CUNA Latest Trends in Investments eSchool

CUNA Latest Trends in Investments eSchool
03/06/2018 To 04/03/2018
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  • $1,295.00
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  • Non Member Price $2,590.00
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If your credit union is going to stand toe to toe with other financial institutions, you need top-notch investment expertise. The CUNA Latest Trends in Investments eSchool provides insights into the investment field that can put your credit union ahead of the rest.

From conventional analytics strategies and portfolio management to a Bloomberg hosted session on how to decode their analytics, you’ll get the latest industry information to make you an investments expert your members can count on.

Every Tuesday and Thursday for the month of March you’ll gain valuable insights into a wide array of investment topics, and current Certified Credit Union Investments Professionals (CCUIP) can renew their designations by attending this eSchool and successfully passing the exam.

This event is produced by CUNA Center for Professional Development and endorsed by the CUNA CFO Council

Who Should Attend

This eSchool is beneficial for credit union finance professionals and current CCUIP designees.


Class 1: March 6, 2018 // 10:00-11:00 a.m. CT

The Use and Abuse of Conventional Analytics

Are conventional metrics such as yield, OAS, spread, average life, duration and EVE accurate? Regardless of accuracy, are they useful and how should these metrics be used? Moving beyond common dashboard metrics, attendees will start to develop a more consistent and useful methodology for evaluating cash flow risk versus reward starting with the concept of break-even.

Class 2: March 8, 2018 // 10:00-11:00 a.m. CT

Measuring Future Performance – How Do We Look Forward?

Scenario-based total return will be applied to option-free securities and discrete option cash flow structures. Pricing conventions, rolling the curve and reinvestment assumptions will be developed.

Class 3: March 13, 2018 // 10:00-11:00 a.m. CT

Decoding Bloomberg Analytics

Review the most commonly used Bloomberg screens used in the decision-making process and learn how to better understand and differentiate between similar offerings. 

Class 4: March 15, 2018 // 10:00-11:00 a.m. CT

Advanced MBS & CMO Analytics – Lessons Learned & Current Market Conditions

How do cash flow engineers of Wall Street create CMOs and use this important asset class to better understand rules of cash flow? How they address window risk and cash flow volatility and what lessons these securities hold for core business decisions from funding to lending. Finally, look at MBS and CMO sectors going forward and look back at lessons learned from prior year projections.

Class 5: March 20, 2018 // 10:00-11:00 a.m. CT

Corporate Governance, Portfolio Management and Customizing Policies

Learn how to customize policies given the unique characteristics of credit unions.

Class 6: March 22, 2018 // 10:00-11:00 a.m. CT

Developing Risk/Return Requirements for the Investment Portfolio

Teach the Board and ALCO the role your Investment Portfolio plays as an integral part of the balance sheet. Demonstrate how the portfolio mitigates the net risk between shares and loans. How it can be used to generate added returns. How to align performance expectations so everyone has clear risk/reward portfolio expectations and is confident the risk taken in the portfolio is suitable and appropriate for the institution.

Class 7: March 27, 2018 // 10:00-11:00 a.m. CT

Small Business Administration Offerings

  • Examine the structured offerings from the SBA
  • Identify the key risks within the securities
  • Understand the relationship between interest rates, the economy and prepayments
  • Develop expected return profile and review the sectors historical performance
  • Class 8: March 29, 2018 // 10:00-11:00 a.m. CT

    Government & Agency Issued Commercial Mortgage Backed Securities

  • Examine the different Agency CMBS issuers and review these offerings
  • Learn about the loan covenants driving prepayment friction and understand the implications to the investor
  • Identify the key risks within the securities
  • Understand the relationship between interest rates, the economy and prepayments
  • Develop expected return profile and review the sectors historical performance
  • Class 9: April 3, 2018 // 10:00-11:00 a.m. CT

    CCUIP Recertification Exam Review

    Prepare for the CCUIP Recertification Exam. Materials will be reviewed and attendees may ask questions.

    Also Available

    All live event registrations include credit union access to the recorded event. You may also purchase the recorded event separately. Click here to see more about purchasing the recorded event.

    This eSchool is available to CUNA Training Bundle users at no additional cost.

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