Financial Literacy Part 2: How to Interpret Key Ratios, Risks & Reporting
August 21, 2025
Live Webinar:
DateAug 21, 2025Duration90 minutes
12:00 PM PDT01:00 PM MDT
02:00 PM CDT03:00 PM EDT
- Unlimited connections for your institution
- Available on desktop, mobile & tablet
- Take-away toolkit
- Presenter’s contact info for questions
On-Demand Webinar:
- 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
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.
Presented By
© 2025 FINANCIAL EDUCATION & DEVELOPMENT, INC