome. We were able to easily research historical information and create assumptions. We look forward to working with the Earnings Edge team in the future to assist us with our budgeting techniques.”