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You don’t have to be a CEO or CFO to contribute to your credit
union’s financial success. Whether you’re a newly elected
board member or a professional just eager to learn and grow, the
Introductory Academy will help you master basic financial concepts
and build a strong foundation for future education.
Topics include:
- Orientation to Financial Management
- Economics 101
- Identifying and Managing Risk
- Investments 101 and Case Studies
Participants earn 9 CPE
credits.

- Newly elected board or ALM/Investment committee members who
would benefit from an orientation to financial management
- Professionals who do not work in finance but seek a greater
understanding of financial management

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