What Is Your Organization Worth?  Valuation for Credit Unions and Credit Union Service Organization (CUSO) Leaders

Discuss methods and implications for valuing CUSOs and businesses and review marketplace trends

On-Demand Webinar Available Until October 24, 2020

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Is leadership discussing altering the current ownership of a Credit Union Service Organization (CUSO)?  Are you a credit union starting a CUSO? Are you an existing organization that intends to become a CUSO by selling a partial stake to a credit union? Will your credit union or CUSO acquire a business/minority share or merge with another CUSO?

In all of these situations, determining the value of the CUSO and of the other party is critical. This webinar will cover methods for valuing CUSOs and businesses and look at the implications while discussing marketplace trends. 


Key Takeaways:

  • Review top items credit union leaders need to know about CUSO valuations
  • Compare and contrast CUSO vs. business valuation
  • Define why you need a valuation
  • Understand why Discounted Cash Flow (DCF) is important
  • Discuss what drives value in an organization

Purchase Now

$295 Members | $395 Nonmembers
(Additional $50 for CD)
One registration gives your entire team access to the live webinar and on-demand recording until October 24, 2020
Already registered? Go to the Online Training Center to view.

Who Should Attend?

  • Presidents and Chief Executive Officers
  • Executive Vice Presidents

Education Credits

  • CPA credit information is below; recommended 1.5 CPE credits

CPA Certification Credit Information

Reviewer: Josie Collins, Associate Director of Education, NAFCU

Learning Objectives:  Review top items credit union leaders need to know about CUSO valuations.  Compare and contrast CUSO vs. business valuation.  Define why you need a valuation.  Understand wy Discounted Cash Flow (DCF) is important.  Discuss what drives value in an organization.

Program Level: Basic

Prerequisites Needed: None

Advance Preparation Needed: None

Delivery Method: Group Internet-Based

Recommended CPE Credits: 1.5 credits

Recommended Field of Study: Management Services

NASBA Sponsor Logo

National Association of Federally-Insured Credit Unions (NAFCU) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. Learn more.

About Our Webinars

Our webinars are streamed live from NAFCU headquarters near Washington, D.C. Your audio/video feed of the presenters includes presentation slides and downloadable handouts. You can easily submit your questions to the presenters at any time during the live broadcast, with no dialing over the phone! The audio and video stream directly through your computer.

Presented By

John Dearing, Managing Director, Capstone
John Dearing

Managing Director, Capstone