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Advanced Financial Literacy for Directors: Webinar
View Registrations Tell a Friend About This EventTell a Friend

When: Archive only
Where: In Your Credit Union
Contact: Leah Redding

Online registration is closed.
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Directors are responsible for setting and controlling the direction of the credit union.  The NCUA requires board members to achieve a basic level of financial literacy.  The first step is to understand the elements of a financial statement.  In this advanced webinar, participants will elevate their financial literacy by learning to interpret multiple analyses and determine what effect these measures have on the financial success and viability of the credit union.  (It is assumed participants already possess basic financial literacy concepts).


  • Identify the interconnections of financial statements
  • Apply knowledge of ratios to measure and quantify financial performance
  • Understand and interpret the calculation outputs from multiple performance measures
  • Strategic analysis to quantify and improve credit union performance based on outputs from calculations
  • Ensure applications are compliant with NCUA guidelines
    • Analytic tools with descriptions
    • How-to analysis kit
    • Analytics checklist (ratios)
    • NCUA guidelines and expectations for board members
    • Employee training log
    • Quiz you can administer to measure staff learning and a separate answer key



“Foundations of Financial Literacy for Directors: 
Analysis of Financials & Calculation of Ratios”

on July 8, 2014

If you missed it, you can order an archive of the live webinar, complete with handout materials.

Attendance verification for CE credits provided upon request.


This informative session is designed for directors, ALCO members, Supervisory Committee members, CEOs, and CFOs.

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.