Financial Planning & Control Systems: Design, Use & Problems

Access available October 6, 2009–April 6, 2010
Cost: $219
Credit unions with less than $10 million in assets receive a $50 discount. Apply promo code 0950SMALL during checkout.

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About This Event

As a member of your credit union's staff or board, there's always more to learn about financial management issues. Build on your expertise and attend this webinar which is part of the Financial Management eSchool: Part II. You'll gain a thorough understanding of the financial side of your credit union so you can make truly informed decisions. And you'll learn ways to evaluate and improve your credit union's performance. This event is in conjunction with the CUNA CFO Council.

Access This Archive

Archived CUNA Webinars enable staff to pick up new skills and keep up with daily responsibilities. Viewing a archived webinar will enable you to see and hear a presentation, questions of the instructor, and refer to handouts. You need only a computer with an Internet connection and speakers. If you have a computer projection screen, it's easy to provide this training to a whole roomful of staff!

Use our 90- to 120-minute archived webinars as part of a full day of training by gaining knowledge and ideas at the webinar, then spend some time discussing how the new information applies to your credit union.

A single session archived webinar will be made available usually within 48 hours of the live event and a two session archived webinar will be made available within 48 hours of the conclusion of the second session. By registering for this archived webinar, you will receive unlimited access until the end date listed above. No access to this archived webinar is provided after the end date listed above.

For additional training on financial management register for the CUNA Financial Management eSchool: Part II which starts September 15, 2009.

Attend this webinar live on October 6, 2009

Access this archived webinar

Topics & Objectives

Financial Planning & Control Systems: Design, Use, & Problems

  • Develop a comprehensive financial planning and control system
  • Learn to evaluate strengths and weaknesses of credit union financial planning
  • Examine planning activities that will aid in decision making

Who Should Attend

This webinar is designed for volunteers and staff at all levels of credit union management who are interested in expanding their expertise in credit union financial management.

Affiliation with CUNA/League is required for attendance.

Instructors

Harold Sollenberger, CPA


Harold is a professor of accounting at Michigan State University, where he teaches management accounting at the undergraduate and MBA levels. He has served as the associate dean, MBA programs and has been chairperson of the accounting, finance, and insurance faculty. Harold has taught an entire generation of credit union managers in more than 20 years of teaching for CUNA and many credit union groups, leagues, and individual credit unions. He has written several articles and publications dealing with financial planning in financial institutions, management information systems, and information management.



Cancellations

The last day for cancellations was October 5, 2009. Substitutions are accepted anytime prior to October 6, 2009 at no additional cost. Simply fax event and contact information, listing the new participant and who they will be replacing.

For more program content information, call 800-356-9655, ext. 4249, or e-mail training@cuna.coop.

For registration questions, call 800-356-9655, ext. 4400, or e-mail reginfo@cuna.coop.




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CUNA Center for Professional Development is committed to providing a quality learning experience with cutting-edge topics and expert instructors. If for some reason you are not fully satisfied, contact us and we'll provide you a full tuition refund or credit.

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