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2021 AICPA & CIMA Conference on Credit Unions

CU2110 - Enhance Balance Sheet Management Through Scenario Planning


Oct 19, 2021 2:05pm ‐ Oct 19, 2021 3:20pm


Standard: $49.00

Description

Scenario planning doesn’t have to be overwhelming. With a solid framework, scenario planning can be fun, while also being highly effective in helping leadership teams paint a picture of what could be and think through possible consumer responses and financial outcomes. This session is designed to stretch participants thinking.

Learning Objectives:
  • Recognize top of mind scenarios to consider over the short-term, intermediate, and long-term
  • Select examples of key questions to answer to help uncover opportunities and risks
  • Apply tips for finding commonalities across scenarios, which can help prioritize areas of focus
  • Evaluate effective ways to engage people from various backgrounds to enrich the conversations and bring different perspectives
  • Determine considerations for financial modeling

Speaker(s):

Category: Concurrent Session Online

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