CU Finance for Non-Financial Managers & Volunteers eSchool

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CU Finance for Non-Financial Managers & Volunteers eSchool
Topics and Schedule

Please note that the Topics/Objectives listed below are subject to change.

Class 1: September 25, 2007
Financial Statement Game: Starting With the Basics
Explore Accounting 101 Discover the five basic building blocks of accounting, how they are recorded and reported Learn the basic concepts that form Generally Accepted Accounting Principles (GAAP) Review the basics of credit union profitability: where revenue comes from, what the major expense is, calculating the Net Interest Margin (NIM) and why NIM is no longer adequate to sustain credit union profitability Discover what makes up credit union "financial statements" and why we need to be able to make sense of the balance sheet and income statement

Class 2: October 2, 2007
Financial Statement Analysis: Going Deeper Into Where the Numbers Come From
Identify the source of capital and understand why capital matters, measure capital and understand how to increase capital and the capital to assets ratio Consider how prompt corrective action regulations affect the amount of capital we retain and the repercussions of letting capital drop below the level called "adequately capitalized" Explore the cruelties of "accrual" accounting, why it matters and how it affects your credit union Make sense of the most recent interpretation of the allowance for loan and lease losses, how to calculate it and how it effects your balance sheet and income statement Connect the relationships between elements of the financial statements Clarify the critical reasons for analyzing the financial statements See the financial statements from the perspective of different users

Class 3: October 9, 2007 Class 4: October 16, 2007
Financial Statement Game: Getting a Bit More Sophisticated: Parts I & II
Comprehend and calculate the important ratios of the five ratio groups: liquidity, earnings, spread, capital, asset quality and growth Analyze two credit unions going radically different directions and learn to identify trends sooner and make critical decisions regarding the future of the credit union Make use of ratio analysis, trend analysis, and peer group analysis using classroom examples and your own credit union financial statements Learn how to access competitors' financial statements over the Internet and realize the important relationships between Camel's and your credit union's financial health

Class 5: October 23, 2007
Rates, Risk & Return
Discover what effect might interest rate changes have on cash flow and financial management Learn important first steps to understanding the relationship between interest rates and risk and setting appropriate prices to mitigate risk Investigate several methods of setting, reporting and calculating rates Look at the marketplace in order to determine what the range of competitively acceptable rates is Discover how to make sure your member shares the risks with you

Class 6: October 30, 2007
Through this webinar you will:
• Identify and quantify the risks on the balance sheet • Learn how to assess priorities among conflicting financial objectives such as capital, earnings, growth, and service • Use tools to measure the volatility of income and expenses flowing from the balance sheet • Learn how to write an ALM policy

100% Guarantee
CUNA Center for Professional Development is committed to providing a quality learning experience with cutting-edge topics and expert instructors. If for some reason you are not fully satisfied, contact us and we’ll provide you a full tuition refund or credit.

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CU Finance for Non-Financial Managers & Volunteers eSchoolTopics and Schedule

CU Finance for Non-Financial Managers & Volunteers eSchool
Topics and Schedule