Financial Mastery


Published: May 1, 2024

Event date: 8/15/2024 12:00 PM - 8/16/2024 12:00 PM Export event


Join LCUL and Tim Gardner for the Financial Mastery Class on August 15-16 at Centric Federal Credit Union in West Monroe. In this two-day class, we'll tackle important topics that have become more relevant in today's rapidly changing environment. We'll start by exploring how interest rate changes affect key financial ratios, like return on assets and net interest margin, and how to interpret them effectively. Then, we'll dive into dynamic loan and deposit pricing strategies, discussing the risks involved and which products to focus on. Finally, we'll cover modern liquidity management techniques, including understanding cash flow patterns and conducting liquidity stress tests.

Attendees will stay updated on key financial topics, gain practical insights, and enhance decision-making skills. Learn how to manage interest rate risk, loan and deposit pricing, and liquidity effectively, while connecting with industry peers and experts!


Thursday, August 15:
12:00 pm to 4:00 pm

Friday, August 16:
8:00 am to 12:00 pm

Who Should Attend

This course is designed for all levels at the credit union who want a deeper understanding of the financial aspect of the business. You do not need to be a master of ratios to attend!


Centric FCU - Cypress Room
213 Expo circle
West Monroe, LA 71292

LCUL has contracted with the Hilton Garden Inn in West Monroe for a rate of $119 per night. To book a room, click here and use code LCUL.

Educational Investment

Registration for this program is $250 per attendee. For those applyinf for an education grant, the value of food for the program is $35 per person and con not be deducted from the cost of the program.

Program is eligible for the small credit union Foundation coupon.


Register Today!