September 21 - 25, 2026 | Madison, WI
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.
WHY YOU SHOULD ATTENDAn interactive learning forum that utilizes a mixture of lectures, small group discussions, computer simulations and case studies to enhance the learning experience of:
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WHAT ATTENDEES SAY"[Lead faculty member] Dave Koch’s ability to tie various subjects together helped me determine how things all work. I would gladly listen to Dave and his ideas anytime." "It’s rare that you find such an intense—and detailed—training so focused on the financial management of a bank. It was the most worthwhile training experience I’ve encountered. The opportunity to learn side-by-side with banking executives makes it truly one of a kind." "The information gained is instantly relevant and useful as soon as you get back to your institution plus the relationships and contacts I met have been great for follow up." |
STUDENT DEMOGRAPHICS
Student demographics vary from year to year, but the demographic profile of the Financial Managers School students in 2025 was:
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GROUPS OF JOB TITLES
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YEARS OF BANKING EXPERIENCE
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BANK RESOURCES
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