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