Events

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CUNA CFO Council Conference

7 Competencies of a Strategic CFO

Monday, May 22, 2017

Breakout Session 1: 9:15 – 10:15 a.m.   |   Breakout Session 2: 11:00 a.m. – Noon

Speakers: Sally Myers, CEO/Principal  |  Rob Johnson, EVP/Principal

To remain relevant and sustainable, credit unions need CFOs who are consistently helping key stakeholders link strategy and A/LM with the credit union’s desired measures of success.  Strategic CFOs are diligent forward-thinkers.  They consistently strive to anticipate problems before they arise and see opportunities timely.  This is absolutely critical in an environment in which traditional and non-traditional competition is counting the right business every day, and turning customer data into actionable business intelligence, real time.

During this session we will discuss 7 competencies of strategic CFOs, and discuss opportunities to move from an operational CFO to a strategic CFO.

3 key points to be covered:

  1. To help their credit unions thrive, operationally-focused CFOs must strive to transition to become a strategically-focused CFO
  2. It is not as easy as one might think to make this transition to a strategic CFO, so it is important to start now
  3. Clear, relevant, and effective communication is at the top of the list for a strategic CFO

3 tangible benefits:

  1. Focus and direction for potentially improving your career track
  2. Examples of questions that promote strategic thinking
  3. The power of making “no” decisions
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NAFCU 2017 Board of Directors & Supervisory Committee Conference

C. myers will present 2 sessions:

General Session – Asset/Liability Management:  What a Board Needs to Know About Optimizing Financial Risk/Return

As the world continues to change at lightning speed, decisions have become more complex and far-reaching.  A/LM can be a source of actionable business intelligence, helping decision-makers navigate this complex environment.

During this session participants will explore examples of how credit unions are readily identifying and optimizing financial risk/return trade-offs.  A prime benefit of this optimization is more effective allocation of financial resources which can support enhanced member experiences.

Breakout Session – 6 Questions Strategic Boards Discuss During the Budgeting and Forecasting Process

As the pace of change accelerates, strategic boards find that the questions they are discussing during this critical process need to evolve.  Session participants will discover how asking these 6 questions can help boards successfully connect budgeting and forecasting with their credit union’s unique strategy.

Please join us!