CUNA
Financial
Management
Schools
August 12-16, 2012 I San Diego, CA
Hands-on financial
management experience
without the risk!
Register at training.cuna.org/fms
Hands-on financial
management experience
without the risk!
Learn how to financially manage your credit union before you have to make
the tough decisions on your own. Through use of the Stanford Bank Game,
a software program that simulates the operations of a financial institution,
credit union financial management professionals will work through the
details and decisions involved in running a financially successful credit
union without the risks that accompany making financial decisions in real
life. Participants will make short-term operating decisions and, at the same
time, consider the implications of these decisions for long-run growth and
profitability.
At these schools, you will:
• Learn practical financial management tools
• Examine how to track your credit union’s performance
• Identify asset-liability management techniques to enhance your credit
union’s financial performance
• Discuss how current economic trends will affect your credit union
Program Content
Call: 800-356-9655, ex. 4249
E-mail: training@cuna.coop
This event is produced by the
CUNA Center for Professional
Development and endorsed
by the CUNA CFO Council.
Registration Information
Call: 800-356-9655, ext. 4400
E-mail: reginfo@cuna.coop
training.cuna.org/fms
Choose from three different learning levels:
You may attend Parts 1, 2, and 3 in any order; there are no prerequisites
CUNA Financial Management School: Part 1
August 12-16, 2012
San Diego, CA
$1,595 ($1,795 after June 17, 2012)
All staff members who are involved in the
financial decision-making process at their
credit union are encouraged to attend Part
1 to learn how to intelligently manage
the financial aspects of their institution.
Attendees get hands-on-experience
working with a team through financial
scenarios provided by the Stanford Bank
Game. Guided lectures and discussions
will draw out the important lessons
learned in each simulation.
Topics include:
• Introduction to Financial Ratios
• Introduction to Asset-Liability Management (ALM)
• Introduction to Financial Management Analysis &
Problem Solving
•Introduction to Balance Sheet Earnings
• Introduction to Investments
• Loan & Deposit Pricing
• F orecasting and Budgeting Approaches
• And more!
Visit training.cuna.orgfms for complete
session descriptions.
CUNA Financial Management School: Part 2
August 12-16, 2012
San Diego, CA
$1,595 ($1,795 after June 17, 2012)
Part 2 is a continuation on the themes
and theories discussed in Part 1, with
the financial scenarios simulated by the
Stanford Bank Game gradually becoming
more advanced. The financial theories move
beyond the introductory stages and touch
upon high-level decision making such as
strategic financial forecasting for long-term
growth. Past participants include CEOs, CFOs,
VPs and other senior management positions.
Topics include:
• Advanced Financial Ratios
• Advanced Asset-Liability Management
• Identifying Interest Rate & Market Risk
• Liquidity & Funding Risk
• Forecasting & Strategically Planning for
Long Term Growth
• Managing Credit Risk
• And more!
Visit training.cuna.org/fms2 for complete
session descriptions.
CUNA Financial Management School: Part 3
August 12-16, 2012
San Diego, CA
$1,495 ($1,695 after June 17, 2012)
Part 3 is designed for advanced financial
management professionals and departs from
the Stanford Bank Game structure of parts 1 and
2. Part 3 attendees will have the opportunity to
work through issues specific to their own credit
union in productive discussions with a supportive
group of educated peers and industry experts.
Topics include:
• Update on Accounting and Regulatory Issues for
Credit Unions
• Economic Update and Outlook for 2013
• Modern Risk Management – Credit, Lending,
Liquidity, Funding, and Concentration Risks
• Building Effective Teams and Fostering Member
Loyalty sessions
• And more!
Visit training.cuna.org/fms3 for complete
session descriptions.
eSchools
Can’t attend the face-to-face schools or would you like to train more
of your staff? Attend the CUNA Financial Management eSchools!
CUNA Financial Management eSchool: Part 1
August 29 - October 17, 2012
8 sessions • 2:00 - 4:00 p.m. Central Time • $1,595
Establish a strong foundation in credit union financial management with this convenient,
step-by-step eSchool.
