Credit Union Finance eSchool 2023
Credit Union Finance eSchool 2023
Overview
Be a pivotal part of your credit union’s success. Take the first step in your financial education path—learn the basics of finance.
Be prepared to make informed decisions on financial matters. Credit union professionals need financial training because volunteers, executives, and managers, both in and out of the finance sector, are being called upon to make critical decisions based on their financial knowledge. Ensure your credit union staff is prepared with the most up-to-date finance management practices.
This event is endorsed by Finance Council.
Who should attend?
This webinar series is beneficial for tellers, MSRs, small credit union employees who are asked to wear multiple hats and any credit union staff or board members interested in gaining a better understanding of financial management topics.
This webinar series is part of the complete Training Bundle series. Subscribe to get immediate access to this webinar along with over 80+ webinars covering critical topics for you and all your staff.
Schedule
Speaker: Tim Gardner
You will learn to define the different areas of the balance sheet such as assets, liabilities, and equity (referred to as net worth for credit unions). The different categories of the three areas will be broken down and examples given of each. There will also be an in-depth discussion of how money flows through the balance sheet.
Speaker: Tim Gardner
The income statement is often times referred to as the "movie" of financial statements because income and expenses accumulate throughout the year. We will discuss what makes up the major categories of income and expense. Finally, we will answer: Why is one month of actual numbers "annualized?" How is the calculation actually done?
Speaker: Tim Gardner
This session will allow you to understand how changing balances of the loan category, when combined with changing rates, can drive total loan income. You will also explore how to combine a balance sheet and income statement together by utilizing a spread report.
Speaker: Tim Gardner
This session is a culmination of the Credit Union Finance eSchool as we explore how changes to a credit union’s balance sheet and/or income statement can have an impact on the ratios. We will answer: What do the changes or impacts mean to the credit union? How can they be managed going forward?
Pricing & Registration
Member
Non-Member
Credit Union Finance eSchool 2023 (recorded)
Credit Union Finance eSchool 2023 (recorded)
Need help accessing member pricing? Contact 800-356-9655 or hello@americascreditunions.org.
Attendee Info
Our webinars and eSchools use various platforms, including Adobe Connect, Pheedloop Meet & Stream, and Zoom. All of these platforms are web conferencing technology that allows for live virtual meetings. Whether this is your first time attending a webinar or eSchool, or you simply need a refresher, review these helpful steps and frequently asked questions below.
