Schedule of Events

23
26
Apr
2019
C-Suite Immersion – Phase 1 – FULL
Phoenix, AZ

C-Suite Immersion is designed to help those who want to deepen their abilities to think, act, and respond strategically, all while demonstrating their desired leadership attributes. This, of course, is easier said than done. It requires diligent focus and practice.

The process consists of two required phases for a total of eight days of experiential learning onsite at c. myers’ office and momentum calls.

Phase 1 Onsite: April 23-26, 2019
Phase 2 Onsite: August 6-9, 2019

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

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26
28
Jun
2019
A/LM for Those Who Need to Sweat the Details
Phoenix, AZ

A/LM for Those Who Need to Sweat the Details: Methodologies, Assumptions, and Messaging is designed to help CFOs and finance team members break down and simplify the complex web of methodologies and assumptions while providing practical ways to communicate how the numbers connect to strategy.

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09
12
Jul
2019
CEO Readiness – Phase 2
Phoenix, AZ

Phase 2 of CEO Readiness builds on the foundations established in Phase 1. Phase 2 allows participants to use what they learned in Phase 1 by practicing thought-processes of, and responses to, true business situations.

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

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06
09
Aug
2019
C-Suite Immersion – Phase 2 – FULL
Phoenix, AZ

Phase 2 of C-Suite Immersion builds on the foundations established in Phase 1.  Phase 2 allows participants to use what they learned in Phase 1 by practicing thought-processes of – and responses to – true business situations.

The process consists of two required phases for a total of eight days of experiential learning onsite at c. myers’ office and momentum calls.

Phase 1 Onsite: April 23-26, 2019
Phase 2 Onsite: August 6-9, 2019

Read More

06
09
Aug
2019
CEO Readiness – Phase 2
Phoenix, AZ

Phase 2 of CEO Readiness builds on the foundations established in Phase 1. Phase 2 allows participants to use what they learned in Phase 1 by practicing thought-processes of, and responses to, true business situations.

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

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05
08
Nov
2019
Strategic CFO Immersion – Group 5 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: November 5-8, 2019
Phase 2 Onsite: February 11-14, 2020

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03
Dec
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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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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