Credit Union Finance eSchool 2026
Credit Union Finance eSchool 2026
Overview
Strong financial knowledge is essential for credit union success, whether you’re building budgets, guiding strategy, or making daily operational decisions. Credit Union Finance eSchool 2026 provides a clear, practical foundation in balance sheets, income statements, and ratio analysis, culminating in a hands-on case study to apply what you’ve learned.
What you’ll learn
- How to read and interpret credit union balance sheets and income statements
- How to apply key financial ratios to assess performance and spot trends
- How to connect financial data to strategic decision-making
- How to practice financial analysis through a real-world case study
Who should attend
Tellers, MSRs, board members, small credit union employees who wear multiple hats, and any credit union professional seeking a stronger understanding of finance and financial management.
Attendees of this event can earn CPE credits. Visit the Attendee Info tab for details.
This learning opportunity is part of the complete Training Bundle series. Subscribe to get access to this webinar or eSchool, along with over 80+ webinars & eSchools covering critical topics for you and all your staff.
Sessions
Monday, January 5th, 2026 | 10:00 –11:00 AM
You will learn to define the different areas of the balance sheet such as assets, liabilities, and equity (referred to as net worth for credit unions). The different categories of the three areas will be broken down, and examples given of each. There will also be an in-depth discussion of how money flows through the balance sheet.
Tuesday, January 6th, 2026 | 10:00 –11:00 AM
The income statement is often times referred to as the "movie" of financial statements because income and expenses accumulate throughout the year. We will discuss what makes up the major categories of income and expense. Finally, we will answer: Why is one month of actual numbers "annualized?" How is the calculation actually done?
Wednesday, January 7th, 2026 | 10:00 –11:00 AM
This session will allow you to understand how changing balances of the loan category, when combined with changing rates, can drive total loan income. You will also explore how to combine a balance sheet and income statement together by utilizing a spread report.
Thursday, January 4th, 2026 | 10:00 –11:00 AM
This session is a culmination of the Credit Union Finance eSchool as we explore how changes to a credit union’s balance sheet and/or income statement can have an impact on the ratios. We will answer: What do the changes or impacts mean to the credit? How can they be managed going forward?
Pricing & Registration
Member discounts
All credit unions are invited to register for this event. Members receive a significant discount.
Additional discounts available to member credit unions:
- Less than $50 million in assets save 20%
- Council members save 25%
- League staff save 20%
- Multi-Attendee discount - Register four attendees and get the 5th free
Please include all registrations in the same order for the discount to apply
Only one discount can be applied per registration. If a registration qualifies for more than one discount, the highest-value discount will be applied.
Other non-credit union attendees should contact us to confirm eligibility.
Need help accessing member pricing? Contact 800-356-9655 or hello@americascreditunions.org.
Attendee Info
Code of Conduct
We want everyone's event experience to be welcoming, respectful, and safe.
How to access
All live hybrid and virtual events, eSchools, and webinars are hosted on Zoom, a web conferencing platform that allows for live, interactive virtual sessions. Some on-demand hybrid and virtual events, eSchools, and webinars are hosted on Vimeo, a video streaming platform – some are hosted on Zoom. To attend, you will need a computer, tablet, or mobile device with a strong internet connection.
Whether this is your first time attending a webinar or eSchool, or you simply need a refresher, review these helpful steps and frequently asked questions below.
Access instructions for webinars and eSchools
Virtual Cancellations
All cancellations must be received in writing. Please provide a brief explanation for the cancellation and submit via email to hello@americascreditunions.org. Cancellations received more than 7 days prior to the event are subject to a 25% administrative fee on the order total. No refunds will be granted for cancellations received on or after 7 days prior to the event. Substitutions are accepted prior to the start of the program. Additional costs may apply. Please provide the event name, current participant and new participant name to hello@americascreditunions.org.
On Demand Cancellations
Once a purchase is completed, it is considered final. We do not offer refunds or exchanges for these products unless they are defective or not as described. Defective Products: If you receive a defective product, please contact us within 48 hours of receipt. We will arrange for a replacement or provide a refund at our discretion. Incorrect Item Received: If you receive an incorrect item, notify us within 48 hours of delivery. We will provide instructions for returning the item and issue a refund or replacement. For all questions please contact hello@americascreditunions.org.
CPE details
In order to be awarded the full credit hours, you must attend each live session and complete the polling questions.
|
Live participants will earn |
Field of study |
Delivery method |
|---|---|---|
5 CPE credits |
|
Group live |
America’s Credit Unions 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.nasbaregistry.org.
