Finance Council CFO Forum

Coming Fall 2020 - The 5th Annual Forum 

Stay tuned for announcements on this year's event! 


4th Annual CUNA Finance Council CFO Forum

October 15 – 16, 2019 | The Westgate Hotel | San Diego, CA

The CFO Forum will bring credit union senior financial executives together to discuss challenges and opportunities facing our industry today. Find out what other credit union financial leaders are talking about in an open forum environment driven from attendee input. The CFO Forum provides an excellent opportunity to network with industry peers.

Forum Rates:  CUNA Finance Council Member – FREE

CPE Credits
The CUNA Finance Council is proud to offer CPE Credits for the
CFO Forum. This session is eligible for 6 Credits in Finance.


Register Now


Downloadable Agenda


Day One:

Tuesday, October 15, 2019

5:30–7:00 p.m.

Networking Reception

Meet all of your fellow CFOs

Day Two:

Wednesday, October 16, 2019

7:30–8:30 a.m. Networking Breakfast
8:00–8:15 a.m.
Welcoming and Introduction

Steve Arbaugh, CUNA Finance Council Chair
8:15–9:30 a.m.
The Credit Union of the Twenty-First Century

Chris Harper Sr.,[bio], Sr. Director, Membership, Filene Research Institute

In this session we’re going to imagine the not-to-distant operating and regulatory future for Credit Unions. We will explore the landscape that is both enabled by technology and altered by changing economic conditions and consumer attitudes.

Q&A (last 15 minutes)
9:30–9:45 a.m.
Networking Break
9:45–10:45 a.m.
Peer to Peer Introductions and CU Challenges

Attendees will get the opportunities to share with the group, who they are, where they are from and the biggest challenge their CU is facing.

10:45 a.m.–Noon Roundtable Discussion

Topics will be determined by survey results sent to attendees a few weeks prior to forum.

Noon–1:00 p.m. Networking Lunch
1:00–2:15 p.m.

Round Table Discussion

Topics will be determined by survey results sent to
attendees a few weeks prior to forum.
2:15–3:00 p.m. Moderated Rountable Discussion: What Keeps You Up at Night?

Prior to the meeting, attendees will be surveyed for
desired discussion topics.
3:00–3:15 p.m.

Thank You and Parting Words
Conclusion and Attendee Requests for Follow-Up


Steve Arbaugh, CUNA Finance Council Chair

The unique collaboration of the credit union industry allows this to be a great opportunity to learn ways to take your organization to the next level and develop yourself professionally. The best take away will be the contacts you have made and network you have extended. Contact information of attendees will be provided to encourage future networking.

The Credit Union of the Twenty-First Century

Chris Harper, Senior Director, Filene Research Institute, Madison, WI

Chris HarperAn authority on the auto and finance marketplaces, Chris brings 25 years of experience in the financial services industry to Filene as our Senior Director, Membership. He leads our membership efforts and drives impact from Filene’s research to change not only credit union members but the community at large.

During his 15 year tenure at CU Direct, Chris oversaw efforts in expanding alternative lending solutions, supervised the company’s successful expansion efforts into new markets, established more than a dozen key strategic partnerships, and became the company’s Vice President, Business Development.

Prior to joining CU Direct, Chris was the Finance Director for Larry Page Auto Group, managed a Community Reinvestment Act branch for Wells Fargo and also served on the Board of New Generations Federal Credit Union (Richmond, Virginia) for six years.

Chris received his BS in Mass Communications from Virginia Commonwealth University, is a graduate of Bank of America's Management Training program and is a graduate of the Western CUNA Management School.