Portfolio Management Strategies
For additional training on financial management register for the Financial Management eSchool: Part II which starts August 27, 2008.
This webinar is being offered live on
October 1, 2008 Access this archived webinar
please read Archive Webinar Overview below before accessing
Access available October 1, 2008–April 1, 2009
Tuition: $219 for the archive webinar (live webinar not included)
ABOUT THIS ARCHIVE WEBINAR
As a member of your credit union's staff or board, there's always more to learn about financial management issues. Build on your expertise and attend this webinar which is part of the Financial Management eSchool: Part II. You'll gain a thorough understanding of the financial side of your credit union so you can make truly informed decisions. And you'll learn ways to evaluate and improve your credit union's performance. This webinar is in cooperation with the CUNA CFO Council.
TOPICS & OBJECTIVES
Portfolio Management Strategies
Through this webinar you will:
- Gain a better understanding of the five steps in portfolio management
- Understand the basic strategies to manage your credit union investment portfolio
- Identify the difference between active and passive strategies and the benefit of each
WHO SHOULD ATTEND
This webinar is designed for volunteers and staff at all levels of credit union management who are interested in expanding their expertise in credit union financial management.
Affiliation with CUNA/League is required for attendance.
For more program content information, call 800-356-9655, ext. 4249 or e-mail elearning@cuna.coop. For registration questions, call 800-356-9655, ext.4400 or e-mail reginfo@cuna.coop.
INSTRUCTORS
Steven W. Rick
Steve is a senior economist for Credit Union National Association. He conducts economic research, teaches at various credit union schools and conferences, and writes articles for CUNA publications. Steve facilitates strategic planning sessions for credit union boards and has authored a textbook on asset-liability management. Steve is also a faculty member of the economics department at the University of Wisconsin-Madison.
ARCHIVE WEBINAR OVERVIEW
Archived CUNA Webinars enable staff to pick up new skills and keep up with daily responsibilities. Viewing a archived webinar will enable you to see and hear a presentation, questions of the instructor, and refer to handouts. You need only a computer with an Internet connection and speakers. If you have a computer projection screen, it's easy to provide this training to a whole roomful of staff!
Use our 90- to 120-minute archived webinars as part of a full day of training by gaining knowledge and ideas at the webinar, then spend some time discussing how the new information applies to your credit union.
A single session archived webinar will be made available usually within 48 hours of the live event and a two session archived webinar will be made available within 48 hours of the conclusion of the second session. By registering for this archived webinar, you will receive unlimited access until the end date listed above. No access to this archived webinar is provided after the end date listed above.
FREE PUBLICATIONS
Try one of these publications free when you register for this program!
- Credit Union Magazine (6 months free!)
- Directors Newsletter (6 months free!)
Find out more about these publications
CANCELLATIONS
Cancellations received in writing (via fax 608-231-4327) before October 1, 2008 are eligible for a refund of the amount paid minus a $50 administrative fee. No refunds will be granted for cancellation requests received on or after October 1, 2008 or for registrations received on or after October 1, 2008. Substitutions are accepted anytime prior to October 1, 2008 at no additional cost. Simply fax event and contact information, listing the new participant and who they will be replacing.
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