CUNA CU Finance for Non-Financial Managers and Volunteers eSchool

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ECUF13

Mar. 7, 2013 2:00-4:00 pm. CT

Take on your credit unions numbers. CUNA CU Finance for Non-Financial Managers & Volunteers eSchool provides a foundational financial curriculum tailored to the specific responsibilities of credit union non-financial managers and volunteers. Attendees will leave this eSchool with the capacity to better protect the finances of their credit union and its members and to cultivate productive financial communication between financial and non-financial managers. Board members interested in fulfilling their NCUA-required proven level of financial literacy have the option of earning their CUNA Board Financial Literacy Certificate.

Who Should Attend

This eSchool is beneficial for credit union non-financial managers and volunteers. Affiliation with CUNA/League is required for attendance.

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Buy Now $1,195.00

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ECUF13

Mar. 7, 2013 2:00-4:00 pm. CT

Class 1: March 7, 2013
The Financial Statement Game: Starting with the Basics
Review accounting 101 in one hour or less
Understand what makes up financial statements and how to make sense of the balance sheet and income statement
Finally understand the Allowance for Loan Losses, what it is, how it's calculated, and how it affects your Net Income
Class 2: March 14, 2013
Financial Statement Analysis
Start basic financial analysis for your credit union
Understand and calculate Key Ratios for the credit union
Connect the relationships between elements of the financial statements
Learn why Capital is important. No, not important: essential. No, not essential: Vital.
Analyze credit union profits and understand the all important Spread Analysis
Realize what business models are, and what your business model might be
Understand why Non-Interest Income including Fee Income is important to most "business models"
Class 3: March 21, 2013
The Financial Statement Game: Getting a Bit More Sophisticated
Comprehend the important ratios and get a better understanding of what they mean
Make use of ratio analysis, trend analysis and peer group analysis
Identify how much Capital is enough and what can happen to it with growth or due to financial losses
Class 4: March 28, 2013
Rates, Risk & Return
Cover the nine key risks credit unions face
Develop a basic understanding of Enterprise Risk Management
Comprehend the relationship between different risks in loans and investments and interest rates earned
Understand the impact of interest rate changes on your balance sheets and, ultimately, capital
Investigate several methods of determining strategies and setting rates
Class 5: April 4, 2013
The Financial Statement Game - Gaining a Deeper Understanding
Using case studies and real credit union examples, deepen your ability to understand the financial condition of a credit union
With a simple modeling tool, change the composition of loans and deposits and monitor the affects on the income statement, capital, and ALM risk issues
Apply ALM concepts to real world examples
Class 6: April 11, 2013
Asset-Liability Management (ALM), the Rocket Science of CUs
Gain a better understanding of ALM, one of the most important tools in financial management
Discover a healthy ALM process and who should be included
Incorporate ratio analysis, trend analysis, market analysis and economic analysis into the ALM process
Learn about NEV, shock tests and yield curves and their relationship to ALM
Work on a variety of ALM scenarios in a team setting in a computer lab to determine the best ALM scenario to apply to the case study credit union

Class 1: March 7, 2013
The Financial Statement Game: Starting with the Basics
Review accounting 101 in one hour or less Understand what makes up financial statements and how to make sense of the balance sheet and income statement Finally understand the Allowance for Loan Losses, what it is, how it's calculated, and how it affects your Net Income
Class 2: March 14, 2013
Financial Statement Analysis
Start basic financial analysis for your credit union Understand and calculate Key Ratios for the credit union Connect the relationships between elements of the financial statements Learn why Capital is important. No, not important: essential. No, not essential: Vital. Analyze credit union profits and understand the all important Spread Analysis Realize what business models are, and what your business model might be Understand why Non-Interest Income including Fee Income is important to most "business models"
Class 3: March 21, 2013
The Financial Statement Game: Getting a Bit More Sophisticated
Comprehend the important ratios and get a better understanding of what they mean Make use of ratio analysis, trend analysis and peer group analysis Identify how much Capital is enough and what can happen to it with growth or due to financial losses
Class 4: March 28, 2013
Rates, Risk & Return
Cover the nine key risks credit unions face Develop a basic understanding of Enterprise Risk Management Comprehend the relationship between different risks in loans and investments and interest rates earned Understand the impact of interest rate changes on your balance sheets and, ultimately, capital Investigate several methods of determining strategies and setting rates
Class 5: April 4, 2013
The Financial Statement Game - Gaining a Deeper Understanding
Using case studies and real credit union examples, deepen your ability to understand the financial condition of a credit union With a simple modeling tool, change the composition of loans and deposits and monitor the affects on the income statement, capital, and ALM risk issues Apply ALM concepts to real world examples
Class 6: April 11, 2013
Asset-Liability Management (ALM), the Rocket Science of CUs
Gain a better understanding of ALM, one of the most important tools in financial management Discover a healthy ALM process and who should be included Incorporate ratio analysis, trend analysis, market analysis and economic analysis into the ALM process Learn about NEV, shock tests and yield curves and their relationship to ALM Work on a variety of ALM scenarios in a team setting in a computer lab to determine the best ALM scenario to apply to the case study credit union

