Using Funds Transfer Pricing for Loans & Deposits
This webinar is part of the Funds Transfer Pricing eSchool.
Click here for more information.
ARCHIVE OPTION AVAILABLE
Can't attend at this time? Click here for the archived version.
December 10, 2007
2:00 p.m.–3:30 p.m. Central Time
(3:00p.m.–4:30 p.m. EST, 1:00p.m.–2:30 p.m. MST, 12:00–1:30 p.m. PST — Confirm the relative time in your area by visiting www.time.gov)
Tuition: $219 for the live webinar (archive webinar not included)
ABOUT THIS 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.
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
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.
WEBINAR OVERVIEW
CPD 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.
CPD 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 CPD Webinars. You'll learn how to effectively interact with the presenter and your peers during live webinars.
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
The last day for cancellations was December 2, 2007. 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.
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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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