Wednesday | 2pm - 4pm
Bill Berg, MBA, CCUE, CUCE, BSACS, Vice President, Compliance Training & Information, LSCU
Magnolia 3

This course helps explain the financial management tools used by most credit unions in a simple, easy- to-understand format. You will find that managing your credit union’s finances need not be overwhelming when you consistently use several comprehensive asset-liability management tools. Contents:

• Financial Management Overview
• Components of Asset-Liability Management
• Asset-Liability Committee
• Planning Tools
• Financial Reporting
• Forecasting & Budgeting
• Gap Analysis
• What-if Analysis & Net Interest Income Simulation
• Net Economic Value

By successfully completing the optional exam, you can earn two credits for the CUNA Volunteer Certification Program (Level 1, Safety & Soundness) toward your Certified Credit Union Volunteer designation.

About the Speaker
LSCU Vice President, Compliance Training & Information, Bill Berg has been with the League since 1988. Bill answers technical/regulatory questions for member credit unions, provides customized training, and facilitates planning sessions for credit unions and chapters throughout the Southeast. Bill was also one of the principal authors of League InfoSight.