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Foundations of Financial Lit for Directors: Analysis of Financials & Calculation of Ratios Webinar
View Registrations Tell a Friend About This EventTell a Friend

When: Archive only
Where: In Your Credit Union
Contact: Kristina Kirchmer

Online registration is closed.
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Credit union directors have the unique responsibility of monitoring performance and setting policy to assure the viability of the credit union.  One key part of that responsibility is the ongoing analysis of the credit union’s financial performance.  This webinar will provide insight, knowledge, and tools to make directors active participants in financial oversight.  By mastering these skills and applying these tools you will protect yourself and your credit union.


  • Identify the building blocks of financial statements
  • Components of credit union financial performance
  • Define performance components such as efficiency, risk, and return
  • Calculate ratios to measure financial performance
  • Interpret the outputs from key ratios
  • Sample financial statements with descriptions
  • List of key ratios with definitions and applications
  • Sample dashboard reports for monitoring financial performance
  • Employee training log
  • Quiz you can administer to measure staff learning and a separate answer key

Attendance verification for CE credits provided upon request.

This informative session will be beneficial for directors, Supervisory Committee members, other volunteers, volunteers in training, CEOs, managers, and senior management. 

ABOUT THE PRESENTER – Dr. Randy Thompson,
For over 35 years, Dr. Randy Thompson has served clients in financial, manufacturing, healthcare, fund-raising, telecommunications and transportation.  Technical skills include statistical analysis, commercial lending, strategic planning, ALM modeling, budgeting, staff recruiting, management, marketing, and public relations. 

Randy was a VP and lead lender for two regional financial institutions from 1977 to 1987.  He specialized in commercial lending, including loans to companies in manufacturing, mining, hotels and casinos, agriculture, non-profits, and industrial properties.  Randy is the President/CEO of Thompson Consulting & Training, Inc. where he provides asset/liability management (including pricing of loans and deposits) strategic planning, budgeting, marketing, and training.  He holds an MBA from the Pacific Coast Banking School at University of Washington and a Ph.D. in Public Health from the University of Utah.  

Educational Investment:

Asset Size Archive Only
Over $75 million


$25 - $75 million


Under $25 million


Education Scholarship

Scholarships are available for all KCUA education events. Scholarships pay 100% of registration fee for credit unions under $25M, 50% for credit unions between $25-$75M and 25% for credit unions over $75M.



Upon registration, you will receive an email confirmation that you can print for your records. Connecting instructions will be emailed to you approximately two days before the event.

Cancellation Policy:

Sorry, no cancellations are allowed after connecting instructions and handout materials are distributed to registrants. Substitutions are welcomed and encouraged.

Please note: The live webinar option allows you to have one telephone connection for the audio portion and one Internet connection (from a single computer terminal) to view online visuals as the presentation is delivered. You may have as many people as you like listen from your office speaker phone.