Loan Pricing Tools & Techniques
ARCHIVE OPTION AVAILABLE
Can't attend at this time? Click here for the archived version.
July 11, 2008
2:00–3:15 p.m. Central Time
(3:00–4:15 p.m. EDT, 1:00–2:15 p.m. MDT, 12:00–1:15 p.m. PDT — 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 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.
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.
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.
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
Cancellations received in writing (via fax 608-231-4327) before the end of business on July 3, 2008 are eligible for a refund of the amount paid minus a $50 administrative fee. No refunds will be granted for cancellation requests received after July 3, 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.
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