MHA is proud to continue our partnership with Acumen Financial Advantage, a leading consulting firm in the healthcare and non-profit industries. Learn more here ? https://lnkd.in/erqPcib6
Acumen Financial Advantage
金融服务
Boston，Massachusetts 1,507 位关注者
Financial Performance For Mission-Driven Organizations -- Talent Retention | Investments | Charitable Impact
关于我们
Acumen Financial Advantage is the financial performance partner of choice for mission-driven organizations specializing in optimizing programs that attract and retain top talent, increase investment yields, and maximize charitable impact. Our unmatched industry expertise, dedication to superior performance, and consultative, high-touch approach enable us to leverage untapped strategies meticulously designed to outperform industry benchmarks. The result? Bespoke solutions that meet each client's unique, evolving needs and empower them to more efficiently live their mission. Let us help you elevate your impact.
- 网站
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acumenfa.com
Acumen Financial Advantage的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Boston，Massachusetts
- 类型
- 私人持股
- 创立
- 2020
- 领域
- Key Personnel & Executive Benefits、Improving Your Organization’s Financials、Independent Consulting、Talent Retention Programs、Philanthropic Giving Expansion和financial performance strategies
地点
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主要
获取路线
225 Northern Avenue
US，Massachusetts，Boston，02210
Acumen Financial Advantage员工
动态
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Look for us at EDGE25!
??We’re excited to announce that Acumen Financial Advantage will be a Sponsor for EDGE25, as well as a participant in the EDGE Exchange! Use code EDGE25 at registration for $500 OFF your attendance?? ??Attend EDGE25: https://hubs.ly/Q039JHVf0 Filene Research Institute, Trellance Cooperative Holdings, Inc, Credit Union Data Exchange (CUDX) #EDGE2025 #EDGETechConference #creditunions #credituniondifference #industryevent #savethedate
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?? Is Your Credit Union’s Succession Plan Built to Last? ?? Succession planning without retention planning is a house of cards. A strong retention strategy is critical to ensuring leadership continuity and long-term success as credit unions face increasing executive turnover and competitive talent wars. ?? Did you know? ?? 51% of U.S. employees are actively looking for new opportunities. ?? Replacing key executives can cost 200-400% of their salary. ?? NCUA’s new rule requires all credit unions to have a succession plan by 2026. So, how can credit unions retain top talent while future-proofing their leadership teams? Strategic retention planning, including Supplemental Executive Retirement Plans (SERPs), is a game-changer. ?? Download our latest whitepaper to discover: ? The hidden risks of succession planning without retention strategies ? The real cost of executive turnover (and how to prevent it) ? How SERPs help credit unions retain and reward key leaders ?? Be proactive, not reactive. Set your credit union up for long-term success! ?? Download the full whitepaper here: https://lnkd.in/eWj83Zmi #CreditUnions #Leadership #SuccessionPlanning #RetentionStrategy #SERP #ExecutiveBenefits #FinancialPlanning #AcumenFinancialAdvantage
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A thriving credit union starts with strong leadership. Retaining top executives isn’t just about compensation—it’s about alignment, security, and long-term vision. At Acumen, we help credit unions design strategic retention solutions that drive both leadership and financial performance. Let’s build a future where your executives stay invested. #ExecutiveRetention #CreditUnionLeadership #StrategicSuccess
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We had a great evening attending the National Credit Union Foundation Dinner presenting the Herb Wegner Memorial Awards. Acumen Financial Advantage was proud to sponsor this year, and we were so inspired by the work of Teri Robinson, CUDE, Mike Valentine,?Debbie Wege, and?Maine Credit Union League's Campaign for Ending Hunger. Congratulations! #creditunions #mission #peoplehelpingpeople Bernie Winne, Carly Wilhelm, Mike Weismiller, Rick Boothby,MBA
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Acumen Financial Advantage was proud to be a sponsor of this year's National Credit Union Foundation Dinner. Such an inspiring evening! #creditunions #mission #peoplehelpingpeople
I design custom deferred compensation plans that get significant $$$ back to CEO's, MD's, and their organizations.
Attending the Herb Wegner Foundation awards dinner celebrating those that are sparking change and making a difference in people’s lives. Congrats to the award winners Debbie Wege Mike Valentine Teri Robinson, CUDE and Maine Credit Union League Campaign for Ending Hunger- thank you for inspiring me and the next generation of leaders!! ????????
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Community Impact & Financial Growth: Why Not Both? Your credit union is more than a financial institution—it’s a force for good. But how do you maximize impact without compromising financial stability? With Charitable Donation Accounts (CDAs) & impact funds, you can: Fund community initiatives while generating investment returns Support long-term charitable giving without affecting liquidity Align social responsibility with credit union growth Acumen Financial Advantage provides expert guidance on leveraging charitable strategies that make financial sense. What’s your credit union’s biggest challenge in increasing charitable impact? #CreditUnionImpact #SocialResponsibility #StrategicGiving
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The team from AFA spent a great morning at #theUnderground at #GAC2025. Bernie Winne discussed the value of shared services and #talent retention in the #creditunion industry. Looking forward to connecting with CU leaders this week! Carly Wilhelm Rick Boothby,MBA
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Maximize Your Yield, Minimize Your Risk: A Smarter Approach to Growth As a credit union CEO, your mission is to grow, protect, and sustain member value. But in a shifting economic landscape, traditional investments may not be enough. What if you could enhance yield without increasing risk? CUOLI & Institutionally Priced Annuities – Secure, long-term solutions Structured Products – Balance market exposure with downside protection Liquidity Optimization – Ensure cash reserves generate higher returns At Acumen Financial Advantage, we help CEOs align investment decisions with strategic growth goals. Ready to future-proof your credit union? Let’s explore smarter strategies. #StrategicInvesting #CreditUnionLeadership #FinancialGrowth
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