Section: September 21-25, 2026
Fluno Center at the University of Wisconsin-Madison
Madison, Wisconsin
Enrollment Deadline: August 21, 2026
This premier program goes beyond theory to deliver real-world best practices in asset/liability management. You’ll master the language of bank finance, gain practical tools to manage the balance sheet with confidence, and learn how to clearly communicate strategy to senior leadership and the board—so your insights drive smarter, more profitable decisions.
An integrated case study will be used during the school to identify major financial strengths and weaknesses of institutions, examine interest rate risk profiles, evaluate issues relating to base strategy forecasts, analyze loan and investment portfolios, make pricing decisions and formulate and communicate effective strategies to improve the institution’s overall profitability.
CFOs and others in senior management actively involved in the financial management responsibilities of small- to medium-sized financial institutions. Financial managers who have day-to-day experience with asset/liability management, investments, budgeting and reporting activities will benefit from this in-depth peer and process immersion in asset/liability management.
Students are responsible for booking their own lodging for this program. Classes begin Monday morning, so those who are traveling to Madison are encouraged to arrive on Sunday. A block of rooms will be available at the Fluno Center for Executive Education and the Hilton Doubletree Hotel until the enrollment deadline.
FMS is registered with the National Association of State Boards of Accountancy as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses. Complaints regarding sponsors may be addressed to: The National Registry of CPE Sponsors, 150 Fourth Avenue, North, Suite 700, Nashville, TN 37219-2417. Phone: 615-880-4200.
Level:Â Intermediate to Advanced
Prerequisite:Â Financial manager actively involved in the financial responsibilities of a small- to medium- sized financial institution
AdvancedÂ
Field of Study:Â Accounting and Auditing, Management
Credits: Attendees will earn 1 CPE for each 50 minutes of verified instruction
