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Board Financial Training
League Office
1064 E Main Street
Meriden, CT 06450

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Wednesday, September 11, 2019, 5:00 PM - 7:00 PM EST
Category: Service Excellence Training


Facilitator: Bob Powers

Program Description:

  • Balance sheet and income statement basics
  • What does 'off balance sheet' mean
  • The importance of trend analysis (tables or graphs)
  • Key financial ratios
  • What does 'accrual accounting' mean
  • Delinquency reporting 
  • What is the Allowance for Loan and Lease Losses contra asset account and how is it related to the provision for Lon and Lease Expense 
  • NCUA 5300 quarterly reports 
  • Budgeting and Alm basics
  • The risks: credit, liquidity, interest rate, compliance, strategic, transaction, and reputation 
  • Peer analysis
  • Internal controls 
  • Asking the right questions 
Register Here!

Contact: [email protected]