ABOUT THE WORKSHOP
We may be living in an era defined by a tumultuous financial landscape, but it doesn’t need to define your credit union’s future. In a time when constant market swings, shifting monetary policy and an economy under pressure infiltrate our day-to-day operations, strategic finesse is key to every credit union’s financial success. Our 2026 Financial Strategies Workshops are designed to arm financial leaders and decision-makers with the tools and understanding to navigate the uncertainties with confidence.
Join any of these one-day events to enhance your knowledge through expert insights, engaging discussions and practical strategy. With sessions on the evolving economy, ALM modeling in a changing rate environment, historical lessons to guide your future investments and loan pricing that encourages growth, you’ll gain useful information to shape your financial strategy in 2026.
Learn, network and empower your team to make informed strategic decisions that position your credit union for sustainable financial performance, no matter what lies ahead.
WORKSHOP LOCATIONS
Please return later for additional information about the hotels hosting the workshops.
Hershey, Pa.
The Hotel Hershey
March 19, 2026
Richmond, Va.
Omni Richmond
March 26, 2026
Greenville, S.C.
Embassy Suites
by Hilton
April 7, 2026
Pittsburgh, Pa.
Pittsburgh Marriott North
April 14, 2026
SPEAKERS
Take a look at our speakers scheduled for the Workshops.
Roger Heidlebaugh
Michael Rice
Randy Thompson
Scott Wood
YOUR LEARNING ROI
CPE Credits
Attendees of the Financial Strategies Workshop can earn up to four (4) continuing education credit hours in various fields of study. Sessions will be timed for the potential to earn additional CPE credits. In order to be awarded the full credit being offered for this event, participants must attend a minimum of 50 minutes per session, participate in any attendee engagements, complete each session's survey and the workshop evaluation.
CPE at a Glance
Program Level: Varies per session
Recommended Field of Study: Various
Recommended CPE Credit: 4
CPE Requirements: In order to be awarded the full credit being offered for this event, participants must attend a minimum of 50 minutes per session, participate in any attendee engagements, complete each session's survey and the workshop evaluation.
Education Rewards Points
Does this workshop qualify for Education Rewards Program points?
Yes, to earn three (3) Education Rewards Program points for participating in this workshop, participants must attend one of the live workshops.
What information should I use when registering for this workshop?
Please enter your credit union/work email address, first name, last name, title and ABA/routing number when registering for this workshop. As a reminder, participants can only collect rewards under one email address, so we recommend using your credit union-issued email address.
Additional Information
For more information about our Education Rewards Program, click the button below.