Education & Training Services

ETRAIN ANYTIME WEBINAR PURCHASING REQUEST

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You are registering for an audio/visual presentation archived for your convenience.

We are offering a variety of archived presentations for your convenience. Simply complete the registration information below and submit, and you will receive a link to this exciting presentation. Add more value to the information you are receiving by sharing this audio/video event with all of your team members.

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 archive will be sent to the email address provided within two (2) business days from the date it was ordered. Your program's link and handout will be included in your confirmation letter. You may view the program as many times as you want within 60 days of receiving the archive link.

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PROGRAM DESCRIPTION
eTrain: Guidelines for Creating Your Department's Budget

Presented by Dean Rohne, CPA and Partner, CliftonLarsonAllen  LLP; and Leon Eichten, CFO, US Federal Credit Union

The budgeting process can be an effective tool in managing the financial performance of a credit union. This session will provide best practices in the budgeting process and also discuss different methods in developing a budget and monitoring the budget as the year progresses.  At the end of this session you should be able to:

  • Identify best practices in budgeting that will be effective for your credit union
  • Determine if your current budgeting process is collecting the most effective data
  • Indentify processes for monitoring the budget
  • Assess your process for reporting the budget to the board of directors

Who should attend?

All credit union managers and supervisors who create or approve their department’s expense and revenue plans

Meet the Presenters:
Dean Rohne, CPA, is a partner at CliftonLarsonAllen, with 16 years of experienceproviding audit, internal audit, and consulting services to credit union and credit union related organizations. He has provided consulting services in the areas of business lending, bond claim preparation, product costing and profitability, and asset/liability management. He also has experience related to credit union 990 tax issues as well as unrelated business income tax issues. Dean previously worked as an internal auditor at IBM Mid America Employees Federal Credit Union.

Leon Eichten has served as US Federal’s CFO for the past 14 years. He currently provides leadership in Finance, Investment, Accounting, Facilities, and Collections for the credit union.  His financial  leadership at US Federal has resulted in 175% asset growth while maintaining a well-capitalized organization though a variety of economic environments.  He prides himself on diligent balance sheet management to maintain earnings and reducing risk through investment portfolio management, product pricing, delivery, design, and marketing. Eichten has finance/accounting work experience in a variety of industries including airline, insurance, banking, and credit unions, plus experience trading in the capital and money markets. 

   
Registration Investment: Power Learner Passport - (click for details)
$189 for League Member Non-PLP Purchase
$331 for Non-League Member
   


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.

   

ARCHIVED WEBINAR PURCHASING REQUEST
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.