CUNA Financial Management Schools

Transcription

1 CUNA Financial Management Schools August 12-16, 2012 I San Diego, CA Hands-on financial management experience without the risk! Register at training.cuna.org/fms

2 Hands-on financial management experience without the risk! Learn how to financially manage your credit union before you have to make the tough decisions on your own. Through use of the Stanford Bank Game, a software program that simulates the operations of a financial institution, credit union financial management professionals will work through the details and decisions involved in running a financially successful credit union without the risks that accompany making financial decisions in real life. Participants will make short-term operating decisions and, at the same time, consider the implications of these decisions for long-run growth and profitability. At these schools, you will: Learn practical financial management tools Examine how to track your credit union s performance Identify asset-liability management techniques to enhance your credit union s financial performance Discuss how current economic trends will affect your credit union This event is produced by the CUNA Center for Professional Development and endorsed by the CUNA CFO Council. Program Content Call: , ex training@cuna.coop Registration Information Call: , ext reginfo@cuna.coop training.cuna.org/fms

3 Choose from three different learning levels: You may attend Parts 1, 2, and 3 in any order; there are no prerequisites CUNA Financial Management School: Part 1 August 12-16, 2012 San Diego, CA $1,595 ($1,795 after June 17, 2012) All staff members who are involved in the financial decision-making process at their credit union are encouraged to attend Part 1 to learn how to intelligently manage the financial aspects of their institution. Attendees get hands-on-experience working with a team through financial scenarios provided by the Stanford Bank Game. Guided lectures and discussions will draw out the important lessons learned in each simulation. August 12-16, 2012 San Diego, CA $1,595 ($1,795 after June 17, 2012) Part 2 is a continuation on the themes and theories discussed in Part 1, with the financial scenarios simulated by the Stanford Bank Game gradually becoming more advanced. The financial theories move beyond the introductory stages and touch upon high-level decision making such as strategic financial forecasting for long-term growth. Past participants include CEOs, CFOs, VPs and other senior management positions. August 12-16, 2012 San Diego, CA $1,495 ($1,695 after June 17, 2012) Part 3 is designed for advanced financial management professionals and departs from the Stanford Bank Game structure of parts 1 and 2. Part 3 attendees will have the opportunity to work through issues specific to their own credit union in productive discussions with a supportive group of educated peers and industry experts. Topics include: I ntroduction to Financial Ratios Introduction to Asset-Liability Management (ALM) Introduction to Financial Management Analysis & Problem Solving Introduction to Balance Sheet Earnings Introduction to Investments Loan & Deposit Pricing Forecasting and Budgeting Approaches And more! Visit training.cuna.orgfms for complete session descriptions. CUNA Financial Management School: Part 2 Topics include: Advanced Financial Ratios Advanced Asset-Liability Management Identifying Interest Rate & Market Risk Liquidity & Funding Risk Forecasting & Strategically Planning for Long Term Growth Managing Credit Risk And more! Visit training.cuna.org/fms2 for complete session descriptions. CUNA Financial Management School: Part 3 Topics include: Update on Accounting and Regulatory Issues for Credit Unions Economic Update and Outlook for 2013 Modern Risk Management Credit, Lending, Liquidity, Funding, and Concentration Risks Building Effective Teams and Fostering Member Loyalty sessions And more! Visit training.cuna.org/fms3 for complete session descriptions.

4 eschools Can t attend the face-to-face schools or would you like to train more of your staff? Attend the CUNA Financial Management eschools! CUNA Financial Management eschool: Part 1 August 29 - October 17, sessions 2:00-4:00 p.m. Central Time $1,595 Establish a strong foundation in credit union financial management with this convenient, step-by-step eschool. August 29 Introduction to Financial Ratios September 5 Introduction to Asset-Liability Management September 12 Introduction to Financial Management Analysis & Problem Solving September 19 Introduction to Balance Sheet Earnings September 26 Introduction to Investments October 3 Loan & Deposit Pricing October 10 Forecasting & Budgeting Approaches October 17 Determining Loan Losses CUNA Financial Management eschool: Part 2 October 24-December 12, sessions 2:00-4:00 p.m. Central Time $1,595 Get expert instruction and network with other credit union professionals through interactive online sessions. October 24 Advanced Financial Ratios October 31 Advanced Asset-Liability Management November 7 Advanced Financial Management Analysis & Problem Solving November 14 Balance Sheet Earnings November 21 Identify Interest Rate & Market Risks November 28 Liquidity & Funding Risk December 5 Forecasting & Strategically Planning for Long-Term Growth December 12 Managing Credit Risk Learn more and register at training.cuna.org/eschools

5 Stay in beautiful San Diego HARD ROCK SAN DIEGO 207 5th Ave San Diego, CA Phone: (619) Reservations: (866) Fax: (619) Room rates: $189 per night for single/double occupancy* Hotel Reservation Deadline: July 23, 2012 The Hard Rock San Diego is located in one of the most coveted areas in downtown San Diego right at the entrance to the Gaslamp Quarter, San Diego Convention Center and PETCO Park. Hard Rock San Diego Amenities include a rooftop pool and plush cabanas alongside world-class dining, exclusive shopping, chic lounges and sleek bars. * Room rates and availability cannot be guaranteed. Rooms may be sold out prior to this date, so make your reservations early! Room reservations and fees are the responsibility of the registrant. To claim this room rate, call for reservations and reference CUNA or Credit Union National Association. FOR MORE INFORMATION: Visit: training.cuna.org Program Content: Call: , ext training@cuna.coop Registration: Call: , ext reginfo@cuna.coop Continuing Professional Education (CPE) Credits CUNA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN Web site: CPE Credits CUNA Financial Management School: Part 1 30 CUNA Financial Management eschool: Part 1 19 CUNA Financial Management School: Part 2 28 CUNA Financial Management eschool: Part 2 19 CUNA Financial Management School: Part 3 25 No advance preparation or prerequisites are required. For more information regarding administrative policies, such as complaint and refund, please contact CUNA at , ext Council Discount CUNA Council members receive a $100 discount on select schools and eschools and a $50 discount on webinars. To learn more about the CUNA Councils, visit cunacouncils.org. Travel Arrangements Delta Airlines offers special benefits for CUNA including discounts on fares and a person-to-person reservation service. To make reservations, visit or call , Monday through Friday, 7:30 a.m.-7:30 p.m. Central Time. Refer to File Meeting Code NM7EF. Cancellations & Refunds Cancellations received in writing (via fax ) seven or more days before the start of the program are eligible for a refund of the amount paid minus a $200 administrative fee. No refunds will be granted if cancellation is received six days or less before a program begins. Substitutions are accepted any time prior to the start of the program at no additional cost. Simply fax an updated registration form, listing the new participant and who they will be replacing.

6 CUNA Financial Management Schools August 12-16, 2012 I San Diego, CA training.cuna.org/fms #30223