CUNA Financial Management eSchool - Part 2

  • Overview

  • Detail

  • Speakers

  • Also Available

  • Earn Credit

  • About CUNA


Oct. 24 - Dec. 19, 2013 2:00-4:00 p.m. CT

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.

This event is produced by the CUNA Center for Professional Development and endorsed by the CUNA CFO Council.

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.

Buy Now $1,595.00
Please view cart for pricing
and product options


Oct. 24 - Dec. 19, 2013 2:00-4:00 p.m. CT

Class 1: October 24, 2013

Advanced Financial Ratios

  • Use financial ratios to evaluate your credit union's financial performance
  • Examine each risk area to understand trends over time, interrelationships among ratios and increasing and decreasing strengths and weaknesses
  • Review ratio forecasting methods given economic projections
  • Understand how tools, ratios, policies, changes and decisions are linked
  • Analyze how recent economic trends have altered many of your credit union's ratios

Class 2: October 31, 2013

Advanced Asset-Liability Management

  • Discover how product design and pricing affects sensitivity of cash flows to changes in interest rates
  • Develop analytic tools to determine "decay rates" (deposit product sensitivity)
  • Analyze "duration" (market price sensitivity)

Class 3: November 7, 2013

Advanced Financial Management Analysis & Problem Solving

  • Apply ALM (GAP, NEV, earnings at risk) tools to balance sheet management
  • Learn to critically review and understand balance sheet risk

Class 4: November 14, 2013

Balance Sheet Earnings

  • Review the foundations of financial management: objectives, purpose, tools, ratios and strategies for maximizing earnings
  • Review reasons why financial management is critical in credit unions today given the current economic environment
  • Examine modeling techniques to consider in the ALM process

Class 5: November 21, 2013

Identify Interest Rate & Market Risks

  • Identify the four elements of interest rate risk
  • Review credit union earnings and balance sheet, yield curve, basis, optionality and re-pricing risk
  • Discuss how a future interest rate increase will affect the balance sheet and income statement
  • Identify and manage elements of market risk
  • Examine and analyze the factors that affect market value
  • Analyze factors that affect market value and cause market risk

Class 6: December 5, 2013

Liquidity & Funding Risk

  • Learn how to identify, manage and control liquidity risk
  • Understand the critical elements in operational and contingency liquidity
  • Establish best practices when forecasting cash flow needs and sources
  • Review external funding and asset liquidation options

Class 7: December 12, 2013

Forecasting & Strategically Planning for Long Term Growth

  • Understand the financial implications of long-term growth
  • Learn to forecast net worth, ROAA, employees and facilities growth
  • Develop your credit union financial road map
  • Create long-term financial simulations for your credit union

Class 8: December 19, 2013

Managing Credit Risk

  • Explore credit risk and how to manage and control it
  • Understand the role of credit risk while managing the balance sheet
  • Become more familiar with the different types of credit risk
  • Explore forecasting methods for loan delinquency and charge-offs
Buy Now $1,595.00
Please view cart for pricing
and product options


Oct. 24 - Dec. 19, 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.

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.

Buy Now $1,595.00
Please view cart for pricing
and product options


Oct. 24 - Dec. 19, 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.


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

  • October 24: Advanced Financial Ratios
  • October 31: Advanced Asset-Liability Management
  • November 7: Advanced Financial Management Analysis & Problem Solving
  • November 14: Balance Sheet Earnings
  • November 21: Identify Interest Rate & Market Risks
  • December 5: Liquidity & Funding Risk
  • December 12: Forecasting & Strategically Planning for Long Term Growth
  • December 19: Managing Credit Risk

See a full list of upcoming events.

Buy Now $1,595.00
Please view cart for pricing
and product options


Oct. 24 - Dec. 19, 2013 2:00-4:00 p.m. CT

CPE Credits logoCUNA 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:

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.

Buy Now $1,595.00
Please view cart for pricing
and product options


Oct. 24 - Dec. 19, 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 a computer with an 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.


CUNA Council members and CUNA Volunteer Network members receive a $100 discount. Your final price will be visible at checkout.

Please note: 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 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 $200 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 $1,595.00
Please view cart for pricing
and product options

Questions? Contact Us

  800-356-9655, ext. 4249
  800-356-9655, ext. 4400
2014 Schools & ConferencesCUNA RegTraCCUNA eSchoolsCUNA Creating Member Loyalty