On-Line Classes
Advanced Supervisory Committee Training: Loan
Risk
Defined, Detected, Measured, Controlled
ABOUT THE PROGRAM
Understanding, monitoring, evaluating and controlling the risk that your credit union will be exposed to from your loan program will be the heart of this unique educational opportunity.
PROGRAM HIGHLIGHTS
> Define loan risk
> Describe loan risks controls
> Discuss current loan fraud trends
> Review loan risk detection methods
> Explain how to evaluate loan risk
> Introduce ways to manage risk
> Open Mic
WHO SHOULD ATTEND
> Supervisory Committee
> Internal Audit Personnel
ABOUT THE PROGRAM FACILITATOR
This program will be facilitated by a veteran credit union professional who has devoted more than 25 years serving as Chief Financial Officer & Chief Executive Officer for the state credit union League and several credit unions. This credit union executive holds a Masters in Business Administration degree and has served on the adjunct faculty for two local universities.
PROGRAM DATE
This program is scheduled for Tuesday March 20, 2012 at 3:30-4:45PM EST
PROGRAM COST
$173.00 For ICUT members
$193.00 For non-ICUT members
REQUIREMENTS
Attendees will need to have Internet access and a separate telephone connection.
REGISTRATION
To register for this on-line class simply click on the BUY NOW button shown below or click on the SEND ALTERNATIVE REGISTRATION MATERIALS link at the bottom of this page. The deadline for registration is 12:00PM March 20, 2012 EST .
Defined, Detected, Measured, Controlled
ABOUT THE PROGRAM
Understanding, monitoring, evaluating and controlling the risk that your credit union will be exposed to from your loan program will be the heart of this unique educational opportunity.
PROGRAM HIGHLIGHTS
> Define loan risk
> Describe loan risks controls
> Discuss current loan fraud trends
> Review loan risk detection methods
> Explain how to evaluate loan risk
> Introduce ways to manage risk
> Open Mic
WHO SHOULD ATTEND
> Supervisory Committee
> Internal Audit Personnel
ABOUT THE PROGRAM FACILITATOR
This program will be facilitated by a veteran credit union professional who has devoted more than 25 years serving as Chief Financial Officer & Chief Executive Officer for the state credit union League and several credit unions. This credit union executive holds a Masters in Business Administration degree and has served on the adjunct faculty for two local universities.
PROGRAM DATE
This program is scheduled for Tuesday March 20, 2012 at 3:30-4:45PM EST
PROGRAM COST
$173.00 For ICUT members
$193.00 For non-ICUT members
REQUIREMENTS
Attendees will need to have Internet access and a separate telephone connection.
REGISTRATION
To register for this on-line class simply click on the BUY NOW button shown below or click on the SEND ALTERNATIVE REGISTRATION MATERIALS link at the bottom of this page. The deadline for registration is 12:00PM March 20, 2012 EST .
Understanding Self-Employed Taxes
FOR MAKING CREDIT DECISIONS
ABOUT THE PROGRAM
Attendees will learn how to read and interpret the various federal tax schedules used by self-employed members applying for credit.
PROGRAM HIGHLIGHTS
> Explain the importance of understanding self employed tax information.
> Review debt-to-income ratio
> Compare traditional paystubs to self-employed tax returns
> Review Form 1040, Form 4562 (Depreciation), and Schedule C
> Open Mic
WHO SHOULD ATTEND
> Lending staff
ABOUT THE PROGRAM FACILITATOR
This program will be facilitated by a veteran credit union professional who has devoted more than 25 years serving as Chief Financial Officer & Chief Executive Officer for the state credit union League and several credit unions. This credit union executive holds a Masters in Business Administration degree and has served on the adjunct faculty for two local universities.
PROGRAM DATE
This program is scheduled for Tuesday April 17, 2012 at 3:30-4:45PM EST
PROGRAM COST
$174.00 For ICUT members
$194.00 For non-ICUT members
REQUIREMENTS
Attendees will need to have Internet access and a separate telephone connection.
REGISTRATION
To register for this on-line class simply click on the BUY NOW button shown below or click on the SEND ALTERNATIVE REGISTRATION MATERIALS link at the bottom of this page. The deadline for registration is 12:00PM April 17, 2012 EST .
