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CUNA Management School: Year 1

July 11–23, 2010
Madison, WI

Cost: $2,399

CUNA Council members receive a $100 discount.

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About This Event

Each July, the University of Wisconsin and the city of Madison become home to credit union professionals who are investing in their careers and credit unions by attending the credit union movement's longest-running high-level educational program.

The CUNA Management School program builds dynamic leaders with a rigorous blend of university classes and experiential learning activities.

During CUNA Management School: Year One, you will cover:

  • Credit Union Philosophy & the Cooperative Culture
  • Credit Union Management
  • Lending
  • Basic Credit Union Ratios
  • Asset-Liability Management
  • Human Resource Management
  • Effective Communication & Business Writing
  • Serving Members of Modest Means
  • Risk Management
  • Leadership Development

Entering its 56th year, CUNA Management School has a well-earned reputation as an outstanding three-year executive education program that has prepared nearly 4,800 students. See stories about CUNA Management School graduates now!

CUNA Management School is designed specifically for credit union management personnel who aspire to achieve senior-level management and leadership positions in the credit union system. As a CUNA Management School student, you receive advanced academic training with practical, real-world applications that prove invaluable upon returning to your credit unions. You'll attend classes for three two-week terms over consecutive summers. In addition to on-site sessions, students must satisfactorily complete a comprehensive exam at the end of each term and two written projects during the three year period.

CUNA Management School is your next step toward professional growth and a position of executive leadership. Many graduates go on to hold high-level positions at state and national levels with credit unions and credit union professional organizations. A graduation diploma is issued in conjunction with the University of Wisconsin Graduate School of Business and is recognized throughout the credit union movement as an honor and mark of accomplishment.

The American Council on Education's College Recommendation Service (ACE Credit) has evaluated and recommended college credit for all CUNA Management School courses. For more information, visit ACE Credit's Web site.


Location Information

CUNA Management School: Year 1: July 11–23, 2010

CUNA Management School: Year 2:  July 11–23, 2010

CUNA Management School: Year 3:  July 11–23, 2010



Airline Information


Delta Airlines is pleased to offer special discounted airfare for CUNA. To reserve your tickets at the discounted rate, please visit www.delta.com/booking and enter meeting event code NM7EF. Then complete the booking process. Or, call Delta Meeting Network® Reservations at 800-328-1111, Monday through Friday, 7:30 a.m. - 7:30 p.m. (Central Time), and refer to File Meeting code NM7EF.

Schedule

Schedule

Topics & Objectives

Credit Union Philosophy & the Cooperative Culture

· Discuss the basic operating principles of credit unions and explore their values in today's workplace

Serving Members of Modest Means

  • Learn about opportunities to reach the unbanked through check cashing services and other transaction products and services

Team-Building Challenge

· Build individual and team effectiveness with this adventure in teamwork, communication, and leadership skills

Basic Credit Union Ratios

· Gain a working understanding of various financial ratios and NCUA's CAMEL rating system

Asset-Liability Management I

· Develop a basic understanding of the concepts and techniques of asset-liability management

Credit Union Management

· Create a climate for effective management

Project Orientation

· Prepare for the research project

Risk Management

· Focus on major risks (internal and external fraud, forgery, scams, violence in the workplace, bomb threats, extortion, and disasters) as well as risks created by new services such as ATMs, wire transfers, plastic cards, safe deposit boxes, and other "speculative" ventures

Leadership Development

· Identify key leadership practices and develop methods of communicating them

Effective Communication & Business Writing

  • Discover language that gets results

Lending

  • Learn the keys to an effective credit union lending program
  • Improve your understanding of loan policies, open-ended lending, collections, and bankruptcy issues

Human Resource Management

  • Learn the keys to successfully manage staff and achieve results

Who Should Attend

Both new and experienced managers who are committed to improving and enhancing their existing supervisory and management skills, supervisors with little or no formal training, staff who have been identified for future advancement, and those who aspire to achieve supervisory and management positions within their credit unions.

Affiliation with CUNA/League is required for attendance.

