eSchool, Recorded

CUNA Financial Management eSchool: Advanced (recorded)

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

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.

Sessions

September 29, 2021 // 2:00-3:30 p.m. CT
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

October 6, 2021 // 2:00-3:30 p.m. CT
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.

October 13, 2021 // 2:00-3:30 p.m. CT
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.

October 20, 2021 // 2:00-3:30 p.m. CT
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.

October 27, 2021 // 2:00-3:30 p.m. CT
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

November 3, 2021 // 2:00-3:30 p.m. CT
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.

November 10, 2021 // 2:00-3:30 p.m. CT
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.

November 17, 2021 // 2:00-3:30 p.m. CT
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.

CPE credits

You can earn group-internet credits for this program. CPE credits will be determined immediately before the program. You must attend the live, virtual event to earn CPE credits. Viewing the recorded sessions will not qualify. For more information, please contact CUNA at 800-356-9655 or hello@cuna.coop.

Credit Union National Association (CUNA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website.