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Virtual Board Financial Training
Wednesday, June 17, 2020, 4:00 PM - 6:00 PM EDT
Category: Service Excellence Training

Facilitator: Bob Aresti

Contact Emerilda Zeqo at [email protected] to register.

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]