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2008 Webinar

Portfolio Management Strategies

October 1, 2008
2:00–4:00 p.m. Central Time
(3:00–5:00 p.m. EDT, 1:00–3:00 p.m. MDT, 12:00–2:00 p.m. PDT — Confirm the relative time in your area by visiting www.time.gov)
Tuition: $219 for the live webinar (includes live and 6 months access to the archive)

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 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.

INSTRUCTORS
Jim Toliver
As executive director of Advisory Services, Jim is responsible for the overall coordination of the Investment Advisory services and products. Jim has over 20 years of experience in investments, capital markets, and the financial services industry. Prior to this position, Jim was chief risk officer at Mid-States Corporate FCU. He started his professional career in the capital markets with Bear Stearns, adding practical market experience to his academic background. Jim then went to First Nationwide, entering their management trainee program. There Jim received training and served internships in each key function of banking. Jim took this formal training to credit unions becoming the CEO of NARDA Credit Union for nine years. He also served as vice president/controller for Motorola Employee's Credit Union, followed by serving Alliant Credit Union as the director of investments. Jim is a CFA charterholder, a member of the Investment Analysts Society of Chicago, and the CFA Institute

WEBINAR OVERVIEW
CUNA Webinars enable staff to pick up new skills and keep up with daily responsibilities. Just like in face-to-face classes, students see and hear a presentation, ask questions of the instructor, and refer to handouts. You need only a speakerphone and computer with Internet connection. And if you have a computer projection screen, it's easy to provide this training to a whole roomful of staff!

Use our webinars as part of a full day of training. Gain knowledge and ideas at the webinar, then spend some time discussing how the new information applies to your credit union.

CUNA Webinars use WebEx to provide an interactive and convenient online learning environment. Whether you are a first time WebEx user, or simply need a refresher, take a short tour of WebEx to help you get the most from CUNA Webinars. You'll learn how to effectively interact with the presenter and your peers during live webinars.

CANCELLATIONS
The last day for cancellations was September 23, 2008. Substitutions are accepted anytime prior to the start of the program at no additional cost. Simply fax event and contact information, listing the new participant and who they will be replacing. Cancellation fees do not apply for free or complimentary programs.

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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