Schedule of Events

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

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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06
09
Nov
2018
Strategic CFO Immersion – Group 3 Phase 1 – Course Full
Phoenix, AZ

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

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

Phase 1 Onsite: November 6-9, 2018
Phase 2 Onsite: February 12-15, 2019

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14
Nov
2018
CUES Elite Access Course – Effective Process Improvement: Starting Off on the Right Foot (Session 1)
Registration for this course will be available at a later date.

Continuous process improvement should not be a buzz phrase. It should be a way of life. To make it a habit, it is necessary for all stakeholders to clearly understand the end goal. Session 1 is designed to help participants learn how to clearly think through an effective objective statement, which includes proven dos and don'ts.

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28
29
Nov
2018
A/LM Education – Fundamentals
Phoenix, AZ

The Fundamentals: Using A/LM for Actionable Business Intelligence
Our flagship course will show you how to use A/LM to provide your team with actionable business intelligence. You will work in teams using case studies of real credit unions and will leave the session better equipped to make business decisions.

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28
30
Nov
2018
A/LM Education – Fundamentals & The Next Step
Phoenix, AZ

Our three-day A/LM Education course includes:

  • The Fundamentals: Using A/LM for Actionable Business Intelligence
  • The Next Step: Connecting A/LM with Strategy

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28
Nov
2018
CUES Elite Access Course – Effective Process Improvement: Starting Off on the Right Foot (Session 2)
Registration for this course will be available at a later date.

Once an effective objective statement is agreed upon, stakeholders need to be deliberate in articulating what is in scope, and out of scope so that the endeavor does not grow unintended tentacles. Session 2 will dive into how to facilitate a productive process for determining what's in scope and out of scope.

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Past Events

Date

Location

NAFCU Webcast – Strategic Opportunities are Abundant, Making Longer-Term Financial Forecasting a Must – An Executive View

August 2018

Washington, DC

Strategic CFO Immersion – Group 2 Phase 2

July 2018

Phoenix, AZ

NASCUS Summit 2018

July 2018

Orlando, FL

Strategic CFO Immersion – Group 1 Phase 2 – Course Full

June 2018

Phoenix, AZ

NAFCU’s 2018 Board of Directors & Supervisory Committee Conference

May 2018

Newport, RI

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 – 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

NASCUS Ohio Examiners School

August 2017

Columbus, OH

NAFCU Webinar

August 2017

Washington, DC

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 – Fundamentals – Full

December 2016

Phoenix, AZ

A/LM Education – Advanced – Full

December 2016

Phoenix, AZ

CUES CEO/Executive Team Network Conference

October 2016

Savannah, GA

AICPA Conference on Credit Unions

October 2016

Orlando, FL

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