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 2022 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.
This virtual course is designed for those who don’t live ALM, yet have responsibilities for making strategic recommendations and/or decisions.
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
Strategic CFO Immersion – FULL – CALL FOR OPTIONS
November 2022
Phoenix, AZ
CUNA HR & Organizational Development Council Forum
November 2022
Tempe, AZ
Senior Leadership Immersion – FULL – CALL FOR OPTIONS
November 2022
Phoenix, AZ
NAFCU CFO Summit
September 2022
Annapolis, MD
ALM Education: Foundation for Using ALM to Make Decisions
September 2022
Senior Leadership Immersion
August 2022
Phoenix, AZ
Strategic CFO Immersion
July 2022
Phoenix, AZ
Strategic CFO Immersion – FULL – CALL FOR OPTIONS
July 2022
Phoenix, AZ
ALM Education: For Those Who Need To Sweat The Details
June 2022
Phoenix, AZ
Cultivating Talent – FULL – CALL FOR OPTIONS
June 2022
Phoenix, AZ
CUNA Finance Council Conference
May 2022
Las Vegas, Nevada
ALM Education: Foundation for Using ALM to Make Decisions – CLOSED – CALL FOR OPTIONS
April 2022
CUNA HR & Organizational Development Council Conference
April 2022
Orlando, Florida
Senior Leadership Immersion
April 2022
Phoenix, AZ
Critical Thinking Workshop – Accelerate Critical and Strategic Thinking Skills – Full – Call for Options
March 2022
Phoenix, AZ
Strategic CFO Immersion – Full – Call for Options
March 2022
Phoenix, AZ
Cultivating Talent – FULL – CALL FOR OPTIONS
March 2022
Phoenix, AZ
Strategic CFO Immersion – Full – Call for Options
February 2022
Phoenix, AZ
Senior Leadership Immersion – Full – Call for Options
February 2022
Phoenix, AZ
NAFCU Webinar – Board Engagement for the Investment Portfolio
January 2022
CUNA Roundtable
December 2021
NAFCU CFO Summit
December 2021
ALM Education: Cultivating Agile ALCO Members
December 2021
Phoenix, AZ
