This webinar will cover loan profitability fundamentals that balance the need for competitive loan rates with a credit union’s unique cost structure. We’ll discuss common errors and assumptions that credit unions make in loan pricing that can lead to lower value relationships with their members. We’ll also demonstrate how a disciplined approach to loan pricing can lead to stable long-term growth and deeper mission impact.

Accolade CEO, JD Pisula, will present "Credit Union Balance Sheet Management Principles in a Changing Rate Environment". This session provides an overview of current credit union balance sheet trends, examiner pressures, and how to analyze balance sheet strategies in 2025. We will look at the current rate environment and evaluate how a changing rate environment might impact your credit union’s balance sheet strategy. This session should be beneficial to credit union financial executives and anyone looking to learn more about the mechanics of balance sheet management.

Accolade CEO, JD Pisula, will join partner company, P360 Inc, at the Southern California Credit Union Association Golf Event and Symposium.