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Balance Sheet Management: Parts 1 & 2
October 6 & 13, 2010
11:00 a.m. 1:00 p.m. Central TimeCost: $438
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.
About This Event
Webinar Overview
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
For additional training register for the CUNA Financial Management eSchool which starts September 27, 2010.
Click here for more information.
Can't attend at this time? Click here for the archived version.
Topics & Objectives
Loan & Deposit Pricing
- Learn how to break down the individual risk and cost components inherent in loans and deposits
- Apply best practices in analyzing pricing and products
- Identify risks inherent in loan and deposit products
- Use your analysis of the components to effectively price your products
General Balance Sheet Management
- Identify pricing practices for optimizing the balance sheet mix
- Discuss the different balance sheet strategies and the tradeoffs that must be made between maximizing earnings versus minimizing risk
Determining Loan Loss Provisions
- Develop loan loss provision calculations and understand their role in balance sheet management
- Discuss the relationship between economic conditions and the optimal level for the allowance for loan loss
Strategic Decisions & Balance Sheet Growth
- Establish the importance of the application of the financial management foundations
- Learn how to apply pricing practices and strategies to optimize the balance sheet
Who Should Attend
Affiliation with CUNA/League is required for attendance.
Instructors
Tim is a financial consultant at CUNA Mutual Group. He assists credit unions in the selection and use of a variety of programs that perform asset-liability management, interest rate risk analysis, financial analysis, budgeting, strategic planning, and loan pricing. Tim also conducts strategic planning training sessions, presents financial analysis training workshops, and assists credit unions with special projects. Previously, Tim was the financial analyst for Wright Patman Congressional Federal Credit Union in Washington, D.C. Cancellations
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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