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Directors & Financial Literacy Session 2 Webinar
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Directors & Financial Literacy Session 2 Webinar

9/17/2013

When: 9/17/2013
Where: In Your Credit Union
  
Contact:
Kristina Kirchmer

Registration Information
Online registration is closed.
Details

Overview:
In part two of this series, we will take your knowledge of financial statements and ratios and teach you how to use it to identify and monitor risk. Is risk something you need to eliminate in a credit union? Risk in financial institutions is a funny thing. Take too little and you slowly starve. Take too much and you drown rapidly. This webinar will address the nine most critical risks that directors need to understand and explain how to monitor these risks.
Educational Investment:

Highlights:

  • Learn what can happen if underwriting is too liberal or lending quality controls are weak
  • Determine why taking appropriate risk with borrowers is necessary to obtain an adequate yield from your portfolio in today’s low-rate marketplace
  • Understand why chasing rate in investments can come back to haunt you
  • Issues involved in locking the credit union into long-term, low-rate mortgage loans and the alternatives
  • Review of critical internal controls to keep employees and criminals from illegally taking members’ money or data
  • TAKE-AWAY TOOLKIT
    • Financial dashboard to help you monitor risks and key ratios in an understandable, graphic form
    • Employee training log
    • Quiz you can administer to measure staff learning and a separate answer key

DON’T MISS PART 1!
This program is the second of two in a series. There’s still time to register for:

"Directors & Financial Literacy Session 1:
Understand Your Credit Union’s Financial Condition with
Key Ratios, Balances & Estimates”

on Tuesday, August 27, 2013.

Or 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.

 

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

About the Presenter - Tim Harrington, CPA, TEAM Resources
Tim Harrington is a Certified Public Accountant who specializes in working with community financial institutions. Since 1996, Tim has been President of TEAM Resources, a firm which provides consulting, strategic planning, and training from coast-to-coast.

A presenter at over 1,000 financial conferences, seminars, and webinars, Tim has provided consulting and training for hundreds of community financial institutions in nearly every state and four countries. Tim advises boards and senior management teams on strategy, profitability, and governance and works with staff on leadership and lending. In addition, he is a faculty member of three financial institution schools and is the author of the popular lending software "Lenders Tax Analyzer” and has taught lending personnel how to obtain monthly income from tax returns since 1992.

Educational Investment:

Archive Only
Over $75 million


$159

$25 - 75 million


$139

Under $25 million


$79


Education Scholarships:

Scholarships are available for all KCUA education events. Scholarships pay 100% of registration fee for credit unions under $7M, 50% for credit unions between $7-$75M and 25% for credit unions over $75M.

Apply Today!

 

 

  

 
 

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