Schedule of Events

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
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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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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30
Nov
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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12
15
Feb
2019
Strategic CFO Immersion – Group 3 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: 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)
Registration for this course will be available at a later date.

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)
Registration for this course will be available at a later date.

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

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

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

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