Make financial decisions without the risk

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 School 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.


    • Part 1 - 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 2 - The 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 - Work through issues specific to your 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.


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

August 10-14, 2014 • Chicago, IL
Part 1 and Part 2: $1,695
($1,895 after June 10, 2014)
Part 3: $1,595 ($1,795 after June 10, 2014)



Affiliation with CUNA/League required for attendance. 

CPE Credits: You can earn group-live credits for this program, 30 credits for Part 1, 30 credits for Part 2 and 24 for Part 3. 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.

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. .



How does our simulation work?

Hear from Steve Rick as he gives a demo of a sophisticated asset-liability management simulation, the Stanford Bank Game, used at CUNA Financial Management School.

Apply for a scholarship!

CUNA CFO Council offers scholarships to eligible credit union staff to attend CUNA programs. Apply for a scholarship to CUNA Financial Management School. Applications are due June 1.

Learn more and apply now.

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