August 29
Introduction to Financial Ratios
September 5
Introduction to Asset-Liability Management
September 12
Introduction to Financial Management Analysis & Problem Solving
September 19
Introduction to Balance Sheet Earnings
September 26
Introduction to Investments
October 3
Loan & Deposit Pricing
October 10
Forecasting & Budgeting Approaches
October 17
Determining Loan Losses
CUNA Financial Management eSchool: Part 2
October 24-December 12, 2012
8 sessions • 2:00 - 4:00 p.m. Central Time • $1,595
Get expert instruction and network with other credit union professionals through interactive
online sessions.
October 24
Advanced Financial Ratios
October 31
Advanced Asset-Liability Management
November 7
Advanced Financial Management Analysis & Problem Solving
November 14
Balance Sheet Earnings
November 21
Identify Interest Rate & Market Risks
November 28
Liquidity & Funding Risk
December 5
Forecasting & Strategically Planning for Long-Term Growth
December 12
Managing Credit Risk
Learn more and register at training.cuna.org/eSchools
FOR MORE INFORMATION:
Stay in
beautiful
San Diego
Visit: training.cuna.org
Program Content:
Call: 800-356-9655, ext. 4249
E-mail: training@cuna.coop
Registration:
Call: 800-356-9655, ext. 4400
E-mail: reginfo@cuna.coop
Continuing Professional Education
(CPE) Credits
HARD ROCK SAN DIEGO
207 5th Ave
San Diego, CA 92101
Phone: (619) 702-3000
Reservations: (866) 751-7625
Fax: (619) 702-3007
Room rates: $189 per night
for single/double occupancy*
Hotel Reservation Deadline:
July 23, 2012
The Hard Rock San Diego is
located in one of the most
coveted areas in downtown
San Diego — right at the
entrance to the Gaslamp
Quarter, San Diego Convention
Center and PETCO Park.
Hard Rock San Diego
Amenities include a rooftop
pool and plush cabanas
alongside world-class dining,
exclusive shopping, chic
lounges and sleek bars.
* Room rates and availability cannot
be guaranteed. Rooms may be sold
out prior to this date, so make your
reservations early! Room reservations
and fees are the responsibility of the
registrant. To claim this room rate, call
for reservations and reference “CUNA”
or “Credit Union National Association.”
CUNA is registered with the National
Association of State Boards of Accountancy
(NASBA) as a sponsor of continuing professional education on the
National Registry of CPE Sponsors. State boards of accountancy
have final authority on the acceptance of individual courses for CPE
credit. Complaints regarding registered sponsors may be addressed
to the National Registry of CPE Sponsors, 150 Fourth Avenue North,
Suite 700, Nashville, TN 37219-2417.Web site: www.nasba.org
CPE Credits
CUNA Financial Management School: Part 1
CUNA Financial Management eSchool: Part 1
CUNA Financial Management School: Part 2
CUNA Financial Management eSchool: Part 2
CUNA Financial Management School: Part 3
30
19
28
19
25
No advance preparation or prerequisites are required. For more
information regarding administrative policies, such as complaint and
refund, please contact CUNA at 800-356-9655, ext. 4249.
Council Discount
CUNA Council members receive a $100 discount on select schools
and eSchools and a $50 discount on webinars. To learn more about
the CUNA Councils, visit cunacouncils.org.
Travel Arrangements
Delta Airlines offers special benefits for CUNA including discounts
on fares and a person-to-person reservation service. To make
reservations, visit www.delta.com/booking or call 800-328-1111,
Monday through Friday, 7:30 a.m.-7:30 p.m. Central Time. Refer
to File Meeting Code NM7EF.
Cancellations & Refunds
Cancellations received in writing (via fax 608-231-4327) seven or
more days before the start of the program are eligible for a refund
of the amount paid minus a $200 administrative fee. No refunds
will be granted if cancellation is received six days or less before a
program begins. Substitutions are accepted any time prior to the
start of the program at no additional cost. Simply fax an updated
registration form, listing the new participant and who they will be
replacing.
CUNA
Financial
Management
Schools
August 12-16, 2012 I San Diego, CA
training.cuna.org/fms
#30223