Credit Union Management School 2027
Credit Union Management School 2027
Overview
| This event is for America’s Credit Unions members. Learn how to become a member. |
Join a legacy of excellence
Credit Union Management School is your next step toward advancing your career and preparing for executive leadership opportunities.
Over three years, experience the credit union movement’s longest-running high-level educational program, featuring instruction from University of Wisconsin-Madison School of Business professors, credit union leaders, and respected industry experts.
What to expect: rigor and rewards
Credit Union Management School is an intensive three-year program designed for credit union professionals committed to pursuing executive leadership. Through comprehensive coursework, applied projects, and guidance from industry experts and University of Wisconsin-Madison faculty, participants develop the essential skills needed to lead within the credit union movement.
Each year builds on the previous year, exploring key areas such as financial management, strategic planning, and leadership development. Participants bring their learning to life through practical assignments, presentations, and projects they can apply within their own credit unions.
Graduates who successfully complete the three-year executive education curriculum, including exams, projects, and an oral presentation, earn the prestigious Certified Credit Union Executive (CCUE)™️ designation. Recognized as the pinnacle of credit union leadership excellence, the CCUE designation reflects the expertise, dedication, and commitment required to achieve continued success.
Who should attend
Credit union professionals focused on advancing their careers and preparing for executive leadership roles within their organization and the credit union movement.
Find the Credit Union Management School nearest you
Credit Union Management School was founded with the University of Wisconsin-Madison to help credit unions develop future leaders and a leadership pipeline to their fullest potential. Several regional schools have developed around the country with the same goal in mind.
Designations
Earn Your
Schedule
Stay tuned for this year’s schedule! In the meantime, check out last year’s lineup.
The week of learning and growth culminates with a multiple-choice exam showcasing your grasp of the material.
Year 1 topics include:
- Basic credit union ratios
- Financial accounting
- Internal controls
- Asset/liability management I
- Business writing
- Credit union management
- Credit union history & philosophy: Exploring our why
- Bank simulation game
Due prior to attendance, the Year 2 project helps to translate the purpose of the school into a practical perspective. Then, the week of learning and growth culminates with a multiple-choice exam showcasing your grasp of the material.
Year 2 topics include:
- Compliance management
- Strategic thinking
- Employment law
- Change management
- Asset/Liability Management II
- Executive presentation skills
- Cybersecurity
- NCUF’s Exploring Empathy
- Bank simulation game
Due prior to attendance, the Year 3 project involves completing a comprehensive strategic plan for your credit union. Then, the oral presentation presents an issue related to a challenge or opportunity your credit union faced and its outcome. Finally, the week of learning and growth culminates with a multiple-choice exam showcasing your grasp of the material.
Year 3 topics include:
- Economic environment
- Credit union advocacy
- Executive readiness and personal promotion
- Building high-performing teams
- Risk & opportunity management
- DEI
- Extreme ownership and the art of project management
- Strategic marketing
- Innovation through entrepreneurship
- Leadership development
Pricing & Registration
Early bird price until April 9, 2027
Hotel & Travel
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Recommended travel dates Arrive: Saturday evening, July 10, 2027 Nearest airport: Dane County Regional Airport (MSN) |
Set on the University of Wisconsin-Madison campus, your experience extends beyond the classroom into one of the Midwest's most vibrant capital cities. Take in views of Lake Mendota, explore State Street, visit the Wisconsin State Capitol, and enjoy Madison's renowned local restaurants.
Campus Housing Package
Live the traditional Credit Union Management School experience and stay in Sellery Residence Hall with your fellow peers.
Included in this package:
- One single-occupancy dorm room
- The full Credit Union Management School Program
- Program meals are provided at Gordon Avenue Market
- Complimentary shuttles from Dane County Regional Airport
Approximately two months before the program, you will receive an email from UW Housing confirming your dorm room reservation.
Sellery Residence Hall
821 W Johnson St
Madison, WI 53706
No Housing Package
If you do not wish to stay in the residence hall during the duration of the program, choose this housing package. Finding your own housing will be solely your responsibility.
Included in this package
- The full Credit Union Management School program
- Program meals provided at Gordon Avenue Market
Shuttle/taxi
Transportation from the Dane County Regional Airport (MSN) in Madison to the Sellery Residence Hall is provided for students staying on campus. Transportation from the airport will not be provided to students staying off campus.
For students arriving at an alternate time or location, or those staying off campus, we recommend utilizing Union Cab (608-242-2000).
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 NY3XT
*Please note there is not a service fee for reservations booked and ticketed via our reservation 800 number.
United Airlines
- To make flight reservations online please click on discount code ZR7G651311
- Call to book: (800) 426-1122 (Mon. through Fri. from 8:00 a.m. – 6:30 p.m. ET) and use code ZR7G651311
Attendee Info
Code of Conduct & Ethics
To register for Credit Union Management School, please read the Code of Conduct & Ethics and School Guidelines documents linked below.
(Must read before enrollment)