CPE Credits

CPE Credits

Testimonials

"After only one year of the program, I am already seeing the benefits of CUNA Management School. The topics which the instructors present in Madison provide an overview of all areas of a credit union and are applicable regardless of your position within your credit union. The networking contacts which I made are already not only a valuable resource to me as I implement new products and services within my credit union, some are friendships which I know will follow me throughout my career. Finally, the first year project A Historical Perspective, although time consuming, has given me a great deal of knowledge about my credit union, our history, where we've been, and where we're headed for in the future. A wonderful experience thus far...I'm anxious to see what the next two years will bring!"
---- Heather Luciani, Class of 2006

"This has been an eye-opening experience. Not only have I grown as a manager, but I have grown as a person. I have pushed myself to do things that I did not know I was capable of doing. It has given me the drive to strive for a senior management position."
---- Carol Sapp, O Bee Credit Union

"CUNA Management School has increased my overall knowledge of the credit union movement, my awareness of community involvement, as well as being able to push myself both physically and mentally in numerous assignments. The networking and friendships that I have made at CMS have been beneficial to me both professionally and socially as I will be in contact with my classmates for the years to come. After presenting my first year project to my board of directors and having them see our strong points and some of our weaker ones (that they might have been unaware of), led to my new position as supervisor of finance and development."
---- Adam H. Sherman, Supervisor of Finance and Development, Brotherhood Credit Union

"I would say that CUNA Management School is one of the most challenging and rewarding professional educational experiences in which I have participated. The commitment of time over a three year period is not for the faint of heart! The time spent in each of the two week residential sessions over three years is challenging, enlightening, and worthwhile. The 2nd and 3rd year projects, while somewhat daunting, are very effective at presenting the participant with opportunities to apply the concepts and training gained from each class time. The meaningful service project our class participated in last year (home repairs for local citizens) was the highlight of my CUNA Management School experience thus far. It will forever leave me with the humble reminder that the credit union philosophy of "Not for profit, not for charity, but for service" is still alive and still important today."
---- Anita S. Hart, Vice President, Consumer Loan Servicing, HarborOne Credit Union

"I found the program to be exceptional. The classes were pertinent, with knowledgeable and interesting teachers. They taught a range of topics that provided both breadth and depth to my understanding of credit union operations. Even the classes that didn’t appeal to me at the time have had an effect on me. As we all deal with the day-to-day tasks in our jobs it is common for our focus to narrow. The program jogged that focus wider for me than it has ever been. The truly incomparable aspect of the Management School experience, though, was the interaction between the class members. This was unique of all my training over the years. The mix of backgrounds, points of view, and personalities energized me in my job, and carried over into my personal life, too. To have so many people committed to helping their members achieve their financial dreams through credit unions is awesome and inspiring."
---- Regina English, Controller, Baltimore County Employees Federal Credit Union

Instructors

Lois Kitsch

Lois is currently the national program manager for REAL Solutions with the National Credit Union Foundation. As the director of field projects with the Filene Research Institute, Lois piloted the REAL Solutions program in three leagues which implemented and tested new business models designed to serve new target markets, including young adults, immigrants, and modest income households. Earlier in her career, Lois managed credit union development projects for the World Council of Credit Unions. She has actively promoted credit union development in almost 40 countries.


Dr. Chuck Pulvino, Ph.D.

Charles is an emeritus professor in the Department of Counseling Psychology at the University of Wisconsin-Madison. He is widely published and is the co-author of 15 books including Dynamic Counseling, A Practical Guide to Interviewing, and Restoring Harmony: Conflict Management in School Settings. In addition, Chuck is regularly engaged as a consultant to community, business, and educational institutions. He has conducted over 300 seminars and workshops nationally and internationally on financial and school counseling, communications, problem-solving, conflict-resolution, training, and team building.


Mike Schenk

Mike is vice president of economics and statistics for Credit Union National Association. He conducts economic and financial research and provides support for CUNA Governmental Affairs and Public Relations efforts. His analyses regularly appear in publications such as CUNA’s Credit Union Magazine and CU360 Newsletter. Mike has 20 years of experience in the financial services industry. Before joining CUNA in 1992, he was the director of research for Financial Research Corporation, where he conducted economic analyses, competitor evaluations and product-line planning for mutual fund companies.


Bill Klewin

Bill is director of Regulatory Compliance for CUNA Mutual Group in Madison, Wisconsin. In that role, he is responsible for issues involving regulatory compliance, lending and lending insurance.

Bill joined CUNA Mutual Group in 1986 as Assistant Counsel. After 10 years in the Legal Division, he was named vice president and managing director of CUNA Mutual Group’s Lending Lab and product leader for LOANLINER and the Student Loan Network. He rejoined the Legal Division in 2007.

