CUNA Financial Management School: Part III
Topics & Objectives

Please note that the Topics/Objectives listed below are subject to change.

Move Them Instead of Trying to Change Them

• How employee desires change after they are hired
• Identify types of motivation models that will help management recognize motives for individual behavior
• Discuss employee desires that must be met to achieve long-term job satisfaction

You are the Message!

• Develop traits that will create trust and loyalty in employees
• Define a true leader’s definition of power
• Understand how to create a "pride building culture"

Culture Creates Success

• Learn how to recognize the cultures in your departments and credit union
• Explore how to leverage culture to your advantage or change the existing culture for the better
• Understand how you can use culture to achieve success at your credit union

Economic Update

• Discuss the economic outlook for next year
• Understand the implications for your credit union

Update on Regulatory & Accounting Issues That Credit Unions Face Today

• Understand the new issues confronting the credit union industry
• Get an update on Unrelated Business Income Tax (UBIT) and how it affects your credit union

Advanced Cost Accounting

• Understand the importance of information gathered by cost accounting and know how to use the data collected
• Discuss items unique to branch profitability

Bond Basics

• Discuss the features of fixed income instruments
• Learn how to calculate yield to maturity, duration, and convexity
• Analyze information from Bloomberg to make investment decisions

The Expansion of Net Economic Value (NEV)

• Learn how NEV can be a useful tool to your credit union
• Discuss how NEV can be an estimate of future earnings for your credit union

For more program content information or to request a brochure call 800-356-9655, ext. 4249, or email elearning@cuna.coop. For registration questions, call 800-356-9655, ext.4400 or e-mail reginfo@cuna.coop.