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Planning School w/Jim Aho

 

MnCUN financial planning schools featuring Jim Aho 

 

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 2014 schools on financial principles, business planning and strategic planning (formerly known as Financial Management School) will blend theory with practical application to provide professionals with a thorough understanding of the fiscal aspects of the credit union. Geared toward those who directly or indirectly work to strengthen the credit union’s bottom line, this training will provide a foundation of the basic principles and guide attendees on how to take that knowledge to the next level.  

  


Financial Principles &
Business Planning

May 5-7, 2014 


During this event, participants will develop a foundational understanding of credit union financials. 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 union 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
  • Receive at least three new ideas that can be implemented at their credit union

Building Relevancy through
Strategic Planning

              
Sept. 15-17, 2014


Credit unions interested in growing and thriving in today's environment need strategic vision to prosper and thrive. This fall event will serve as the second portion of the series, designed to build upon the fundamental knowledge taught in the May session. (Participation in "Financial Principles & Business Planning" recommended but not required.) During this session, attendees will:
           
  • Review the purpose of vision statements and discuss ways to put new life in uninspiring visions
  • Investigate growth charts, five-year member growth goals, how to build loan relationships, tactics for increasing the average total relationships per member
  • Explore the current economic climate and the effects on consumers, ways to create member loyalty and advocates, and how to deliver "insightful” financial solutions verses just taking orders             




    

About the Presenter: Jim Aho

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 to credit 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's Management Schools in Wisconsin, California and Texas and has appeared on the Credit Union Video Network.