Financial Management Fundamentals eSchool 2025
Financial Management Fundamentals eSchool 2025
Overview
The Financial Management eSchool starts your journey into finance with a solid curriculum of topics to help you gain a comprehensive understanding of the finance and accounting environment. This introductory level eSchool covers a wide range of topics including financial ratios, asset and liability management, balance sheets, investments, loan and deposit pricing, and forecasting and budgeting approaches. By attending, you will lay the foundation of your financial education which will allow you to begin playing a role in making prudent financial decisions for your credit union.
Who should attendThis eSchool is for finance, accounting staff, financial analysts, Board of Directors, CFOs, controllers, marketing, IT, operations, and credit union staff who are interested in learning how to manage the financial growth of the credit union. |
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.
Schedule
March 12, 2025 // 1:00 - 2:30 p.m. CT
Speaker: Tim Gardner, EVP/CFO, CDC FCU
- Use ratios to evaluate the total financial performance of the credit union
- Examine each risk area to look at trends over time, interrelationships among ratios, and increasing and decreasing strengths and weaknesses
- Examine the impacts of financial decisions and changes on ratios
March 19, 2025 // 1:00 - 2:30 p.m. CT
Speaker: Tim Gardner, EVP/CFO, CDC FCU
- Identify and understand the impact of different risks in the loan portfolio
- Define the importance of fund management
- Learn how to apply financial management tools to balance sheet management
March 26, 2025 // 1:00 - 2:30 p.m. CT
Speaker: Tim Gardner, EVP/CFO, CDC FCU
- Identify and quantify balance sheet risks
- Understand how cash flows from loans and investments can impact loan growth
- Gain a better understanding of how high growth can lead to increased risk for the credit union
April 2, 2025 // 1:00 - 2:30 p.m. CT
Speaker: Tim Gardner, EVP/CFO, CDC FCU
- Identify and quantify the risks on the balance sheet
- Learn how to assess priorities among conflicting financial objectives such as capital, earnings, and growth
- Use tools to measure the volatility of income and expenses flowing from the balance sheet
- Link tools, policies, and changes
April 9, 2025 // 1:00 - 2:30 p.m. CT
Speaker: Tim Gardner, EVP/CFO, CDC FCU
- Learn the basic terms and concepts for investments
- Explore the key components of a sound investment policy
- Discover how financial management foundations need to be applied when using investments
- Establish investment objectives and identify investment options to be considered
- Establish how to identify and measure investment risk, return, and yield curves
- Applying financial management tools to investment analysis
April 16, 2025 // 1:00 - 2:30 p.m. CT
Speaker: Tim Gardner, EVP/CFO, CDC FCU
- Learn how to break down the individual risk and cost components inherent in loans and deposits
- Apply best practices in analyzing pricing and products
- Identify risks inherent in loan and deposit products
- Use analysis of the components to effectively price products
April 23, 2025 // 1:00 - 2:30 p.m. CT
Speaker: Tim Gardner, EVP/CFO, CDC FCU
- Explain the importance of applying financial management foundations to the budget process
- Learn why a top-down approach to budgeting can be a best practice
- Identify and understand the characteristics of an effective budget
- Learn how to create appropriate budget forecasts and analysis tools to monitor actual performance and identify budget variances
April 30, 2025 // 1:00 - 2:30 p.m. CT
Speaker: Tim Gardner, EVP/CFO, CDC FCU
Determining Loan Losses
- Develop loan loss provision calculations and their role in balance sheet management
- Discuss relationship between economic conditions and optimal level for the allowance for loan loss
- Understand how implementation of CECL will change balance sheet strategies
Strategic Decisions
- Establish the importance of the application of the financial management foundations
- Learn how to apply pricing practices and strategies to optimize the balance sheet
- Learn to apply financial management tools to general balance sheet management
- Establish what balance sheet management strategies a credit union should practice based on current and projected economic and interest rate environments
Pricing & Registration
Member
Non-Member
Financial Management Fundamentals eSchool 2025
Financial Management Fundamentals eSchool 2025
Financial Management Fundamentals eSchool 2025 | On Demand
Financial Management Fundamentals eSchool 2025 | On Demand
On Demand Only Option
Order Financial Management Fundamentals eSchool 2025 | On Demand
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
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. For more information, see our Code of Conduct.
How to access
Our webinars and eSchools use various platforms, including Adobe Connect, Pheedloop Meet & Stream, and Zoom. All of these platforms are web conferencing technology that allows for live virtual meetings. 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
Cancellations - Virtual
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.
Cancellations - On Demand
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.
