Course Summary
Credit Type:
162 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
Lower-Division Baccalaureate 3 Business Communications
Upper-Division Baccalaureate 3 Strategic Management
Upper-Division Baccalaureate 3 Service Operations Management
Upper-Division Baccalaureate 3 Applied Leadership
Graduate 3 Managerial Finance
Graduate 3 Managerial Accounting
Upper-Division Baccalaureate 3 Survey Of Finance
The total number of hours recommended for the completion of the Western CUNA Management School is 3 semester hours at the lower-division baccalaureate/associate degree category, 12 semester hours at the upper-division baccalaureate degree category, and 6 semester hours in the graduate degree category.


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.

Learning Outcomes:

  • Analyze and respond appropriately and strategically to the economic environment
  • Utilize principles and techniques of financial management to assess the current and projected future condition of credit unions
  • 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
  • Identify appropriate and effective political advocacy avenues to support credit union members
  • Demonstrate leadership skills and knowledge in the management of human resources
  • 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
  • Apply strategic management principles to the administration of financial institutions
  • Evaluate and comply with current legal thinking in business and employment law
  • Plan and 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
  • Effectively present and communicate both orally and in writing

General Topics:

  • Accounting
  • Business ethics
  • Business law
  • Communications
  • Corporate strategy
  • Credit union history and philosophy
  • Credit union operations
  • Economics
  • Finance
  • Human resources
  • Organizational behavior
  • Project management
  • Technology
  • Leadership
Instruction & Assessment

Instructional Strategies:

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

Methods of Assessment:

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

Minimum Passing Score:

Supplemental Materials

Other offerings from Western CUNA Management School