Financial Management School

Learn financial management skills and latest trends your credit union should know before you have to make those tough financial decisions. Credit union finance experts will walk through the details and decisions involved in running a financially successful credit union. Experience the hands-on environment of working with a team through financial scenarios in a simulation game to help apply these learnings outside of the classroom. 

Fundamentals: Master key credit union finance fundamentals. Learn about financial basics, such as balance sheets and financial ratios to be better informed at your credit union. 

This track is appropriate for people beginning their career in finance, have brief or no financial background and/or credit union employees/managers who work infrequently or indirectly with financials.

Advanced: Advance your financial knowledge for better-informed decisions. Take your career to the next step by building upon your finance background to discuss topics such as Asset Liability Management (ALM) and risk at your credit union. 

This track is for people with a solid understanding of finance and/or are responsible for making financial decisions at their credit union. 

Who should attend?

Fundamentals: New credit union professionals (finance, marketing, IT, operations), past attendees of Credit Union Finance eSchool

Advanced: Experienced finance professionals, non-financial managers, branch managers, past attendees of FMS: Essentials or Financial Management eSchool: Essentials