| A Virtual Event

Virtual CFO Summit

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Wednesday, December 9

Sessions start at noon and end at 4:30 p.m.
  • Hear directly from NAFCU President and CEO B. Dan Berger as he details NAFCU's latest legislative and regulatory advocacy actions to protect and advance credit unions.

  • Gain a better understanding of market conditions and what may lay ahead and why. Join Graphsandlaugh's always-entertaining Bowtie Economist, Elliot Eisenberg, Ph.D., as he discusses all-new data points about the current and expected health of the economy. You'll learn the most recent statistics on a multitude of key topics such as: the depth and breadth of the current decline in GDP, timing of the recovery, auto lending, home loan activity, inflation, interest rates, the health of labor markets, the impact of the just passed CARES Act, the severity of the novel Coronavirus and more. 

  • A hugely impactful election is coming, and a financial crisis is afoot. As our industry grows and the political landscape changes, how could things change at NCUA, the CFPB and in Congress? What can credit unions expect over the next five to ten years? What credit union issues brewing today might be front and center next? Receive a firsthand update from NAFCU's Government Affairs team regarding the latest developments from Capitol Hill. 

  • Enhance your ability to provide positive, effective leadership that helps your employees navigate a crisis and maintain effective communication in a remote environment. You'll also discover how to redefine your credit union's purpose to instill confidence and goodwill among all stakeholders: employees, members, partners and volunteers.

  • COVID-19 resulted in fundamental changes to how members interact with standard branches--instead pushing many people to use, and become comfortable with, digital access. What is the future of branches in this new digital world? What should you do with your brick-and-mortar? Join us for a lively discussion on how to adjust your branching strategy and view examples of success. 

  • Even before the pandemic, servicing and collection activities were experiencing significant change and rapid evolution. Now, with the significant economic disruption caused by COVID-19, you have to reshape how you manage and collect on your accounts even more. Discover what key issues you should keep a critical eye on, and how to handle them if these indicators take a turn for the worst.  

Thursday, December 10

Sessions start at noon and end at 4:40 p.m.
  • Lending and risk management have been vastly affected by COVID-19. As the country reopens, will they trend back to “normal,” stay static, or move in a more worrisome direction? This crucial forecast will help you optimize your strategic plan moving forward.

  • As credit unions grapple with the many complexities associated with current economic conditions, you can employ a number of strategies to effectively assess and manage COVID-19’s impact on your allowance. Uncover these strategies and the best practices within them:

    ● Understanding key trends in your data
    ● Conducting scenario analysis
    ● Updating economic forecast models
    ● Effective use of qualitative and environmental (Q&E) factor adjustments

  • The credit union landscape is changing faster and more drastically than ever due to evolving consumer needs during the COVID-19 crisis. Interchange volume has taken a sharp 25% decline--and in many cases greater. Learn what's happening in key areas of consumer behavior, such as the adoption of contactless payment methods, what's happening with insurance, and more, then touch on how you can adjust accordingly. 

  • Branch banking changes, remote working environments, cyber challenges...the topics assessed during risk management have begun looking very different, very quickly. Hear strategies and best practices for identifying the latest areas of risk in your operations--and discover the appropriate controls to reduce your loss exposure.

  • Implementing a pricing strategy is more than just viewing products on a cost-plus basis. Learn the many key drivers for creating a profitable pricing strategy, and gain an understanding of economic profitability at the member, product, and segment level--all so you can use that information in overall decision-making. 

  • Join us for a review of how credit unions have created big successes in the new business environment, so you can consider adapting them at your credit union as well. You'll hear compelling examples of creating internal efficiencies, implementing cost-cutting strategies, fostering innovation, and more.

  • 4:45 p.m. - 5:30 p.m.

    This unique video networking opportunity will allow you to connect with your peers from credit unions across the country.

Education Credits

NASBA Sponsor LogoAttending all courses will earn approximately 11 CPEs for Certified Public Accountants (CPAs). Learn more.