eAdvisory/Board Financial Literacy: Basics

  • $99

Board Financial Literacy: Basics

Revisit the fundamentals of asset liability management and the financial oversight of the board. (15 minutes)
This course is designed for the credit union Board of Directors. This introductory course is perfect for a new board member onboarding or someone looking for a financial refresher. 
Join Eric Schornhorst as he walks you through the fundamentals of finance and accounting practices, including how to read and understand a credit union’s balance sheet and income statement. 

Introduction

Course Overview / Learning Objectives
Audience: Who is this designed for?

The Basics of Board Financial Literacy

Board Financial Literacy - Basic Course
Handout - Board Financial Literacy Slides

Advisor Biography

Eric Schornhorst

Eric Schornhorst

Eric is a financial services professional with 25+ years of industry experience. He is an executive coach and strategic advisor with CU Solutions Group working with organizations from $50 million to more than $1 billion in leadership, strategy and risk mitigation. Eric specializes in mergers and acquisitions, member profitability, compliance and financial review for organizations. Prior to CUSG, Eric was the Chief Financial Officer for two large Michigan credit unions.

  • $99

Board Financial Literacy: Basics

  • Course
  • 5 Lessons

Revisit the fundamentals of asset liability management and the financial oversight of the board. (15 minutes)