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CUNA Management School: Year 2
July 1123, 2010Madison, WI
Cost: $2,399
CUNA Council members receive a $100 discount.
About This Event
Come back this July to the University of Wisconsin and the Madison area to reconnect with credit union professionals who are investing in their careers and credit unions by attending the credit union movement's longest-running high-level education program - CUNA Management School.
The CUNA Management School program builds dynamic leaders with a rigorous blend of university classes and experiential learning activities.
During CUNA Management School: Year Two, you will cover:
- Financial Accounting
- Internal Controls
- Executive Presentation Skills
- Asset-Liability Management II
- Community of Shared Practices
- Strategic Management for Credit Unions
- Money & Financial Institutions
- Employment Law
- Crisis Management
- Negotiation & Conflict Resolution
- Organizational Behavior
Entering its 56th year, CUNA Management School has a well-earned reputation as an outstanding three-year executive education program that has prepared nearly 4,500 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. During CUNA Management School: Year Two, you'll attend classes, a two-week term and receive instructions to complete a comprehensive exam and a written project.
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 2: July 1123, 2010
CUNA Management School: Year 1: July 1123, 2010
CUNA Management School: Year 3: July 1123, 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
Topics & Objectives
Organizational Behavior
· Understand individual, group, and organizational behavior
Internal Controls
· Learn how to establish internal controls to assist in accomplishing organizational goals
Financial Accounting
· Explore financial accounting theory and principles
Community Outreach: Mad City Money TM
- Give high school students a taste of real-world money management by participating in a hands-on simulation that introduces youth to budgeting and other financial concepts
Asset-Liability Management II
· Achieve a basic understanding of each of the major asset-liability management tools (ratio analysis, gap analysis, net income simulation), and how those tools measure interest rate risk
Strategic Management for Credit Unions
· Define the business of a credit union and craft a strategic vision and mission
Employment Law
· Examine regulations, such as ADA, ADEA, FLSA, and CRA that managers must comply with while attending to daily business
Negotiation & Conflict Resolution
· Learn to solve problems and change people through conflict resolution
Money & Financial Institutions
· Understand the basics of macroeconomics and economic terms
Executive Presentation Skills
· Discover techniques for delivering professional presentations
Crisis Management
· Learn how to organize and lead a crisis management team
- Develop effective processes for making decisions and communicating during a crisis
Who Should Attend
Affiliation with CUNA/League is required for attendance.
CPE Credits
Testimonials
"Exposure to other operational areas of the credit union and the invaluable networking experience this school creates are valuable. You learn just as much, if not more, from your peers as you do from the instructors. The program gave me a clearer understanding of the "big picture", or rather the whole operational outlook. It has helped me to open my eyes outside my area of expertise. I'm becoming more involved in financial areas of the credit union - after two years in the program - the ALM meetings, and forecasts are making sense to me! The experience is wonderful and I would highly recommend it for any employee looking to make a career in the credit union industry."
Tracy Gates, Operations (formerly HR Director), First American Credit Union, WI
"The most valuable tool I got from attending this program is the networking with other credit unions. The variety of credit unions that attend make this class a success. It is interesting to go around and hear how others do things. From a one man shop to a multi- million dollar credit union and all those in between. Not only the discussions in class on different topics but the discussions that occur on breaks, during dinner, etc are invaluable! Doing my project was long but I learned so much from it about my credit union. It helps to understand why things happen and how things affect other things. It is a good experience for anyone in management to attend."
Joannie Bruns, VP of Member Service, Linn Area Credit Union, IA
"I believe the most valuable experience I learned from CUNA Management School was the networking with all the other credit union employees. Learning what and how they do things and how I might be able to use that in my own credit union. I really think it has opened more horizons and I am looking at everything differently now."
Patty Kleinsasser, Manager, Dakota Catholic Federal Credit Union, SD
"I believe that it forces you to think more strategically and not focus so much on what you do. It makes you see what effect you have on others, both other employees and members. The projects taught me a great deal about my credit union and about myself."
Michele Myrick, CPA, Executive Director of Finance, E&A Credit Union, MI
"I use some of the tools that I learned in ALM and the other financial analysis classes. I also try to remember other ideas from other credit unions when my management team is brainstorming."
Instructors
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.
Robert Gregg
Robert is an employment relations attorney with more than 30 years of speaking and training experience. He litigates and serves as an expert witness in a wide variety of employment cases. His main emphasis is helping employers achieve enhanced productivity, creating positive work environments, and resolving employment problems before they generate lawsuits. Robert has conducted over 2,000 seminars throughout the United States and has authored numerous articles on practical employment issues.
Prior to entering private practice, Robert was the chief equal rights officer for the Wisconsin Personnel Commission. In that position, he had the opportunity to take part in creating laws and regulations which cover employment in both public and private sectors. Robert is also a national faculty member of the American Association for Affirmative Action.
Ty Warren
Ty is a consultant, author, and lecturer with more than 30 years of broad consulting experience in leadership, CEO development, management training and marketing. He has worked with more than 400 clients including Microsoft, Walt Disney Company, International Paper, Delta Airlines, the United Nations and scores of organizations within the financial services industry.
