Skip to main content

CUNA CFO Council Forum

December 7-8, 2022
Dallas, TX

The economy is ever-changing, margins are limited, and you’re faced with new strategic responsibilities and increasing levels of regulation. Take your credit union to the next level and bolster your network at CUNA CFO Council Forum, where we’ll 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 by your input. This forum provides an excellent opportunity to network with industry peers.

CUNA Finance Council is proud to offer 7 CPE Credits for the CFO Forum.

Council Member: $225
Non-Council Member: $295
Non-CUNA Member: $590 


CUNA strives to create safe, face-to-face events where Leagues, credit unions, and system partners can come together and learn from one another. We are in regular contact with event conference sites and local public health officials about the proactive measures they are taking to protect attendees' health and safety. Additionally, our staff closely tracks COVID-19 recommendations from the Centers for Disease Control and Prevention and will follow any applicable local and state guidelines.

Schedule

3:30 – 4:00 p.m. - Welcome and Introductions

Brad Barnes, CPA, Chief Financial Officer, Air Academy Federal Credit Union
Dr. Brian Smith-Vandergriff, Chief Financial Officer, OUCU Financial

4:00 – 5:00 p.m. - What Keeps You Up at Night?

Brad Barnes, CPA, Chief Financial Officer, Air Academy Federal Credit Union
Dr. Brian Smith-Vandergriff, Chief Financial Officer, OUCU Financial

5:15 – 7:30 p.m. - Networking Reception and Dinner

7:45 – 8:30 p.m. - Breakfast

8:30 – 10:00 a.m. - Leadership with LUV: Practicing Servant Leadership

Tabitha Magers, Sr. VP of Finance & Human Resources, Southwest FCU
Carla Caisse, Board Treasurer, Southwest FCU

Southwest FCU will discuss their business model of serving employees and customers in ways that take care of their needs and not just considering the best interest or bottom line of the organization. And how that business model has impacted the credit union and how we serve our employees and members from both a human resource and non-human resource (products & services) perspective.

10:00 – 10:30 a.m. - Open Discussion

Dr. Brian Smith-Vandergriff, Chief Financial Officer, OUCU Financial

10:30 – 11:00 a.m. - Break

11:00 a.m. – 12:00 p.m. - Roundtable Discussions

Justin Mouzoukos, Chief Financial Officer, Mazuma

12:00 – 1:00 p.m. - Lunch

1:00 – 2:00 p.m. - Federal Home Loan Bank of Dallas – Capital Market

Moderator: Dr. Brian Smith-Vandergriff, Chief Financial Officer, OUCU Financial

2:00 – 3:00 p.m. - Open Discussion and Key Topics

Brad Barnes, CPA, Chief Financial Officer, Air Academy Federal Credit Union
Dr. Brian Smith-Vandergriff, Chief Financial Officer, OUCU Financial

ACCOMODATIONS

The Highlands Dallas

5300 E Mockingearly, Dallas, TX

Hotel Reservation: 888-225-9664

Room Rate: $169

Hotel Reservation Deadline: November 15, 2022* 
(Rooms may sell out before this deadline.)

Make a Reservation Make a Reservation

Special Offers By Our Partners

Delta

Delta Air Lines is pleased to offer special discounts for Credit Union National Association CUNA. 

You may also call Delta Meeting Network® at 1.800.328.1111* Monday–Friday, 7:00 a.m. – 7:30 p.m. (CT) and refer to Meeting Event Code NM22H

*Please note there is not a service fee for reservations booked and ticketed via our reservation 800 number.

united

Credit Union National Association is pleased to partner with United Airlines for air travel to our upcoming event. You may book online at www.united.com and enter your discount code ZMDY897243 in the Promotions and certificates box under Advanced Search. Or simply follow this link.

If booking through a travel professional or United Meetings at 800-426-1122, please give them the following information: Agreement Code: 897243 and Z Code: ZMDY. Booking fees are waived for Meeting reservations. International customers may contact their local United Reservation Desk.