Latest Trends in Investments eSchool 2026
Latest Trends in Investments eSchool 2026
Overview
Latest Trends in Investments eSchool is designed for credit union finance and investment professionals looking to stay ahead in a rapidly evolving market. This virtual program explores both conventional and emerging investment strategies, with a strong focus on managing interest rate risk, liquidity, and portfolio performance while balancing member value and margins.
Through expert-led sessions, participants will gain timely insights into current market conditions, understand how economic shifts impact investment decisions, and examine practical approaches credit unions can use to strengthen their investment strategies. Attendees will leave with a sharper perspective on risk management, portfolio construction, and the common pitfalls that can undermine performance.
What you’ll learn
- How interest rate risk, cash flow management, and liquidity considerations shape investment strategy
- Practical approaches to conventional and emerging investment options, including mortgage-backed securities
- Ways to assess and manage credit risk, sensitivity, and liquidity ratings
- How derivatives are used in credit union investment portfolios—and when they make sense
- Strategies for balancing yield, risk, and member value in today’s competitive environment
Who should attend
- CFOs, CEOs, and senior finance leaders
- SVPs and executives responsible for investment strategy
- Accountants, controllers, and comptrollers
- Credit union professionals working in investments or finance
- Individuals seeking CCUIP recertification
Attendees of this event can earn CPE credits. Visit the Attendee Info tab for details.
Designations
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
March 10, 2026 | 1:00 - 2:00 p.m. CST
Learning objective: Establish the need for a comprehensive, objective decision-making process.
Is banking today easier or more difficult than in the past? This opening module demonstrates that credit unions face an industry-wide problem, explores its impacts on Community depositories, and lays the groundwork for how individual institutions can overcome it. The shortcomings and hazards of interest rate forecasting, as well as other common habits, will be exposed.
March 12, 2026 | 1:00 - 2:00 p.m. CST
Learning Objective: Understand that yield, spread, and various duration measurements when used inappropriately can lead to costly decisions.
You are a cash flow manager. But even if you knew precisely where the yield curve would be a year from now, would you be able to make the best decision in deploying your capital? The correct use of conventional metrics such as yield, spread, average life, modified and effective duration will be taught—and their common misuse will be laid bare—to the surprise of many attendees.
March 17, 2026 | 1:00 - 2:00 p.m. CST
Learning Objective: Discover that a better, more disciplined approach to making financial decisions is available for those willing to adopt and sustain it.
The introduction of convention-breaking analytics revolutionized Major League Baseball. Can similarly radical approaches to how we think about the business of community banking help you regularly outperform your peers? The key lies in a “Net Future Value” framework, applicable to all transactional financial decisions, that begins with Break-Even Analysis and ultimately leads to a multi-scenario Shape Management® capability.
March 19, 2026 | 1:00 - 2:00 p.m. CST
Learning Objective: Learn how outcome-based scenario analysis applies to MBS in today’s market.
Mortgage loans are the most volatile assets a CU can carry. In this session, we will show you how to objectively frame the question and evaluate the opportunity relative to other alternatives.
March 24, 2026 | 1:00 - 2:00 p.m. CST
Learning Objective: Learn to use derivatives to transfer interest rate risk from the membership and the credit union's balance sheet into the capital markets.
To manage the net risk between shares and loans, CUs often limit product offerings, sell specific types of loans, or bribe members to take on the interest rate risk themselves. In this session, we will introduce derivatives to help better understand the benefits of product offerings and risk management.
March 26, 2026 | 1:00 - 2:00 p.m. CST
Learning Objective: Learn to apply disciplined investing concepts to financial instruments with underlying collateral credit risk.
What about credit risk? Learn how senior/subordinate structures
reapportion credit risk and how to quantify and evaluate the effectiveness of this protection.
April 2, 2026 | 1:00 - 2:00 p.m. CST
Learning Objective: Understand the benefits and application for using a portfolio benchmark in the portfolio management process.
In this session, we will focus on establishing portfolio objectives and volatility limits for your portfolio based on the net interest rate risk between your shares and loans.
April 7, 2026 | 1:00 - 2:00 p.m. CST
Learning Objective: Learn to use derivatives to transfer interest rate risk from the membership and the credit union's balance sheet into the capital markets.
To manage the net risk between shares and loans, CUs often limit product offerings, sell specific types of loans, or bribe members to take on the interest rate risk themselves. In this session, we will introduce derivatives to help better understand the benefits of product offerings and risk management.
April 9, 2026 | 1:00 - 2:00 p.m. CST
Learning Objective: Learn how the regulatory assessment of the investment portfolio management process impacts a CU's CAMELS rating for Sensitivity and Liquidity.
This session is led by John Nilles, former NCUA Sr Capital Markets Specialist. He will discuss regulatory expectations for the investment management process and provide insights to help participants improve the credit union's S and L CAMELS rating components.
April 14, 2026 | 1:00 - 2:00 p.m. CST
Learning Objective: Learn what the NCUA expects credit unions, particularly those of size, to step up their measurement, monitoring, and reporting process and action expectations as the credit union's interest rate risk position increases.
Todd will share how he evaluated these new expectations and elevated his credit union's game to develop a strong interest rate risk management program.
April 16, 2026 | 1:00 - 2:00 p.m. CST
Learning Objective: Bring the Finance of banking discipline into the credit union.
As credit unions, we often become misaligned in balancing our mission, members' interests, and our need for margin to fund it. Because it has devastating effects on the credit union's health, this session is designed to help us quantify, articulate, and pursue the proper balance between Mission, Members, and Margin.
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 10%
- League staff save 20%
- Multi-attendee discount - Register four attendees and get the 5th free (Note: 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. Unsure of your eligibility or need help accessing member pricing? Contact us at (800) 356-9655 or [email protected].
Attendee Info
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 |
|---|---|---|
13 CPE credits |
Finance - Technical |
Group Internet-Based |
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.
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].
