School Event

CUNA Investment Certification School

10.18.2015 - 10.23.2015 (cfo)

October 18-23, 2015 Phoenix, AZ

Building blocks to investments

Strengthen your investment management skills and improve your process and operations by guiding your credit union investment strategy at CUNA Investment Certification Schools. Led by industry experts with advanced knowledge of NCUA regulations and system partners, the program utilizes a five-step approach to investments to help you to interact with brokers, make smart risk/reward decisions and develop a strong investment portfolio.

This event is in collaboration with The Rochdale Group, Inc., CUNA Mutual Group and Performance Trust Capital Partners, LLC.

Available in two sessions (Fundamentals and Advanced), each provides a unique lens to investments. Plus, upon completing both the fundamentals and advanced programs, and passing all required exams, attendees will be able to earn their Credit Union Investments Expert (CUIE) designation.

This event is produced by the CUNA Center for Professional Development and endorsed by the CUNA CFO Council.

Fundamentals of Investment Management
October 18-20, 2015 • Phoenix, AZ
$1,295 ($1,495 after September 23, 2015)

Ideal for CFOs, finance professionals, chief investment officers, investment analysts and accountants, controllers, auditors, risk managers, directors, ALCO members, volunteers and CEOs.

Topics covered include fundamentals of return investment, fundamentals of risk measurement, introduction to portfolio management process and security selection. See more.

Advanced Investment Strategies
October 21-23, 2015 • Phoenix, AZ
$1,295 ($1,495 after September 23, 2015)

Ideal for CFOs, finance executives, chief investment officers, CEOs and investment professionals.

Topics covered include collateralized mortgage obligations, adjustable rate mortgage, standard in due diligence, corporate and municipal securities. See more.

Earn your certification in five days

   Save and attend both for $1,999 ($2,199 after September 23, 2015)   
   October 18-23, 2015 • Phoenix, AZ


More Information  Register

 

May

Cross Council Event Schedule

Date Discipline Title Type Tuition  
 
05.07.2015
M & BD
 

Essential Onboarding and Cross Selling Strategies Webinar

WEBINAR$219 or $169 for Council MembersRegister
More Info
 
05.14.2015
CFO
 

The CFO/Marketer Relationship

ROUNDTABLEFree for Council MembersRegister
 
 
05.14.2015
M & BD
 

The CFO/Marketer Relationship

ROUNDTABLEFree for Council MembersRegister
 
 
05.17.2015 05.20.2015
CFO
 

CUNA CFO Council Conference

CONFERENCEEarly Bird $845 (member) $995 (non-member)Register
More Info
 
05.27.2015
O & ME
 

TILA/RESPA Integrated Disclosures – Time to Review Your Compliance Plan

ROUNDTABLEFree for Council membersRegister
 
 
05.27.2015
LENDING
 

TILA/RESPA Integrated Disclosures – Time to Review Your Compliance Plan

ROUNDTABLEFree for Council membersRegister
 
 
05.28.2015 10.28.2015
LENDING
 

Indirect Lending - The CFPBs View on Auto Dealership Relationships

WEBINAR$219 ($169 for Council Members)Register
More Info
 
05.28.2015
O & ME
 

Is HR One of Your Hats? Or is it your hat alone to wear?

ROUNDTABLEFree for Council MembersRegister
More Info
 
05.28.2015
HR & OD
 

Is HR One of Your Hats? Or is it your hat alone to wear?

ROUNDTABLEFree for Council MembersRegister
More Info