Webinar: Foundations of Financial Literacy for Directors: Analysis of Financials & Calculation of Ratios
- Identify the building blocks of financial statements
- Components of credit union financial performance
- Define performance components such as efficiency, risk, and return
- Calculate ratios to measure financial performance
- Interpret the outputs from key ratios
- TAKE-AWAY TOOLKIT
- Sample financial statements with descriptions
- List of key ratios with definitions and applications
- Sample dashboard reports for monitoring financial performance
- Employee training log
- Quiz you can administer to measure staff learning and a separate answer key
Attendance verification for CE credits provided upon request.
WHO SHOULD ATTEND?
This informative session will be beneficial for directors, Supervisory Committee members, other volunteers, volunteers in training, CEOs, managers, and senior management.
Please note: The live webinar option allows you to have one telephone connection for the audio portion and one Internet connection (from a single computer terminal) to view online visuals as the presentation is delivered. You may have as many people as you like listen from your office speaker phone.
ABOUT THE PRESENTER – Dr. Randy Thompson, VirtualCorps.com
For over 35 years, Dr. Randy Thompson has served clients in financial, manufacturing, healthcare, fund-raising, telecommunications and transportation. Technical skills include statistical analysis, commercial lending, strategic planning, ALM modeling, budgeting, staff recruiting, management, marketing, and public relations.
Randy was a VP and lead lender for two regional financial institutions from 1977 to 1987. He specialized in commercial lending, including loans to companies in manufacturing, mining, hotels and casinos, agriculture, non-profits, and industrial properties. Randy is the President/CEO of Thompson Consulting & Training, Inc. where he provides asset/liability management (including pricing of loans and deposits) strategic planning, budgeting, marketing, and training. He holds an MBA from the Pacific Coast Banking School at University of Washington and a Ph.D. in Public Health from the University of Utah.
THREE REGISTRATION OPTIONS
Note: All materials are subject to copyright. Transmission, retransmission, or republishing this webinar to other institutions or those not employed by your financial institution is prohibited. Print materials may be copied for eligible participants only.
1. LIVE WEBINAR
The live webinar option allows you to have one telephone connection for the audio portion and one Internet connection (from a single computer terminal) to view online visuals as the presentation is delivered. You may have as many people as you like listen from your office speaker phone. Registrants receive a toll-free number and pass code that will allow entrance to the seminar. The session will be approximately 90 minutes, including question and answer sessions. Seminar materials, including instructions, PIN number, and handouts will be emailed to you prior to the broadcast. You will need the most-current version of Adobe Reader available free at www.adobe.com.
Listen to the
Instructions will be emailed with the archived webinar link.
2. ARCHIVED WEBINAR & FREE CD ROM
Can’t attend the live webinar? The archived webinar is a recording of the live event, including audio, visuals, and handouts. We even provide the presenter’s email address so you may ask follow-up questions. Approximately one week prior to the webinar, you will receive an email with the archived webinar link. This webinar link can be viewed anytime 24/7, beginning 6 business days after the webinar and will expire 6 months after the live program date.
As an added bonus, you will also receive a FREE audio/visual CD ROM.* The CD ROM includes the original audio/visual presentation, the question and answer sessions, and the handouts. Use the archived webinar or this “off-the-shelf” training program for those that could not attend the live seminar and for future training.
The archived webinar (including the free CD ROM) may ONLY be ordered for 6 months following the webinar. Neither will be available after this time.
3. BOTH LIVE WEBINAR & ARCHIVED WEBINAR (INCLUDES FREE CD ROM*)
Options 1 and 2 described above
AFFORDABLE, PROFESSIONAL TRAINING, WHEN AND WHERE YOU CHOOSE
*CD ROM is for Mac and PC use only
This event is being conducted by CU Web Training on behalf of the Missouri Credit Union Association. Click here to register: https://mcua.fed.cuwebtraining.com/store/webinar
July 8th, 2014 2:00 PM through 3:30 PM