CUNA CFO Council 2017 - Scenes from Monday

Scenes from the CUNA CFO Council Conference

Breakout sessions address pressing finance topics.

May 23, 2017

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