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CU2110
Enhance Balance Sheet Management Through Scenario Planning
Date
October 19, 2021
$49
Standard Price
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This includes sessions from the conference: 2021 AICPA & CIMA Conference on Credit Unions
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
Speakers
President/Principal, c. myers
Julie Renderos, CPA, CCUE, CUDE
EVP/CFO, Suncoast Credit Union
Session Categories
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