CUNA Financial Management eSchool: Advanced (recorded)

CUNA Financial Management eSchool: Advanced (recorded)
09/30/2021 To 08/01/2022
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  • $1,295.00
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  • Non Member Price $2,590.00
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This advanced level eSchool covers a wide range of topics including financial ratios, credit, interest rate, liquidity and market risk. By attending, you will expand on your current knowledge to help you make the best financial decisions for your credit union.

This event is endorsed by CUNA Finance Council.

Who Should Attend?

This eSchool is beneficial for accounting staff, financial analysts, board of directors, CFOs, branch managers and staff who are interested in learning how to manage the financial growth of the credit union.


Advanced Financial Ratios
Speaker: Tim Gardner

Attendees will learn to use financial ratios to evaluate their credit union's financial performance by examining each risk area to understand trends over time, interrelationships among ratios and increasing and decreasing strengths and weaknesses.

You will also learn to:

  • Review ratio forecasting methods given economic projections
  • Understand how tools, ratios, policies, changes and decisions are linked
  • Analyze how recent economic trends have altered many of your credit union’s ratios

Advanced Financial Management Analysis and Problem Solving
Speaker: Tim Gardner

Review the reasons why financial management is critical in credit unions today given the current economic environment. You will explore how operating expenses can be managed and optimized. Attendees will also review the foundations of financial management.

Advanced Balance Sheet Earnings
Speaker: Tim Gardner

Learn to critically review and understand balance sheet risk and apply asset-liability management (GAP, NEV, earnings at risk) tools to balance sheet management. You will also examine modeling techniques to consider in the ALM process.

Advanced Asset/Liability Management
Speaker: Tim Gardner

Discover how product design and pricing affect the sensitivity of cash flows to changes in interest rates. Attendees will develop analytic tools to determine “decay rates” also known as deposit product sensitivity and analyze “duration” or market price sensitivity.

Identify Interest Rate and Market Risks
Speaker: Chuck Crouch

Discuss how a future interest rate increase will affect the balance sheet and income statement while identifying the four elements of interest rate risk and how they affect the credit union earnings and balance sheet; yield curve, basis, optionality and re-pricing risk. You will also learn to:

  • Identify and manage elements of market risk
  • Examine and analyze the factors that affect the market value
  • Analyze factors that affect the market value and cause market risk

Managing Credit Risk
Speaker: Brian Smith-Vandergriff

Become more familiar with the different types of credit risk and explore how to manage and control it. Learn to understand the role of credit risk while managing the balance sheet and explore different forecasting methods for loan delinquency and charge-offs.

Liquidity and Funding Risk
Speaker: Mike Dixson

Learn how to identify, manage and control liquidity risk and understand the critical elements in operational and contingency liquidity. Attendees will establish best practices when forecasting cash flow needs and sources. Finally, review external funding and asset liquidation options.

Forecasting and Strategically Planning for Long-Term Growth
Speaker: Mike Dixson

Learn to forecast net worth, return on average assets (ROAA), employees and facilities growth. You will understand the financial implications that come with long-term growth. Create a long-term financial simulation for your credit union to help develop a credit union financial road map.

Recorded eSchool length: 8 hours

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

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