Webinars

The following webinars are endorsed by the CUNA CFO Council:

Concentration Risk - Webinar Series

August 31 & September 14
11:00 - 12:30 (CT)

Free of Charge

Presenters:
Rob Johnson, EVP and Sally Myers, CEO, c. myers corporation

c. myers is pleased to present, in coordination with the CUNA CFO Council, a two-part webinar series on Concentration Risk. Establishing concentration limits without appropriate analysis, including potential impact to strategy and business model, could result in unintended consequences with serious implications. 

> Register Now

Because concentration limits can directly impact strategy, business decisions, day-to-day operations as well as competitive stance, we encourage decision makers to think through what is best for their credit union rather than take the easier route of using generic limits.  Furthermore, changing concentration limits if a credit union is outside of policy is noted as a "material red flag" to examiners, as noted in the supervisory letter.

Please join us for a 2-part webinar series to discuss several key issues to consider in establishing concentration limits.  Part 1 will frame concentration risk limits from a business model perspective and will include a list of recommended questions executives should consider.  Part 2 will include discussions on how credit unions are going about developing concentration limits.

Upcoming Virtual Roundtables:

None at this time - please check back soon.

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Past CFO Council Virtual Roundtables:

4/21/10 - Federal Reserve, Resources & Credit Unions

• There has been a lot of buzz lately on the list serve about the Federal Reserve and resources available to credit unions including establishing or expanding clearing / settlement services. This virtual roundtable will provide an opportunity to have an open, in-depth discussion with fellow CFO Council members; to share insights/ experiences; ask questions and discuss the pluses/ minuses.  Join us for a great conversation with your peers - bring your questions, bring your experience.
• Facilitators  – Joellen Froehlich, Director of Account Services, Ent Federal CU; Dan Leclerc, SVP/Chief Financial Officer, Aventa CU; and Nikki Wiseman, CFO / Vice President, The Focus FCU

> View the Archived Roundtable

What is a Virtual Roundtable?

• A discussion forum hosted in a web conference format to share knowledge, insights and experiences with their peers (not a webinar).
• Content is focused on a specific and timely topic of interest or concern to finance professionals.
• The program is designed to provide a unique and facilitated peer to peer learning experience.

Typical Agenda

• An interactive presentation by the facilitator to “frame” the peer to peer conversations
• Q & A from participants
• Facilitated peer to peer discussion

Best of all, Virtual Roundtables are FREE to Council members!