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Your members want it. The regulators require it. And you should desire it. What is it? A board made up of financially literate directors.
Get the knowledge you need to understand your credit union’s financial condition and satisfy NCUA Regulation 701.4 (b)(3). In this two-part webinar, Tim Harrington, CPA, will help explain the Balance Sheet and Income Statement. You’ll get a solid basic knowledge of key ratios, profit and capital, trend analysis, risk management, and asset/liability management. You’ll even receive a certificate of completion as verification of your training.
Attend both days of the program for the cost of one Internet connection!
Part 1: Wednesday, July 24
Part 2: Thursday, July 25
Who Should Attend?
This seminar is intended for:
Please note: According to Federal regulations, newly elected or appointed directors must satisfy the financial literacy requirements within six months following seating. Existing directors should refresh their knowledge periodically and learn what new issues have arisen.
Meet the presenter, Tim Harrington, CPA, Team Resources:
Exploding the stereotype of his profession as a Certified Public Accountant, Tim Harrington is a dynamic public speaker. As an expert in the field of credit unions, he has used his knowledge, wit, and unpretentious delivery to provide consulting and training for thousands of credit unions and tens of thousands of credit union volunteers and staff members nationwide. Tim has made presentations for many national credit union organizations and NCUA, as well as for credit union leagues in forty-eight states, two US territories, Canada and Mexico. In addition, Tim is on the faculty of the CUNA "CU Finance School for Non-Financial Managers and Volunteers", the CUNA “Volunteer Certification School” and the CUNA “Management School.”
Since 1996, Tim has been President of T.E.A.M. Resources, a firm which provides consulting, strategic planning, and training to large and small credit unions from coast-to-coast. Tim was formerly the Chairman of the Board of a $150 million credit union in Tucson, Arizona, and, prior to that, an Associate Partner with the nation's 3rd largest auditor of credit unions.
Tim has been teaching directors about financial statements for 22 years. After Tim's class, many directors have said "This is the first time I really understood what the financial statements were all about. You made it so clear."
|Program length:||180 Minutes Total|
|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 dont 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.
eTrains Webinar Series: Quality education brought to your credit union at a low cost.
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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.
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