Curriculum Overview

Expanding Horizons. Exploring Possibilities.

Southwest Credit Union Management School is the go-to experience for rising and C-suite credit union professionals. Students build business acumen, broaden their vision for their own credit union’s strategic direction, expand leadership capabilities, collaborate, and grow networks to last a lifetime.

The school provides higher academic-style learning and engagement opportunities. To transform tomorrow’s leaders, SCMS provides a blend of in-person, live-virtual, and micro-learning courses that provide an immersive experience focusing on:

  • Innovation and strategy: Identifying opportunities and resolving industry frictions
  • Credit union growth
  • Professional and personal leadership development
  • Productive collaboration and networking
students in class

Curriculum may Include:

First Year

Laying the Foundation

  • Advocacy: Understanding Credit Union Legislation
  • AI as a Business Strategy
  • Call Report Trends, Challenges, & Opportunities
  • Cohesion Culture
  • Communication Theory
  • Data-Driven Leadership
  • Embedded Financing
  • Entrepreneurial Thinking
  • Financial Management
  • HR: Compensation & Structure
  • Introduction to Open Banking 
  • Market-Based Pricing of Loans
  • Presentation Skills for Today's Business Environment
  • Risk Management
  • The 6 Types of Working Genius
  • Understanding Financial Reports
  • Workplace Risk & Safety
  • Your Professional Brand & Persona

Second Year

Trends and Strategy

  • Adaptive Thinking
  • Advocacy: Debating the Issues
  • AI-Building a Roadmap
  • Applied Data Strategy
  • Data Governance
  • Ethics is NOT an Option
  • Financial Management
  • Financial Simulation
  • Leveraging Neurodiversity and Unconscious Bias for Innovation and Inclusion
  • HR: When to Move from Coaching to Discipline
  • Optimizing Remote Talent aka Cohesion Culture™ ReTENTION
  • Refactoring Your Lending Program
  • Risk Management
  • Strategic Business & Marketing
  • Teams & Teaming: The Power of Working Together

Third Year

Focusing Forward

  • Being an Effective Change Agent
  • CUSOs: How Credit Unions and Entrepreneurs Can Get Started (And Win!) with Credit Union Service Organizations
  • Enterprise Risk Management
  • Essentials of Negotiation
  • Exponential Thinking
  • Fintech & App Development Landscape
  • Financial Strategy Execution
  • Forecasting Trends in the Financial Industry
  • Learning Never Stops: Hot Topic
  • Organizational Communication
  • Risk Management
  • Scenario Planning & Mapping
  • The Self-Care Advantage: Elevating Leadership Capacity
  • Third-Year Oral Presentations

First-Year Students

Class of 2027

  • July 13-18, 2025: In-person at TCU
  • Oct. 21-23, 2025 (9-11 a.m. CT): Virtual-Live Classes
  • May 5-7, 2026 (9-11 a.m. CT): Virtual-Live Classes

Second-Year Students

Class of 2026

  • May 6-8, 2025 (9-11 a.m. CT): Virtual-Live Classes
  • July 13-18, 2025: In-person at TCU
  • Oct. 1-17, 2025: Virtual Team Assignment
  • Oct. 21-23, 2025 (1-3 p.m. CT): Virtual-Live Classes
  • May 5-7, 2026 (1-3 p.m. CT): Virtual-Live Classes

Third-Year Students

Class of 2025

  • May 6-8, 2025 (1-3 p.m. CT): Virtual-Live Classes
  • July 13-18, 2025: In-person at TCU
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