Events

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