Financial Statement Analysis is a NACM Affiliated Association sponsored course that is required in order to qualify for the CBA Designation Exam.

This in-depth course on Excel’s Conditional Formatting begins with foundational concepts and rapidly progresses to advanced techniques. Students will learn to make key data stand out by applying a range of visual enhancements, including colors, icons, and data bars.

Automation, portals and dashboards. This is for credit leaders who are forging forward to have better processes for their companies and want to use technology more strategically.

Network with Heartland Members, National staff, and invited vendors.

Presented by creditors’ rights attorney Tom Fawkes, this webinar will provide a high-level overview of why proper vetting matters and set the stage for best practices and considerations that help protect your business.

This course is designed for advanced Excel users who want to streamline their data preparation process. Are you spending too much time cleaning, organizing, and reformatting data before diving into analysis?

Discover how AI is revolutionizing organizational operations—with a special focus on Credit Professionals. This presentation explores AI’s core capabilities, such as learning, reasoning, and pattern recognition, and demonstrates its power in automating tasks, analyzing data, and forecasting trends.

In this course, students will explore Excel’s powerful capabilities for database and list management. They’ll gain practical insights into setting up and managing data effectively, learning key concepts like database setup requirements, essential terminology, and data structuring techniques.

Join us for our Annual Meeting as we introduce the 2026 Board of Directors and host an educational session featuring Bruce Christopher.