A Board’s-Eye View
The decisions Boards are faced with are only going to increase in complexity and likely have longer term implications. We can customize financial and ALM education to meet the needs of your organization.
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
The decisions Boards are faced with are only going to increase in complexity and likely have longer term implications. We can customize financial and ALM education to meet the needs of your organization.
This hybrid course is designed for those who have responsibilities for making strategic recommendations and/or decisions, yet don’t live in the details of ALM.
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
Critical Thinking Workshop – Accelerate Critical and Strategic Thinking Skills – FULL – CALL FOR OPTIONS
March 2024
Phoenix, AZ
Cultivating Financial Acumen
March 2024
Phoenix, AZ
Strategic CFO Immersion – Full – Call for Options
February 2024
Phoenix, AZ
Senior Leadership Immersion
February 2024
Phoenix, AZ
Process Improvement Education – Full – Call for Options
January 2024
Phoenix, AZ
Critical Thinking Workshop – Accelerate Critical and Strategic Thinking Skills
December 2023
Phoenix, AZ
Strategic CFO Immersion – FULL – CALL FOR OPTIONS
November 2023
Phoenix, AZ
Senior Leadership Immersion
November 2023
Phoenix, AZ
Senior Leadership Immersion – Full – Call for Options
October 2023
Phoenix, AZ
AICPA & CIMA Conference on Credit Unions
October 2023
Denver, Colorado
ALM Education: How to Use ALM to Enhance Decision-Making
September 2023
NAFCU CFO Summit
September 2023
Las Vegas, Nevada
NAFCU Risk Management Seminar
August 2023
Louisville, KY
Senior Leadership Immersion
August 2023
Phoenix, AZ
Senior Leadership Immersion
July 2023
Phoenix, AZ
Strategic CFO Immersion
July 2023
Phoenix, AZ
ALM Education: For Those Who Need To Sweat The Details
June 2023
Phoenix, AZ
Cultivating Talent – FULL – CALL FOR OPTIONS
June 2023
Phoenix, AZ
CUNA Finance Council Conference
May 2023
Anaheim, CA
NAFCU CEOs and Senior Executives Conference
May 2023
Charleston, SC
ALM Education: How to Use ALM to Enhance Decision-Making
April 2023
CUNA HR & Organizational Development Council Conference
April 2023
San Diego, CA
Senior Leadership Immersion – Full – Call for Options
April 2023
Phoenix, AZ