Skip to main content

CUNA Financial Management School

Event Date: April 17 - April 20, 2023


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. 

Essentials: 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. 

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. 

Update: Understand the environment leading your financial decisions.

Stay up to date on the current financial environment to help make sound financial decisions at your credit union. 

This event is endorsed by CUNA Finance Council. Your Council member 10% discount applies.

Who should attend?

Essentials: 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 

Update: C-suite, financial managers/directors, past attendees of FMS: Advanced or Financial Management eSchool: Advanced