Financial Management School 2025
Financial Management School 2025
Overview
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: Fundamentals or Financial Management eSchool: Fundamentals |
Schedule
Fundamentals Topics
- Introduction to Financial Ratios, Financial Management, and Problem Solving
- Introduction to the Credit Union Management Game
- Loan and Deposit Pricing
- Introduction to Asset and Liability Management
- Introduction to Investments
- Forecasting and Budgeting Approaches
- Determining Loan Losses and Strategic Decisions
- Team Meetings and Financial Simulation
- Team Meetings and Presentation Discussion
- Team Presentations, Final Simulation Review, and Awards
Advanced Topics
- Advanced Asset and Liability Management
- Trends in Financial Management Digital Transformation
- Identify Interest Rate and Market Risks
- Liquidity and Funding Risks
- Forecasting and Strategically Planning for Long-Term Growth
- Managing Credit Risk
- Team Meetings and Financial Simulation
- Team Meetings and Presentation Discussion
- Team Presentations, Final Simulation Review, and Awards
Stay tuned! The final agenda will be shared closer to the event.
Pricing & Registration
Member
Non-Member
Financial Management School: Fundamentals 2025
Financial Management School: Fundamentals 2025
Financial Management School: Advanced 2025
Financial Management School: Advanced 2025
Hotel & Travel
Recommended travel datesAttendees joining both Fundamentals AND Advanced trainingArrive: Any time on Sunday, August 24. Registration and breakfast begin at 7:30 AM on Monday, August 25, and the first session starts at 8:30 AM. Breakfast is provided daily. Lunch is provided on day 1. Nearest airport: Harry Reid International Airport (LAS) |
Located on the iconic Las Vegas Strip, Paris Las Vegas brings the charm of the City of Light to the desert. Just steps from the Bellagio Fountains and The LINQ Promenade, this resort features an Eiffel Tower replica, vibrant nightlife, and world-class dining, making it a perfect blend of elegance and excitement.

ACCOMODATIONS
Paris Las Vegas
3655 S Las Vegas Blvd
Las Vegas, NV 89109
1-877-796-2096
Hotel Reservation Link Coming Soon
Hotel Reservation Deadline: July 25, 2025
(Rooms may sell out before this deadline.)
*Room rates and availability cannot be guaranteed. Rooms may be sold out prior to the reservation deadline, so make your reservations early! Room reservations and fees are the responsibility of the registrant. To claim this room rate, call for reservations and reference America's Credit Unions.

BOOK YOUR FLIGHT
Discounted airfare through our airline partners:
Delta Airlines
- Book online here
- Call to book: (800) 328-1111 (Mon. through Fri. from 8:00 a.m. – 6:30 p.m. ET) and use code NY3GR
United Airlines
- Book online here
- Call to book: (800) 426-1122 (Mon. through Fri. from 8:00 a.m. – 6:30 p.m. ET) and use code ZQ8T759178
Attendee Info
Code of Conduct
We want everyone's event experience to be welcoming, respectful, and safe. For more information, see our Code of Conduct.
Cancellations
All cancellations must be received in writing. Please explain the cancellation briefly and submit it via email to hello@americascreditunions.org. Cancellations received more than 30 days before the event are subject to a 25% administrative fee on the order total. No refunds will be granted for cancellations received on or after 30 days before the event. Substitutions are accepted before the start of the program. Additional costs may apply. Please provide the event name, current participant name, and new participant name to hello@americascreditunions.org.
Sponsors
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