> Webinar: Monitoring & Measuring the 9 Risks Your Credit Union Faces

Tuesday, September 17, 2013
3:00 PM (GMT-05:00) Eastern Time (US & Canada)
4:30 PM

 

In part two of this series, we will take your knowledge of financial statements and ratios and teach you how to use it to identify and monitor risk. Is risk something you need to eliminate in a credit union? Risk in financial institutions is a funny thing. Take too little and you slowly starve. Take too much and you drown rapidly. This webinar will address the nine most critical risks that directors need to understand and explain how to monitor these risks.

HIGHLIGHTS

  • Learn what can happen if underwriting is too liberal or lending quality controls are weak
  • Determine why taking appropriate risk with borrowers is necessary to obtain an adequate yield from your portfolio in today’s low-rate marketplace
  • Understand why chasing rate in investments can come back to haunt you
  • Issues involved in locking the credit union into long-term, low-rate mortgage loans and the alternatives
  • Review of critical internal controls to keep employees and criminals from illegally taking members’ money or data

TAKE-AWAY TOOLKIT

  • Financial dashboard to help you monitor risks and key ratios in an understandable, graphic form
  • Employee training log
  • Quiz you can administer to measure staff learning and a separate answer key

DON’T MISS PART 1!
This program is the second of two in a series. There’s still time to register for:

“Directors & Financial Literacy Session 1:
Understand Your Credit Union’s Financial Condition with
Key Ratios, Balances & Estimates”

on Tuesday, August 27, 2013.

Or if you missed it, you can order an archive of the live Webinar, complete with handout materials.

WHO SHOULD ATTEND?
This informative session will be beneficial for directors, Supervisory Committee members, other volunteers, volunteers in training, CEOs, managers, and senior management.

ABOUT THE PRESENTER – Tim Harrington, CPA, TEAM Resources
Tim Harrington is a Certified Public Accountant who specializes in working with community financial institutions. Since 1996, Tim has been President of TEAM Resources, a firm which provides consulting, strategic planning, and training from coast-to-coast.

A presenter at over 1,000 financial conferences, seminars, and webinars, Tim has provided consulting and training for hundreds of community financial institutions in nearly every state and four countries. Tim advises boards and senior management teams on strategy, profitability, and governance and works with staff on leadership and lending. In addition, he is a faculty member of three financial institution schools and is the author of the popular lending software “Lenders Tax Analyzer” and has taught lending personnel how to obtain monthly income from tax returns since 1992.

PLEASE NOTE: Your registration fee allows you to have one telephone connection. However, as many people as you like may listen from your office speaker phone.  If you register for the webinar, your registration fee also includes one internet connection from a single computer terminal.

THREE REGISTRATION OPTIONS
1.  LIVE WEBINAR

The LIVE WEBINAR option allows you to have one telephone connection for the audio portion and one Internet connection (from a single computer terminal) to view online visuals as the presentation is delivered. You may have as many people as you like listen from your office speaker phone.  Registrants receive a toll-free number and pass code that will allow entrance to the seminar. The session will be approximately 90 minutes, including question and answer sessions. Seminar materials, including instructions, pin number, and handouts will be emailed to you prior to the broadcast. You will need the most current version of Adobe Reader available free at www.adobe.com.

2.  ON-DEMAND WEB LINK** AND FREE CD ROM*
Can't attend the live webinar?  The ON-DEMAND WEB LINK** is a recording of the live event including audio, visuals, and handouts. We even provide the presenter's email address so you may ask follow-up questions. Approximately 1 week prior to the webinar, you will receive an email with the web link. This web link can be viewed anytime 24/7, beginning 6 business days AFTER the webinar and will expire 6 months after the live program date.  But there's more . . . AS AN ADDED BONUS, you will also receive a FREE audio/visual CD ROM.* The CD ROM includes the original audio/visual presentation, the question and answer sessions, and the handouts. Use the on-demand link or this "off-the-shelf" training program for those that could not attend the live seminar and for future training.

3.  BOTH LIVE WEBINAR AND ON-DEMAND WEB LINK** (INCLUDES FREE CD-ROM*) Includes options 1 and 2 above
*CD Rom for PC use only
**All materials are subject to copyright and intended for your credit union's use only.

NEW! Listen on your iPad, iPhone, or Android. Instructions will be emailed to you with the on-demand link.

INVESTMENT:
$199.00 Webinar per connection
$199.00 Archived On-Demand Web Link & Free CD ROM
$249.00 Both Live Webinar & Archived On-Demand Web Link & Free CD ROM

TIME: 3:00 p.m. - 4:30 p.m.

To register and pay by check, email Mary Zelinsky at mzelinsky@njcul.org and your credit union will be invoiced. To register and pay online, click here