Understanding Financial Statements Webinar


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Understanding Credit Union Financial Statements: For Directors & Volunteers Webinar

May 05, 2010
1:00 p.m. – 2:30 p.m. MST

$159 Webinar Only

$159 CD Only

$179 Webinar and CD

Understanding financial statements is vital. However, many volunteers and employees do not fully grasp the nature of accounts, relationships between accounts, key trends, and the importance of critical financial statement elements. As a volunteer, you must be able to independently assess how the credit union is performing and where it is heading. Understanding financial information is vital to effectively provide management oversight.

This program will make financial statements so simple that everyone will understand them better than ever before. Examples of the Statements of Financial Condition, the Income Statement and key ratios will be covered.

HIGHLIGHTS

Making sense of assets, liabilities, and capital
Balance Sheet or Income Statement: which is most important?
Understanding your credit union’s Spread Analysis
Ten key ratios
The importance of trends in key financial measures

Presenter: Tim Harrington, CPA, TEAM Resources
Tim Harrington is a Certified Public Accountant. Since 1992, he has taught lending personnel how to obtain monthly income from tax returns. Since 1996, Tim has been President of TEAM Resources, a firm which provides consulting, strategic planning, and training from coast-to-coast.

As a faculty member of two CUNA schools on finance and tax, Tim has consulted with, and provided training for, hundreds of financial institutions. In addition, he is the author of the popular lending software “Lenders Tax Analyzer.”

Get Connected: It’s as easy as 1 - 2 - 3

Fill out the information below and submit registration.
Prior to the conference, you will receive a special instruction sheet outlining the computer login and telephone dial-in procedures, your password, a specific toll-free telephone number and handout materials.
On the day of the conference gather all the attendees around your computer and speakerphone, distribute copies of the handout material, and enjoy the conference.

Cancellation/Payment Policy: Substitutions are always welcome. No-shows and cancellations received five days or less prior to the event will be invoiced for the full registration fee. Please do not send payment; your credit union will be billed. Password information and materials will be e-mailed 48 hours prior to the session.