Donna Tona
Donna has gained extensive front-line experience helping countless people live with trauma, tragedy, and workplace challenges. Her expertise has proven invaluable in assisting corporations and victims of many international disasters. She was co-crisis intervention leader on the CUNA Mutual Insurance team following the Oklahoma City bombing of the Alfred P. Murrah building. She was also asked to assist victims in the Manitoba Canada floods, and provided trauma and HR consultation services to a large Canadian Banking Corporation during Ice Storm 98. In 2000, she was part of an expert Canadian and US Internet panel supporting the Crisis Intervention team attending the Walkerton E-Coli Disaster and the FIJI Hostage Coup Situation. Donna was also invited to debrief clinicians and mental health therapists during the World Trade Center and Pentagon Terrorist Attacks, and to provide her professional opinion into new methods of debriefing uniformed police personnel regarding that disaster.
Donna’s adeptness for designing practical training programs, model policies, and best practice procedures, along with her vivacious delivery, has lead to numerous speaking engagements, contractual opportunities, and keynote conference addresses for corporations, victim programs, governments, and police departments at many international locations.
Phillp Hellmuth
Phillip is an associate dean emeritus in the College of Letters and Science. Phil's background includes extensive work in research and personnel administration in the college and technology transfer and industry relations.
His area of research interests include legal aspects of educational administration, health law, and director and officer liability, where he has several publications. He has been active in the credit union movement as a volunteer. In addition to his involvement with CUNA Management School, he has been a director of the University of Wisconsin Credit Union since 1971.
Kathryn Jeffers
Kathryn is a trainer and coach who helps people develop better working relationships so they can be more productive. She has a Master’s Degree in Communication, is the author of Don’t Kill The Messenger, and is a program faculty member at University of Wisconsin in the executive education program. Kathryn has brought practical ideas that work, memorable stories, her funny bone, and real time coaching to thousands of people over the past twenty years.
Glenn Strebe
Glenn is the president/CEO at Air Academy Federal Credit Union in Colorado Springs, Colorado. He is also the chairman of Air Academy Service Corporation, a wholly owned subsidiary credit union service organization providing complete mortgage lending services and complete financial services. Previously, Glenn served AAFCU as COO and CFO. Prior to joining the credit union movement, he was an auditor and subsequently a financial analyst. He has authored a credit union finance book, a white paper for the COO Council, published in various credit union periodicals, contributed to a book on CUSOs and various articles on CUSOs.
Stacey Hanke
Stacey is co-author of the book; Yes You Can! Everything You Need From A To Z To Influence Others To Take Action. She is also a featured author in the book; Conversations on Success along with Chicken Soup for the Soul author, Jack Canfield.
Stacey is founder of Stacey Hanke Inc. She helps individuals eliminate the static that plagues communicative delivery - to persuade, sell, influence and communicate face-to-face with a clear message.
She has trained over 15,000 people to rid themselves of bad body language habits and choose words wisely. She has delivered over 500 presentations for business leaders in the financial industry to the healthcare industry to government and everyone in between. Her client list is vast from Coca-Cola, Kohls, United States Army, Navy and Air Force, Leo Burnett, University of Chicago, AT&T and the FDA. She has inspired thousands as a featured guest on media outlets including; SmartMoney magazine, Business Week, Lifetime Network, Chicago WGN and WLS-AM.
Tony Nagle
Tony is president of A.G. Nagle Company, Inc. (AGN), a training and development firm he founded in 1987 in Minneapolis, Minnesota and is now based in Tampa. Florida. His company specializes in negotiation and sales training. AGN is active in a broad range of industries: Manufacturing, Technology, Health Care, Insurance, Banking, Pharmaceuticals, and Transportation.
As a public speaker, Tony addresses such prestigious organizations as The National Mediation Conference in Washington, D.C., The National Farm Bureau, and the Wisconsin Lumberman’s Association. He has lectured extensively on negotiation procedures and alternative dispute resolution including, “How to Deal with People who Drive you Crazy.”
In mutual gains negotiation, Tony was trained by William L. Ury, director of the Harvard Project on Negotiations and co-author of the best selling book, Getting to Yes, Negotiating Agreement Without Giving In. Tony has trained more than twenty-thousand people in a variety of disciplines: Sales and Marketing, Labor and Management, Purchasing, and Senior Management.
In sales, Tony has more than thirty years of front line experience including for his own company. His firm represents a number of blue chip companies in the training and development field including: VitalSmarts (Crucial Conversations), Inscape Publishing (DiSC Personality Profile) and Woodward Learning International (Navigating through Change).
Tony’s client list includes: Exxon-Mobile, CSX Transportation, Pfizer, and Volkswagen/Audi of America. In addition, he instructs at the University of Wisconsin’s Business School for Executive Education, Madison, which is ranked by The Financial Times as the best training institution (for executives) in the world.
Scholarships
Overview
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Cancellations
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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