8:30 AM - 9 AM      Continental Breakfast and Registration

9 AM - 9:30 AM      Welcome Introductions by Ken Bator, President of

Bator Training & Consulting, Inc.

9:30 AM - 11 AM    Keynote Address: Diana Dykstra, President/CEO of the

CA and NV Credit Union Leagues

11:15 AM - Noon   Board and Volunteer Roundtable:

What Volunteers Need to Know About Their Credit Union

led by Ken Welch, CPA, Principal of LarsonAllen and

James Butler, PhD., VP of Risk Management for

Bator Training & Consulting, Inc.

An opportunity for attendees to share some of their challenges with financial education and for our facilitators to learn specific areas they will need to cover during the afternoon sessions.

Noon - 1 PM           Lunch

1 PM - 1:45 PM      Education on Financial Basics for Board Members

facilitated by Ken Welch, CPA

A discussion on the critical areas of finance that volunteers need to know in order to fulfill their fiduciary duties.

2 PM - 2:45 PM      ALM Basics for Volunteers

facilitated by James Butler, PhD.

While the subject of ALM is deep and can be confusing, this session will explain the basics in an understandable framework.

3 PM - 3:45 PM      What We Need to Know About Portfolios

facilitated by James Butler, PhD.

Managing loan and investment portfolios can be challenging in any economy, but this discussion will cover some key areas on how to grow your credit union safely and with appropriate levels of risk.

4 PM - 4:45 PM      The Financial Dashboard for the Board

facilitated by Ken Welch, CPA

While there is much to track when it comes to credit union financials, there are some critical numbers and ratios that can provide a quick look into the health of your institution.

For an additional $49 join us for the Networking Dinner at 6:30 PM in the ballroom of the Sheraton Delfina that evening.  Total cost of the Financial Education Track and Dinner is $148 per person.  Those who wish to simply attend the Networking Dinner may do so at the price of $49.

To register and pay via check, please complete the registration form and mail it with a check for the appropriate amount to:

Bator Training & Consulting, Inc.

333 City Boulevard West, Suite 1700

Orange, CA 92869

Click here for Registration Form

To register and pay via credit card, complete the registration form and credit card form with the appropriate amount and mail them to the address above, fax them to 714-481-6373, or scan them and e-mail them to info@btcinc.net.

Click here for the Credit Card Payment Form