FOR MAKING CREDIT DECISIONS
ABOUT THE PROGRAM
Attendees will learn how to read and interpret the various federal tax schedules used by self-employed members applying for credit.
PROGRAM HIGHLIGHTS
> Explain the importance of understanding self employed tax information.
> Review debt-to-income ratio
> Compare traditional paystubs to self-employed tax returns
> Review Form 1040, Form 4562 (Depreciation), and Schedule C
> Open Mic
WHO SHOULD ATTEND
> Lending staff
ABOUT THE PROGRAM FACILITATOR
This program will be facilitated by a veteran credit union professional who has devoted more than 25 years serving as Chief Financial Officer & Chief Executive Officer for the state credit union League and several credit unions. This credit union executive holds a Masters in Business Administration degree and has served on the adjunct faculty for two local universities.
PROGRAM DATE
This program is scheduled for Tuesday April 17, 2012 at 3:30-4:45PM EST
PROGRAM COST
$174.00 For ICUT members
$194.00 For non-ICUT members
REQUIREMENTS
Attendees will need to have Internet access and a separate telephone connection.
REGISTRATION
To register for this on-line class simply click on the BUY NOW button shown below or click on the SEND ALTERNATIVE REGISTRATION MATERIALS link at the bottom of this page. The deadline for registration is 12:00PM April 17, 2012 EST .
Since 2001 cuSchool has been conducting on-line classes throughout the year on
key credit union issues. An on-line class is an interactive audio enhanced training
seminar that permits credit union personnel to participate from their own offices via
the Internet. On-line classes offer the safety of your own office environment, cost
efficiencies from not having to travel and educational opportunities that are
conducted by qualified trainers. The program title for each upcoming on-line class is
highlighted in red followed by a brief description of its content. To register for a
class using a major credit card, simply click on the corresponding BUY NOW
buttons listed after each class description. To obtain alternative registration
materials, scroll to the bottom of this page and click on the SEND ALTERNATIVE
REGISTRATION MATERIALS link to initiate an email and describe the class(es) by
title and your need for an alternative payment method.
Bank Secrecy Act Training (BSA)
ABOUT THE PROGRAM
Attendees will hear directly from a credit union CEO regarding the importance of BSA policy implementation and compliance.
PROGRAM HIGHLIGHTS
> Bank Secrecy Act Review
> Cash Transaction Reporting Requirements
> Suspicious Activity Reports (SARs)
> USA Patriot Act Review
> Member Identification Program (MIP or CIP)
> OFAC Review
> Sanctioned Targets
> Member Due Diligence
> Open Mic
WHO SHOULD ATTEND
>All CU Personnel & Volunteers
ABOUT THE PROGRAM FACILITATOR
This program will be facilitated by a veteran credit union professional who has devoted more than 25 years serving as Chief Financial Officer & Chief Executive Officer for the state credit union League and several credit unions. This credit union executive holds a Masters in Business Administration degree and has served on the adjunct faculty for two local universities.
PROGRAM DATE
This program is scheduled for Tuesday May 22, 2012 at 3:30-4:45PM EST
PROGRAM COST
$175.00 For ICUT members
$195.00 For non-ICUT members
REQUIREMENTS
Attendees will need to have Internet access and a separate telephone connection.
REGISTRATION
To register for this on-line class simply click on the BUY NOW button shown below or click on the SEND ALTERNATIVE REGISTRATION MATERIALS link at the bottom of this page. The deadline for registration is 12:00PM May 22, 2012 EST .
ABOUT THE PROGRAM
Attendees will hear directly from a credit union CEO regarding the importance of BSA policy implementation and compliance.
PROGRAM HIGHLIGHTS
> Bank Secrecy Act Review
> Cash Transaction Reporting Requirements
> Suspicious Activity Reports (SARs)
> USA Patriot Act Review
> Member Identification Program (MIP or CIP)
> OFAC Review
> Sanctioned Targets
> Member Due Diligence
> Open Mic
WHO SHOULD ATTEND
>All CU Personnel & Volunteers
ABOUT THE PROGRAM FACILITATOR
This program will be facilitated by a veteran credit union professional who has devoted more than 25 years serving as Chief Financial Officer & Chief Executive Officer for the state credit union League and several credit unions. This credit union executive holds a Masters in Business Administration degree and has served on the adjunct faculty for two local universities.
