Investments 102: A Director's Guide to the New Demands of CU Investing

September 22, 2010

2:00–3:30 p.m. Central Time

Cost: $219
CUNA Volunteer Network members receive a $50 discount.
CUNA Council members receive a $50 discount.

Please note: Only one discount valid per webinar registration.
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

With NCUA proposed regulations looming are you confident you have a strong understanding of your credit union's financials? As the NCUA knows, well educated leaders make better informed decisions. Are you doing your part to stay current on investment information? A strong financial knowledge will help you lead your credit union through important issues facing volunteers in today's credit union landscape and to stay compliant.



Through this webinar you will:

  • Discuss the role of investments on credit union balance sheets
  • Identify types of common credit union investments
  • Review methods for measuring and monitoring various risks
  • Explore strategies for investing to support member service

By successfully completing identified sessions and exams, you can earn credits for the CUNA Volunteer Certification Program toward your Certified Credit Union Volunteer designation.


We're here to help!

CUNA offers the board training necessary to fulfill proposed NCUA requirements issued in the recent comment letter. More.



Webinar Overview

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.

Also Available

Can't attend at this time? Click here for the archived version.

Who Should Attend

If you're looking to advance your financial knowledge to make better-informed decisions, this event is for you. Volunteers serving on a board of directors or supervisory committee are especially encouraged to attend.

Affiliation with CUNA/League is required for attendance.

Instructors

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.

Cancellations

The last day for cancellations was September 14, 2010. 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.

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.




100% Guarantee
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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