Upcoming Webinars


We are launching several new topics in our risk-management educational series for credit unions. Mark H. Smith presents a number of Webinars that focus on current topics and issues facing credit unions. The webinars are free, and hopefully, these productions provide you insight to help you meet the challenges credit unions face today.

There are no silver bullets, but you will share in the accumulated knowledge base of our experienced financial advisors whose expertise comes from more than five decades of credit union service. The current list of topics is included. Topics may change as events unfold during the remainder of the year. Updates will be published on this page and in our bi-monthly newsletter.

Here is the start of our Fall lineup with more to come:

Featured Webinar Mark H Smith

October 11, 2017

Preparing for Successful Strategic Planning

Featured Webinar circle mark

Presented by Cynthia R. Walker, CEO of Mark H. Smith, Inc, and Guest Speaker Scott Butterfield, of Your Credit Union Partner. CUDE, CCUE, CUCE
The purpose of this webinar is to assist credit union leaders with better strategic planning.
In this webinar participants will:
• Learn why regular strategic planning is so important
• Review key components of a strategic plan
• Discuss how to measure and monitor progress of a plan.
Featured Webinar register
Presented by Cynthia R. Walker, CEO of Mark H. Smith, Inc, and Guest Speaker Scott Butterfield, of Your Credit Union Partner. CUDE, CCUE, CUCE
Scott is a trusted advisor to the leaders of more than 100 credit unions located throughout the United States. A well-respected veteran of the CU Movement, he understands the challenges and opportunities facing credit unions today. From Strategic Planning facilitation to comprehensive business plan development – Scott knows how to get things done! Scott believes that credit unions matter and that consumers and small businesses need credit unions now more than ever.

The purpose of this webinar is to assist credit union leaders with better strategic planning.

In this webinar participants will:
• Learn why regular strategic planning is so important
• Review key components of a strategic plan
• Discuss how to measure and monitor progress of a plan.


Credit Union managers rely on the results of the IRR process to make key decisions. A review of this process by a third party or in-house is valuable. This webinar will explore what an effective review of the IRR process should cover and how the management team can gain greater confidence that risk measurements are reliable and accurately assessed. Participants will discuss IRR and related policies, oversight and management, and how measurement and monitoring are used. Model assumptions including back testing will also be discussed along with internal controls, program effectiveness and decision-making.


This webinar will examine risk in the leveraged balance sheet with the emphasis on the balance sheet “mismatch” which is inherent with credit unions.
During this webinar, we will explore Net Economic Value (NEV) and discover why the value of assets and liabilities does not always reflect their Economic Value. We will also discuss the principle of Opportunity Cost and its relationship to Market Value and discuss how an understanding of Opportunity Cost helps drive smart choices in an environment of rising interest rates.

Mark H. Smith, Inc. 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. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

CPE credit is now being offered for our new lineup of Mark H. Smith, Inc. Webinars!

Mark H. Smith, Inc. 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. You may mouse over the CPE Sponsors logo for the official statement of CPE sponsorship.

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