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

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Member PriceNon-Member PriceDescription
$200.00 Archived Webinar + Free CD ROM
$169.00 Archived Webinar ONLY (for CUs < $20M in Assets)
   

Tuesday, July 8, 2014

9:00 am – 10:30 am HST
12:00 pm – 1:30 pm PT
1:00 pm – 2:30 pm MT
2:00 pm – 3:30 pm CT
3:00 pm – 4:30 pm ET

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.

Continuing Education: Attendance verification for CE credits upon request

HIGHLIGHTS

  • 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

  • TAKE-AWAY TOOLKIT
    • 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

WHO SHOULD ATTEND?

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

PLEASE NOTE
Webinar content is subject to copyright and intended for your individual credit union’s use only.

MEET THE PRESENTER

Dr. Randy Thompson
VirtualCorps.com

 
View Shopping CartView Registration Options and Pricing
Member PriceNon-Member PriceDescription
$200.00 Archived Webinar + Free CD ROM
$169.00 Archived Webinar ONLY (for CUs < $20M in Assets)