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Phenix Federal Credit Union: Budgeting and Performance Evaluation

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  • Product Description

    Abstract:
    The Phenix Federal Credit Union can serve as an integrative case for a full--semester course in managerial accounting, or as an introduction to credit unions in a course on nonprofit management. It may be used as a vehicle to discuss variance analysis, a tool relevant for both non-- and for--profits, or to outline explicit incentive systems. In addition, the case exposes students to the financial services industry by exploring pricing and product mix concerns, long--term capital planning, and loan approval processes. A discussion of the firm's future strategy, such as an ABC analysis of product costs and member profitability, may also be supported by the case. To enhance the learning experience, a supplemental, interactive Excel worksheet is available. You can download the file via a link built into the PDF document, send an email request for the file to CaseAdmin@ksg.harvard.edu, or send a fax to 617 495 8878. Please provide your order number with your request. The worksheet is not available for review.

    Learning Objective:
    The Phenix Federal Credit Union can serve as an integrative case for a full--semester course in managerial accounting, or as an introduction to credit unions in a course on nonprofit management. It may be used as a vehicle to discuss variance analysis, a tool relevant for both non-- and for--profits, or to outline explicit incentive systems. In addition, the case exposes students to the financial services industry by exploring pricing and product mix concerns, long--term capital planning, and loan approval processes. A discussion of the firm's future strategy, such as an ABC analysis of product costs and member profitability, may also be supported by the case.

  • Other Details

    Publication Date: January 01, 2002
    HKS Case Number: 1674.0
    Case Author: Donald P. Cram and Elizabeth Keating
    Faculty Lead: Donald P. Cram and Elizabeth Keating
    Pages (incl. exhibits): 19
    Setting: United Kingdom
    Language: English
    Funding Source: MIT Sloan Course Development Grant
    _pages: 16-25
    _geography: Europe
  • Warranty Information

    /review/1674.0.EducatorCopy.pdf

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