Financial Managers School
Program Overview
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.
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.
Accommodations
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. Enrolled students will receive a link to available room blocks upon acceptance into the program – although participants are welcome to book at another nearby hotel if they wish.
Financial Managers School
| Pricing For | Price |
|---|---|
| CBA Bank Member & Bank Non-Member | $3,475, plus a $350 registration fee due at the time of application. |
Register Now for the Financial Managers School on September 21-25, 2026
Location: Fluno Center at the University of Wisconsin-Madison | Madison, Wisconsin
Enrollment Deadline: August 21, 2026
- All instructional materials, posted electronically for download
- Access to the GSB Learning Management System and course portal
- Daily breakfast. lunch and break refreshments
- Opportunity to network with faculty and financial management colleagues; and, an invitation to join an alumni-only group on LinkedIn for ongoing networking.
- Access to finance and accounting professionals and banking industry experts
- Access to a faculty of experts with decades of experience in the financial services industry
- Support of the GSB staff and faculty throughout the course
Tuition for the 2026 Financial Managers School is $3,475, plus a $350 registration fee due at the time of application.
Note: Students are responsible for booking their own lodging for this program; fees above do not include lodging. A block of rooms will be available at the Fluno Center until the program deadline, or participants are welcome to book at a nearby hotel.
Cancellation/Refund Policy:
Registration fees are non-refundable. Other fees paid will be reduced by any hard dollar costs incurred by GSB and are then available for refund or future use, subject to the following guidelines.
Future Use: If you cancel, you may elect to leave paid fees on account with GSB without a cancellation fee. The funds must be used within 24 months of the cancellation date and can be used toward any school; however, they cannot be applied to online seminars. Any funds not used at that point will be forfeited to GSB. If a refund is requested after fees have been placed on account with GSB, the refund will be processed based on the original cancellation date subject to the cancellation fees below.
Refund: If you cancel and request a refund, it will be subject to a cancellation fee based upon the date of cancellation as follows:
Notice of Cancellation Received by GSB Refund Percentage
15-45 Days Prior to Program Start Date 90%
8-14 Days Prior to Program Start Date 75%
7 Days Prior or failure to appear at Program none
This interactive learning forum will utilize a mixture of lectures, small group discussions, computer simulations, and case studies to enhance the learning experience. You’ll learn how to:
- Develop an effective capital planning strategy
- Use the annual planning process to respond to change and make effective decisions on risk-return trade offs
- Analyze peer and trend analysis to develop a risk management profile with effective measures and goals
- Examine interest rate risk and the measurement systems of gap, duration, dynamic income at risk, static and dynamic value at risk
- Use an A/L model to evaluate risk-return trade offs
- Communicate financial information to management for responsible decision making
- Evaluate liquidity risk management strategies and funding options
- Review investment portfolio management strategies and investment policy issues
- Examine effective credit risk management including loan policy, tracking issues, and integration with the ALCO process
- Price loans using benchmark securities
- Install an effective deposit pricing process with decision-making tools for choosing the best retail and wholesale funding options
- Make better decisions by measuring the profitability of the organization, lines of business, products and customers
- Use profitability analysis tools in the product development process
Admission to the Financial Managers School is by online application
Admission requirements are designed to select those applicants who are prepared by experience and prior education to derive the greatest benefit from this advanced management program. Each applicant must qualify under one of the following criteria:
- Employees of FDIC-insured banks or savings institutions.
- State and federal financial institution regulatory officials and directors of banks or savings institutions with educational background and experience comparable to that required of bank officers.
- Professionals from firms providing services to banks and savings institutions who have the necessary educational and experience backgrounds will be considered for admission on a case by case basis and will be dependent on available space.
- International bankers are welcome and will be considered for admission based on education and experience.
As a matter of policy, the Graduate School of Banking does not discriminate among applicants and participants on the basis of race, religion, sex, national origin, color, handicap, orientation or marital status.
A detailed daily schedule will be posted for enrolled students in Canvas, GSB’s Learning Management System; however, courses will run full days Monday through Thursday, and will end midday on Friday. Students are responsible for booking their own lodging for this program and are encouraged to arrive on Sunday, as registration will be first thing Monday morning.
Please email the team at:
registrations@calbankers.com