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Showing results 1-25 of approx. 161 for Finance products
The Counseling Process webinar (recorded)

non-member: $438.00
CUNA member: $219.00

AW062217
6/23/2017

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, implementing and evaluating the ...

Events, Products &, Services

Financial Counselors E-mail List
9/19/2011

Financial Counselors E mail ListCUNA Center for Professional Development (CPD) is pleased to offer a network for credit union Financial Counselors in the Financial Counselors E mail List. The Financial Counselors E mail List is a community of credit ...

Events, Products &, Services

John M. Floyd and Associates
3/14/2013

A leader in the development of income enhancement and expense reduction programs, JMFA has strategies credit unions rely on to improve their performance in today’s challenging environment.

Products &, Services

Digital Insight
3/14/2013

Digital Insight helps credit unions grow by offering innovative online and mobile banking solutions that make it easier for members and businesses to manage their money. 

Products &, Services

Forecasting and Strategically Planning for Long-Term Growth webinar (recorded)

non-member: $438.00
CUNA member: $219.00

AW120816
12/9/2016

Become more effective and confident at forecasting through this webinar.

This recorded event is available from December 9, 2016 until June 9, 2017.

Events, Products &, Services

Identify Interest Rate and Market Risks webinar (recorded)

non-member: $438.00
CUNA member: $219.00

AW111716-1
11/18/2016

Interest rates and yield curves can wreak havoc on your bottom line, but they can also provide great opportunities. This recorded event is available from November 18, 2016 until May 18, 2017.

Events, Products &, Services

Advanced Financial Management Analysis and Problem Solving webinar (recorded)

non-member: $438.00
CUNA member: $219.00

AW110316
11/4/2016

Further your ability to use financial analysis and problem solving tools. You will see the impact of your decisions on the balance sheet and understand the short and long-term effects.

This recorded event is available Nov. 4, 2016 until May 4, 2017.

Events, Products &, Services

Liquidity and Funding Risk webinar (recorded)

non-member: $438.00
CUNA member: $219.00

AW120116
12/2/2016

Understand the important components associated with liquidity so you will be able to make sound strategic decisions. This recorded event is available from December 2, 2016 until June 2, 2017.

Events, Products &, Services

Loan and Deposit Pricing webinar (recorded)

non-member: $438.00
CUNA member: $219.00

AW092916
9/30/2016

Learn to make sound pricing decisions with confidence at your credit union.This recorded event is available until March 30, 2017.

Events, Products &, Services

Advanced Asset-Liability Management webinar (recorded)

non-member: $438.00
CUNA member: $219.00

AW102716
10/28/2016

See how the effective use of financial tools can spur overall growth for your credit union. This recorded event is available from October 26, 2016 until April 28, 2017.

Events, Products &, Services

Determining Loan Losses and Strategic Decisions webinar (recorded)

non-member: $438.00
CUNA member: $219.00

AW101316
10/14/2016

Explore important factors in determining loan losses to make better long-term decisions. This recorded event is available until April 14, 2017.

Events, Products &, Services

Forecasting and Budgeting Approaches webinar (recorded)

non-member: $438.00
CUNA member: $219.00

AW100616
10/7/2016

Understand sound methods for budgeting and forecasting important financials that affect your credit union's bottom line. This recorded event is available until April 7, 2017.

Events, Products &, Services

CUNA Financial Management Essentials eSchool (recorded)

non-member: $3,190.00
CUNA member: $1,595.00

AW8FM16
10/14/2016

Analyze and make sound decisions with your credit union's financial data. As a member of your credit union's staff or board, there's always more to learn about financial management. From risks on balance sheets to the steps of writing an asset-liabil ...

Events, Products &, Services

CUNA Fundamentals of Investment Management eSchool (recorded 2016)

non-member: $1,990.00
CUNA member: $995.00

AW10FIM16
7/7/2016

Attend this eSchool to explore investment fundamentals and adopt a five-step investment portfolio management process. This recorded event is available from July 7, 2016 until April 30, 2017.

Events, Products &, Services

Accounting Basics: Liabilities and Equity webinar (recorded)

non-member: $438.00
CUNA member: $219.00

AW121416-2
12/15/2016

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 December 15, 2016 until December 1 ...

Events, Products &, Services

CFPB’s Payday, Small Dollar and Vehicle Title Proposed Rule webinar (recorded)

CUNA member: $0.00

AW070616-1
7/7/2016

Join us to learn about potential upcoming changes to better prepare and position your credit union for the future. This recorded event is available from July 7, 2016 until July 7, 2017.

Events, Products &, Services

Controlling Living Expenses - Part 1 webinar

non-member: $438.00
CUNA member: $219.00

EW070617
7/6/2017

A critical component of working with members is learning how they manage expenses. In Controlling Living Expenses we’ll explore ideas for reducing housing, transportation and other expenses. Additionally, we’ll review how you can help members improve ...

Events, Products &, Services

CUNA Certified Financial Counselor eSchool Part 2 (recorded)

non-member: $2,790.00
CUNA member: $1,395.00

AW8CFC217
8/25/2017

This eSchool enables learners to complete part one of CUNA’s Financial Counseling Certification Program. The eSchool includes electronic access to the NEW Fourth Edition of all 4 related modules, as well as online practice activities and complimentar ...

Events, Products &, Services

Personal Financial Preparedness webinar (recorded)

non-member: $438.00
CUNA member: $219.00

AW081717
8/18/2017

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.

Events, Products &, Services

Retirement webinar (recorded)

non-member: $438.00
CUNA member: $219.00

AW082417-1
8/25/2017

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.

Events, Products &, Services

Taxes and Investment Basics webinar

non-member: $438.00
CUNA member: $219.00

EW081017
8/10/2017

In this session we 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.

In these sessions, you will:

  • Recognize the basics of taxation and how to ...

Events, Products &, Services

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

non-member: $438.00
CUNA member: $219.00

AW072017
7/20/2017

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

Events, Products &, Services

Taxes and Investment Basics webinar (recorded)

non-member: $438.00
CUNA member: $219.00

AW081017
8/11/2017

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.

Events, Products &, Services

Money, Attitudes and Roles webinar

non-member: $438.00
CUNA member: $219.00

EW051117
5/11/2017

It is an undeniable fact that consumers today are mired in debt related to student loans, mortgages, credit cards and medical expenses. In addition to carrying too much debt, consumers are spending too much, saving too little and caring insufficientl ...

Events, Products &, Services