CUNA Credit Union Finance eSchool (recorded)

CUNA Credit Union Finance eSchool (recorded)
05/16/2018 To 12/31/2019
Product Code:
  • $1,295.00
    CUNA Member Price
  • Non Member Price $2,590.00
  • Learn how to become a member here:

Want to save more?
If you were a CUNA member, you would save $1,295.00 on this order. Interested in becoming a member? Learn more at

This recorded event is available until December 31, 2019.

The need for credit union financial training has grown far beyond the chief financial officer. The environment in which credit union managers operate continues to become more complex as credit unions are faced with more competition from traditional financial institutions, as well as nontraditional organizations offering financial services. For credit unions to survive and flourish in a robust business environment, sound business practices must be followed.

Now, more than ever, credit union professionals need the value of financial training. Volunteers, executives, and managers are now being asked to make critical decisions based on their financial knowledge.

With the NCUA’s regulation covering board members of federally chartered credit unions, it’s important that volunteers have a thorough understanding of this material. This school goes way beyond the basics and beyond the requirements of the regulators, it give attendees an understanding of why finance matters and how it affects members in a comprehensive and thorough way.

Attendees are also eligible to earn their CUNA Board Financial Literacy Certificate by participating.

Register early and save! CUNA member credit unions save $200 when they register before April 15, 2018. Registration price after April 15, 2018 is $1,295.

Who Should Attend
This eSchool in beneficial for credit union board members and any credit union staff who is interested in gaining a better understanding of financial management topics.


The Financial Statement Game 1: Starting with the Basics

In this webinar, you will:

  • Review accounting 101 in one hour or less
  • Understand what makes up financial statements and how to make sense of the balance sheet and income statement
  • Understand allowance for loan losses, what it is, how it’s calculated, and how it affects your net income

Financial Statement Analysis

In this webinar, you will:

  • Start basic financial analysis using a sample credit union
  • Understand and calculate key ratios for that credit union
  • Connect the relationships between elements of the financial statements
  • Learn why capital is vital, where it comes from, and why it can disappear so quickly
  • Analyze CU profits and understand the all-important spread analysis
  • Realize what business models are and what your business model might be
  • Understand why non-interest Income is important to most “business models”

The Financial Statement Game 2: Getting a Bit More Sophisticated

In this webinar, you will:

  • Comprehend important ratios and understand what they mean
  • Make use of ratio analysis, trend analysis, and peer group analysis
  • Identify how much capital is enough and what can happen to it with growth or due to financial losses

Rates, Risk & Return

In this webinar, you will:

  • Cover the 9 key risks credit unions face
  • Develop a basic understanding of risk management versus risk avoidance
  • Comprehend the relationship between different risks in loans and investments and interest rates earned
  • Understand interest rate change impact on your balance sheets and capital
  • Investigate several methods of determining strategies and setting rates

The Financial Statement Game 3: Gaining a Deeper Understanding

In this webinar, you will:

  • Using case studies and real credit union examples, deepen your ability to understand the financial condition of a credit union
  • Once again at the sample credit union we analyzed in Day 1 and analyze it again, but this time with much greater understanding and skill…and see what you can identify

Asset Liability Management (ALM), The Rocket Science of Credit Unions

In this webinar you will:

  • Gain a better understanding of ALM
  • Discover a healthy ALM process and who should be included
  • Incorporate ratio analysis, trend analysis, market analysis, and economic analysis into the ALM process
  • Learn about NEV, shock tests, yield curves and their relationship to ALM
  • Work on a variety of ALM scenarios in a team setting in an ALM simulation program to determine the best ALM scenario to apply to the case study credit union

Recorded webinar length: 12 hours

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

View Less
Additional Information