Please join experts from Cornerstone Advisors in an open group discussion about how credit union CFOs will successfully navigate into 2017 and beyond.
Cornerstone facilitators bring deep industry knowledge, relevant and beefy content along with gritty insights. We actually work in financial institutions with our clients every day!
This unique industry event provides a private forum for credit union CFOs (assets of $800 million and up) to unlock the value of peer collaboration: share best practices, vet new ideas and build productive relationships with fellow leaders.
Your ROI: Actionable take-aways you can implement right away.
And, there won’t be any vendor sales pitches or booths with mouse pad giveaways!
Attendance is limited to 15 credit union CFOs.
The agenda topics for the 2016 Roundtable are being developed. Please take a look at our agenda topics from last year.
LAST YEAR’S AGENDA HIGHLIGHTS:
A Priest, A Rabbi and An Economist
Member Profitability: – Is It Worth It?
Driving or Destroying Value Through M&A
Developing a Metric-Based Culture Through Performance Dashboards
Risk Exposure/Appetite and Capital Planning: Twins Separated at Birth?
Interest Rates: Reviewing a Doomsday Scenario
Your Payments P&L: What Do You Mean You Don’t Have One?
Other agenda topics may be added to the Roundtable discussions based on the interests of our participants.
We look forward to seeing you in San Diego at the GonzoBanker Credit Union CFO Roundtable!