Customized Programs
We offer an array of customized events for your institution. Critical Thinking, ALM Education, A Board's-Eye View, CEO Readiness, and CEO Evolution can all be customized to meet you and your team's objectives.
We are hands-on. A trusted team of associates and strategic partners at your service, transforming variables into actionable information.
Decision-makers have tremendous opportunities and relentless pressures as they continuously strive to remain competitive and provide clear value to their customers.
Our events are tailored to help decision-makers and their teams advance their thinking and learning, so that they can more confidently tackle questions and decisions in an increasingly complex world.
Filter for Event Type
18
21
21
May
2025
America’s Credit Unions Finance Council Conference
Phoenix, AZ
Join c. myers at this America's Credit Unions hosted conference as we explore best practices for leading an effective ALCO Committee.
20
22
22
May
2025
Cultivating Project Management
Phoenix, AZ
Successful project management ensures that projects are completed on time, within budget, and the expected quality of work is achieved. Our primary course objective is to work with participants to begin to develop, or improve, the competencies needed to plan, manage, and/or participate as a key stakeholder in projects that successfully complete the stated goals and deliverables.
03
06
06
Jun
2025
Senior Leadership Immersion
Phoenix, AZ
Senior Leadership 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, either onsite at c. myers’ offices in Phoenix or virtually, and momentum calls.
10
13
13
Jun
2025
Strategic CFO Immersion
Phoenix, AZ
Strategic CFO Immersion helps CFOs deepen their proficiency of the competencies necessary to be the financial leader of their institution, and link strategy with desired financial performance.
The immersion consists of two phases, with each phase including four days of experiential learning, either onsite at c. myers’ offices in Phoenix or virtually, and continued momentum calls with the participants.
24
27
27
Jun
2025
ALM Education: For Those Who Need To Sweat The Details
Phoenix, AZ
ALM for Those Who Need to Sweat the Details 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.
22
25
25
Jul
2025
Strategic CFO Immersion
Phoenix, AZ
Strategic CFO Immersion helps CFOs deepen their proficiency of the competencies necessary to be the financial leader of their institution, and link strategy with desired financial performance.
The immersion consists of two phases, with each phase including four days of experiential learning, either onsite at c. myers’ offices in Phoenix or virtually, and continued momentum calls with the participants.
05
08
08
Aug
2025
Senior Leadership Immersion
Phoenix, AZ
Senior Leadership 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, either onsite at c. myers’ offices in Phoenix or virtually, and momentum calls.
19
21
21
Aug
2025
Cultivating Financial Acumen
Phoenix, AZ
This course is designed to help talent gain a clearer understanding of key financial metrics, how they are interrelated, and the types of decisions that impact them. Participants will also explore primary economic engines that often drive the business model. The secondary emphasis includes elevating leadership presence and communication.
07
09
09
Oct
2025
Cultivating Leadership Presence
Phoenix, AZ
This course is designed to jump start an individual’s development with focus on communication, critical thinking, and leadership presence.
21
24
24
Oct
2025
Senior Leadership Immersion
Phoenix, AZ
Senior Leadership 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, either onsite at c. myers’ offices in Phoenix or virtually, and momentum calls.
04
07
07
Nov
2025
ALM Education: For Those Who Need To Sweat The Details
Phoenix, AZ
ALM for Those Who Need to Sweat the Details 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.
18
21
21
Nov
2025
Strategic CFO Immersion
Phoenix, AZ
Strategic CFO Immersion helps CFOs deepen their proficiency of the competencies necessary to be the financial leader of their institution, and link strategy with desired financial performance.
The immersion consists of two phases, with each phase including four days of experiential learning, either onsite at c. myers’ offices in Phoenix or virtually, and continued momentum calls with the participants.
03
06
06
Feb
2026
Senior Leadership Immersion
Phoenix, AZ
Senior Leadership 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, either onsite at c. myers’ offices in Phoenix or virtually, and momentum calls.
24
27
27
Feb
2026
Strategic CFO Immersion
Phoenix, AZ
Strategic CFO Immersion helps CFOs deepen their proficiency of the competencies necessary to be the financial leader of their institution, and link strategy with desired financial performance.
The immersion consists of two phases, with each phase including four days of experiential learning, either onsite at c. myers’ offices in Phoenix or virtually, and continued momentum calls with the participants.
24
26
26
Mar
2026
Cultivating Leadership Presence
Phoenix, AZ
This course is designed to jump start an individual’s development with focus on communication, critical thinking, and leadership presence.
14
17
17
Apr
2026
Senior Leadership Immersion
Phoenix, AZ
Senior Leadership 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, either onsite at c. myers’ offices in Phoenix or virtually, and momentum calls.
14
16
16
Apr
2026
Cultivating Financial Acumen
Phoenix, AZ
This course is designed to help talent gain a clearer understanding of key financial metrics, how they are interrelated, and the types of decisions that impact them. Participants will also explore primary economic engines that often drive the business model. The secondary emphasis includes elevating leadership presence and communication.
