School

Financial Management School 2025

School

Financial Management School 2025

-
Las Vegas, NV
Paris Las Vegas
3655 S Las Vegas Blvd
In Person

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

Prices shown here are reserved for America's Credit Unions members

Non-Member

Learn how to become a member here: https://americascreditunions.org/join
In Person
Financial Management School: Fundamentals 2025
$2,395.00 $2,195.00
*Early bird pricing valid until June 25, 2025
Product Code: FMSENV25
In Person
Financial Management School: Fundamentals 2025
$4,790.00
Product Code: FMSENV25
In Person
Financial Management School: Advanced 2025
$2,395.00 $2,195.00
*Early bird pricing valid until June 25, 2025
Product Code: FMSANV25
In Person
Financial Management School: Advanced 2025
$4,790.00
Product Code: FMSANV25
**For additional pricing based on your membership, click the 'Register' button.**

Hotel & Travel

Recommended travel dates

Attendees joining both Fundamentals AND Advanced training 

Arrive: 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.
Depart: Thursday, August 28, after the last session at 10:30 AM.

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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