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 2008 Archived Webinar

Investment Policy

For additional training on financial management register for the Financial Management eSchool: Part I which starts January 15, 2008.

Attend this webinar live on February 5, 2008

Access this archived webinar
please read Archive Webinar Overview below before accessing

Access available February 5–August 5, 2008
Tuition: $219 for the archive webinar (live webinar not included)
CUNA Council and CPDOnline members receive a $50 discount.
Subscribers to CU360 Online Research & Advice Portal receive a $50 discount.
Please note: Only one discount valid per webinar registration.

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. Discover the many factors of risk and return and establish investment objectives for your credit union through this webinar. This webinar is in cooperation with the CUNA CFO Council.

TOPICS & OBJECTIVES

Investment Policy

Through this webinar you will:
  • Understand basic investment terms
  • Examine concepts of risk and return
  • Identify measures of risk and return, including yield curves
  • Establish investment objectives
  • Explore the roles, regulations, and key components of a sound investment policy
WHO SHOULD ATTEND
Accounting staff, board of directors, CFO's, and any management staff who are interested in learning how to manage the financial growth of your credit union.

Affiliation with CUNA/League is required for attendance.
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.

CANCELLATIONS
The last day for cancellations was February 4, 2008. Substitutions are accepted anytime prior to February 5, 2008 at no additional cost. Simply fax event and contact information, listing the new participant and who they will be replacing.


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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