Survey to Determine Needs for Accounting Support Services

Thank you for taking the time to complete this survey. Your feedback is very important to us as we work to better serve our credit unions.

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* 1. Would you consider outsourcing accounting functions if the outsource cost was less than the internal cost at your credit union?

Yes

No

Possibly

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* 2. What core processor does your credit union currently use?

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* 3. What accounting system does your credit union currently use?

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* 4. Would you consider utilizing staff in other capacities if their accounting tasks were outsourced ?

Yes

No

Possibly

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* 5. Would you consider outsourcing some or all of the CFO duties at your credit union?

Yes

No

Possibly

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* 6. Do you need assistance with preparing call reports, regulatory filings, or compliance matters? If so, please describe.

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* 7. What payroll system does your credit union use?

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* 8. What is the approximate annual payroll cost (with payroll tax and benefits included) of your accounting department? Please include part-time or fractional accounting work done by full-time employees up to the CFO position.

> than $60,000

> $60,000 and < $100,000

> $100,000 and < $150,000

> $150,000 and < $200,000

>$200,000

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* 9. Please provide any general feedback regarding your credit union's accounting needs:

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* 10. What are the top three greatest needs in your credit union's accounting functions?

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* 11. If we may contact you for more feedback on this topic, please provide your contact information.

Name

Credit Union

Email Address

Phone