Prior to joining CUNA Mutual Group, Bill maintained a private practice, concentrating on commercial and business law.

Bill is nationally known for his expertise in consumer lending and operations. He is recognized as the nation’s expert on open-end multi-featured lending. He has spoken at numerous conferences focusing on credit union and financial institution issues. Bill was a main teacher in a team chosen by the NCUA to train state and federal examiners in consumer lending, and he is a regular contributor and columnist in various publications on lending-related issues.


Steve Rick

Steve is a senior economist for Credit Union National Association. He conducts economic research, teaches at various credit union schools and conferences and writes articles for CUNA publications. Steve facilitates strategic planning sessions for credit union boards and has authored a textbook on asset-liability management. Steve is also a faculty member of the economics department at the University of Wisconsin-Madison.


Sarah Gibson

Sarah is president of Accent Business Communication, a training and development firm she founded in 2004 in Madison, Wisconsin following a career in training and development at a national insurance company. Sarah’s company specializes in communication courses including, business writing, e-mail writing, generational conflict resolution, and generational sales. Sarah’s client list includes Briggs and Stratton, General Casualty, GE Healthcare, Harley-Davidson Motor Company, West Bend Mutual Insurance Company, the State of Wisconsin, the International Association of Administrative Professionals, the University of Wisconsin, Madison Area Technical College, and the United Way.

Prior to starting her own business, Sarah taught public relations, media writing, and public speaking at the University of Wisconsin, Whitewater and North Dakota State University in Fargo, North Dakota.



Buck Joseph, Ed. D.

Buck is professor emeritus of Management, Executive Education, The School of Business, University of Wisconsin-Madison. Since 1973, he has taught undergraduate, graduate and continuing education courses in English, adult education and managerial-leadership development.

A nationally recognized researcher and writer, he co-authored the text Leadership and Vision, published by New York Times in 1999. Speaking to more than 150 conferences on leadership, teamwork, motivation, and communications throughout the United States and the world since 1982, he has established a reputation as an engaging, thought-provoking presenter.


Dale Feinauer

Dale has been a professor at The University of Wisconsin-Oshkosh since 1983, teaching graduate and undergraduate courses in both human resources and management.

Dale has engaged in consulting for more than 150 organizations in the areas of: employee empowerment, team building, reengineering, compensation, training, planning, organizational culture, managing organizational change, board/CEO relations, board roles in the management of not-for profit organizations, recruitment, performance appraisal and human resource planning. He is active in his community providing volunteer services to more than one-hundred organizations including serving on the board of directors of Evergreen Manor Retirement Community for ten years. He has also been president of: the Omro Schools Board of Education, The University of Wisconsin Oshkosh Faculty Senate, and The Winnebago County Association for Retarded Citizens.


Deb Denure

Deb is the founder of DB Associates, Training and Project Management Services, specializing in personnel development for business, manufacturing, and health care. She has a Bachelors of Science in Education, Health and Human Services, is a member of American Society of Training Development (ASTD), Society of Consumer Affairs for Professionals (SOCAP) , Society of Human Resource Managers (SHRM) and Madison Area Business Consultants (MABC).

She brings more than twenty years of experience in personal and professional development, is an adjunct instructor for Fox Valley Technical College and training partner for MATC, and is a certified facilitator for a number of programs including Ken Blanchard, Vital Learning, Herrmann International, Achieve Global, Development Dimensions International, Vision Point Productions, and the Coffman Organization.

Her community services include being a board member for McFarland Community Food Pantry, McFarland Lioness Club and Madison Women Golf League, outreach speaker for the Susan G. Komen Foundation and Fundraising for Wisconsin Council for the Blind, American Heart Association, and Metro Madison Youth Golf Initiative.


Scholarships

Scholarships

Overview

Overview

Regional-schools

Regional-schools

Cancellations

The last day for cancellations was July 3, 2010. Substitutions are accepted anytime prior to the start of the program at no additional cost. Simply fax event and contact information, listing the new participant and who they will be replacing. Cancellation fees do not apply for free or complimentary programs.

For more program content information, call 800-356-9655, ext. 4249, or e-mail training@cuna.coop.

For registration questions, call 800-356-9655, ext. 4400, or e-mail reginfo@cuna.coop.




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CUNA Center for Professional Development is committed to providing a quality learning experience with cutting-edge topics and expert instructors. If for some reason you are not fully satisfied, contact us and we'll provide you a full tuition refund or credit.

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