Schedule of Events

05
07
Dec
2017
A/LM Education – Fundamentals & Advanced
Phoenix, AZ

Our three-day A/LM Education course includes:

  • The Fundamentals: Using A/LM for Actionable Business Intelligence
  • Advanced Balance Sheet Management Strategies

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05
06
Dec
2017
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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07
Dec
2017
A/LM Education – Advanced
Phoenix, AZ

Advanced Balance Sheet Management Strategies
There is less and less room for error in the financial services industry; the consequences of not asking the right questions have become more severe. This one-day course will focus on questions to ask when contemplating key strategic decisions.

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11
Dec
2017
CUES Directors Conference
Marco Island, FL

CECL: A Board's-Eye View
c. myers will present 2 breakout sessions on December 11, 2017.
CECL is imminent, yet implementation and strategic consequences are unclear...

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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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13
16
Feb
2018
Strategic CFO Immersion – Group 1 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: February 13-16
Phase 2 Onsite: June 12-15

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21
22
Mar
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.

Read More

21
23
Mar
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

Read More

Past Events

Date

Location

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 Councils Webinar – Effective Project Management

April 2017

Phoenix, AZ

A/LM Education – Full

March 2017

Phoenix, AZ

A/LM Education – Fundamentals & Advanced – Full

March 2017

Phoenix, AZ

A/LM Education – Fundamentals – Full

March 2017

Phoenix, AZ

Advanced A/LM Education – Full

December 2016

Phoenix, AZ

A/LM Education – Full

December 2016

Phoenix, AZ

A/LM Education – 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

2016 Moss Adams Credit Union Conference

May 2016

Portland, OR

NAFCU’s 2016 Board of Directors & Supervisory Committee Conference

May 2016

San Francisco, CA

Advanced A/LM Education

March 2016

Phoenix, AZ

A/LM Education

March 2016

Phoenix, AZ

Advanced A/LM Education

December 2015

Phoenix, AZ

A/LM Education

December 2015

Phoenix, AZ

AICPA Conference on Credit Unions

November 2015

Austin, TX

Northwest Credit Union Association Amplify Convention

October 2015

Portland, OR

CUNA Operations, Sales & Service Council Conference

September 2015

Orlando, FL

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