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  • calender-icon Event
  • Prudential Regulation
  • Posted: 04 Feb 2025

Treasury management training for credit unions

26
Jun
2025

  • Calender-Icon Time: 10:00 - 16:30
  • Location-Icon Location: London
  • Admin-Icon Organised By: BSA Events
  • Currency-Icon £490 Credit Unions / £695 Non-Credit Union organisations

This course has been postponed. Please contact the events team if you're interested in attending a future course.

The objective of the course is to introduce participants to the role of Treasury, providing an introduction to financial markets, yield curves and how the Bank of England manages interest rates.


There will be detail on interest rate risk, how this arises and how it can be managed, and also on liquidity risk, looking at different instruments, the credit risk element of these and stress testing. The day also takes a look at Treasury from within the organisation, reporting and operational risks, and also from an external perspective and the regulators expectations.  

Programme outline:

  • Introduction to Financial markets
  • Yield curves – what they are and what can move them
  • The Bank of England & the PRA and supervisory statement SS2/23
  • Liquidity – instruments, liquidity credit risk, stress testing
  • The role of Treasury
  • Reporting of Treasury risks to the Board
  • Treasury operational risk
  • Interest rate risk – repricing risk, earnings risk, basis risk, managing the risks

"Excellent course, I thoroughly enjoyed it, good to meet up with peer credit unions in similar roles.  
Great content and excellent trainer."

"Chris leads the course well and has a great understanding of treasury."

"A very informative and interesting course, well delivered and sidenotes/questions."

(Delegate feedback from our previous course)


Who should attend?
The course will be of interest to non-executive directors of credit unions as well as employees within senior management, risk management or finance roles, or for those wanting to broaden their knowledge of the business and wish to understand more about this interesting area. No previous Treasury knowledge is required. 

Due to the nature of the training places on the course are limited.

Event Summary

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