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Finance Upcoming Training List

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Showing products 1-25 of 38
Controlling Living Expenses - Part 1 webinar

non-member: $438.00
CUNA member: $219.00

EW070617

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.

7/6/2017

Upcoming Training
Why People Act The Way They Do About Money - Part 2 webinar

non-member: $438.00
CUNA member: $219.00

EW072717

This webinar continues part one's discussion of uncovering your members’ beliefs about money so that you can help them discover a sustainable direction.

7/27/2017

Upcoming Training
CUNA Financial Management School Advanced

CUNA member: $1,695.00

FM2NV17

Dive into high-level decision-making and strategic scenarios such as risk management and strategic financial forecasting for long-term growth. CPE Credits: TBD.

7/30/2017

Upcoming Training
CUNA Financial Management School Essentials

non-member: $3,790.00
CUNA member: $1,895.00

FM1NV17

This program is currently SOLD OUT. To be added to our wait list, please register online. Request to be notified for 2017 dates. Gain firsthand experience in financial management You won’t fully appreciate the comp ...

7/30/2017

Upcoming Training
CUNA Financial Management School Update

CUNA member: $1,595.00

FM3NV17

Attendees work through issues specific to their credit union in productive discussions with a group of experienced peers and industry experts. CPE Credits: TBD.

7/31/2017

Upcoming Training
Insurance webinar

non-member: $438.00
CUNA member: $219.00

EW080317-1

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.

8/3/2017

Upcoming Training
Taxes and Investment Basics webinar

non-member: $438.00
CUNA member: $219.00

EW081017

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.

8/10/2017

Upcoming Training
Calling All CEOs, CFOs, & Senior-level Finance Professionals

non-member: $590.00
CUNA member: $295.00

EICW2NV17

This is a preconference session prior to CUNA Economics & Investments Conference.

8/13/2017

Upcoming Training
ABCs of CU Finance

non-member: $590.00
CUNA member: $295.00

EICW1NV17

A beginner's guide to understanding credit union operations and financial concepts. This is a preconference session prior to CUNA Economics & Investments Conference.  

8/13/2017

Upcoming Training
CUNA Economics & Investments Conference - Guest Program

non-member: $169.00
CUNA member: $169.00

EICGNV17

This is a guest program session prior to CUNA Economics & Investments Conference.

8/14/2017

Upcoming Training
CUNA Economics & Investments Conference

CUNA member: $1,295.00

EICNV17

During this event, you’ll find ways to steer your credit union towards growth by studying the latest economic developments. CPE Credits: TBD.

8/14/2017

Upcoming Training
Personal Financial Preparedness webinar

non-member: $438.00
CUNA member: $219.00

EW081717

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.

8/17/2017

Upcoming Training
CUNA Fair Lending Workshop(1)

non-member: $1,590.00
CUNA member: $795.00

FLWFL17

Get up-to-date and practical information with a hands-on learning experience covering all things fair lending. CPE Credits: 16 (10-Regulatory Ethics, 6-Auditing).

8/23/2017

Upcoming Training
Retirement webinar

non-member: $438.00
CUNA member: $219.00

EW082417-1

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. In these sessions, you will: Identify how to help members explore al ...

8/24/2017

Upcoming Training
CUNA Financial Management Essentials eSchool

non-member: $2,590.00
CUNA member: $1,095.00

ES8FM17

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 ...

8/24/2017

Upcoming Training
Introduction to Financial Ratios webinar(1)

non-member: $438.00
CUNA member: $219.00

EW082417-2

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 ...

8/24/2017

Upcoming Training
Introduction to Asset Liability Management webinar

non-member: $438.00
CUNA member: $219.00

EW083117

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 ...

8/31/2017

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

non-member: $438.00
CUNA member: $219.00

EW090717

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

Upcoming Training
CUNA Investment Certification Schools

CUNA member: $1,995.00

ICSIL17

With the proper training, you can find ventures that protect your credit union’s assets while generating significant new value for your members.

9/11/2017

Upcoming Training
CUNA Investments Certification School: Fundamentals of Investment Management

non-member: $2,990.00
CUNA member: $1,295.00

FIMIL17

For a complete education in credit union investments attend the Fundamentals of Investment Management. CPE Credits: 16-Ffinance.

9/11/2017

Upcoming Training
CUNA Investments Certification School: Advanced Investment Strategies

non-member: $2,290.00
CUNA member: $1,295.00

AISCIL17

For a complete education in credit union investments attend the Advanced Investment Strategies. CPE Credits: 17-Finance.

9/13/2017

Upcoming Training
Balance Sheet Earnings webinar(1)

non-member: $438.00
CUNA member: $219.00

EW091417

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 ...

9/14/2017

Upcoming Training
Introduction to Investments webinar(1)

non-member: $438.00
CUNA member: $219.00

EW092117-1

In this session, you will: 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 ...

9/21/2017

Upcoming Training
Loan and Deposit Pricing webinar(1)

non-member: $438.00
CUNA member: $219.00

EW092817

In this session, you will: 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 a ...

9/28/2017

Upcoming Training
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