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Core Financial Literacy for Board Members

Core Financial Literacy for Board Members

  • $79.00

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Federal Regulations require that directors be well versed in basic financial analysis. Using these analytical skills, board members are required to ask substantive questions relating to the financial condition and performance of the credit union.

This webinar delivers the tools, knowledge and analytical foundations to empower directors to assure compliance with these regulatory requirements. All board members, regardless of experience in the industry, will benefit from this training.


  • Identify and describe key components of the balance sheet and income statement
  • Calculate and analyze key ratios derived from the balance sheet and income statement
  • Use the analysis to identify areas of strength and weakness in the credit union’s financial performance
  • Measure and control risk

Participants will also learn how to understand and define the following foundational terms and concepts:

  • The accounting formula
  • Assets
  • Liabilities
  • Equity/Capital
  • Measuring and Assessing Performance
  • Standards – Peer and Criterion
  • Measurement tools – rates, ratios, completion, and period comparisons
  • Using assessments to identify and measure risk
  • Types of risk
  • Measurement to apply to risk types
  • Practice in financial calculations
  • Examining and interpreting trends and outcomes

Who Should Attend

  • CEO’s CFO’s Managers
  • ALCO Members
  • Board Members
  • Supervisory Committee Members

By purchasing this webinar, you are registering for this session. Additional registration information will be sent to you in a response from this commerce site that requires logging onto and signing in through a webex link. In order to be awarded the full credits, you must respond to three out of the four polling questions asked during the program. (Please note Webinar Event Time & Date).

Participants will earn 1.0 CPE credit

Field of Study: Accounting

LIVE DATE: November 7, 2017 | 1:00pm MST

Additional Information

Prerequisites: Minimum 6 months exposure to board meetings and board work.

Advanced Preparation: None

Program Level: Intermediate

Delivery Method: Group Internet Based

Refund and Cancellations: Requests for refunds must be received in writing within 7 days of initial purchase and will be subject to a cancellation fee. For more information regarding refund, complaint, and/or program cancellation policies please contact our offices at 406-315-2809. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptacme of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:


About the Presenter

Dennis Child

Retirement Planning, Financial Services Education

Dennis Child offers over 40 years experience as President/CEO of a mid-size, full-service “complex” and highly profitable credit union. Dennis grew the CU from approximately $4 million to $175 million in overall assets. His accomplishments include pioneering and implementing new concepts and products for credit unions; his CU was one of the first credit unions to: establish a CUSO to offer members personal financial and retirement planning; use stochastic and empirically based Loan and deposit pricing concepts; offer SBA guaranteed member-business loans and USDA Community Development Loans. Dennis also offers an array of consulting services to include Product Pricing, Loan, Deposit, and Profitability Growth Strategies Evaluating, Planning and Implementing Financial Products and Services (including “non-traditional”) Strategic Planning and Budgeting. One of Dennis’ hallmark areas of expertise is turning non profitable institutions around.



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