CUNA Financial Management Essentials eSchool

CUNA Financial Management Essentials eSchool
01/10/2019 To 02/28/2019
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

The Financial Management Essentials eSchool starts your journey into Finance with a solid curriculum of topics to help you gain a comprehensive understanding of the Finance and Accounting environment. This introductory level eSchool covers a wide range of topics including financial ratios, asset liability management, balance sheets, investments, loan and deposit pricing, and forecasting and budgeting approaches. By attending, you will lay the foundation of your financial education which will allow you to begin playing a role in making prudent financial decisions for your credit union.

This event is endorsed by the CUNA Finance Council.

Who Should Attend
This eSchool is beneficial for accounting staff, financial analysts, Board of Directors, CFOs, IT, Branch Managers and credit union staff who are interested in learning how to manage the financial growth of the credit union.


Class 1: January 10, 2019 // 2:00-3:30 p.m. CT

Introduction to Financial Ratios

  • Use ratios to evaluate the total financial performance of the credit union
  • Examine each risk area to look at trends over time, interrelationships among ratios, and increasing and decreasing strengths and weaknesses
  • Examine the impacts of financial decisions and changes on ratios
  • Link tools, ratios, policies, changes, and decisions

Class 2: January 17, 2019 // 2:00-3:30 p.m. CT

Introduction to Financial Management Analysis and Problem Solving

  • Examine how ALM modeling techniques have adapted to both product innovations and regulatory pressure for credit unions
  • Learn how to apply financial management tools to balance sheet management

Class 3: January 24, 2019 // 2:00-3:30 p.m. CT

Essential Balance Sheet Earnings

  • Identify and quantify balance sheet risks
  • Review the conflicting priorities (capital, earnings, and growth) with the appropriate level of capital and risks
  • Gain a better understanding of how high growth can lead to increased risk for the credit union

Class 4: January 31, 2019 // 2:00-3:30 p.m. CT

Introduction to Asset Liability Management

  • Identify and quantify the risks on the balance sheet
  • Learn how to assess priorities among conflicting financial objectives such as capital, earnings, growth, and service
  • Use tools to measure the volatility of income and expenses flowing from the balance sheet
  • Learn how to write an ALM policy

Class 5: Febuary 7, 2019 // 2:00-3:30 p.m. CT

Introduction to Investments

  • Learn the basic terms and concepts for investments
  • Explore the key components of a sound investment policy
  • Discover how financial management foundations need to be applied when using investments
  • Establish investment objectives and identify investment options to be considered
  • Establish how to identify and measure investment risk, return, and yield curves
  • Applying financial management tools to investment analysis 

Class 6: Febuary 14, 2019 // 2:00-3:30 p.m. CT

Loan and 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

Class 7: Febuary 21, 2019 // 2:00-3:30 p.m. CT

Forecasting and Budgeting Approaches

  • Explain the importance of applying financial management foundations to the budget process
  • Learn why a top down approach to budgeting can be a best practice
  • Identify and understand what the characteristics of an effective budget are
  • Learn how to create an appropriate budget forecasts and analysis tools to monitor actual performance and identify budget variances

Class 8: Febuary 28, 2019 // 2:00-3:30 p.m. CT

Determining Loan Losses and Strategic Decisions

  • Develop loan loss provision calculations and their role in balance sheet management
  • Discuss the relationship between economic conditions and the optimal level for the allowance for loan loss
  • Establish the importance of the application of the financial management foundations
  • Learn how to apply pricing practices and strategies to optimize the balance sheet
  • Learn to apply financial management tools to general balance sheet management
  • Establish what balance sheet management strategies a credit union should practice based on current and projected economic and interest rate environments

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.

View Less
Additional Information