Toggle Training by Business Area

SEARCH BY DATE RANGE:
Start date:
End date:

SEARCH BY PRICE RANGE:
Minimum:
Maximum:

My Programs Button





RSS print save

Finance Recorded Training

Sort by
date sortby
Date Price Product Type Title
ascending sortby
Ascending Descending
1 2  NEXT
Showing products 1-25 of 37
Accounting Basics: Assets webinar (recorded)

non-member: $438.00
CUNA member: $219.00

AW120716-1

Take a comprehensive look at the assets side of the balance sheet, define all of the current and non-current asset categories and explore how they are factored into a credit union’s balance sheet. This recorded event ...

12/8/2016

Recorded Training
Accounting Basics: Liabilities and Equity webinar (recorded)

non-member: $438.00
CUNA member: $219.00

AW121416-2

Define all terms, explore examples of each for clarification and provide a thorough review of how liabilities and equity typically appear in a credit union’s balance sheet. This recorded event will be available from D ...

12/15/2016

Recorded Training
Enterprise Risk Management, Risk Appetite and Strategic Planning webinar series (recorded)

non-member: $438.00
CUNA member: $219.00

AW021417-2

Risk appetite, the amount of risk an entity is willing to accept in pursuit of organizational value, is a key component of an organization’s strategic planning and overall risk management program. This one-hour webina ...

2/15/2017

Recorded Training
Certified Financial Counselor Program Readiness webinar (recorded)

non-member: $438.00
CUNA member: $219.00

AW050417

In this webinar, we’ll discuss the social and economic impact of financial issues members are experiencing nationwide, and how to recognize who needs help.

5/5/2017

Recorded Training
CUNA Fundamentals of Investment Management eSchool (recorded 2017)

non-member: $2,590.00
CUNA member: $1,295.00

AW8FIM17

Gain a credit union-specific introduction to investments in this eSchool. These sessions will teach you the art of investments on conceptual, procedural and strategic levels. You’ll finish the eSchool with a clear u ...

5/9/2017

Recorded Training
Money, Attitudes and Roles webinar (recorded)

non-member: $438.00
CUNA member: $219.00

AW051117

In this webinar, we’ll explore the myths and truths about money, how learned patterns affect decision-making and four money cycles to be aware of when counseling members.

5/12/2017

Recorded Training
Understanding and Improving Cash Flow webinar (recorded)

non-member: $438.00
CUNA member: $219.00

AW051817-1

One of the first steps in counseling a member is analyzing their financial condition, which includes, but is not limited to their credit score, credit report, cash flow, debt ratio, net worth, character, credit and ca ...

5/19/2017

Recorded Training
From Budget Analysis to Spending Plan webinar (recorded)

non-member: $438.00
CUNA member: $219.00

AW052517-1

Once a financial counselor understands the member’s current financial condition it is easier to help him/her develop a systematic plan for spending, bill-paying and saving that reduces debt. An additional purpose of c ...

5/26/2017

Recorded Training
Improving Credit & Correcting Errors on Credit Reports webinar (recorded)

non-member: $438.00
CUNA member: $219.00

AW060117

This webinar will discuss the importance of encouraging members to review their credit report on an annual basis, how disputes can be made and how a member’s actions can impact their credit scores, negatively and posi ...

6/2/2017

Recorded Training
Helping Your Members to Understand Their Rights on Repossessions, Foreclosures and Bankruptcies webinar (recorded)

non-member: $438.00
CUNA member: $219.00

AW060817

This webinar will examine the consumers’ motivations to pay their loans, creditor’s motivations to get paid and both parties’ biggest fears.

6/9/2017

Recorded Training
The Counseling Relationship webinar (recorded)

non-member: $438.00
CUNA member: $219.00

AW061517

In this webinar we'll discover how your ability to "enter the member's world" and connect the impact of their perceptions to their financial well-being, can make a significant impact on the counseling relationship.

6/16/2017

Recorded Training
The Counseling Process webinar (recorded)

non-member: $438.00
CUNA member: $219.00

AW062217

This webinar will discuss how utilizing a six-step process can help you in your endeavors by building a strong counseling relationship, diagnosing the member’s needs, generating alternatives, choosing a plan of action ...

6/23/2017

Recorded Training
Controlling Living Expenses - Part 1 webinar (recorded)

non-member: $438.00
CUNA member: $219.00

AW070617

This webinar will explore ideas for reducing costs for housing, transportation and other expenses. Additionally, we’ll review how you can help members improve their credit score while repaying existing debts.

7/7/2017

Recorded Training
Controlling Living Expenses - Part 2 webinar (recorded)

non-member: $438.00
CUNA member: $219.00

AW071317

This webinar will explore ideas for reducing costs for housing, transportation and other expenses. Additionally, we’ll review how you can help members improve their credit score while repaying existing debts.

7/13/2017

Recorded Training
Why People Act The Way They Do About Money - Part 1 webinar (recorded)

non-member: $438.00
CUNA member: $219.00

AW072017

This webinar will discuss uncovering your members’ beliefs about money so that you can help them discover a sustainable direction.

7/20/2017

Recorded Training
Insurance webinar (recorded)

non-member: $438.00
CUNA member: $219.00

AW080317-1

This webinar will explore topics of insurance and give you the financial knowledge for you to assist your members in understanding the importance of various types of insurance.

8/4/2017

Recorded Training
Taxes and Investment Basics webinar (recorded)

non-member: $438.00
CUNA member: $219.00

AW081017

This webinar will discuss the topics of taxes and the basics of investing to help give you the financial knowledge you need to help your members make wise decisions.

8/11/2017

Recorded Training
Personal Financial Preparedness webinar (recorded)

non-member: $438.00
CUNA member: $219.00

AW081717

This webinar will discuss how to help your members create financial security by gaining an understanding of the importance of personal planning, identity theft and fraud.

8/18/2017

Recorded Training
Retirement webinar (recorded)

non-member: $438.00
CUNA member: $219.00

AW082417-1

This webinar will enable you to help your members understand the importance of planning for and dealing with retirement issues that they may have to plan for and be aware of.

8/25/2017

Recorded Training
CUNA Financial Management Essentials eSchool (recorded)

non-member: $2,590.00
CUNA member: $1,295.00

AW8FM17

The CUNA 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 introd ...

8/25/2017

Recorded Training
Introduction to Financial Ratios webinar (recorded)(1)

non-member: $438.00
CUNA member: $219.00

AW082417-2

In this session, you will: Use ratios to evaluate the total financial performance of the credit union Examining each risk area to look at trends over time, interrelationships among ratios, and increasing and decr ...

8/25/2017

Recorded Training
Introduction to Asset Liability Management webinar (recorded)

non-member: $438.00
CUNA member: $219.00

AW083117

In this session, you will: 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 m ...

9/1/2017

Recorded Training
Introduction to Financial Management Analysis and Problem Solving webinar (recorded)(1)

non-member: $438.00
CUNA member: $219.00

AW090717

In this session, you will: Examine how asset-liability management (ALM) modeling techniques have adapted to both product innovations and regulatory pressure for credit unions Learn how to apply financial manageme ...

9/7/2017

Recorded Training
Balance Sheet Earnings webinar (recorded)(1)

non-member: $438.00
CUNA member: $219.00

AW091417

In this session, you will: 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 o ...

9/15/2017

Recorded Training
1 2  NEXT