PROGRAM DATE
This program is scheduled for Tuesday May 22, 2012 at 3:30-4:45PM EST
PROGRAM COST
$175.00 For ICUT members
$195.00 For non-ICUT members
REQUIREMENTS
Attendees will need to have Internet access and a separate telephone connection.
REGISTRATION
To register for this on-line class simply click on the BUY NOW button shown below or click on the SEND ALTERNATIVE REGISTRATION MATERIALS link at the bottom of this page. The deadline for registration is 12:00PM May 22, 2012 EST .
Understanding CU Robberies
FROM 2 PERSPECTIVES
ABOUT THE PROGRAM
Attendees will hear two perspectives in dealing with the sensitivities of credit union robberies. First a credit union executive will share his views as a requirement for being properly prepared. And, a trained therapist will discuss those anxieties surrounding pre-robbery and post-robbery experiences.
PROGRAM HIGHLIGHTS
> Review some facts and current trends
> Review NCUA Regulations for CU security
> What can be done in & out of the office
> Review "before" & "after" procedures
> Open MIC
WHO SHOULD ATTEND
> All Credit Union Staff
ABOUT THE PROGRAM FACILITATOR
This program will be facilitated by a veteran credit union professional who has devoted more than 25 years serving as Chief Financial Officer & Chief Executive Officer for the state credit union League and several credit unions. This credit union executive holds a Masters in Business Administration degree and has served on the adjunct faculty for two local universities. Co-facilitating this program will be a seasoned licensed EAP professional who has conducted training programs for credit unions and the CT Credit Union League. This socialworker has first-hand experience counseling credit union personnel that have been victims of robbery.
PROGRAM DATE
This program is scheduled for Tuesday June 12, 2012 at 3:30-4:45PM EST.
PROGRAM COST
$176.00 For ICUT members
$196.00 For non-ICUT members
REQUIREMENTS
Attendees will need to have Internet access and a separate telephone connection.
REGISTRATION
To register for this on-line class simply click on the BUY NOW button shown below or click on the SEND ALTERNATIVE REGISTRATION MATERIALS link at the bottom of this page. The deadline for registration is 12:00PM June 12, 2012 EST .
FROM 2 PERSPECTIVES
ABOUT THE PROGRAM
Attendees will hear two perspectives in dealing with the sensitivities of credit union robberies. First a credit union executive will share his views as a requirement for being properly prepared. And, a trained therapist will discuss those anxieties surrounding pre-robbery and post-robbery experiences.
PROGRAM HIGHLIGHTS
> Review some facts and current trends
> Review NCUA Regulations for CU security
> What can be done in & out of the office
> Review "before" & "after" procedures
> Open MIC
WHO SHOULD ATTEND
> All Credit Union Staff
ABOUT THE PROGRAM FACILITATOR
This program will be facilitated by a veteran credit union professional who has devoted more than 25 years serving as Chief Financial Officer & Chief Executive Officer for the state credit union League and several credit unions. This credit union executive holds a Masters in Business Administration degree and has served on the adjunct faculty for two local universities. Co-facilitating this program will be a seasoned licensed EAP professional who has conducted training programs for credit unions and the CT Credit Union League. This socialworker has first-hand experience counseling credit union personnel that have been victims of robbery.
PROGRAM DATE
This program is scheduled for Tuesday June 12, 2012 at 3:30-4:45PM EST.
PROGRAM COST
$176.00 For ICUT members
$196.00 For non-ICUT members
REQUIREMENTS
Attendees will need to have Internet access and a separate telephone connection.
REGISTRATION
To register for this on-line class simply click on the BUY NOW button shown below or click on the SEND ALTERNATIVE REGISTRATION MATERIALS link at the bottom of this page. The deadline for registration is 12:00PM June 12, 2012 EST .
Learn to Lend
ABOUT THE PROGRAM
In this program attendees will learn the techniques that result in successful underwriting. This introductory course will provide the necessary foundation for those aspiring to become effective loan officers and prepare them to be responsible for the credit union's greatest earning assets, LOANS!
