CUNA is now America’s Credit Unions.
A unified voice for the credit union industry.
Event Date: September 16, 2024
Location: Greenville, SC
Join your Finance peers face-to-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 Finance Leaders facing the same challenges as you and collaborate on solutions in a mix of guided and open sessions.
NEW in 2024 – the CFO Forum will be hosted prior to the CFO Summit, which takes place September 17-19, in the same location. This provides additional opportunities to dine, network and discuss with other Finance Executives outside of the CFO Forum. Please note that there is a separate registration fee to attend the CFO Summit.
Space is limited. Register now.
This CFO forum is beneficial for credit union executives in finance with the title of VP and above.
REGISTER NOW
Council Member Price: $239.00
Member Price: $239.00
Non-Member Price: $590.00
7:30 – 8:00 a.m. - Networking Breakfast
Enjoy breakfast with your Finance peers.
8:00 – 10:15 a.m. - Welcome, Introductions, and What Keeps You Up at Night?
Speakers
- Brett Fisher, Chief Financial Officer, Skyla Credit Union
- Karen Haas, Chief Financial Officer, Illinois Credit Union League
Do you ever wonder what your fellow CFO’s are up late at night thinking about? This will be your opportunity to hear and learn from people like you! A session for everyone to participate. Look forward to both open discussion, as well as targeted table discussions. A survey will be sent prior to the Forum for this session.
10:15 – 10:30 a.m. - Break
10:30 – 11:45 a.m. - Strategic Pricing in a Volatile Rate Environment
Speaker: Ed Lis, Chief Financial Officer, First Choice Financial FCU
In this session, participants will apply the Risk-Adjusted Return on Assets (RAROA) to ensure that pricing strategies are financially sustainable and aligned with the interests of the membership. RAROA should reflect your unique operational model and commitment to member service. Using a market-based benchmark as inputs for pricing loans and deposits ensures the Credit Union’s pricing is competitive, reflective of market conditions, and fully accounts for risk and profitability.
11:45 a.m. – 12:15 p.m. - Networking Lunch
Enjoy lunch with your Finance peers.
12:15 – 1:15 p.m. - Cybersecurity Discussion
Cybersecurity resilience should be top of mind for Credit Union CFO’s. During this session, we’ll discuss the importance of staying up to date with your cybersecurity.
1:15 – 1:30 p.m. - Break
1:30 – 2:45 p.m. - Federal Home Loan Bank of Atlanta
Speakers
- Jon Keagle, First VP and Manager of Community Financial Institutions, FHLBank Atlanta
- Daniel Williams, Assistant VP, Senior Relationship Manager, FHLBank Atlanta
The Federal Home Loan Bank of Atlanta will give an update on the FHLB system, liquidity options, examples of how participating credit unions are using the FHLB, and more.
2:45 – 3:00 p.m. - Open Discussion and Closing Remarks
Speakers
- Brett Fisher, Chief Financial Officer, Skyla Credit Union
- Karen Haas, Chief Financial Officer, Illinois Credit Union League
220 North Main St, Greenville, SC 29601 | 800.233.1234
You can’t get any closer to the city's heart than the Hyatt Regency Greenville! You’ll be within a short stroll of Greenville’s trendiest to-do's, from Falls Park on the Reedy River to the charming shops and restaurants in NOMA Square. And the hotel is known for more than its exciting location. Named a AAA Four Diamond award winner, its true southern hospitality and relaxing modern accommodations are a welcome refuge at the end of each day.
RESERVATIONS: Room rates have been negotiated by America’s Credit Unions on your behalf. These rates are available until August 26, 2024, or until sold out. Reserve your room online or call the hotel directly at 402-592-6434 and reference group code G-CU21 to get conference attendee special rates beginning at $189 per night plus + 13% tax.
