Forum
CUNA CFO Council Forum 2023
Event Date: November 08 - November 09, 2023
Time: 3:30 pm MT (11/8) to 3:00 pm MT (11/9)
Join your CUNA Finance peers live face for this unique learning and networking session.
The CFO Forum is an intimate discussion-based setting where attendees direct the conversation around the latest pressing issues in credit union finance. This is an opportunity to interact with fellow senior leaders facing the same challenges as you and collaborate on solutions.
Space is limited. Register now.
Who should attend?
This forum is beneficial for CUNA Finance Council Members with the title of VP and above.
Topics
3:30 – 4:00 p.m. - Welcome and Introductions
Speakers
- Brad Barnes, CPA, Chief Financial Officer, Air Academy Credit Union
- Karen Haas, EVP, Chief Financial Officer, Illinois Credit Union League
4:00 – 5:15 p.m. - What Keeps You Up at Night?
Speakers
- Brad Barnes, CPA, Chief Financial Officer, Air Academy Credit Union
- Brett Fisher, CFA, CFO Finance, Skyla Credit Union
5:30 – 7:30 p.m. - Networking Reception and Dinner
7:45 – 8:30 a.m. - Breakfast
8:30 – 10:00 a.m. - Open Discussion and Key Topics
Speakers
- Brett Fisher, CFA, CFO Finance, Skyla Credit Union
- Christine Messer, CPA, CFO, Heritage Family Federal Credit Union
10:00 – 10:15 a.m. - Break
10:15 – 11:45 a.m. - What Happens Next with the Economy?
Speaker: Mike Schenk, Deputy Chief Advocacy Officer for Policy Analysis and Chief Economist, CUNA
11:45 a.m. – 12:30 p.m. - Lunch
12:30 – 1:45 p.m. - Lessons Learned from Financial Markets and Health Crises
Speaker: Dr. Brian Smith-Vandergriff, Chief Financial & Strategy Officer, OUCU Financial
1:45 – 2:45 p.m. - Things to Know from a Reformed CFO
2:45 – 3:00 p.m. - Open Discussions and Closing Remarks
Speakers
- Brad Barnes, CPA, Chief Financial Officer, Air Academy Credit Union
- Dr. Brian Smith-Vandergriff, Chief Financial & Strategy Officer, OUCU Financial
ACCOMMODATIONS
Hilton North Scottsdale Cavasson
7965 E Cavasson Blvd
Scottsdale, AZ 85255
Hotel Phone: 480-648-1500
Room Rate: $249
Hotel Reservation Deadline: October 14, 2023
(Rooms may sell out before this deadline.)