21
24
24
Apr
2026
Strategic CFO Immersion
Phoenix, AZ
Strategic CFO Immersion helps CFOs deepen their proficiency of the competencies necessary to be the financial leader of their institution, and link strategy with desired financial performance.
The immersion consists of two phases, with each phase including four days of experiential learning, either onsite at c. myers’ offices in Phoenix or virtually, and continued momentum calls with the participants.
02
05
05
Jun
2026
Senior Leadership Immersion
Phoenix, AZ
Senior Leadership 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, either onsite at c. myers’ offices in Phoenix or virtually, and momentum calls.
09
12
12
Jun
2026
Strategic CFO Immersion
Phoenix, AZ
Strategic CFO Immersion helps CFOs deepen their proficiency of the competencies necessary to be the financial leader of their institution, and link strategy with desired financial performance.
The immersion consists of two phases, with each phase including four days of experiential learning, either onsite at c. myers’ offices in Phoenix or virtually, and continued momentum calls with the participants.
23
26
26
Jun
2026
ALM Education: For Those Who Need To Sweat The Details
Phoenix, AZ
ALM for Those Who Need to Sweat the Details 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.
04
06
06
Aug
2026
Cultivating Financial Acumen
Phoenix, AZ
This course is designed to help talent gain a clearer understanding of key financial metrics, how they are interrelated, and the types of decisions that impact them. Participants will also explore primary economic engines that often drive the business model. The secondary emphasis includes elevating leadership presence and communication.
04
07
07
Aug
2026
Senior Leadership Immersion
Phoenix, AZ
Senior Leadership 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, either onsite at c. myers’ offices in Phoenix or virtually, and momentum calls.
06
08
08
Oct
2026
Cultivating Leadership Presence
Phoenix, AZ
This course is designed to jump start an individual’s development with focus on communication, critical thinking, and leadership presence.
20
23
23
Oct
2026
Senior Leadership Immersion
Phoenix, AZ
Senior Leadership 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, either onsite at c. myers’ offices in Phoenix or virtually, and momentum calls.
03
06
06
Nov
2026
Strategic CFO Immersion
Phoenix, AZ
Strategic CFO Immersion helps CFOs deepen their proficiency of the competencies necessary to be the financial leader of their institution, and link strategy with desired financial performance.
The immersion consists of two phases, with each phase including four days of experiential learning, either onsite at c. myers’ offices in Phoenix or virtually, and continued momentum calls with the participants.
17
20
20
Nov
2026
ALM Education: For Those Who Need To Sweat The Details
Phoenix, AZ
ALM for Those Who Need to Sweat the Details 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.
Past Events
Date
Location
America’s Credit Unions HR & Organizational Development Council Conference
April 2025
New Orleans, LA
Finance at the Forefront of Merger & Acquisition Opportunities
April 2025
Senior Leadership Immersion
April 2025
Phoenix, AZ
Strategic CFO Immersion
April 2025
Phoenix, AZ
Cultivating Leadership Presence
March 2025
Phoenix, AZ
Using ALM to Enhance Decision-Making
March 2025
Cultivating Financial Acumen
March 2025
Phoenix, AZ
Cultivating Process Improvement
March 2025
Phoenix, AZ
Strategic CFO Immersion
February 2025
Phoenix, AZ
Start Early and Stay Ahead: Because DFAST and CPST Preparation Will Take Much Longer Than You Think
February 2025
Senior Leadership Immersion
February 2025
Phoenix, AZ
CUES Virtual Classroom – Mastering the Execution of Strategic Initiatives: Turning Plans into Results
January 2025
Strategic CFO Immersion
November 2024
Phoenix, AZ
Strategic CFO Immersion – FULL – TALK TO US ABOUT ADDITIONAL DATES
November 2024
Phoenix, AZ
Senior Leadership Immersion
October 2024
Phoenix, AZ
Cultivating Leadership Presence
October 2024
Phoenix, AZ
America’s Credit Unions CFO Summit
September 2024
Greenville, South Carolina
Join Us For a Strategic Conversation – Increase Your Strategic Flexibility Through Forecasting and Scenario Planning
September 2024
Cultivating Financial Acumen
August 2024
Phoenix, AZ
Senior Leadership Immersion – FULL – TALK TO US ABOUT ADDITIONAL DATES
August 2024
Phoenix, AZ
Strategic CFO Immersion
July 2024
Phoenix, AZ
ALM Education: For Those Who Need To Sweat The Details
June 2024
Phoenix, AZ
Strategic CFO Immersion
June 2024
Phoenix, AZ
Strategic Leadership Immersion – Alumni Only – FULL – CALL FOR OPTIONS
June 2024
Phoenix, AZ
Cultivating Leadership Presence – FULL – CALL FOR OPTIONS
June 2024
Phoenix, AZ
CUNA Finance Council Conference
May 2024
Orlando, FL
