Register For Our New Online Classes!

e-Financial Report Analysis Workshop + Improving ROA - November 9-10, 2020

Wed Jul 08, 2020 - 10:00am to Thu Jul 09, 2020 - 4:00pm
Hosted By: 
Bob Schroeder


In today’s world, finance professionals need to be skilled at reading through the numbers on financial statements and balance sheets, analyzing figures, and interpreting ratios. This can only improve your financial results, but can also prepare credit union employees for essential skills required to advance their career.

Target Audience
Professionals who are new managers, desire to learn about the data in the reports, non-management employees who show management potential, senior management officials who need to better understand financial reports. 

e-Course Objectives
The Financial Report Analysis Workshop delivers a deeper understanding of the details of the financial report. Attendees will review an income statement and balance sheet and identify the best opportunities to enhance ROA. Learn how incentives can be used to grow income at your credit union.

By the end of the course, participants will be able to:
• Become familiar with key performance ratios and peer comparisons
• Learn pricing strategies that can enhance ROA
• Learn about policies that are limiting credit unions earnings
• View example productivity tracking reports

Target Competencies
• Increase confidence in interpreting financial statements
• Develop understanding and ability to analyze Income Statements and Balance Sheets
• Improve decision-making that impacts the credit union as a whole
• Implement pricing, policy, incentive and productivity tracking strategies to improve ROA
• Create reports that measure key performance indicators
• Incorporate an incentive plan to generate more income





Classroom Agenda: 

All class times are Central Daylight Time. 

Morning Session: 10:00 - 12:30
Lunch: 12:30 - 1:30
Afternoon Session: 1:30 - 4:00

Click here for the detailed agenda.

Additional Info: 

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