PROGRAM HIGHLIGHTS
>Current trends in lending (Risk-based lending /pricing & payday lending)
>Review review of loan policies
>Explain importance of good underwriting
>Review loan application
>Discuss different forms of income verification
>How to work with credit reports
>Calculating debt-to-income ratios
>Open Mic Session
WHO SHOULD ATTEND
> Employess aspiring to become loan officers
> Credit Committees & Supervisory Committees
ABOUT THE PROGRAM FACILITATOR
This program will be facilitated by a veteran credit union professional who has devoted more than 25 years serving as Chief Financial Officer & Chief Executive Officer for the state credit union League and several credit unions. This credit union executive holds a Masters in Business Administration degree and has served on the adjunct faculty for two local universities.
PROGRAM DATE
This program is scheduled for Tuesday July 10, 2012 at 3:30-4:45PM EST
PROGRAM COST
$177.00 For ICUT members
$197.00 For non-ICUT members
REQUIREMENTS
Attendees will need to have Internet access and a separate telephone connection.
REGISTRATION
To register for this on-line class simply click on the BUY NOW button shown below or click on the SEND ALTERNATIVE REGISTRATION MATERIALS link at the bottom of this page. The deadline for registration is 12:00PM July 10, 2012 EST .
ABOUT THE PROGRAM
In this program attendees will learn the techniques that result in successful underwriting. This introductory course will provide the necessary foundation for those aspiring to become effective loan officers and prepare them to be responsible for the credit union's greatest earning assets, LOANS!
PROGRAM HIGHLIGHTS
>Current trends in lending (Risk-based lending /pricing & payday lending)
>Review review of loan policies
>Explain importance of good underwriting
>Review loan application
>Discuss different forms of income verification
>How to work with credit reports
>Calculating debt-to-income ratios
>Open Mic Session
WHO SHOULD ATTEND
> Employess aspiring to become loan officers
> Credit Committees & Supervisory Committees
ABOUT THE PROGRAM FACILITATOR
This program will be facilitated by a veteran credit union professional who has devoted more than 25 years serving as Chief Financial Officer & Chief Executive Officer for the state credit union League and several credit unions. This credit union executive holds a Masters in Business Administration degree and has served on the adjunct faculty for two local universities.
PROGRAM DATE
This program is scheduled for Tuesday July 10, 2012 at 3:30-4:45PM EST
PROGRAM COST
$177.00 For ICUT members
$197.00 For non-ICUT members
REQUIREMENTS
Attendees will need to have Internet access and a separate telephone connection.
REGISTRATION
To register for this on-line class simply click on the BUY NOW button shown below or click on the SEND ALTERNATIVE REGISTRATION MATERIALS link at the bottom of this page. The deadline for registration is 12:00PM July 10, 2012 EST .
Understanding CU Financials for dummies
CU Financial Literacy I
ABOUT THE PROGRAM
All members of the management team, Supervisory Committee and Board of Directors are responsible for the financial well-being of the credit union. This introductory program will give participants with limited or no financial background, the foundation to understand the financial perspective and to enable them to interpret and effectively question financial results.
PROGRAM HIGHLIGHTS
> Power of financial information
> Current issues
> Intro to Balance Sheet & Income Statements
> Other KEY Financial Reports
> Key Ratio Analysis
> Trending & Peer Analysis
> Open Mic
WHO SHOULD ATTEND
> All Management, Supervisory Committees and Board with limited financial backgrounds.
ABOUT THE PROGRAM FACILITATOR
This program will be facilitated by a veteran credit union professional who has devoted more than 30 years serving as Chief Financial Officer & Chief Executive Officer for the state credit union League and several credit unions. This credit union executive holds a Masters in Business Administration degree and has served on the adjunct faculty for two local universities.
PROGRAM DATE
This program is scheduled for Tuesday August 28, 2012 at 3:30-4:45PM Eastern Standard
PROGRAM COST
$178.00 Per Connection For ICUT Members
$198.00 For non-ICUT members
REQUIREMENTS
Attendees will need to have Internet access and a separate telephone connection.
REGISTRATION
To register for this on-line class simply click on the BUY NOW button shown below or click on the SEND ALTERNATIVE REGISTRATION MATERIALS link at the bottom of this page. The deadline for registration is 12:00PM August 28, 2012 EST .
CU Financial Literacy I
ABOUT THE PROGRAM
All members of the management team, Supervisory Committee and Board of Directors are responsible for the financial well-being of the credit union. This introductory program will give participants with limited or no financial background, the foundation to understand the financial perspective and to enable them to interpret and effectively question financial results.
