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Liquidity and Funds Management for Credit Unions Webinar: Feb. 3, 2010
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Liquidity and Funds Management for Credit Unions Webinar (Four-part
DATES: Wednesdays, February 3 - 24, 2010
Part 1: February 3, 2010
Part 2: February 10, 2010
Part 3: February 17, 2010
Part 4: February 24, 2010
TIME: 11:00 a.m. - 12:40 p.m. EST each date
LENGTH: 100 minutes each date
CPE INFO: 8 CPE Credit Hours in the field of Finance (2 for each date
Presented by: Financial Managers Society
What You'll Learn
Attend this content-filled and engaging series to explore the
requirements of a top-level capital/liquidity plan. Presented in
four-parts, discussions will focus on strategies for building an
effective core funding plan and tactics for creating a successful
liquidity policy statement. By the end of the series, attendees will
have walked through the entire process of formulating effective
liquidity management policies and procedures and will have the knowledge
needed to apply concepts at their own institution.
* Gain step-by-step guidance for formulating an effective liquidity
management policy and process.
* Study an actual capital and liquidity planning spreadsheet from a
sample credit union.
* Review a set of checklists and discuss winning ideas for building a
core funding plan.
* Examine specification sheets outlining major sources of non-core
funding and asset-based liquidity.
* Formulate a checklist for building a liquidity and funds management
* Analyze a sample liquidity and funds management policy statement from
a real credit union.
Who Should Attend
This webinar series is designed specifically for Credit Union personnel
responsible for liquidity and funds management, including: CEOs, CFOs,
Accountants, ALCO members, Asset/Liability Managers, Controllers and
Tom Farin, President, Farin & Associates and Karl Nelson, President and
CEO, KPN Consulting
Register at http://www.fmsinc.org/events/default.aspx?id=7594.
Jennifer L. Doak
Director of Marketing/Membership
Financial Managers Society
100 W. Monroe St., Ste. 810
Chicago, IL 60603-1959