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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21
Feb
2018
CUNA Webinar – Smart Deposit Strategy – NOW not Later

The loan-to-asset ratio of the industry continues to grow, contributing to a liquidity strain we haven't seen in years. This strain is compounded by complex changes in the competitive environment happening at lightning speed, millennials who are redefining banking, and an aging depositor base. For many credit unions, it is not unusual to have more than 65% of deposits with members who are 60 years old or older AND the largest slice of borrowers in their 50s. While it may not feel like a problem today, these trends shouldn’t be ignored.

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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.

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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

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23
Mar
2018
A/LM Education – The Next Step
Phoenix, AZ

The Next Step: Connecting A/LM with Strategy
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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27
30
Mar
2018
Strategic CFO Immersion – Group 2 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: March 27-30
Phase 2 Onsite: July 17-20

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08
May
2018
NAFCU’s 2018 Board of Directors & Supervisory Committee Conference
Newport, Rhode Island

CEO Succession Planning Best Practices. All too often, organizations—including credit unions—wait until their CEO resigns or retires to start thinking about how to replace that person. By then it's too late. The process is reactionary instead of proactive, and the organization suffers as a result. Learn why and how you should create a succession plan, groom a successor, and more.

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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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Past Events

Date

Location

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

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

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

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