• Master the financial side of your credit union

    Virtually every decision you make at your credit union has an impact on the bottom line; making, financial knowledge profoundly important for credit union decision makers. Join TEAM Resources’ Tim Harrington for this unique event, where you can form a solid grasp of the key fiscal terms, concepts and functions that credit union influencers need to know.

    You'll leave able to:

    • Read and analyze balance sheets
    • Understand the role of risk in financial decision making
    • Utilize asset-liability management (ALM) in financial analysis
    • Calculate and evaluate key ratios
    • And much more!

    Attendees also have the opportunity to earn the CUNA Board Financial Literacy Certificate, which fulfills the NCUA financial literacy requirement for credit union board members.

    Who Should Attend?
    Volunteers and board members who need to satisfy the NCUA requirement for financial literacy, as well as those who are new to their role and need finance experience.

    May 3-5, 2017 • Nashville, TN

    Registration Information Button

    CPE Credits: You can earn 21 (finance) group-live credits for this program. No advance preparation or prerequisites are required. For more information regarding administrative policies, such as complaint and refund, please contact CUNA at 800-356-9655, ext. 4249. To view all programs that offer CPE credits, click here.

  • 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: www.learningmarket.org.


  • For more program content information, call 800-356-9655, ext. 4249, or e-mail training@cuna.coopFor registration questions, call 800-356-9655, ext. 4400, or e-mail reginfo@cuna.coop.

  • Hear from Jeff Olson, President and CEO of Credit Union Association of the Dakotas, about his 2016 conference experience