Financial Managers School

Presented By

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Program Overview

Designed by experienced CFOs especially for financial managers, this prestigous school goes beyond the basics to present best practices and provide community financial institution financial managers the tools to build a solid foundation in asset/liability management. Learn the unique concepts and terminology of bank finance and asset/liability management along with the practical implementation tools to profitably manage a financial institution’s balance sheet, develop effective strategies and communicate strategies to the board and senior management that ensure effective decision-making.

Case Study

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.

Who Should Attend

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.

CPE Credits

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: Intermediate to Advanced
Prerequisite: Financial manager actively involved in the financial responsibilities of a small- to medium- sized financial institution
Field of Study: Accounting and Auditing, Management
Credits: Attendees will earn 1 CPE for each 50 minutes of verified instruction