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.

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. 

Please note:  The live webinar option allows you to have one telephone connection for the audio portion and one Internet connection (from a single computer terminal) to view online visuals as the presentation is delivered.  You may have as many people as you like listen from your office speaker phone.

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.

THREE REGISTRATION OPTIONS

Note:  All materials are subject to copyright.  Transmission, retransmission, or republishing this webinar to other institutions or those not employed by your financial institution is prohibited.  Print materials may be copied for eligible participants only.

1.  LIVE WEBINAR

The live webinar option allows you to have one telephone connection for the audio portion and one Internet connection (from a single computer terminal) to view online visuals as the presentation is delivered.  You may have as many people as you like listen from your office speaker phone.  Registrants receive a toll-free number and pass code that will allow entrance to the seminar.  The session will be approximately 90 minutes, including question and answer sessions.  Seminar materials, including instructions, PIN number, and handouts will be emailed to you prior to the broadcast.  You will need the most-current version of Adobe Reader available free at www.adobe.com.

 

Convenient!

Listen to the
archived webinar on your

iPad

iPhone

Android

Instructions will be emailed with the archived webinar link.

2.  ARCHIVED WEBINAR & FREE CD ROM*

Can’t attend the live webinar? The archived webinar is a recording of the live event, including audio, visuals, and handouts. We even provide the presenter’s email address so you may ask follow-up questions. Approximately one week prior to the webinar, you will receive an email with the archived webinar link. This webinar link can be viewed anytime 24/7, beginning 6 business days after the webinar and will expire 6 months after the live program date.

As an added bonus, you will also receive a FREE audio/visual CD ROM.* The CD ROM includes the original audio/visual presentation, the question and answer sessions, and the handouts.  Use the archived webinar or this “off-the-shelf” training program for those that could not attend the live seminar and for future training.

The archived webinar (including the free CD ROM) may ONLY be ordered for 6 months following the webinar. Neither will be available after this time.

3.  BOTH LIVE WEBINAR & ARCHIVED WEBINAR (INCLUDES FREE CD ROM*)

Options 1 and 2 described above

AFFORDABLE, PROFESSIONAL TRAINING, WHEN AND WHERE YOU CHOOSE

*CD ROM is for Mac and PC use only

This event is being conducted by CU Web Training on behalf of the Missouri Credit Union Association.   Click here to register:  https://mcua.fed.cuwebtraining.com/store/webinar

September 17th, 2013 2:00 PM   through   3:30 PM

Event Info

When

September 17th, 2013 2:00 PM   through   3:30 PM

Contact

Phone: 314.542.1321

Email:


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