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Webinars Library
Explore our library of webinars to stay up-to-date on essential topics for credit unions. Access live events and recorded sessions led by experienced analysts, consultants, and industry leaders—empowering you to make informed decisions for your institution.
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- Upcoming
- October 21, 2026
A practical framework for credit union liquidity, bond selection, investment portfolio management, and ALM decision-making.
When your credit union has funds available to invest, deciding where and when to put that money to work isn't always straightforward.
Interest rates, liquidity needs, cash flow, investment yields, duration, and changing balance-sheet conditions all matter. The challenge is not simply finding an attractive yield. It is making investment decisions that support your credit union's broader financial strategy and risk position.
- September 15, 2026
This webinar explores seven strategic conversations credit union boards and leadership teams should be having today.
Scott shares insights from his work with credit union leaders, the questions, challenges, and opportunities emerging inside boardrooms. Cynthia brings a financial perspective, looking at what credit union performance data is telling us about the changing conditions for credit unions and what those trends could mean for today's decisions.
- August 26, 2026
Building your credit union's budget shouldn't mean wrestling with complicated spreadsheets, time-consuming updates, or assumptions that don't reflect what's actually happening at your credit union.
That's why Mark H. Smith, Inc. developed our new Budget Development and Variance Service.
Watch this webinar to see how our Budgeting service can simplify your budgeting process while giving you the flexibility to build a budget around your credit union's goals and assumptions.
- June 10, 2026
As deposit behavior continues to evolve, while loan demand remains strong, and funding costs increase, making effective liquidity management is more important than ever. This webinar provides practical guidance, current industry insights, and proven strategies to help your credit union maintain adequate liquidity while supporting growth and profitability
- May 13, 2026
This educational webinar is designed specifically for credit union leaders, board members, and finance professionals looking to better understand Net Economic Value (NEV) and its critical role in interest rate risk management.
- April 29, 2026
Understanding how changes in interest rates impact your credit union’s earnings is critical for effective decision-making. This webinar is designed to help executives and board members better understand how interest rate risk and balance sheet decisions impact earnings, liquidity, and net worth.
