Recognizing Top Investment Services Directors in Credit Unions

Recognizing Top Investment Services Directors in Credit Unions

Category sponsor:

Competition is a driver of motivation, accountability, performance, and innovation. Bank Investment Consultant’s annual Top Program Manager rankings not only inspired friendly competition amongst financial institution peers across the country, but lifted our entire community up in the process. Leaders in both financial institutions and their product and service partners have lamented the demise of the annual awards.

We’re pleased to announce that Kehrer Bielan will fill that void. We have published the inaugural Kehrer Bielan list recognizing the most successful directors of investment services businesses in financial institutions, but now it’s time to recognize successful directors in credit unions.

Kehrer Bielan has created a data-driven, transparent selection process that will culminate in the announcement of the Top Directors in Credit Unions Awards this at the PROCU Conference in Laguna Beach on October 2, 2022. 

We have identified the following metrics we will use to assess each director’s performance:

Deposit Revenue Penetration
 (based on FDIC reported core deposits)
Year-over-Year Revenue Growth
Gross Revenue per Advisor
(not including Licensed Banker revenue)
Investment Assets per Advisor
Revenue on Assets
Advisory Revenue per Advisor
Life Insurance Revenue per Advisor
Clients per Advisor
Revenue per Client
Assets per Client
Advisor Deposit Coverage
(based on FDIC reported core deposits)

Click here to learn more about the evaluation methodology used to assess firm performance.


Click here to view the 2021 Top Directors in Credit Union Award winners.


Questions about the nomination process?  Contact