Schedule of Events

12
15
Feb
2019
Strategic CFO Immersion – Group 3 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: November 6-9, 2018
Phase 2 Onsite: February 12-15, 2019

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20
Feb
2019
CUES Elite Access Course – Strategic Leadership Development for CFOs (Session 1)

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.

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26
01
Feb
Mar
2019
Strategic CFO Immersion – Group 4 Phase 1
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: February 26-March 1, 2019
Phase 2 Onsite: June 11-14, 2019

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06
Mar
2019
CUES Elite Access Course – Strategic Leadership Development for CFOs (Session 2)

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.

Read More

19
22
Mar
2019
CEO Readiness – Phase 1
Phoenix, AZ

CEO Readiness is designed to help those who want to prepare to be a CEO advance the strategic and leadership competencies necessary to be successful in creating and cultivating a compelling organization.

The readiness 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: March 19-22, 2019
Phase 2 Onsite: July 9-12, 2019

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25
Mar
2019
A/LM for Decision-Makers Who Dread It
Phoenix, AZ

Designed for executives and other decision-makers who dread discussions about A/LM, yet have responsibilities for making strategic recommendations and/or decisions.

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26
28
Mar
2019
Cultivating Agile ALCO Members
Phoenix, AZ

Cultivating Agile ALCO Members: Linking Strategy, A/LM, and Business Model Optimization is a thought-provoking class for ALCO and aspiring ALCO members will incorporate experiential learning, case studies, open discussion, and address questions ALCOs are asking.

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15
18
Apr
2019
CEO Readiness – Phase 1
Phoenix, AZ

CEO Readiness is designed to help those who want to prepare to be a CEO advance the strategic and leadership competencies necessary to be successful in creating and cultivating a compelling organization.

The readiness 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: April 15-18, 2019
Phase 2 Onsite: August 6-9, 2019

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Past Events

Date

Location

A/LM Education – The Next Step – FULL

November 2018

Phoenix, AZ

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

November 2018

Phoenix, AZ

A/LM Education – Fundamentals – FULL

November 2018

Phoenix, AZ

CUES Elite Access Course – Effective Process Improvement: Starting Off on the Right Foot (Session 2)

November 2018

CUES Elite Access Course – Effective Process Improvement: Starting Off on the Right Foot (Session 1)

November 2018

AICPA Conference on Credit Unions

October 2018

Las Vegas, NV

CUES Webinar – Dust Off Your Deposit Acquisition Strategy

October 2018

CUES Webinar – Advance Management of Your Lending Economic Engine

August 2018

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

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