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6/25/2013
Webinar— GFE & HUD-1: Current Issues, Current Challenges

6/26/2013
Minnesota Credit Unions for Kids Golf Tournament

6/26/2013
Webinar— Ability-to-Repay Part 1: New Rules for Products & Policies

6/28/2013
NCUA Workshop – Exams, Fraud Detection & Strategic Planning

7/10/2013
Webinar – Collecting Decedents' Accounts
Financial Principles & Business Planning Workshop

 

MnCUN Financial Principles & Business Planning Workshop


Regardless of whether the country is in a period of recession, expansion or some stage in between, it is vital for credit union employees to have a firm understanding of financial principles. The Minnesota Credit Union Network's Financial Principles & Business Planning Workshop (formerly known as Financial Management School) blends theory with practical application to provide professionals with a thorough understanding of the fiscal aspects of the credit union. 
 

Dates: May 21-23, 2012
Place:

Network office
1st floor Conference Room
555 Wabasha Street North
St. Paul, MN 55102

Time: 8:30 a.m. – Registration & Continental Breakfast
9 a.m.-4:30 p.m. – Monday & Tuesday
9 a.m.-2 p.m. – Wednesday
Prices & Deadlines: Registration is closed for this event. To ask about late registration, contact MnCUN Director of Education Sue Groskreutz by email or at (651) 288-5521.

View complete Financial Principles & Business Planning School brochure


About the School

This training will develop a foundation of the basic financial principles and guide attendees on how to take that knowledge to the next level. Using their own credit union's financials, attendees will calculate, examine and discuss key financial ratios. The ratios will then serve as a basis for an analysis on the strategic issues and financial challenges facing their credit unions today and into the future. During the discussion, attendees will:

  • Perform a personalized analysis of their credit union's financials;
  • Engage in dialogue about the financial challenges facing today's credit unions;
  • Work through a mini-planning session for their credit union; and
  • Receive at least three new ideas that can be implemented at their credit union. 


Who should attend?

The Financial Principles & Business Planning Workshop is geared toward those who directly or indirectly work to strengthen the credit union's bottom line. Attendees will learn the fiscal basics and receive instruction on how to utilize financial in the strategic planning process. Specific positions that will benefit from this school include:

  • Accounting
  • Branch Managers
  • Business Development
  • CFOs
  • CEOs
  • Human Resources
  • Lenders
  • Marketing
  • Operations
  • Technology
  • Volunteers


Reviews from Credit Unions

Individuals who attend this training in the past have returned to the credit union with a new perspective and a renewed passion. Don't take our word for it; the reviews from past attendees speak for themselves.

  • "Without question, this is the most valuable training I've ever attended, and I've been working for credit unions for 17 years!” – Ross B., Vice President
  • "Jim's teaching style developed an excellent sharing environment. There was a sense of being part of a team, and I loved the opportunity the training provided to network with other attendees throughout the three days.” – Christopher T., Superviso
  • "I found it extremely helpful when Jim guided us through the process of pulling information from call reports that helped us ‘write the book' on where the credit union was, is and where we are headed.”
    – Erik S., Vice President


About the Presenter

Jim Aho has been serving credit unions in various capacities since 1973. He holds a CPA certificate and travels throughout the United States providing education and management advisory services tocredit unions of all sizes. In addition to writing numerous books and Volunteer Achievement Program modules, Aho is an instructor for the National Institute for State Credit Union Examiners.He also teaches at CUNA Management Schools in Wisconsin, California and Texas and has appeared on the Credit Union Video Network.


Parking

Due to the length of the school, attendees will be unable to park in the Network's guest parking lot. Below are some parking lots near the Network office:

  • St. Joseph's Hospital – 69 Exchange St W Saint Paul, MN 55102
  • Lawson Municipal Parking Ramp – St. Peter Street & West 5th Street
  • Allied Parking, Inc. – 477 Cedar Street
  • Block 19 Parking Ramp – 145 East 7th Street


Lodging Options

There are a variety of lodging options available in the St. Paul area. Below are a few lodging suggestions. The Network does not have a housing block at any of these hotels, so there is no need to mention the Minnesota Credit Union Network when making your reservation.

 

View complete Financial Principles & Business Planning School brochure