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:
- To help their credit unions thrive, operationally-focused CFOs must strive to transition to become a strategically-focused CFO
- It is not as easy as one might think to make this transition to a strategic CFO, so it is important to start now
- Clear, relevant, and effective communication is at the top of the list for a strategic CFO
3 tangible benefits:
- Focus and direction for potentially improving your career track
- Examples of questions that promote strategic thinking
- The power of making “no” decisions