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CommunityDevelopmentBanking-L is an active, free, ongoing e-mail discussion
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regulators, governments and partner non-profits. The discussions have ranged
from the practical (construction, mortgage, and small business lending; job
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the cutting edge (micro-loan funds, peer lending, local currency, targeting
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#1
01-05-2010, 09:08 AM
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Liquidity and Funds Management for Credit Unions Webinar: Feb. 3, 2010
Original message from: jenniferd@fmsinc.org
Liquidity and Funds Management for Credit Unions Webinar (Four-part Series) http://www.fmsinc.org/events/default.aspx?id=7594 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 LOCATION: Online LENGTH: 100 minutes each date CPE INFO: 8 CPE Credit Hours in the field of Finance (2 for each date attended) 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. Learning Objectives * 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 policy statement. * 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 Treasurers. Faculty 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 P: 312-630-3420 F: 312-578-1308 E: jenniferd@fmsinc.org W: www.fmsinc.org 
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