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Finance & Planning
Budgets, reserves, financial oversight, insurance, risk management, feasibility and long-range strategic planning.
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The Art & Practice of Collecting Delinquent Assessments
This pamphlet is intended to provide an overview of collecting assessments; as the primary source of income, assessments are the lifeblood of an association. If assessments are not collected in...
The Legal Aspects Pitfalls of Cooperative Refinancing
A large number of cooperatives are contemplating refinancing their existing mortgages. Several reasons exist for this.
To Ensure Comprehensive Community Insurance Coverage
It’s easy to treat the process of creating a comprehensive insurance plan as just another to-do list task. However, for board members, it’s a crucial undertaking to fully protect their...
Tool-Identifying-Planning-Process-Issues-Outcomes- 
Transforming the Strategic Plan
The attached samples are contributions from the ASAE listserv and other sources. They depict the translation of a board’s strategic goals into a staff business or action plan.
Underfunded Reserves
When we review your co-op's Annual Information Return (AIR), we look closely at your capital-replacement reserve. We also verify how much money you hold in cash and investments.
Understanding Cooperative Bookkeeping and Financial
This guide has been designed to present the very basics of bookkeeping and cooperation. financial statements. The format is designed for individuals with limited bookkeeping or accounting experience. It is...
Understanding-Strategic-Planning- 
Understanding-Your-Corporate-Documents-Muttart-Foundation
It is a companion to the workbook "Organizing Your Corporate Documents." Other workbooks in this series focus on specific rules and responsibilities.
Vision 2030 January 2015 website
Strategic enablers: Leadership and Management, Human resource development, Infrastructure and equipment Financial Resources
Vital Steps a Cooperative Feasibility Study Guide
This guide provides rural residents with information about cooperative development feasibility studies. It defines the feasibility study and discusses its necessity and limitations. The first steps in developing a feasibility study...
What Are Patronage Refunds
A cooperative is a business that people use its services. owned and controlled by the That brief definition doesn’t cover all the variations and complexities of cooperatives. But it captures...
Working with Financial Statement
This report is designed to help members understand and analyze their cooperative’s financial statements. The financial statements contained in a cooperative’s annual report are the members’ chief source of financial...