Release date: January 28, 2019
Duration: 90 minutes
Understanding financial statements and reports is vital for many people in the credit union. However, many volunteers and employees come from non-financial backgrounds and do not fully grasp the nature of accounts, relationships between accounts, and the importance of critical financial statement elements.
In this course we will make financial statements simple; everyone will come away grasping them as they never did before. We will review examples of the statement of financial condition, income statement, as well as other key reports and key ratios.
Meet the presenter
Tim Harrington is a CPA, who has provided training for hundreds of credit unions and tens of thousands of their staff and volunteers nationwide. He has spoken for all the national credit union organizations and NCUA, as well as for credit union leagues in forty-eight states. In addition, Tim is on the faculty of the CUNA CU Finance for Volunteers School, CUNA Management School and the CUNA Volunteer Certification School.
Since 1996, Tim has been President of T.E.A.M. Resources, providing consulting, strategic planning, and training to large and small credit unions from coast-to-coast. Tim was formerly the Chairman of the Board of a $150 million credit union in Tucson, Arizona, and, prior to that, a Partner with the nation’s 3rd largest auditor of credit unions.