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.
Examine how the balance sheet, income statement, and cash flow interact to drive financial performance. Learn to evaluate historical results and identify forward-looking trends to support strategic decision-making.
Learning objectives
- Analyze relationships between financial statements
- Evaluate historical trends to predict future performance
- Interpret accounting entries and their financial impact
September 9, 2026 | 1:00 - 2:30 p.m.
Develop advanced techniques to analyze ratio interrelationships, detect risks, and evaluate institutional performance.
Learning objectives
- Apply advanced ratio interpretation techniques
- Identify emerging risks through ratio trends
- Connect ratios to strategic performance decisions
September 16, 2026 | 1:00 - 2:30 p.m.
Apply advanced balance sheet strategies to optimize earnings, growth, and capital structure.
Learning objectives
- Assess balance sheet risks and opportunities
- Develop strategies to balance growth and capital
- Evaluate impact of strategic decisions on financial position
September 23, 2026 | 1:00 - 2:30 p.m.
Build ALM models to measure risk exposure and improve decision-making through scenario analysis.
Learning objectives
- Construct ALM models for risk evaluation
- Measure earnings-at-risk and rate sensitivity
- Apply scenario analysis to financial planning
September 30, 2026 | 1:00 - 2:30 p.m.
Analyze interest rate changes and market conditions using simulation tools.
Learning objectives
- Evaluate the effects of yield curve changes
- Analyze repricing and optionality risk
- Use simulations to forecast financial impact
October 14, 2026 | 1:00 - 2:30 p.m.
Gain deeper insight into credit risk, portfolio trends, and mitigation strategies.
Learning objectives
- Analyze credit portfolio performance
- Forecast delinquencies and charge-offs
- Develop risk mitigation strategies
October 21, 2026 | 1:00 - 2:30 p.m.
Integrate liquidity planning with treasury strategies to manage cash flow effectively.
Learning objectives
- Forecast liquidity needs under various scenarios
- Evaluate funding and contingency strategies
- Align treasury management with financial goals
October 28, 2026 | 1:00 - 2:30 p.m.
Design investment strategies that balance risk and maximize returns.
Learning objectives
- Analyze investment risk and return tradeoffs
- Evaluate yield curve strategies
- Optimize asset allocation decisions
November 4, 2026 | 1:00 - 2:30 p.m.
Develop pricing strategies that incorporate cost, risk, and market conditions.
Learning objectives
- Break down pricing components for products
- Incorporate risk into pricing decisions
- Optimize pricing for profitability and competitiveness
November 18, 2026 | 1:00 - 2:30 p.m.
Build long-term forecasts and align budgeting with strategic objectives.
Learning objectives
- Develop financial forecasting models
- Integrate budgeting with strategic planning
- Evaluate long-term growth scenarios
Pricing & Registration
Members in multiple categories receive the lowest price.
Member discounts
All credit unions are invited to register for this event. Members are eligible for significant discounts.
Small CU Pricing: Available to members of America’s CUs with assets of $50M or less.
Multi-attendee discount: Register 4 attendees and get the 5th free (please include all registrations in the same order for the discount to apply).
Note: Only one discount can be applied per registration. If a registration qualifies for more than one discount, the highest-value discount will automatically be applied at checkout. Unsure of your eligibility or need help accessing member pricing? Contact us at (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 |
