CUNA Financial Management eSchool

CUNA Financial Management eSchool - Part 1

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eSchools

ES08FM13

Aug. 29 - Oct. 17, 2013 2:00-4:00 p.m. CT

Do you know how to analyze and make sound decisions with your credit union's financial data? As a member of your credit union's staff or board, there's always more to learn about financial management issues. From risks on balance sheets to steps on writing an asset-liability management policy, you won't want to miss all the benefits this eSchool has to offer.

Who Should Attend

This eSchool is designed for accounting staff, financial analysts, board of directors, CFOs and credit union staff who are interested in learning how to manage the financial growth of the credit union. Affiliation with CUNA/League is required for attendance.

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ES08FM13

Aug. 29 - Oct. 17, 2013 2:00-4:00 p.m. CT

Class 1: August 29, 2013
Introduction to Financial Ratios
Use ratios to evaluate the total financial performance of the credit union Examine each risk area to look at trends over time, interrelationships among ratios, and increasing and decreasing strengths and weaknesses Examine the impacts of financial decisions and changes on ratios Link tools, ratios, policies, changes and decisions
Class 2: September 5, 2013
Introduction to Asset-Liability Management
Identify and quantify the risks on the balance sheet Learn how to assess priorities among conflicting financial objectives such as capital, earnings, growth, and service Use tools to measure the volatility of income and expenses flowing from the balance sheet Learn how to write an ALM policy
Class 3: September 12, 2013
Introduction to Financial Management Analysis & Problem Solving
Examine how ALM modeling techniques have adapted to both product innovations and regulatory pressure for credit unions Learn how to apply financial management tools to balance sheet management
Class 4: September 19, 2013
Introduction to Balance Sheet Earnings
Identify and quantify balance sheet risks Review the conflicting priorities (capital, earnings and growth) with the appropriate level of capital and risks Gain a better understanding of how high growth can lead to increased risk for the credit union
Class 5: September 26, 2013
Introduction to Investments
Learn the basic terms and concepts for investments Explore the key components of a sound investment policy Discover how financial management foundations need to be applied when using investments Establish investment objectives and identify investment options to be considered Establish how to identify and measure investment risk, return and yield curves Apply financial management tools to investment analysis
Class 6: October 3, 2013
Loan & Deposit Pricing
Learn how to break down the individual risk and cost components inherent in loans and deposits Apply best practices in analyzing pricing and products Identify risks inherent in loan and deposit products Use your analysis of the components to effectively price your products
Class 7: October 10, 2013
Forecasting & Budgeting Approaches
Explain the importance of applying financial management foundations to the budget process Learn why a top down approach to budgeting can be a best practice Identify and understand what the characteristics of an effective budget are Learn how to create appropriate budget forecasts and analysis tools to monitor actual performance and identify budget variances
Class 8: October 17, 2013
Determining Loan Losses & Strategic Decisions
Develop loan loss provision calculations and your role in balance sheet management Discuss the relationship between economic conditions and the optimal level for the allowance for loan loss Establish the importance of the application of the financial management foundations Learn how to apply pricing practices and strategies to optimize the balance sheet Learn to apply financial management tools to general balance sheet management Establish what balance sheet management strategies a credit union should practice based on current and projected economic and interest rate environments

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ES08FM13

Aug. 29 - Oct. 17, 2013 2:00-4:00 p.m. CT

Tim Gardner

Tim is a financial consultant at CUNA Mutual Group. He assists credit unions in the selection and use of a variety of programs that perform asset-liability management, interest rate risk analysis, financial analysis, budgeting, strategic planning, and loan pricing. Tim also conducts strategic planning training sessions, presents financial analysis training workshops, and assists credit unions with special projects. Previously, Tim was the financial analyst for Wright Patman Congressional Federal Credit Union in Washington, D.C.

Steve Rick

Steve is a senior economist for Credit Union National Association. He conducts economic research, teaches at various credit union schools and conferences and writes articles for CUNA publications. Steve facilitates strategic planning sessions for credit union boards and has authored a textbook on asset-liability management. Steve is also a faculty member of the economics department at the University of Wisconsin-Madison.

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Buy Now $1,595.00

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ES08FM13

Aug. 29 - Oct. 17, 2013 2:00-4:00 p.m. 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.

August 29: Introduction to Financial Ratios
September 5: Introduction to Asset-Liability Management
September 12: Introduction to Financial Management Analysis & Problem Solving
September 19: Introduction to Balance Sheet Earnings
September 26: Introduction to Investments
October 3: Loan & Deposit Pricing
October 10: Forecasting & Budgeting Approaches
October 17: Determining Loan Losses & Strategic Decisions

Buy Now Schedule

Buy Now $1,595.00

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ES08FM13

Aug. 29 - Oct. 17, 2013 2:00-4:00 p.m. CT

CPE Credits logo CUNA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org.

CPE Credits: You can earn 19 group Internet-based credits for this eSchool. No advance preparation or prerequisites are required. For more information regarding administrative policies, such as complaint and refund, please contact CUNA at 800-356-9655, ext. 4249. To view all programs that offer CPE credits, click here.

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Buy Now $1,595.00

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ES08FM13

Aug. 29 - Oct. 17, 2013 2:00-4:00 p.m. 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) before the end of business on July 29, 2013 are eligible for a refund of the amount paid minus a $200 administrative fee. No refunds will be granted for cancellation requests received after July 29, 2013. 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 $1,595.00

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Questions? Contact Us