Schedule of Events

01
31
Jan
Dec
2018
CEO Immersion
Phoenix, AZ

CEO Immersion is individualized training designed to help CEOs continue to develop and improve their strategic leadership qualities.

Content and scheduling are customized based on individual objectives. Please contact us to learn more about how we can help.

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12
15
Jun
2018
Strategic CFO Immersion – Group 1 Phase 2 – Course Full
Phoenix, AZ

Phase 2 of Strategic CFO Immersion helps CFOs deepen in their proficiency of the competencies necessary to be the financial leader of their credit union and link strategy with desired financial performance.

The immersion consists of two phases, with each phase including four days onsite at c. myers' offices and continued learning calls with the participants.

Phase 1 Onsite: February 13-16
Phase 2 Onsite: June 12-15

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26
27
Jun
2018
Making Sense of CECL: An Interactive Workshop
Phoenix, AZ

During this hands-on workshop (limited availability), attendees will navigate the uncharted waters of CECL together, using tools designed to explore various methodologies and implications to the credit union business model. You’ll work with your unique data and collaborate with other credit unions as you bring the various aspects of CECL into focus.

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17
20
Jul
2018
Strategic CFO Immersion – Group 2 Phase 2
Phoenix, AZ

Phase 2 of Strategic CFO Immersion helps CFOs deepen in their proficiency of the competencies necessary to be the financial leader of their credit union and link strategy with desired financial performance.

The immersion consists of two phases, with each phase including four days onsite at c. myers' offices and continued learning calls with the participants.

Phase 1 Onsite: March 27-30
Phase 2 Onsite: July 17-20

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03
Aug
2018
Making Sense of CECL: A Follow-up Workshop – Full
Hosted by Suncoast Credit Union, Tampa, FL

As a follow-up to last year's Making Sense of CECL: An Interactive Workshop, this 1-day workshop is for those who previously attended. Participants will share decisions and/or discoveries they have experienced since the workshop last fall.

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23
Aug
2018
CUES Webinar – Advance Management of Your Lending Economic Engine

Webinar focuses on how to evolve understanding and communication of risks so that decision-makers can be more forward-thinking and agile in managing their lending economic engine.

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09
Oct
2018
CUES Webinar – Dust Off Your Deposit Acquisition Strategy
Registration for this webinar will be available at a later date.

Liquidity as an industry issue took a long hiatus — now that it’s back, it is clear that the situation and methods to manage it will be different than they were in the mid-2000s. Liquidity that used to act like a faucet you could turn on and off with rates may not work that way this time around.

Now is the time to shift gears — proactively strengthen your deposit acquisition and retention strategy, think through the levers you’ll be willing to pull for additional liquidity, and test the impact of those decisions.

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22
Oct
2018
AICPA Conference on Credit Unions
Las Vegas, NV

CECL – Journey on the Road to Implementation The last few years have been spent talking about CECL and showing different models and calculations. Now is the time to think beyond the calculation and focus on the big question not being talked about enough – “What is the impact of CECL on our business model?” […]

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Past Events

Date

Location

NAFCU’s 2018 Board of Directors & Supervisory Committee Conference

May 2018

Newport, Rhode Island

Strategic CFO Immersion – Group 2 Phase 1

March 2018

Phoenix, AZ

A/LM Education – The Next Step – Full

March 2018

Phoenix, AZ

A/LM Education – Fundamentals & The Next Step – Full

March 2018

Phoenix, AZ

A/LM Education – Fundamentals – Full

March 2018

Phoenix, AZ

CUNA Webinar – Smart Deposit Strategy – NOW not Later

February 2018

Phoenix, AZ

Strategic CFO Immersion – Group 1 Phase 1 – Course Full

February 2018

Phoenix, AZ

CUES Directors Conference

December 2017

Marco Island, FL

A/LM Education – Advanced – Full

December 2017

Phoenix, AZ

A/LM Education – Fundamentals – Full

December 2017

Phoenix, AZ

Moss Adams 17th Annual Community Banking Conference

September 2017

Huntington Beach, CA

NAFCU Webinar

August 2017

Washington, DC

NAFCU Webinar

August 2017

Washington, DC

NASCUS Ohio Examiners School

August 2017

Columbus, OH

Making Sense of CECL: An Interactive Workshop – Full

August 2017

Hosted by Suncoast Credit Union, Tampa, FL

Making Sense of CECL: An Interactive Workshop – Full

July 2017

Phoenix, AZ

The FMS Forum 2017

June 2017

Las Vegas, NV

NASCUS California Examiners School

May 2017

Sacramento, CA

CUNA CFO Council Conference

May 2017

Orlando, FL

NAFCU 2017 Board of Directors & Supervisory Committee Conference

May 2017

Charleston, SC

CUNA Webinar – Effective Project Management

April 2017

Phoenix, AZ

A/LM Education – Advanced – Full

March 2017

Phoenix, AZ

A/LM Education – Fundamentals – Full

March 2017

Phoenix, AZ

A/LM Education – Advanced – Full

December 2016

Phoenix, AZ

A/LM Education – Fundamentals – Full

December 2016

Phoenix, AZ

A/LM Education – Fundamentals – Full

December 2016

Phoenix, AZ

CUES CEO/Executive Team Network Conference

October 2016

Savannah, GA

AICPA Conference on Credit Unions

October 2016

Orlando, FL

CUNA Operations, Sales & Service Council Conference

September 2016

Las Vegas, NV

NAFCU 49th Annual Conference

June 2016

Nashville, TN

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