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

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Wednesday, April 29, 2020, 5:00 PM - 7:00 PM EST
Category: Service Excellence Training


Facilitator: Bob Aresti

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 

“The information contained in this presentation does NOT represent legal advice.  It in no way is intended to represent a formal determination made by any regulatory agency on any specific matter.  Issues at your credit union are fact specific and you should seek legal counsel or formal supervisory determination to guide any course of action.”

Contact: [email protected]