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.
Most people think the economy is headed in the wrong direction–and most people are wrong, says finance speaker Peter Ricchiuti.
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.
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.
Consumers’ primary reason for not switching financial institutions is a perceived lack of differentiation, says Lori Azevedo, Kasasa’s senior vice president.
Members of the Crash the CUNA CFO Council Conference contingent gather with representatives of Twenty Twenty Analytics, which sponsored the initiative.
Steve Houle, VP advisory service for Catalyst Strategic Solutions, emphasizes three investment fundamentals: liquidity, earnings / returns, and an appropriate risk profile.
Government guaranteed loan programs limit credit risk exposure, says Benjamin Clark, senior vice president, Coastal Securities.
As a meeting facilitator, “if your heart’s not in it, people will know it,” consultant Doug Olsen tells breakout session attendees.
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