eSchool, Recorded, Live Online
Latest Trends in Investments eSchool 2024
Recording Access Availability: March 6, 2024 to December 31, 2024
THIS ESCHOOL IS AVAILABLE TO CUNA TRAINING BUNDLE USERS AT NO ADDITIONAL COST.
Attendees will have a new way to look at investments, understand current market conditions and learn about the 10 biggest mistakes investors make. Credit unions need to know investments to compete with banks. Also, if one needs to recertify their Certified Credit Union Investments Professional (CCUIP) designation, one needs to register for this eSchool. Attendees who register for the eSchool gain access to 11 webinars and may choose which eight webinars are best for them, allowing them to customize their educational experience.
Who Should Attend?
This eSchool is beneficial for investment professionals and those who earned the CCUIP designation in 2021.
Sessions
Tuesday, March 5, 2024 // 10:00 – 11:00 a.m.
Speaker: Nigel Johnson
Conventional methods and tools used for making capital allocation decisions, although accurate, are often flawed and incomplete. The use of such tools could threaten the very survival of many institutions, yet few do anything about it.
Thursday, March 7, 2024 // 10:00 – 11:00 a.m.
Speaker: Nigel Johnson
After learning the problem, learn the solution. A comprehensive decision-making process that is rooted in objectivity and applied dynamically to the increasing complex dilemma of running a credit union. This way forward combines two tools you currently use and brings clarity to the decision-making process.
Tuesday, March 12, 2024 // 10:00 – 11:00 a.m.
Speaker: Jim Toliver
This session will help to identify opportunities and expose poor alternatives. Learn to evaluate loan participations and indirect lending programs on an all-in cost basis net of acquisition fees, servicing expenses, and across credit cycles, while also comparing the expected returns to similar and lower risk alternatives.
Thursday, March 14, 2024 // 10:00 – 11:00 a.m.
Speaker: Brian Battle
Before taking credit risk in the investment portfolio, there are key skillsets and responsibilities that a credit union must maintain. In this session, we will discuss responsibilities associated with taking credit risk from a prepurchase analysis to ongoing credit surveillance.
Tuesday, March 19, 2024 // 10:00 – 11:00 a.m.
Speaker: Adam Wilcott
For 20 years, performing above the 99th percentile -- TTCU has dominated the credit union world in investment performance! The CFO of TTCU will share exactly how they consistently generate incredible returns and their plan for the future.
Thursday, March 21, 2024 // 10:00 – 11:00 a.m.
Speakers: Shelby Beil, Chris Carney, Jason Elder
For 20 years, performing above the 99th percentile -- TTCU has dominated the credit union world in investment performance! The CFO of TTCU will share exactly how they consistently generate incredible returns and their plan for the future.
Tuesday, March 26, 2024 // 10:00 – 11:00 a.m.
Speaker: Kevin Chiappetta
In this session, we will focus on establishing price volatility limits for your portfolio based on the net interest rate risk between your shares and loans.
Thursday, March 28, 2024 // 10:00 – 11:00 a.m.
Speaker: Nigel Johnson
We have been facing a difficult environment. During this session, we will discuss the importance of setting the right goals (loan growth, increase income, deposit growth), and the proper process to analyze cash flows.
Tuesday, April 2, 2024 // 10:00 – 11:00 a.m.
Speaker: Jim Toliver
In this session, we will walk through the process of calibrating an investment policy to fit your credit union’s balance sheet. We will review recent regulatory changes that should impact your policy and investment management process to make sure you’re prepared for the regulatory examination.
Thursday, April 4, 2024 // 10:00 – 11:00 a.m.
Speaker: Adam Wilcott
Good performance in the portfolio could allow you the flexibility to better serve members. Learn how to build an effective portfolio and how that portfolio will perform in the future. Bonds are mathematical instruments and therefore, the risk and rewards of your portfolio stance are reasonably calculable in advance.
Tuesday, April 9, 2024 // 10:00 – 11:00 a.m.
Speaker: Nigel Johnson
Learn about the six vital life lessons Nigel has learned and how these lessons will help your credit union.
Additional Information
Need Help?
Need help accessing member pricing (available to both CUNA and NAFCU members)? Contact 800-356-9655 or hello@americascreditunions.org.
America's Credit Unions and your designation(s):
Our commitment is to continue serving your professional development needs. Active, unexpired designations, and designations and training earned in 2024 will be fully recognized by America’s Credit Unions.