Balance Sheet Management: Parts 1 & 2

October 6 & 13, 2010

11:00 a.m. – 1:00 p.m. Central Time

Cost: $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.


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About This Event

During this webinar you'll discover the many facets of asset liability management. You'll see how your balance sheet can help you manage loans and establish the appropriate levels of growth for your credit union.

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

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

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

Tim Gardner
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

The last day for cancellations was September 28, 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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