Education & Training Services


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eTrain: Managing Interest Rate Risk in Today's Environment

Presented by Gregory Schwartz and Tom Danielson, CliftonLarsonAllen, LLP

Today’s investment and economic conditions can present significant interest rate risk management challenges to credit unions of all sizes. What can you do to mitigate that risk?

Examiners expect your credit union to have sound risk management practices in place to measure, monitor, and control interest rate risk exposure, especially in these fluctuating economic times. Get the knowledge and tools to meet those examiner expectations from Greg Schwartz and Tom Danielson from CliftonLarsonAllen, LLP.

You’ll learn about:

  • Defining & measuring interest rate risk (IRR)
  • Managing & mitigating IRR
  • Liquidity strategies
  • IRR tools
  • Liquidity planning

Who Should Attend?
Credit union professionals who establish or monitor credit risk, especially in these positions:

  • CEO
  • CFO
  • Risk Management Officer
  • Operations Officer
  • Lending Officer
  • Collections Officer
  • Board of Directors

Meet the presenters:
Gregory Schwartz, CPA, CMA, is a partner in the Financial Institution Credit Union Group of CliftonLarsonAllen. Greg has been auditing credit unions for 25 years and his areas of expertise include audit and supervisory committee agreed-upon procedure engagements, GAAP and GAAS issues related to credit unions, supervisory committee issues, and review and evaluation of internal audit functions.

Tom Danielson, CPA is a partner in the firm’s financial institutions group, specializing in banking matters. He began his accounting career with CliftonLarsonAllen in 1982 and became a principal in 1991.  For over 25 years, Tom has provided audit, tax and consulting services for community bankers. From 1997 until 2008, Tom was a successful self-employed CPA, concentrating on serving community banks.  He rejoined CliftonLarsonAllen in 2008.

Registration Investment: Power Learner Passport - (click for details)

Your first class ticket to Internet training, eTrain is designed just for credit unions. You and your staff don’t even have to leave your office; the training comes to you! An Internet connection and a separate phone line is all you need!

eTrain Webinars are a convenient and cost effective way of bringing quality education to your credit union. The PowerPoint slides are delivered through the Internet, and the audio portion of the program is delivered through your computer or a separate phone line.

eTrain’s Webinar Series: Quality education brought to your credit union at a low cost.

Want to know more about all the upcoming eTrain webinars?
Just call the League at (800) 472-1702, option 2.


You are registering for an archived audio/visual presentation. Simply complete the registration information below and submit. Please make sure all of your information is complete and accurate. You will receive a confirmation email letting you know that your registration has successfully been submitted.

Your program’s link and handout will be emailed to the email address on your registration within two (2) business days after we receive your registration. You may view the archive as many times as you want for 60 days after you receive the program link.

Please remember that webinars are sold per Internet/phone connection. Unauthorized distribution of links and passwords may result in additional costs per connection.