Vendor Financial Red Flags Your Credit Union Should Watch For
CPE Credit Eligible
As part of third-party risk management, you should periodically review your vendor’s financial statements and monitor financial performance. When a vendor experiences a decline in financial performance, it often leads to the vendor cutting costs and can have an impact on the quality of your relationship, ultimately putting your credit union at risk.
To protect your credit union, watch this webinar to learn some red flags to be on the lookout for related to a vendor’s financial health so you can take appropriate action to reduce that risk.
Register now to learn:
3 financial statements to review
What to look at in those vendor financial statements
Red flags to watch for at your vendor that could mean they're financially struggling
Speaker
Ramin Zacharia
Chief Financial Officer
Ramin Zacharia leads and oversees the Finance department, while also working across the organization to identify future strategic initiatives and opportunities to drive internal and external efficiencies, and areas of growth. Prior to Venminder, Ramin founded and managed RTD Insights, working alongside growth businesses, private equity funds, venture capital firms, and entrepreneurs to provide solutions for the offices of the CFO and COO.
Field of Study: Specialized Knowledge
Program Level: Basic
Duration: 1 Hour
Prerequisites: None
Who Should Attend: CEOs, CFOs, Compliance, Risk, BOD, Vendor Management, CPAs
Advanced Preparation: None
Delivery Method: Group Internet Based
Refunds: This is a free event.
Cancellations: In the event that this session would need to be cancelled, you will be personally contacted and registered for the rescheduled event.
Concerns: For more information regarding administrative policies such as complaints, please contact our offices at +1 (888) 836-6463.
Information
Field of Study: Specialized Knowledge
Program Level: Basic
Duration: 1 Hour
Prerequisites: None
Who Should Attend: CEOs, CFOs, Compliance, Risk, BOD, Vendor Management, CPAs
Advanced Preparation: None
Delivery Method: Group Internet Based
CPE Eligibility: Because this is an on-demand event, unfortunately, it is not eligible for CPE credits. All live events are eligible for 1 CPE credit per hour.
Refunds: This is a free event.
Cancellations: In the event that this session would need to be cancelled, you will be personally contacted and registered for the rescheduled event.
Concerns: For more information regarding administrative policies such as complaints, please contact our offices at +1 (888) 836-6463.
CPE Credit Eligibility
This session is eligible for 1 CPE Credit – you must be in attendance for the entire LIVE session, answer all three polling questions during the event, and complete the post-event survey. CPE Credit will be offered within 7-10 business days following survey submission.
Venminder is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor on continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE Credit. Compliance regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
