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02/27/20 - Understanding CU Financials
Program Date/Time: Thursday February 27, 2020 @ 5:00 PM - 6:15 PM EST Program Price: $172.00 for ICUT members / $192.00 for non-ICUT members

About the Program

All members of the management team, Supervisory Committee and Board of Directors are responsible for the financial well-being of the credit union. This introductory program will give participants with limited or no financial background the foundation to understand the financial perspective and to enable them to interpret and effectively question financial results..

Program Highlights
  • Power of knowing the CU's financial information
  • Current issues
  • Intro to CU balance sheet and income statement.
  • Other KEY financial reports.
  • Key ratio anayses
  • Trending and peer analyses
  • Open Mic
Who should attend?

All Credit Union Supervisory Committee Members, Board Members and Management 


Attendees will need to have internet access and a separate telephone connection.

About the Program Facilitator

This program will be facilitated by a veteran credit union professional who has devoted more than 25 years serving as Chief Financial Officer & Chief Executive Officer for the state credit union League and several credit unions. This credit union executive holds a Masters in Business Administration degree and has served on the adjunct faculty for two local universities.

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