Financial Literacy Part 1: How to Identify 7 Credit Union Risks Using Financial Statements

Auditing & Accounting Senior Management Senior Management & Directors Managers & Supervisors

On-Demand Webinar:

StreamedJun 16, 2025Duration60 minutes

Unlimited & shareable access starting two business days after live stream
Available on desktop, mobile & tablet devices 24/7
Take-away toolkit
Ability to download webinar video
Presenter's contact info for questions

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Financial literacy is a key element in any board member’s skillset. Is it part of yours?

Part 1 of this two-part series will explain how financial statements can be used to identify seven key risk factors at your credit union. Join us to improve your risk-identification proficiency.

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

Understand which risks may be affecting your credit union and how to identify them
Identify the seven major credit union risk components and how they intersect
Explain the key financial literacy components of your credit union’s financial condition
Understand your credit union’s financial statements and how risks are identified
Expound on the most important risks that may be affecting your credit union

WEBINAR DETAILS

Everything a credit union does to serve its members involves some kind of risk, whether it’s collecting loans, investing excess funds, providing electronic services to members, etc. This program will explain how to identify these risks just by reviewing your financial statements. It will also explore some of the key risks that may be impacting your credit union.

WHO SHOULD ATTEND?

This informative session is designed for directors, supervisory and audit committee members, new credit union employees, rising stars at your credit union, and accounting department personnel.

TAKE-AWAY TOOLKIT

Cheat sheet – 7 Credit Union Risk Categories
Employee training log
Interactive quiz
PDF of slides and speaker’s contact info for follow-up questions
Attendance certificate provided to self-report CE credits

NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your institution is prohibited. Print materials may be copied for eligible participants only.