PROGRAM HIGHLIGHTS
> Power of financial information
> Current issues
> Intro to Balance Sheet & Income Statements
> Other KEY Financial Reports
> Key Ratio Analysis
> Trending & Peer Analysis
> Open Mic
WHO SHOULD ATTEND
> All Management, Supervisory Committees and Board with limited financial backgrounds.
ABOUT THE PROGRAM FACILITATOR
This program will be facilitated by a veteran credit union professional who has devoted more than 30 years serving as Chief Financial Officer & Chief Executive Officer for the state credit union League and several credit unions. This credit union executive holds a Masters in Business Administration degree and has served on the adjunct faculty for two local universities.
PROGRAM DATE
This program is scheduled for Tuesday August 28, 2012 at 3:30-4:45PM Eastern Standard
PROGRAM COST
$178.00 Per Connection For ICUT Members
$198.00 For non-ICUT members
REQUIREMENTS
Attendees will need to have Internet access and a separate telephone connection.
REGISTRATION
To register for this on-line class simply click on the BUY NOW button shown below or click on the SEND ALTERNATIVE REGISTRATION MATERIALS link at the bottom of this page. The deadline for registration is 12:00PM August 28, 2012 EST .
New CU Employee & Volunteer Orientation
ABOUT THE PROGRAM
Participants will learn about the structure, its worldwide network and how a credit union differs from a bank.
PROGRAM HIGHLIGHTS
> Brief review of the worldwide, national and state credit union networks
> Identify differences between banks and credit unions
> Review typical credit union structure
> Clear up some of those acronyms
> Explain some of the resources available
> Open Mic
WHO SHOULD ATTEND
>All new CU Personnel & Volunteers
ABOUT THE PROGRAM FACILITATOR
This program will be facilitated by a veteran credit union professional who has devoted more than 25 years serving as Chief Financial Officer & Chief Executive Officer for the state credit union League and several credit unions. This credit union executive holds a Masters in Business Administration degree and has served on the adjunct faculty for two local universities.
PROGRAM DATE
This program is scheduled for Tuesday September 18, 2012 at 3:30-4:45PM EST
PROGRAM COST
$179.00 For ICUT members
$199.00 For non-ICUT members
REQUIREMENTS
Attendees will need to have Internet access and a separate telephone connection.
REGISTRATION
To register for this on-line class simply click on the BUY NOW button shown below or click on the SEND ALTERNATIVE REGISTRATION MATERIALS link at the bottom of this page. The deadline for registration is 12:00PM September 18, 2012 EST .
ABOUT THE PROGRAM
Participants will learn about the structure, its worldwide network and how a credit union differs from a bank.
PROGRAM HIGHLIGHTS
> Brief review of the worldwide, national and state credit union networks
> Identify differences between banks and credit unions
> Review typical credit union structure
> Clear up some of those acronyms
> Explain some of the resources available
> Open Mic
WHO SHOULD ATTEND
>All new CU Personnel & Volunteers
ABOUT THE PROGRAM FACILITATOR
This program will be facilitated by a veteran credit union professional who has devoted more than 25 years serving as Chief Financial Officer & Chief Executive Officer for the state credit union League and several credit unions. This credit union executive holds a Masters in Business Administration degree and has served on the adjunct faculty for two local universities.
PROGRAM DATE
This program is scheduled for Tuesday September 18, 2012 at 3:30-4:45PM EST
PROGRAM COST
$179.00 For ICUT members
$199.00 For non-ICUT members
REQUIREMENTS
Attendees will need to have Internet access and a separate telephone connection.
REGISTRATION
To register for this on-line class simply click on the BUY NOW button shown below or click on the SEND ALTERNATIVE REGISTRATION MATERIALS link at the bottom of this page. The deadline for registration is 12:00PM September 18, 2012 EST .
CU Collections for dummies
ABOUT THE PROGRAM
This class will explore the fundamental components of an effective collection program. Attendees will receive a detailed outline of the 10 steps required to collect on non-performing loans to minimize losses to the credit union.
