Using Funds Transfer Pricing for Loans & Deposits
This webinar is part of the Funds Transfer Pricing eSchool.
Attend this webinar live on December 10, 2007 Access this archived webinar
please read Archive Webinar Overview below before accessing
Access available December 10, 2007–June 10, 2008
Tuition: $219 for the archive webinar (live webinar not included)
ABOUT THIS ARCHIVE WEBINAR
In this session, Tom Farin will explore the models in common use in making loan pricing decisions – Investment, Benchmark, Valuation, Funds Transfer Pricing ROE, and Funds Transfer Pricing Net Income. He will discuss the relevance of each approach, demonstrating each approach with one of more pricing examples. The discussion will conclude with how results from the loan and deposit can be merged in pricing a customer relationship.
TOPICS & OBJECTIVES
Through this webinar you will:
- Explore loan and deposit pricing models including: Pricing off investment alternatives, valuing loans and deposits, selecting loans based on FTP ROE (RAROC), selecting loans based on FTP income, and a decision tree using results from all four techniques
- Learn about relationship pricing including: Issues in relationship pricing and look at a relationship pricing example
WHO SHOULD ATTEND
This webinar has been designed for financial management staff, accounting staff, management, or any other credit union staff who desire to learn more about financial management issues.
Affiliation with CUNA/League is required for attendance.
INSTRUCTORS
Thomas A. Farin
Thomas is the president of Farin and Associates, Inc., a firm best known for developing and marketing software, seminars, education, and consulting in financial institution asset-liability management. He is a widely-known financial industry lecturer and consultant. He has delivered national educational programs for financial institutions, including Credit Union National Association. He has served on the faculty of four major national financial institution schools including CUNA Management School, and has been a featured speaker at a number of regional programs sponsored by state and regional trade associations. Tom is the author of three separate books on financial institution asset-liability management and a popular asset-liability newsletter.
Mark Hart
Mark is the founder and CEO of Greenwich Software and Consulting Group, Inc. a firm specializing in management information and decision support systems for the financial services industry. He has been a lecturer and consultant in the financial services industry speaking at CFO council functions, AICPA, NABCA, and BAI conventions.
Mark has been a pioneer in the credit union industry bringing advanced, highly developed cost accounting and profitability software and management concepts to the industry. Under the auspices of the BAI trade organization, Mark wrote the first definitive work on measurement and improvement of financial services productivity, while advancing new concepts in measurement and improvement of profitability and work simplification programs. He brought cost accounting techniques common to the mining and manufacturing industry, and tailored them to the financial services industry, refining them to meet credit union management's unique needs.
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.
CANCELLATIONS
The last day for cancellations was December 9, 2007. Substitutions are accepted anytime prior to December 10, 2007 at no additional cost. Simply fax event and contact information, listing the new participant and who they will be replacing.
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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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