Let's Talk Club Management Ep. 82: Understanding Your Club’s Financial Story

In this episode, we are talking metrics and CMAA’s recently released Universal Key Club Performance Indicators white paper. Specifically, the six Key Performance Indicators (KPIs) that encapsulate a high-level picture of financial health, including the major components of a club. This white paper results from the Universal Key Club Performance Indicators Task Force, which was formed in March 2020. We’re joined on this episode by the Co-Chairs of the Task Force, Julie Brown, CCM, CPA, CMA, CSCA, and Michael Wheeler, MCM, CCE.

The White Paper is accompanied by an extensive Case Study that exemplifies how these KPIs can and should be applied at a club. This case study is available exclusively to CMAA members.