Event Date: May 02 - June 01, 2023
Recorded Available Until: December 30, 2023
This eSchool provides attendees with a credit union-specific fundamental understanding of investments.
By attending you will:
Understand the investment portfolio management discipline as a 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: 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 practice’s perspective: their responsibilities and their limitations.
This event is endorsed by CUNA Finance Council. Your Council member 10% discount applies.
This eSchool is beneficial for CFOs, finance professionals, chief investment officers, investment analysts and accountants, controllers, comptrollers, auditors, risk managers, directors, ALCO members, volunteers and CEOs.