Financial Management Analysis & Problem Solving

Access available September 29, 2010–March 29, 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

Problem-solving skills are the key to exceptional financial management. During this webinar, you'll begin to develop those skills with real-world tools. You'll work with a balance sheet and analyze how assets can be used to increase your credit union's growth. You'll also learn how to integrate innovative products and regulatory changes into your model.

Access This Archive

Just like in face-to-face classes, CUNA Webinars allow you to see and hear a presentation, ask questions of the instructor, and refer to handouts. You need only a speakerphone and computer with Internet connection. With a computer projection screen, it's easy to provide this training to a whole roomful of staff!

When you register for an event, the connection information will be e-mailed to you 24-48 hours before the event. If you are registering for an event the day it is being held, please call 800-356-9655, ext. 4249 or e-mail training@cuna.coop for assistance.

Did you know...in addition to attending this event live, your tuition includes six months of unlimited access to the archived (recorded) event within 48 hours of the live event for your entire credit union. See the archived events available to you and your credit union.

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 presenter and your peers during live webinars.

For additional training register for the CUNA Financial Management eSchool which starts September 27, 2010.

Attend this eSchool live on September 27, 2010

Attend this webinar live on September 29, 2010

Access this archived webinar

Topics & Objectives

Financial Management Analysis & Problem Solving

  • Examine how asset liability management (ALM) modeling techniques have adapted to both product innovations and regulatory pressure for credit unions
  • Learn how to apply financial management tools to balance sheet management

Who Should Attend

This webinar is beneficial for accounting staff, financial analysts, board of directors, CFOs, and anyone who is interested in learning how to manage the financial growth of your credit union.

Affiliation with CUNA/League is required for attendance.

Instructors

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.



Cancellations

The last day for cancellations was September 28, 2010. Substitutions are accepted anytime prior to September 29, 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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