Buy Now Schedule

Buy Now $1,195.00

Please view cart for pricing
and product options

ECUF13

Mar. 7, 2013 2:00-4:00 pm. CT

Tim Harrington, CPA

Tim is president of T.E.A.M. Resources, a firm that provides consulting, strategic planning, and training to credit unions. Tim is a dynamic speaker with a knack for making complex subjects very simple. During his years as an internal auditor, Tim gained a deep understanding of credit unions along with their problems and successes. He was formerly an associate partner with Cotton, Parker, Johnson & Co., P.C., the nation's third largest auditor of credit unions.

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Buy Now $1,195.00

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ECUF13

Mar. 7, 2013 2:00-4:00 pm. CT

Recorded Event

All live event registrations include credit union access to the recorded event. You may also purchase the recorded event separately. Click here to see more about purchasing the recorded event. Recorded events can be accessed by anyone at a registered credit union through My Programs.

Sessions

Only interested in a specific topic? Select individual sessions are available as webinars for $219-$438 each.

The Financial Statement Game: Starting with the Basics
Financial Statement Analysis
The Financial Statement Game: Getting a Bit More Sophisticated
Rates, Risk & Return
The Financial Statement Game - Gaining a Deeper Understanding
Asset-Liability Management (ALM), the Rocket Science of CUs

Buy Now Schedule

Buy Now $1,195.00

Please view cart for pricing
and product options

ECUF13

Mar. 7, 2013 2:00-4:00 pm. CT

This event, as well as a variety of other CUNA programs, provides an opportunity to earn Continuing Professional Education (CPE) credits. See details.

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Buy Now $1,195.00

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ECUF13

Mar. 7, 2013 2:00-4:00 pm. CT

To provide more credit union staff the opportunity to hear detailed information regarding their credit union duties, CUNA adapts many of its face-to-face schools into eSchools. Just like face-to-face classes, CUNA eSchools allow attendees to see and hear a presentation, ask questions of the speaker and refer to handouts. With topics spanning all credit unions business areas, CUNA Training Bundle affordably provides unlimited access to all CUNA webinars, eSchools and audio conferences for all staff, managers and board members.

Registration includes credit union access to the recorded event through My Programs.

Connecting to Your eSchool

CUNA webinars use Adobe Connect to provide an interactive and convenient online learning environment. Whether you are a first-time Adobe Connect user, or simply need a refresher, take a short tour. You'll learn how to effectively interact with the speakers and your peers during eschools.

You need a phone and computer with Internet connection. Event connection details will be emailed to registered attendees 24-48 hours prior to the event. If you register for an event on the day it is being held, please call 800-356-9655, ext. 4249 or email for assistance.

Recorded Event

All registrations include credit union access to a recording of this event. Recorded events are available within 48 hours of the live event. Recorded events can be accessed by logging into My Programs using your CUNA website username and password.

Discounts

Discounts may apply. Your final price will be visible at checkout. Only one discount available per registration.

100% Guarantee

CUNA is committed to providing a quality learning experience. If for some reason you are not fully satisfied, contact us and we'll provide you a full tuition refund or credit.

Cancellations

Cancellations received in writing (via fax 608-231-4327) seven or more days before the start of the program are eligible for a refund of the amount paid minus a $0 administrative fee. No refunds will be granted if cancellation is received six days or less before a program begins. Substitutions are accepted anytime prior to the start of the program at no additional cost. Simply fax event and contact information, listing the new participant and who they will be replacing. Cancellation fees do not apply for free or complimentary programs.

Buy Now Schedule

Buy Now $1,195.00

Please view cart for pricing
and product options