Financial Management Schools

Throughout the year, we offer a four-part Financial Management School.

Each Financial Management School session is tailored to fit the needs of the participants. The Financial Management School sessions not only introduce and thoroughly explain concepts; but we give attendees the opportunity to use their credit union's information and explore the effects of pricing changes or balance sheet repositioning.

Attendees will analyze and work with their own credit union's data and information, working with the class as a whole, and working individually with the help of Jim Aho, the instructor. This approach has proven to be extremely helpful to our attendees.

One participant remarked, "The most valuable part of the school for me was understanding the real world implications of ratios - seeing the ratios and analysis applied to my credit union made the presentation very interesting and easy to relate to."

We also offer Virtual Financial Management Schools (learn more here)

To view additional information, please click on the links shown below.

If you would like to attend one of our ongoing Financial Management Schools taking place around the country, scheduling a Financial Management School for your league or credit union, please email us at to schedule a telephone meeting to discuss your needs.