Financial Literacy Part 2: How to Interpret Key Ratios, Risks & Reporting

Auditing & Accounting Directors Human Resources Senior Management

On-Demand Webinar:

StreamedAug 21, 2025Duration90 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 an essential element in any board member’s skillset.

Part 2 of this two-part series will explain how to interpret key ratios, risks, and reporting. Using a sample credit union financial statement, you will be shown how to translate the numbers into financial ratios and trends which will allow you to understand the financial performance of your institution. Join us to improve your financial literacy.

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

Determine key financial literacy components of your credit union’s financial condition
Understand your credit union’s financial statements and how risks can be identified
Analyze essential financial statement ratios and trends
Identify important accounting principles

WEBINAR DETAILS

Understanding financial statements, key financial ratios, and trends is required for credit union officials who perform a fiduciary role. Everything a CU does to serve its members - collecting on loans, investing excess funds, providing electronic services to accountholders, and more - exposes the CU to some kind of risk. This session will demonstrate how these risks can be identified through your financial statements, as well as covering some key accounting principles used for proper financial statement reporting.

WHO SHOULD ATTEND?

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

TAKE-AWAY TOOLKIT

Website links for additional guidance
Sample financial statement
Sample critical key ratios
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.

TESTIMONIALS

"Bryan was very knowledgeable, and his delivery was well-paced, and the content was exceptional. As the Supervisory Committee Chairman, it is imperative that we understand the financial condition of our Credit Union. Bryan's presentation was exactly the type of training I have been searching for. Thank you!"

- Jimmy, Zia Credit Union