Course Summary
Credit Type:
ACE Course Number:
164 hours taken in 2-week sessions over 3 summers. In addition, students complete 2 major projects, the first between year 1 and year 2 and the second between year 2 and year 3. The third year requires taped and evaluated presentations and computer financ
Dates Offered:
Credit Recommendation & Competencies
Level Credits (SH) Subject
Graduate 3 Managerial Accounting or Business Decision Analysis
Upper-Division Baccalaureate 3 Strategic Management
Upper-Division Baccalaureate 3 Operations Management
Upper-Division Baccalaureate 4 Business Administration or Management
Graduate 3 Finance
Upper-Division Baccalaureate 3 finance
This course is recommended for a total of 19 semester hours.


The course objective is to provide credit union personnel with advanced education, technical skills, and knowledge related to the strategic management and leadership of financial institutions. The academic instruction and practical applications from MBA-level faculty prepares credit union professionals for senior roles in their organization and in the credit union movement.

Learning Outcomes:

  • Apply strategic management principles to the administration of financial institutions
  • Understand and respond appropriately and strategically to the economic environment
  • Articulate the value of credit unions to members, and explain the historic, ethical and legal foundation of credit union differentiation in the financial services industry
  • Demonstrate leadership skills and knowledge in the management of human resources
  • Implement modern project management and change management techniques to oversee a business endeavor
  • Display critical thinking skills to solve problems and develop strategic business solutions through the integrated use of qualitative and quantitative tools from across multiple disciplines
  • Create and evaluate a multi-year strategic plan for a financial institution
  • Access a network of peer and senior credit union professionals able and willing assist in their professional development
  • Utilize principles and techniques of financial management to assess the current and projected future condition of credit unions
  • Comprehend and comply with current legal thinking in business and employment law
  • Identify appropriate and effective political advocacy avenues to support credit union members
  • Effectively present and communicate both orally and in writing

General Course Topics:

  • Behavioral psychology and organizational behavior
  • Business law
  • Communications
  • Corporate strategy
  • Credit union history, philosophy and ethics
  • Economics
  • Finance and accounting
  • Operations management
Instruction & Assessment

Instructional Strategies:

  • Audio Visual Materials
  • Case Studies
  • Classroom Exercise
  • Computer Based Training
  • Discussion
  • Learner Presentations
  • Lectures
  • Practical Exercises

Methods of Assessment:

  • Case Studies
  • Examinations
  • Performance Rubrics (Checklists)
  • Presentations
  • Written Papers

Minimum Passing Score:

Supplemental Materials

Other offerings from Western CUNA Management School