Financial Management Webinar Series: Advanced 2024
Financial Management Webinar Series: Advanced 2024
Overview
Continuing to develop your understanding of financial management and the asset-liability management (ALM) process will greatly benefit your credit union.
This advanced-level webinar series covers a wide range of topics, including:
- Financial ratios
- Credit,
- Interest rate
- Liquidity and market risk
By attending, you will expand your current knowledge to help you make the best financial decisions for your credit union.
Who should attend?
This webinar series is beneficial for accounting staff, financial analysts, the board of directors, CFOs, branch managers, and other staff who are interested in learning how to manage the credit union's financial growth.
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
September 11, 2024 // 2:00 - 3:30 p.m.
Speaker: Tim Gardner, EVP/CFO, CDC FCU
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.
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.
September 18, 2024 // 2:00 - 3:30 p.m.
Speaker: Tim Gardner, EVP/CFO, CDC FCU
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: objectives, purpose, tools, ratios, and strategies for maximizing earnings.
September 25, 2024 // 2:00 - 3:30 p.m.
Speaker: Tim Gardner, EVP/CFO, CDC FCU
Learn to critically review and understand balance sheet risk and apply asset/liability management (ALM) tools to balance sheet management. You will also examine modeling techniques to consider in the ALM process.
October 2, 2024 // 2:00 - 3:30 p.m.
Speaker: Tim Gardner, EVP/CFO, CDC FCU
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” (deposit product sensitivity) and analyze “duration” (market price sensitivity).
October 16, 2024 // 2:00 - 3:30 p.m.
Speaker: Tim Gardner, EVP/CFO, CDC FCU
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.
October 23, 2024 // 2:00 - 3:30 p.m.
Speaker: Tim Gardner, EVP/CFO, CDC FCU
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.
October 30, 2024 // 2:00 - 3:30 p.m.
Speaker: Tim Gardner, EVP/CFO, CDC FCU
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 6, 2024 // 2:00 - 3:30 p.m.
Speaker: Tim Gardner, EVP/CFO, CDC FCU
Learn how forecasting and projections can enhance the budget and planning processes. 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.
Pricing & Registration
Member
Non-Member
Financial Management eSchool: Advanced 2024
Financial Management eSchool: Advanced 2024
Financial Management eSchool: Advanced 2024 (recorded)
Financial Management eSchool: Advanced 2024 (recorded)
Recording-Only Option
Order the Financial Management eSchool: Advanced 2024 Recording-Only
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.