CUNA Management
Schools are accredited three-year schools.
The Southwest CUNA
Management School (SCMS) is accredited through the Credit Union National Association (CUNA).
Each year a review of the Curriculum and Administrative Guidelines is conducted
by the CUNA Management Schools Committee (representatives from each of the four
regional schools).
The Director of
SCMS meets annually with the SCMS Oversight Committee
(association/league CEOs supporting SCMS) to review future direction,
curriculum and administrative policies and procedures.
School/Student
Guidelines
The CUNA Management
School shall be held on a university or at a college facility.
Student Eligibility
Requirement
Employee of an
affiliated credit union, league, or
Officer or
committee member of an affiliated credit union, a potential credit union
officer, a committee person recommended by the league, or
Employee of a
non-affiliated credit union and other applicants may be admitted to the School
following the approval of their home league and the School's Admission
Committee.
Students applying
for advance standing (second or third year) after having dropped out for one or
more years would be reviewed on individual merit and circumstances. The student
project would have to reflect current financial data, goals, projections, and
plans.
Students will
complete a minimum of 162 hours during the three year school.
Three summer
sessions (July - 8 days) plus two mid-year sessions (February - 2 days).
Social type
activities are not be included in the required school hours.
Students
shall reside on campus during school
sessions - TCU dorm in July and designated hotel in February.
Students
are required to attend all classes. Students with authorized excuses (illness/emergencies) may be allowed
to continue in school, providing they make up their missed classroom time
through a make-up assignment. A students failure to comply with this policy may
impact the students status in the program.
When there are two
or more students/alumni from the same credit union, students are expected to:
develop independent projects.
build on previous student(s)'s information,
updating to reflect their own language and interpretations related to history.
The future focus is expected to be original. Any usage of a prior student's
work is expected to be properly cited.
Students may work
together to collect information.
Students are
encouraged to discuss their findings and brainstorm ideas.
All written
submissions must be developed independently.
Histories should
contain independent interpretations of events.
SCOT elements and Environmental/External
Factors may be similar - analysis of these items should be unique to the
student.
All SIs,
Objectives, Strategies, and Action Plans must be independently developed.
Students will
normally attend for three consecutive years. However, when forced to drop out
due to extenuating circumstances, they may be allowed to re-enroll without
repeating previously completed class work. Each application for re-enrollment
is judged on its individual merit.
Curriculum
Each CUNA
Management School course content shall approximate the curriculum developed by
the CUNA Management Schools Committee. Core curriculum to cover, but not
limited to:
General Management
Financial
Management/Asset Liability Management
Human Resources
Management
Communications
Marketing/Sales/Business
Development
Information
Technology
Instruction
University or
college faculty members, CU professionals, industry consultants or their
equivalent shall serve as instructors.
Instructors will
not use the classroom for their personal gain: i.e. advertising their abilities
in an effort to obtain business.
Student
Project
Students develop a three-year strategic business plan for their own credit unions. This
project is divided into sections for completion over a two-year period.
The sections include (but are not limited to):
Strategic Initiatives
(SIs) minimum of 5, one of which must be financial management. (Formerly
referred to as KRAS or Key Result Areas)
Internal Analysis
Three-year
Objective
Strategies
Action Plans
Cost Benefit
Analyses
Executive Summary
Strategic
Initiative Class Presentation
Project Honors
Each year one Award
of Excellence is presented to the year's top project.
Additionally, each
year a number of Honor Graduates are also recognized for project excellence.
Note: Students are responsible for sharing a copy of their project with their credit
union.
Graduation
Requirements
All students must:
Attend all classes.
In the event a student must miss a class, arrangements need to be made in
advance for a make-up assignment.
Meet minimum
requirements for student project, and successfully complete course work and
related assignments.
Give a strategic
initiative class presentation.
All credit unions, regardless of size or complexity, must master ALM concepts to prosper. Financial management and its role in the strategic planning process is an integral part of the SCMS curriculum.