Financial Management School 1

Part I provides the participants with a basic understanding of credit unions financials. During the session each participant will look behind their financial statements by actually completing a hands-on application of key financial ratios and trends for their own individual credit union. Jim will ask permission and then critique the ratios and trends for selected credit unions. This school gives the participants an excellent baseline understanding of the strategic issues and financial challenges facing credit unions.


While the best results are achieved by attending all four parts, you can attend one, two, three or four sessions depending on your level or expertise. Plan to attend this great series and develop a useable financial plan for your credit union. You can view a calendar of upcoming Financial Management Schools here.

If you are interested in scheduling a Financial Management School for your league or credit union, please contact us at 800-522-9432, or via email at .