Rates, Risk & Return

Access available September 15, 2010–March 15, 2011
Cost: $219
CUNA Council members receive a $50 discount.
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

The need for credit union financial training has grown far beyond the chief financial officer. The environment in which credit union managers operate continues to become more complex as credit unions are faced with more competition from traditional financial institutions, as well as nontraditional organizations offering financial services. For credit unions to survive and flourish in a robust business environment, sound business practices must be followed. Now, more than ever, credit union professionals need the value of financial training. Volunteers, executives, and managers are now being asked to make critical decisions based on their financial knowledge. Do you understand your credit unions numbers?

This event is in conjunction with the CUNA CFO Council.

Access This Archive

Archived CUNA events enable you to see and hear a recorded presentation and questions of the instructor, and refer to handouts. You need only a computer with an Internet connection and speakers. With a computer projection screen, it’s easy to provide this training to a whole roomful of staff.

When you purchase the archive, your entire credit union also gets access for up to six months. See the archived events available to you and your credit union.

Please note: A single session archived event will be made available within 48 hours of the live event and a multiple session archived event will be made available within 48 hours of the conclusion of the last session. By registering for this archived webinar, you will receive unlimited access until the end date listed above for your entire credit union.

For additional training, register for the CUNA CU Finance for Non-Financial Managers & Volunteers eSchool, which starts August 18, 2010.

Attend this eSchool live on August 18, 2010

Attend this webinar live on September 15, 2010

Access this archived webinar

Topics & Objectives

Rates, Risk & Return

  • Discover what effect interest rate changes might have on cash flow and financial management
  • Learn important first steps to understanding the relationship between interest rates and risk, and setting appropriate prices to mitigate risk
  • Investigate several methods of setting, reporting, and calculating rates
  • Look at the marketplace in order to determine what the range of competitively acceptable rates is
  • Discover how to make sure your member shares the risks with you

Who Should Attend

This webinar is beneficial for board members and any credit union staff who are interested in gaining a better understanding of fianancial management topics.

Affiliation with CUNA/League is required for attendance.

Instructors

Tim Harrington, CPA

Tim is president of T.E.A.M. Resources, a training and consulting firm that provides consulting, strategic planning, and training to credit unions from coast-to-coast. Tim is a dynamic speaker who can make complex subjects very simple. As an expert in the field of credit unions, he has been involved in hundreds of credit union audit engagements and has consulted with, and provided training to, credit union employees throughout the country. Tim has been working with credit unions since 1989 when he directed the internal audit of a $100-million-dollar credit union. As an internal auditor, he gained a deep understanding of credit unions, their problems and successes.



Cancellations

The last day for cancellations was September 14, 2010. Substitutions are accepted anytime prior to September 15, 2010 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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