ABOUT THIS WEBINAR
Drill further down and deepen your understanding of management tools and ratios. With greater clarity, you'll see how the effective use of these financial tools can spur overall growth.

TOPICS & OBJECTIVES

Advanced Financial Management Tools

• Review of asset liability management (ALM) tools and ratios, GAP Analysis (GAP), Net Economic Value (NEV), earnings at risk, and other advancements
• Gain a better understanding of the analytical tools your credit union should consider using; Weighted Average Life (WAL), market value, effective duration, and convexity

Advanced Financial Ratios

• Use financial ratios to evaluate your credit union's financial performance
• Examine each risk area to understand trends over time, interrelationships among ratios, and increasing and decreasing strengths and weaknesses
• Review ratio forecasting methods given economic projections
• Understand how tools, ratios, policies, changes, and decisions are linked
• Analyze how recent economic trends have altered many of your credit union's ratios

WHO SHOULD ATTEND
This eSchool is beneficial for accounting staff, financial analysts, board of directors, CFOs, and anyone who is interested in learning how to manage the financial growth of your credit union.

For more program content information, call 800-356-9655, ext. 4249, or e-mail training@cuna.coop. For registration questions, call 800-356-9655, ext. 4400, or e-mail reginfo@cuna.coop.

 

INSTRUCTORS
Brian Smith-Vandergriff
Brian currently serves as a member of the Client Strategies Group with CNBS, LLC. He is directly responsible for managing client portfolios on a non-discretionary basis and conducting original research for presentation to financial institutions nationwide. He is focused on the development of new products and services throughout the company, as well as original research to support the enhancement of products that span the firm's business units. Brian is responsible for managing CNBS' Business Continuity Planning practice and is also dedicated to guiding the use of information and technology assets throughout the firm.

Brian is actively involved in the Securities Industry Association (SIA) and is currently serving as a member of SIA's Business Continuity Planning Committee and SIA's Small Firms' Technology Focus Group. He has been a frequent speaker and participant at industry conferences, contributed to industry publications, attended management education and development programs, and is a member of the Net Future Institute.

Brian has spent the majority of his career in management, technology, and analytical positions spanning several diverse industries. Prior to joining CNBS, he most recently served as a member of the technology services organization at a private university.



WEBINAR OVERVIEW
Just like in face-to-face classes, CUNA Webinars allow you to see and hear a presentation, ask questions of the instructor, and refer to handouts. You need only a speakerphone and computer with Internet connection. With a computer projection screen, it's easy to provide this training to a whole roomful of staff!

When you register for an event, the connection information will be e-mailed to you 24-48 hours before the event. If you are registering for an event the day it is being held, please call 800-356-9655, ext. 4249 or e-mail training@cuna.coop for assistance.

Did you know...in addition to attending this event live, your tuition includes six months of unlimited access to the archived (recorded) event within 48 hours of the live event for your entire credit union. See the archived events available to you and your credit union.

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

CANCELLATIONS
Cancellations received in writing (via fax 608-231-4327) before the end of business on September 20, 2010 are eligible for a refund of the amount paid minus a $50 administrative fee. No refunds will be granted for cancellation requests received after September 20, 2010. 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.