This recorded event is available until June 19, 2014.

As a member of your credit union's staff or board, you can continue to learn about financial management issues and the asset-liability management (ALM) process. This eSchool covers a wide range of topics including financial ratios, credit, interest rate, liquidity and market risk. By attending, you are provided with the knowledge to make the right financial decisions for your credit union. 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.

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.

Brian Smith-Vandergriff

Brian currently serves as a member of the Client Strategies Group with CNBS, LLC. He is directly responsible for managing client portfolios on a non-discretionary basis and conducting original research for presentation to financial institutions nationwide. He is focused on the development of new products and services throughout the company, as well as original research to support the enhancement of products that span the firm's business units. Brian is also responsible for managing CNBS' Business Continuity Planning practice and is also dedicated to guiding the use of information and technology assets throughout the firm.

Brian is actively involved in the Securities Industry Association (SIA) and is currently serving as a member of SIA's Business Continuity Planning Committee and SIA's Small Firms' Technology Focus Group. He has been a frequent speaker and participant at industry conferences, contributed to industry publications, attended management education and development programs and is a member of the Net Future Institute.

Live Session

This is a recording of an event held May 7, 2013. View upcoming events.

Sessions

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

• Advanced Financial Ratios
• Advanced Asset-Liability Management
• Advanced Financial Management Analysis & Problem Solving
• Balance Sheet Earnings
• Identify Interest Rate & Market Risks
• Forecasting & Strategically Planning for Long Term Growth
• Managing Credit Risk

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 16 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.

CUNA recorded events allow you to see and hear a presentation and refer to handouts. Attendees also have access to the speaker contact information for asking questions. With topics spanning all credit unions business areas, CUNA Training Bundle provides unlimited access to all live and recorded CUNA webinars, eSchools and audio conferences for all staff, managers and board members.

Accessing Your Recorded Event

You need a computer with Internet connection to participate.

Recorded events are available within 48 hours of the live event. Recorded events can be accessed by anyone at your credit union 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 December 19, 2013 are eligible for a refund of the amount paid minus a $200 administrative fee. No refunds will be granted for cancellation requests received on or after December 19, 2013 or for registrations received on or after December 19, 2013. Substitutions are accepted anytime prior to December 19, 2013 at no additional cost. Simply fax event and contact information, listing the new participant and who they will be replacing.