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.
- 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
$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
- 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
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.