Financial Management eSchool: Advanced 2026
Financial Management eSchool: Advanced 2026
Overview
Financial Management Advanced eSchool is designed for credit union professionals who already understand the fundamentals and are ready to dive deeper into financial performance and strategic decision-making. Building on foundational concepts, this program explores advanced financial analysis, treasury management, and risk considerations that directly impact credit union growth and stability.
With new sessions on financial statement analysis and treasury management, attendees will strengthen their ability to interpret financial data, evaluate risk, and contribute more meaningfully to long-term planning and organizational strategy.
What you’ll learn
- Advanced analysis of balance sheets and income statements
- Key financial ratios and performance indicators
- Treasury management principles and practices
- Strategies to optimize yield earned on assets
- Asset/liability management concepts
Who should attend
- Branch managers and operations leaders seeking deeper financial insight
- Lending, marketing, and management professionals involved in growth decisions
- Executive leaders and new CFOs looking to strengthen financial analysis skills
- Credit union professionals outside of finance who want a more advanced understanding of financial performance
- Those who have completed a fundamentals-level finance program and are ready to advance their knowledge
Attendees of this event can earn CPE credits. Visit the Attendee Info tab for details.
This learning opportunity is part of the complete Center for Professional Development (CPD) eSchools & Webinars 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
September 2, 2026 | 1:00 - 2:30 p.m.
This class description outlines an advanced session that moves beyond basic ratios to develop a holistic, forward-looking understanding of a credit union's financial health by analyzing the interplay between financial statements and the strategic impact of accounting entries.
- Learn how financial statements interact with one another
- Develop a deeper understanding of the impact that accounting entries have
- How can history be evaluated to see future trends
September 9, 2026 | 1:00 - 2:30 p.m.
Attendees will learn to use financial ratios to evaluate their credit union's financial performance by examining each risk area to understand trends over time, interrelationships among ratios, increasing and decreasing strengths and weaknesses.
September 16, 2026 | 1:00 - 2:30 p.m.
- Discuss ways to evaluate the sources/uses of cash
- How to integrate cash needs with other risks of the credit union
September 23, 2026 | 1:00 - 2:30 p.m.
Learn to critically review and understand balance sheet risk and apply asset/liability management (ALM) tools to balance sheet management.
You will also examine modeling techniques to consider in the ALM process.
September 30, 2026 | 1:00 - 2:30 p.m.
Discover how product design and pricing affect the sensitivity of cash flows to changes in interest rates. Attendees will develop analytic tools to analyze “decay rates” (deposit product sensitivity) and “duration” (market price sensitivity).
October 14, 2026 | 1:00 - 2:30 p.m.
Become more familiar with the different types of credit risk and explore how to manage and control it. Learn to understand the role of credit risk while managing the balance sheet, and explore different forecasting methods for loan delinquency and charge-offs
October 21, 2026 | 1:00 - 2:30 p.m.
Learn how to identify, manage, and control liquidity risk, and understand the critical elements in operational and contingency liquidity. Attendees will establish best practices when forecasting cash flow needs and sources. Finally, review external funding and asset liquidation options
October 28, 2026 | 1:00 - 2:30 p.m.
Discuss how a future interest rate increase will affect the balance sheet and income statement while identifying the four elements of interest rate risk and how they affect the credit union earnings and balance sheet: yield curve, basis, optionality and re-pricing risk.
November 4, 2026 | 1:00 - 2:30 p.m.
Learn to identify and manage the key elements of market risk. This course will examine the factors that affect market value and lead to market risk.
November 18, 2026 | 1:00 - 2:30 p.m.
Learn how forecasting and projections can enhance the budget and planning processes. You will understand the financial implications of long-term growth. Create a long-term financial simulation for your credit union to help develop a credit union financial road map.
Pricing & Registration
Members in multiple categories receive the lowest price.
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 [email protected].
Attendee Info
Code of conduct
We are committed to making every event experience welcoming, respectful, and safe.
How to access
America’s Credit Unions hosts events on the following platforms:
- Zoom: All virtual events are hosted on Zoom. Some on-demand recordings are also available on this platform.
- Vimeo: Some on-demand events are available on Vimeo.
Your event platform will be communicated via email before the event.
Access instructions for virtual events
Virtual cancellations and substitutions
- Cancellations must be submitted in writing to [email protected] with a brief explanation. Cancellations received more than seven days before the event are subject to a 25% administrative fee. No refunds will be granted for cancellations received within seven days of the event.
- Substitutions are accepted before the start of the program. Additional fees may apply. Please include the event name, current participant, and new participant name when requesting a substitution.
On-demand cancellations and issues
All purchases are final. If your digital product arrives defective or incorrect, contact us within 48 hours of delivery. We will issue a replacement or refund at our discretion.
For questions, email [email protected].
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 |
|---|---|---|
18.0 CPE credits |
Finance - Technical |
Group internet-based |
