Making investment policy decisions requires the confidence that comes with knowledge and trust. That’s why focused board and committee education is crucial to supplying and maintaining the necessary information and materials to make sound choices.
The Amherst CU Team training & education component is our way of supplementing the skills of our partner’s staff and board. It’s our effort to enhance the knowledge base of our partners, and thus enable them to make informed business decisions.
The Amherst CU Team provides all new CU partners with an introductory training and education session free of charge.
To keep our CU partners up-to-date on current market conditions and new trends, we split the cost of travel, lodging and per diem for annual training sessions (This fee may be waived if certain conditions are met).
Our educational sessions benefit both the credit union management and board of directors. Our presentations are professional and informative. We clarify complex subject matter into an comprehensible format, using graphs, charts and illustrations. Our colorful PowerPoint™ presentations are delivered using a laptop computer and high-density overhead projector. There is always ample time given to discussion and answering questions.
We offer more than a dozen topics from which to choose and continually add more as changing conditions merit. Here are some of our session titles:
- Investment Decisions in a Low Rate Environment: a Condensed Case Study
- Investment Vehicles and their Proper Use in a Credit Union Portfolio*
- A Case Study: Putting it all Together*
- How to Select an Institutional Credit Union Broker
- Understanding Investment Fundamentals*
- The Investment Policy and Board Reporting: Development and Review
- Understanding and Managing the Risk in Your Credit Union’s Investment Portfolio*
- Investment from the Board of Director’s Perspective:
- The Six Key Questions to ask the Management Team at the Monthly Meeting
- Understanding and Investing in MBS
- Understanding and Investing in CMOs
- Understanding and Investing in USDA/SBA Individual
- Loans and SBA Pools
- Yield is Never Free! Individual Security Dynamics and Portfolio Performance
- Callable Agencies versus the Treasury: Understanding Total Rate of Return Investing
*Designates National Association of State Boards of Accountancy (NASBA) Registered Sponsor. CPA’s can receive continuing education credit for attending.