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Home » Scenes from the CUNA CFO Council Conference
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Scenes from the CUNA CFO Council Conference

Breakout sessions address pressing finance topics.

May 23, 2017
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CUNA CFO Council 2017 - Scenes from Monday

From a review of investment fundamentals to insights on taking a more strategic outlook, CUNA CFO Council Conference attendees absorbed a wide variety of lessons Monday.

Following are scenes from the day's general session and breakouts.

  • Slide 01

    Most people think the economy is headed in the wrong direction–and most people are wrong, says finance speaker Peter Ricchiuti.

  • Slide 02

    Using "no" effectively as a CFO can be a powerful tool to pursuing only the projects central to your strategic goals, says Rob Johnson, EVP/principal, c. myers.

  • Slide 03

    Susan Gruber, Patelco CU’s SVP/CFO and a CFO Council executive committee member, analyzes a CU's demographic spread during a "strategic CFO" exercise.

  • Slide 04

    Consumers’ primary reason for not switching financial institutions is a perceived lack of differentiation, says Lori Azevedo, Kasasa’s senior vice president.

  • Slide 05

    Members of the Crash the CUNA CFO Council Conference contingent gather with representatives of Twenty Twenty Analytics, which sponsored the initiative.

  • Slide 06

    Steve Houle, VP advisory service for Catalyst Strategic Solutions, emphasizes three investment fundamentals: liquidity, earnings / returns, and an appropriate risk profile.

  • Slide 07

    Government guaranteed loan programs limit credit risk exposure, says Benjamin Clark, senior vice president, Coastal Securities.

  • Slide 08

    As a meeting facilitator, “if your heart’s not in it, people will know it,” consultant Doug Olsen tells breakout session attendees.

 

►Click here for more conference coverage from CUNA News, and get live updates on Twitter via @AdamMertzCUNA, @cumagazine, and  @CUNACouncils, and by using the #CFOCouncil hashtag. Learn more about the CUNA CFO Council, a member-led professional society for credit union executives, at cunacouncils.org. 

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