CUNA Credit Union Finance eSchool

CUNA Credit Union Finance eSchool
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  • $895.00
    $695.00 CUNA Member Price
  • Early bird discount valid through October 08, 2021
  • Non Member Price $1,790.00
  • Learn how to become a member here:

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The need for credit union financial training has grown far beyond the chief financial officer. The environment in which credit union managers operate continues to become more complex as credit unions are faced with more competition from traditional financial institutions, as well as nontraditional organizations offering financial services. For credit unions to survive and flourish in a robust business environment, sound business practices must be followed. Now, more than ever, credit union professionals need the value of financial training. Volunteers, executives and managers are now being asked to make critical decisions based on their financial knowledge.

Finally, the last session is a case study that helps attendees practice what they’ve learned.

This event is endorsed by CUNA Finance Council.

Who Should Attend

This eSchool is beneficial for tellers, MSRs, board members, small credit union employees who are asked to wear multiple hats and any credit union staff interested in gaining a better understanding of financial management topics.


Balance Sheet Basics
November 8, 2021 // 10:00-11:00 a.m. CT
Speaker: Tim Gardner

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.

Income Statement Basics
November 9, 2021 // 10:00-11:00 a.m. CT
Speaker: Tim Gardner

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.

After this session you will be able to answer:

  • Why is one month of actual numbers "annualized"
  • How is the calculation actually done

Basic Ratio Analysis
November 10, 2021 // 10:00-11:00 a.m. CT

Speaker: Tim Gardner

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.

Credit Union Finance eSchool Case Study
November 11, 2021 // 10:00-11:00 a.m. CT
Speaker: Tim Gardner

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.

After this session you will be able to answer:

  • What do the changes or impacts mean to the credit
  • How can they be managed going forward

Also Available

All live event registrations include credit union access to the recorded event. You may also purchase the recorded event separately. Click here to see more about purchasing the recorded event.

This eSchool is available to CUNA Training Bundle users at no additional cost.

CPE credits

You can earn group-internet credits for this program. CPE credits will be determined immediately before the program. You must attend the live, virtual event to earn CPE credits. Viewing the recorded sessions will not qualify. For more information, please contact CUNA at 800-356-9655 or

Credit Union National Association (CUNA) 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.

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