Financial Managers School to be Offered Twice in 2016

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Co-sponsored by Financial Managers Society and Graduate School of Banking at UW - Madison

The school offers a week-long immersion approach using an integrated case study on ALM.

The Financial Managers School, co-sponsored by the Financial Managers Society, based in Chicago, and the Graduate School of Banking at the University of Wisconsin, Madison, will be held twice in 2016 due to popularity and demand.

Applications are now being accepted for both programs—the first on May 9-13, 2016, in Amherst, Mass., and the second, Sept. 18-23, 2016, in Madison, Wis. Potential participants may choose the location that they prefer. The Amherst location is featured for the first time this year, and one reason is that the Madison location was completely sold out last year.

The school, designed by experienced CFOs especially for CFOs, CEOs, and controllers within financial institutions, offers a week-long immersion approach using an integrated case study on asset/liability management (ALM). The topics will focus on: identifying major financial strengths and weaknesses of institutions; examining interest rate risk profiles; evaluating issues relating to base strategy forecasts; analyzing loan and investment portfolios; making pricing decisions; and formulating and communicating effective strategies to improve the institution's overall profitability.

CFOs and senior managers involved in the financial-management responsibilities of banks and credit unions are encouraged to apply early while space remains at the program location of their choice. Both of the programs will provide participants with a chance to learn the unique concepts and terminology of finance and ALM for financial institutions. They also will present practical implementation tools for managing an institution's balance sheet, developing effective strategies, and communicating those strategies to the board and senior management in order to ensure effective decision-making.

For details about the Financial Managers School—including online enrollment—please call 800-755-6440 for reservations, or visit


About Financial Managers Society, Inc.
Since 1948, Financial Managers Society (FMS) has served accounting, finance, and auditing professionals from community banks, thrifts, and credit unions exclusively. Our primary mission is to enhance their professional development through educational programming, focused industry news and information, and networking opportunities. FMS’ current membership is approximately 1,500 individuals nationwide. For more details, please visit or call 800-ASK-4FMS (800-275-4367).

About Graduate School of Banking at the University of Wisconsin - Madison
Since 1945, the Graduate School of Banking at the University of Wisconsin-Madison has been widely recognized as the most rigorous and progressive banking school in the country. Using feedback from its alumni, Banker Advisory Board and sponsoring state bankers associations, GSB continuously updates program offerings to meet current professional development needs in the financial services industry. Those who complete the 25-month Graduate School of Banking will receive a diploma in bank management as well as a Certificate of Executive Leadership from the Wisconsin School of Banking.

Additionally, GSB offers respected specialty schools—the Human Resource Management School, Bank Technology Management School, Bank Technology Security School, Financial Managers School and the GSB Online Seminar Series. More than 20,000 alumni have benefited personally and professionally from attending one of GSB’s programs. For more information about GSB programs, visit

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Autumn Wolfer
since: 03/2012
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Financial Managers Society
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