Division of Credit Unions

IRR Measurement and Strategic Planning Webinar

This seminar was presented by the Washington State Division of Credit Unions to help your credit union deal with the potential for increasing interest rates. The webinar is available on CD. Ordering information is listed below.

Webinar Topics

Jay Weintraub, Senior Examiner with DCU and Gayle Peterson, Capital Markets Specialist, Region 5, NCUA addressed the following topics:

Key Model Assumptions and What to Look For

• How do assumptions drive your model and its results?
• What capabilities does your model or vendor have to customize assumptions?
• How do you determine/set appropriate assumptions and who should be responsible for that?
• How often should you revisit the assumptions and why?
• What is the relationship between your model assumptions and your strategic goals? Why is it important they be related?

Static versus Dynamic Balance Sheets and their Relationship to IRR

• What is a static balance sheet? Why is it important for IRR measurement?
• What is a dynamic balance sheet? Why is it important for what-if scenarios?
• NEV versus NII and their use of the two kinds of balance sheets.
• What role does your business planning and budgeting process have on the development of a dynamic balance sheet and why?

Read a series of frequently asked questions.

Ordering Information

Order a free CD by emailing DFI. Please include your mailing address and the number of copies you want.

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