Error loading player: No playable sources found

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:
Thumbnail for 2021 AICPA & CIMA Conference on Credit Unions
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

Session Categories

Related Products

Thumbnail for Toolbox Tune-Up with Derivative Levers
Toolbox Tune-Up with Derivative Levers
Interest Rate Volatility Fears - Is now the right time to add derivatives to your risk management toolbox? Here's why this is a good idea—and how to get started…
Thumbnail for CECL Implications for Balance Sheet Management presented by Moody’s Analytics
CECL Implications for Balance Sheet Management presented by Moody’s Analytics
Customer expectations are rapidly evolving and disruptive competitors are targeting your most profitable customer relationships…
Thumbnail for Automation Using Robots: A Credit Union’s Successful Use Case
Automation Using Robots: A Credit Union’s Successful Use Case
Robotic process automation (RPA) is a software technology that makes it easy to build, deploy, and manage software robots that emulate human actions interacting with digital systems and software…
Thumbnail for Supervisory Committee Audit Guide 2.0
Supervisory Committee Audit Guide 2.0
Changes to Regulation 715.7 have been in effect since January 2020 with the accompanying Minimum Procedures Audit Guide…

This site uses cookies to store information on your computer. Some are essential to make our site work, others help us improve, the user experience. By using the site, you consent to the placement of these cookies. Visit our Privacy Center to learn more.