Asset/Liability Management Educational CDs
Introduction to
Monitoring Credit Union Performance
with Financial Ratios
Presented by:
Howard Bufe
Assistant Vice President
OnBalance
An excellent learning tool for credit union personnel and Board members wanting a foundation for understanding financial ratios and how they are utilized to monitor credit union performance.
Topics include:
· The main business function of a credit union
· Goals of Asset/Liability Management
· The decision makers responsibility
· Types and categories of Ratios
· 11 Key Ratios every credit union professional should know
· Impact Factors
The CD has a 32 minute run time which includes a printable handout that can be used to follow the presentation. The individual CD is available for $59.
Order the CD by contacting ALM Resources at 800-442-5762, Ext. 6497, 469-385-6497 or by printing the order form below and faxing completed form to 469-385-6595.
Is Your Operating Expense Ratio Out of Control?
Presented by:
Deborah Rightmire, Vice President
Asset/Liability Management
Credit unions strive to be everything to every member. Meeting this challenge is extremely expensive and takes effective planning plus a complete understanding of the net operating expense structure to be successful. This CD presentation offers a review of the primary categories of operating expense and typical sources of fee income for most credit unions. Discussion also identifies the two primary categories of expense and their significant impact on earnings both now and in years to come.
Expense reduction and fee income will play major roles in controlling net operating expense ratios in the future. This presentation offers some “out of the box” ideas for offsetting the inevitable rise in annual expense.
This CD is great for Employees and Board Members new to the credit union industry. Anyone involved in the budgeting process will benefit from these opportunities for earnings enhancement.
The CD has a 45 minute run time which includes a printable handout that can be used to follow the presentation. The individual CD is available for $99.
Order the CD by contacting ALM Resources at 800-442-5762, Ext. 6497, 469-385-6497 or by printing the order form below and faxing completed form to 469-385-6595.
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