PROGRAM HIGHLIGHTS
• Discuss Importance of Collections
• Current Trends in Collections
• Legal Considerations
• Formal Collection Policy
• 10 Phases of Collections
• Useful Resources
• Today’s Stats & Trends
• Open Mic Discussion
WHO SHOULD ATTEND
>All CU Collection Personnel
ABOUT THE PROGRAM FACILITATOR
This program will be facilitated by a veteran credit union professional who has devoted more than 25 years serving as Chief Financial Officer & Chief Executive Officer for the state credit union League and several credit unions. This credit union executive holds a Masters in Business Administration degree and has served on the adjunct faculty for two local universities.
PROGRAM DATE
This program is scheduled for October 23, 2012 at 3:30-4:45PM EST.
PROGRAM COST
$170.00 For ICUT members
$190.00 For non-ICUT members
REQUIREMENTS
Attendees will need to have Internet access and a separate telephone connection.
REGISTRATION
To register for this on-line class simply click on the BUY NOW button shown below or click on the SEND ALTERNATIVE REGISTRATION MATERIALS link at the bottom of this page. The deadline for registration is 12:00PM October 23, 2012 EST .
ABOUT THE PROGRAM
This class will explore the fundamental components of an effective collection program. Attendees will receive a detailed outline of the 10 steps required to collect on non-performing loans to minimize losses to the credit union.
PROGRAM HIGHLIGHTS
• Discuss Importance of Collections
• Current Trends in Collections
• Legal Considerations
• Formal Collection Policy
• 10 Phases of Collections
• Useful Resources
• Today’s Stats & Trends
• Open Mic Discussion
WHO SHOULD ATTEND
>All CU Collection Personnel
ABOUT THE PROGRAM FACILITATOR
This program will be facilitated by a veteran credit union professional who has devoted more than 25 years serving as Chief Financial Officer & Chief Executive Officer for the state credit union League and several credit unions. This credit union executive holds a Masters in Business Administration degree and has served on the adjunct faculty for two local universities.
PROGRAM DATE
This program is scheduled for October 23, 2012 at 3:30-4:45PM EST.
PROGRAM COST
$170.00 For ICUT members
$190.00 For non-ICUT members
REQUIREMENTS
Attendees will need to have Internet access and a separate telephone connection.
REGISTRATION
To register for this on-line class simply click on the BUY NOW button shown below or click on the SEND ALTERNATIVE REGISTRATION MATERIALS link at the bottom of this page. The deadline for registration is 12:00PM October 23, 2012 EST .
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prosecution.
Do's & Don'ts of Being a CU Teller (MSRs)
ABOUT THE PROGRAM
Attendees will learn about those issues so important when working the frontline but never received formal training.
PROGRAM HIGHLIGHTS
> Explains what management expects from tellers
> Provides insight for handling difficult members
> Illustrates good work ethic vs "BAD"
> Explains the importance of cross-selling
> Distinguishes a good check from a bad check
> Provides tips for balancing
> Open Mic
WHO SHOULD ATTEND
>New tellers or MSRs needing a "refresher"
ABOUT THE PROGRAM FACILITATOR
This program will be facilitated by a veteran credit union professional who has devoted more than 25 years serving as Member Services Director, Chief Financial Officer and Chief Executive Officer for the state credit union League and several credit unions. This credit union executive holds a Masters in Business Administration degree and has served on the adjunct faculty for two local universities.
PROGRAM DATE
This program is scheduled for November 13, 2011 at 3:30-4:45PM EST
PROGRAM COST
$171.00 For ICUT members
$191.00 For non-ICUT members
REQUIREMENTS
Attendees will need to have Internet access and a separate telephone connection.
REGISTRATION
To register for this on-line class simply click on the BUY NOW button shown below or click on the SEND ALTERNATIVE REGISTRATION MATERIALS link at the bottom of this page. The deadline for registration is 12:00PM November 13, 2012 EST .
ABOUT THE PROGRAM
Attendees will learn about those issues so important when working the frontline but never received formal training.
PROGRAM HIGHLIGHTS
> Explains what management expects from tellers
> Provides insight for handling difficult members
> Illustrates good work ethic vs "BAD"
> Explains the importance of cross-selling
> Distinguishes a good check from a bad check
> Provides tips for balancing
> Open Mic
WHO SHOULD ATTEND
>New tellers or MSRs needing a "refresher"
ABOUT THE PROGRAM FACILITATOR
This program will be facilitated by a veteran credit union professional who has devoted more than 25 years serving as Member Services Director, Chief Financial Officer and Chief Executive Officer for the state credit union League and several credit unions. This credit union executive holds a Masters in Business Administration degree and has served on the adjunct faculty for two local universities.
