Investment Accounting - Additional Considerations; Broker vs Asset Manager webinar

Investment Accounting - Additional Considerations, Broker vs Asset Manager webinar

Overview
Speakers
Also Available
About CUNA
Webinars

EW060613

Jun. 6, 2013 11:00 a.m. - Noon CT

Get the extra details you've been missing. This webinar will examine the transaction process of investment accounting and present additional fixed-income investment considerations, such as: interest accruals, portfolio rate shocks, pre-payment speeds, and more. Also, if you've ever wondered about making use of a broker or asset manager, this webinar will tell you everything you need to know.

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

All CUNA CFO Council members receive this webinar for $99 (originally $219). For more information, click here.

Topics covered include:

Investment accounting - transaction process
Amortization vs accretion
Interest accruals
Regulation Part 703 Listing - NCUA requires that credit unions identify quarterly those holdings that meet the 703 requirements
Look at portfolio rate shocks
Book yield methodologies
Importance of prepayment speeds
What to know about using a broker or an asset manager

This webinar is part of CUNA Fixed-Income Investments eSchool, which starts April 18, 2013.

Who Should Attend

This webinar is beneficial for board members, credit union financial staff and senior executives. Affiliation with CUNA/League is required for attendance.

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EW060613

Jun. 6, 2013 11:00 a.m. - Noon CT

Cullen Coxe

Cullen joined ALM First Financial Advisors in 2003. As a financial advisor for the firm, his primary responsibilities include reviewing clients asset/liability portfolios, as well as designing and executing financial strategies that provide the best value proportional to each clients desired risk profile.

Cullen has lengthy experience in trading and investment portfolio management. He also has had extensive interaction with the secondary market, including mortgage-loan origination, production, funding and hedging.

Before joining ALM First, Cullen was a bank portfolio manager and trader, responsible for a $4 billion mortgage-backed security portfolio. In this position, he researched, analyzed and executed trades involving mortgage-backed, pass-through securities, as well as collateralized mortgage obligations. Additionally, he hedged the portfolio on a monthly basis to ensure compliance with regulatory guidelines, and planned and forecasted balance-sheet strategies based on various interest-rate scenarios. Prior to serving as a portfolio manager for the bank, he managed its liabilities and all borrowings with a focus on reducing the cost of funds.

Buy Now Schedule

Buy Now $219.00

Please view cart for pricing
and product options

EW060613

Jun. 6, 2013 11:00 a.m. - Noon 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.

Buy Now Schedule

Buy Now $219.00

Please view cart for pricing
and product options

EW060613

Jun. 6, 2013 11:00 a.m. - Noon CT

CUNA is a leading provider of webinars to the credit union movement. Just like face-to-face classes, CUNA webinars allow you 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 Webinar

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 live webinars.

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 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 May 29, 2013 are eligible for a refund of the amount paid minus a $30 administrative fee. No refunds will be granted for cancellation requests received after May 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 $219.00

Please view cart for pricing
and product options

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