Schedule of Events

CUES Elite Access Online Course – Strategic Leadership Development for CFOs (Session 1)

Feb 20, 2019

Session 1:  7 Core Competencies of a Strategic CFO:  An Introduction
February 20, 2019 | 12:00 pm-1:00 pm Central Time

Session 2:  7 Core Competencies of a Strategic CFO:  A Deeper Dive
March 6, 2019 | 12:00 pm-1:00 pm Central Time

Presenter: c. myers corporation

Description:  In today’s rapidly changing environment and in order to remain relevant and sustainable going forward, credit unions need CFOs who think to differentiate and drive better decisions by helping key stakeholders link strategy and asset/liability management with the credit union’s desired measures of success. In the past, it was acceptable for CFOs to be masters of their silo, responsible primarily for the integrity of financials and providing reports to key stakeholders. Most CFOs were groomed throughout their careers to focus on numbers, analyze data, and provide profit and revenue reports.

As financial and regulatory complexity has mushroomed over the past couple of decades, and as a rapidly changing marketplace has increased both the volume and quality of today’s competition, the CFO’s role is being redefined in ways that challenge even the most astute CFO.

This two-part course will begin the process of fine-tuning participants’ development as a strategic leader within their organization as well as help identify characteristics to look for in a CFO.

Who Should Attend:  CFOs, those on a CFO path, C-Suite that want to better understand the CFO role and strategic thinking. CEO’s looking for ways to evaluate and further develop their CFO.

Key Takeaways:  Participants will leave with a better idea of an area they need to focus on personally in order to make them a more strategic CFO, and some tactical steps to help improve in those areas. CEO participants will leave with ideas on how they can help develop a CFO to be more strategic.

Additional Elite Access training’s could be offered that are focused on each of the individual 7 competencies, in order to provide a platform for those participants who are interested to gain further training and grow strategically in their positions.

Registration:  Registration for the February 20, 2019 and March 6, 2019 Elite Access courses will be available at a later date.  Participants must be available for both courses.  For information on additional Elite Access courses hosted by CUES, please visit


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