ESchool Event
CUNA Fundamentals of Investment Management eSchool
05.08.2018 - 07.17.2018 (finance)
05/08/2018 To 07/17/2018 Online
Attendees will learn a credit union-specific fundamental understanding of investments.
Learning objectives:
- Understand the investment portfolio management discipline as a five-step process, not simply a function of purchasing and selling investments
- Develop a fundamental knowledge of investment return and risk measures, including application and advantages/disadvantages of each, and the mechanics of the trade: trade date, settlement, safekeeping, etc.
- Learn the basics in the development of investment strategy, primary security types that are permissible for credit union investors, including risk/return characteristics of each, how to analyze and document, their role in the portfolio, and portfolio reporting, monitoring and rebalancing
- Explore the other side of the broker/dealer arrangement: what’s in it for them, how they operate, and how to deal with them
- Understand the role of the board of directors from a best practices perspective: their responsibilities and their limitations
This event is produced by the CUNA Center for Professional Development and endorsed by the CUNA CFO Council.
Who Should Attend
This eSchool is beneficial for CFOs, finance professionals, chief investment officers, investment analysts and accountants, controllers, auditors, risk managers, directors, ALCO members, volunteers and CEOs.
More Information Register
May
Cross Council Event Schedule
Date | Discipline | Title | Type | Tuition | ||||||
05.01.2018 | TECH O & ME M & BD LENDING HR & OD FINANCE CEO | Speak Softly and Carry a Big Lawyer - Emerging legal risks in the credit union space | ROUNDTABLE | Free for Council members | ||||||
05.08.2018 07.17.2018 | FINANCE | CUNA Fundamentals of Investment Management eSchool | ESCHOOL | $1,095 ($1,295 after 04/07/2018) Council members get 10% off | Register More Info | |||||
05.10.2018 | HR & OD | Leader as Coach | ROUNDTABLE | Free for Council members | ||||||
05.14.2018 | CEO FINANCE O & ME M & BD LENDING | Risk Based Lending: Part 2 – Three Credit Union Perspectives | ROUNDTABLE | Free for Council members | ||||||
05.15.2018 06.06.2018 | FINANCE | CUNA Credit Union Finance eSchool | ESCHOOL | $1,095 ($1,295 after 04/15/2018) Council members get 10% off | Register More Info | |||||
05.15.2018 | TECH | The Technology Council Oscars: Great Ideas from the Excellence Awards | ROUNDTABLE | Free for Council members | ||||||
05.15.2018 05.17.2018 | O & ME | CUNA World-Class Service Leadership School | SCHOOL | $1,595 ($1,795 after 03/15/2018) Council members get 10% off | Register More Info | |||||
05.17.2018 | M & BD | The Alchemy of Increasing Member Share of Wallet | ROUNDTABLE | Free for Council members | ||||||
05.20.2018 05.23.2018 | FINANCE | 2018 CUNA CFO Council Conference | CONFERENCE | See Conference Page for Rates | More Info | |||||
05.30.2018 05.31.2018 | TECH O & ME | 2018 CUNA Technology Council CIO / Operations & Member Experience Council COO Forum | FORUM | CUNA Members - FREE | Non-CUNA Members - $1,195 | Register More Info | |||||