Board Financial Training
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
Contact: [email protected]
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