PROGRAM DATE
This program is scheduled for November 13, 2011 at 3:30-4:45PM EST
PROGRAM COST
$171.00 For ICUT members
$191.00 For non-ICUT members
REQUIREMENTS
Attendees will need to have Internet access and a separate telephone connection.
REGISTRATION
To register for this on-line class simply click on the BUY NOW button shown below or click on the SEND ALTERNATIVE REGISTRATION MATERIALS link at the bottom of this page. The deadline for registration is 12:00PM November 13, 2012 EST .
CU Financial Literacy II
ABOUT THE PROGRAM
This program continues where Understanding CU Financials ends, with extended focus on the "KEY" ratios that all members of the management team, Supervisory Committee and Board of Directors should know in order to truly evaluate the financial well-being of the credit union. This program will provide participants with additional tools to measure the efficiencies and the organization's financial performance.
PROGRAM HIGHLIGHTS
> Previous "KEY" Ratios Covered
> Current Trends & Issues
> 12-Month Loan Growth
> Allowance Coverage
> Loan Yield
> Net Interest Margin
> Operating Expenses
> Loan Loss
> Net Worth
> Expense to Income
> Members to Employees
> Fee Income to Member
> Member Growth
> Open Mic
WHO SHOULD ATTEND
> All Management, Supervisory Committees and Board.
ABOUT THE PROGRAM FACILITATOR
This program will be facilitated by a veteran credit union professional who has devoted more than 30 years serving as Chief Financial Officer & Chief Executive Officer for the state credit union League and several credit unions. This credit union executive holds a Masters in Business Administration degree and has served on the adjunct faculty for two local universities.
PROGRAM DATE
This program is scheduled for Tuesday December 18, 2012 at 3:30-4:45PM Eastern Standard Time.
PROGRAM COST
$172.00 For ICUT Members
$192.00 For non-ICUT members
REQUIREMENTS
Attendees will need to have Internet access and a separate telephone connection.
REGISTRATION
To register for this on-line class simply click on the BUY NOW button shown below or click on the SEND ALTERNATIVE REGISTRATION MATERIALS link at the bottom of this page. The deadline for registration is 12:00PM December 18, 2012 EST .
ABOUT THE PROGRAM
This program continues where Understanding CU Financials ends, with extended focus on the "KEY" ratios that all members of the management team, Supervisory Committee and Board of Directors should know in order to truly evaluate the financial well-being of the credit union. This program will provide participants with additional tools to measure the efficiencies and the organization's financial performance.
PROGRAM HIGHLIGHTS
> Previous "KEY" Ratios Covered
> Current Trends & Issues
> 12-Month Loan Growth
> Allowance Coverage
> Loan Yield
> Net Interest Margin
> Operating Expenses
> Loan Loss
> Net Worth
> Expense to Income
> Members to Employees
> Fee Income to Member
> Member Growth
> Open Mic
WHO SHOULD ATTEND
> All Management, Supervisory Committees and Board.
ABOUT THE PROGRAM FACILITATOR
This program will be facilitated by a veteran credit union professional who has devoted more than 30 years serving as Chief Financial Officer & Chief Executive Officer for the state credit union League and several credit unions. This credit union executive holds a Masters in Business Administration degree and has served on the adjunct faculty for two local universities.
PROGRAM DATE
This program is scheduled for Tuesday December 18, 2012 at 3:30-4:45PM Eastern Standard Time.
PROGRAM COST
$172.00 For ICUT Members
$192.00 For non-ICUT members
REQUIREMENTS
Attendees will need to have Internet access and a separate telephone connection.
REGISTRATION
To register for this on-line class simply click on the BUY NOW button shown below or click on the SEND ALTERNATIVE REGISTRATION MATERIALS link at the bottom of this page. The deadline for registration is 12:00PM December 18, 2012 EST .
To obtain alternative registration materials click on the link shown belown to initiate
an email and describe the class(es) by title and your need for an alternative payment
method.