Loan Pricing Tools & Techniques
Attend this webinar live on July 11, 2008 Access this archived webinar please read Archive Webinar Overview below before accessing
Access available July 11, 2008January 11, 2009
Tuition: $219 for the archive webinar (live webinar not included)
ABOUT THIS ARCHIVE WEBINAR In today's competitive markets, the securities markets (Freddie Mac, Fannie Mae, captive automobile manufacturer finance subsidiaries, etc.) set base rates in local loan markets. Credit unions price in relationship to the competitive base rates set in the securities markets and by their competition. This session focuses on tools for effective loan decision making. Pricing models are most effectively used by credit unions in identifying well and poorly priced loans in the local market. Four conceptual techniques for pricing loans will be introduced and discussed, two with a securities market view, and two that look at profitability in the context of the credit union's balance sheet. Once Tom Farin has introduced the tools, he will work through a number of current market examples of using the pricing models to identify well and poorly priced loans.
Through this webinar you will:
- Understand the role the securities markets play in pricing loans in their markets
- Analyze why loan pricing tools are not primarily used by most credit unions to set loan rates
- Discuss four different conceptual approaches to loan pricing; and the value and role of each
- Gain a better understanding of some of the anomalies that exist in competitive loan pricing markets and how to exploit opportunities created by those anomalies
WHO SHOULD ATTEND This webinar is beneficial 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.
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 July 10, 2008. Substitutions are accepted anytime prior to July 11, 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.
Not finding what you're looking for? Click here
to submit your topic suggestion or question.
Copyright © Credit Union National Association, Inc.
 |