Roundtable Event

The CFO/Marketer Relationship

05.14.2015 - 05.14.2015 (M & BD)

1:00 p.m. CST


Are you looking for best practices on how to improve the relationship and communication between the CFO and Marketing? Sign up for this one hour interactive Roundtable and hear from Marketers and CFOs on how marketing and finance can work in union to connect the dots on leadership, budgeting and forecasting, strategic planning, promotion tracking and product pricing. As your take-away, you will learn tactics that will allow you to create effective collaborations between Finance and Marketing.



Josh McAfee, Vice President of Marketing, Leaders Credit Union

Josh McAfee has been the team mascot for Leaders Credit Union since 2010, but the company makes him put Vice President of Marketing on the business cards. The business has grown by over 40% since he joined the company. He’s a 2009 graduate of Harding University with a business degree in Marketing, and he’s married to his college sweetheart Kristen. She got suckered into a blind date. They have a three-year old son named Jude, whose hobby is general destruction of everything in the house. They also have a five-month old named Evelyn who enjoys 3 AM serenades. Josh was named as one of four “Next Top Credit Union Execs” by CUES in 2011, and he served as an i3 research associate with the Filene Research Institute from 2011 to 2013. When he’s not winning awards for his great looks and athletic talent, he’s trying to be a good dad and husband, and help tell people how great credit unions are.

Seth Rudd, Vice President of Finance and Chief Financial Officer, Leaders CU

Seth Rudd, CPA/CGMA, serves on executive management team at Leaders Credit Union as their Vice President of Finance and Chief Financial Officer. Seth is a graduate of Harding University where he received his Bachelor of Business Administration in Accounting. Seth has spent his entire career in the banking industry. Seth served in operation functions as well as retail banking at First State Bank and in the financial institutions audit practice at Horne, LLP. Seth is a member of the American Institute of Certified Public Accountants as well as a member of the Tennessee Society of Certified Public Accountants.

Brian Hughes, Vice President of Finance, Wealth and Business Solutions, Sun Federal

Brian Hughes is the Vice President of Finance, Wealth and Business Solutions for Sun Federal, a credit union with 475 million dollars in assets serving over 250 sponsor groups primarily located in the Toledo, Ohio and Philadelphia, Pennsylvania. Brian’s responsibilities include leading the Finance, Accounting, Internal Auditing, Financial Planning and Business Services Departments, strategic planning, contracts and leases, bond and insurance, investment portfolio management and asset liability management.

Click here for Brian's complete speaker biography.

Dave Widle, Vice President of Marketing/Business Development, Sun Federal

My CU career began in Sacramento, CA in 1992. In 2011, I migrated to Madison, WI where I worked for CUNA Mutual and in 2012; I moved slightly further East and South landing at Sun Federal Credit Union in Maumee, OH.

I began my CU career as a licensed insurance representative for CUNA Mutual in 1992. Approximately 2 years later, a CU I worked with approached me and asked if I would be their VP/Marketing & HR. I said “yes” and my CU management career began. As VP, the functional areas I have managed include: Marketing, Business Development, Human Resources and CUSO management. I have worked for CUs ranging in assets from $60MM – over $1 billion.

Click here for Dave's complete speaker biography.

Rich Jones, President/CEO, Leaders2Leadership LLC

A published author and engaging speaker, Rich Jones is President/CEO for Leaders2Leadership LLC. Prior to starting his own strategic planning agency he was Senior Vice President of Sales, Marketing and Business Development with $1B Elements Financial FCU (previously known as Eli Lilly Federal Credit Union.) With more than three decades of leadership experience that included building entrepreneurial enterprises he brings innovative thought and practices to credit unions, community banks and non-profit enterprises across the country. 

Click here for Rich's complete speaker biography.





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