Run a credit union before you run a credit union.

As a credit union financial manager or CFO, each choice you make is a permanent one. You can't test out the results and change your decision if things go wrong. CUNA Financial Management Schools were created for that very purpose.

Attend CUNA Financial Management Schools and manage a credit union's finances first-hand, avoiding the risks involved in making real-life, complex financial decisions by using a sophisticated asset-liability management simulation. Parts 1 and 2 of the school involve working with a team to address the various problems that arise in the simulation and competing against other teams to gain experience working in a competitive marketplace.

Expert speakers, including CUNA's senior economist Steve Rick, will augment the financial management lessons learned through the simulation and prepare attendees to successfully manage their own credit unions.

CUNACFOCOUNCILLOGOhorizThis event is produced by the CUNA Center for Professional Development and endorsed by the CUNA CFO Council.

Session highlights:

  • Part 1 - Attendees get hands-on-experience working with a team through financial scenarios provided by an asset-liability management model. The content covered includes Financial Ratios, Asset Liability, Financial Management, Investments, Forecasting and more.
  • Part 2The financial theories discussed in Part 2 will move beyond the introductory stages and touch upon high level decision making such as strategic financial forecasting for long-term growth. Past participants include CEOs, CFOs, VPs and other senior management positions.
  • Part 3 - Attendees will have the opportunity to work through issues specific to their own credit union in productive discussions with a supportive group of educated peers and industry experts. The ALM simulation model is not used in the Part 3 content.

CPE Credits: Group-live credits for this program are being determined. No advance preparation or prerequisites are required. For more information regarding administrative policies, such as complaint and refund, please contact CUNA at 800-356-9655, ext. 4249. To view all programs that offer CPE credits, click here.

August 11-15, 2013 • San Francisco, CA
Part 1 and Part 2: $1,795
Part 3: $1,695



Affiliation with CUNA/League required for attendance.

For more program content information, call 800-356-9655, ext.4249, or email This email address is being protected from spambots. You need JavaScript enabled to view it. .
For registration questions, call 800-356-9655, ext. 4400, or email This email address is being protected from spambots. You need JavaScript enabled to view it. .

Copyright © 2013 Credit Union National Association