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CU2110

Enhance Balance Sheet Management Through Scenario Planning

Date
October 19, 2021
$49
Standard Price
This product is also available as part of the following products:
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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

Speaker Image for Rob Johnson
President/Principal, c. myers
Speaker Image for Julie Renderos
Julie Renderos, CPA, CCUE, CUDE
EVP/CFO, Suncoast Credit Union

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