Turn the numbers into a plan.

Running the Credit Union is a practical, five-session online program designed for everyone who runs a credit union, and everyone who will.

Whether you're newly in the CEO chair, an experienced leader, or preparing to take on greater responsibility, this hands-on program will take you from reading the balance sheet to building a board-ready plan. You'll learn how to interpret financial statements and key performance indicators, diagnose your credit union's economic engine, understand which members drive profitability, and build a budget backward from your year-end objectives.

Throughout the program, you'll apply what you're learning using your own credit union's data and interactive tools designed to turn concepts into action. The final session brings everything together in a hands-on working lab, where you'll connect the numbers, identify priorities, and develop a board-ready plan.

Best of all, you'll leave with a complete toolkit of calculators, models and planning resources that's yours to keep.

 

Who Should Attend

New and sitting CEOs, and anyone responsible for how a credit union runs — CFOs, COOs, high-potential VPs, and the leaders named in a succession plan. The title on the door matters less than the responsibility for the results.

 

REGISTER TODAY

Program Fee
(per credit union)

$2,250

 

KY League-Affiliated Credit Unions
$1,000

Includes up to
THREE PARTICIPANTS
from your credit union

What You'll Learn

Across four concept sessions and a hands-on Toolkit Lab, you will:

  • Read and interpret your balance sheet, income statement, and the 13 KPIs examiners watch
  • Score your credit union's economic engine and find your single highest-leverage fix
  • Separate members who contribute from members who cost you - and act on it
  • Build a budget backward from a year-end objective, including the runoff most budgets miss
  • Measure member acquisition cost, loan pipeline ROI, and future growth
  • Assemble a board-ready plan in a working lab with expert guidance
  • Leave with a full suite of tools you'll use long after the program ends