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CFO Summit

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Signature Sponsor:

NAFCU 2021 CFO Summit Signature Sponsor - Gallagher

Wednesday, December 8

Sessions start at 9:30 a.m. and end at 5:00 p.m. Eastern
  • Registrations
  • Join NAFCU President and CEO as he welcomes you to CFO Summit. You'll hear how NAFCU is working to address the key issues facing credit unions today. You'll also hear what's happening in the regulatory environment and on Capitol Hill.

  • Your conference Emcee, Curt Long, NAFCU Chief Economist and VP of Research, will review what you can expect over the 3 day CFO summit. 

  • Gain a better understanding of current market conditions and what may lay ahead. 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 pandemic and more. 

  • Explore important trends in consumer expectations' shift, learn how to retain loyalty, provide evolved member service, retain personalization, and create innovative branch models.

  • Digital transformation is here and our competition is fierce. During this session, you'll hear from a panel on how leveraging AI and partnering with fintechs can provide the competitive edge needed to meet the changing needs of our members.

  • Access to information is as important today if not more important today than ever before. Making informed decisions based on data is critical for forecasting and generating revenue. During the session, you'll learn how data visualization, predictive modeling and analytics help improve the collections process, client relationships, and manage risk, while keeping operational costs as low as possible.

  • Pricing your products effectively in this market requires more than the traditional COF analysis. Smart pricing creates value among the competition. You'll explore strategies for applying a holistic approach to gain the most profitability from your products.

  • Is a merger or acquisition right for your credit union? During this session you'll review the flow, strategies, financial considerations, and legal issues involved with a merger and acquisition deal. 

  • Recap the day's events with Curt Long, NAFCU Chief Economist and VP of Research.

  • Welcome Reception

Thursday, December 9

Sessions start at 9:30 a.m. and end at 4:15 p.m. Eastern
  • Join Curt as he recaps Day 1 and introduces the line up for Day 2

  • As our industry grows and the political landscape changes, how are things changing at NCUA, the CFPB and in Congress? During this session you'll review what credit unions can expect over the next five to ten years. You'll also walk through the credit union issues brewing today and discuss what might come next. In addition, you'll  review what you can expect from FASB, the changes that might affect capital, and understand why litigation risk is a major concern. 

  • The global pandemic has disrupted and transformed the financial services industry, including its workplace. What does the workforce of the future look like? What is the CFO's role in engineering your organization's vibrant culture? Diversity, talent development, employee engagement and efficient workflows are all the necessary ingredients for building tomorrow's leading workforce. Learn how you can drive sustainable change on behavioral, cultural, and organizational levels. 

  • As Fed assistance subsides, how will member's finances and our businesses recover? During this session you'll learn the adjustments needed for Allowance for Loan and Lease Losses (ALLL) during these uncertain times. You'll also discuss what the future of collections will look like in 3 - 10 years and how that will affect the new CECL methodology.

  • Digital currency, blockchain technology, central bank digital currency and more. The cyrpto market is growing daily. During this session, you'll learn about the growing market and how to engage with digital dollars. You'll also explore how regulatory agencies are updating guidance to help institutions safely obtain crypto assets. 

  • Margin compression, excess deposits, growth in mortgage loans, pressure on non-interest income, the list goes on and on. All point to the increasing importance of optimizing your financial structure for your institution’s strategy, desired financial performance, and risk tolerance. The NCUA’s new derivatives rule makes it easier than ever for federal credit unions to add derivatives to their toolbox. In this session, we will explore strategic considerations for credit unions as they determine their optimal structure, the role derivatives can play, and how they compare to alternatives.

  • The injection of funds from the government into the US economy in response to the pandemic has caused a tidal wave of cash into the financial system. What can be done with this influx of liquidity? What are the regulators expectations?

  • Even though business and mortgage lending have been growing and the number of commercial loans has increased, the new car loans have been declining. How to anticipate the next trends and find new growth opportunities during these evolving economic conditions? Learn about loan growth strategy, innovative solutions, and staying competitive in today's market. 

  • Review survey results & discuss the future of branching. As digital banking plays a more dominant role in member's lives, are brick-and-mortar branches here to stay? What is the best retail branch strategy? What does the branch of the future look like? Exchange best practices, invaluable insights, and new ideas.

  • A brief wrap up with Curt Long, NAFCU Chief Economist and VP of Research. NAFCU's here to help with the CFO Network, Compliance and Educational options. 

Friday, December 10

Sessions start at 9:30 a.m. and end at 11:20 a.m. Eastern
  • Join Curt as he recaps Day 2 and introduces the line up for Day 3

  • Overdraft fees are one of the key sources of revenue for many institutions. But they also hit consumers very hard, especially those most vulnerable. Alliant CU has eliminated them. Program changes and restrictions are coming down from the state and federal level. During this session you'll review the impact of this decision and walk through major influences on income such as interchange. You'll also discuss how this will change the financial industry moving forward

  • As a CFO, you play a critical role in strategically positioning your credit union for the future. This session will provide you with best practices for leading the risk management and mitigation of a crisis, taking care of your team, developing a liquidity plan, engaging in scenario planning, and rethinking your business model.

  • The unprecedented shifts in the labor market have brought challenging questions about the future of human capital management. The session will provide actionable tips for you to consider. What tools can be utilized to have greater analysis of compensation data to manage costs and protect employees at teh same time? How are compensation and incentive plans changing?

  • Hear your peers share examples of encountered obstacles, the solutions they chose, and how it transformed their business and member experience. You will learn about:

    • Citadel Video Connect: a platform that allows members to bank from anywhere and connect with staff face-to-face helping build personal connection and enhance customer service. 

    • TrustWest CU's newly deployed real-time voice authentication platform that significantly improved the member experience. 

    • Truliant FCU's electronic mortgage process closing helping to streamline workflow and increase efficiency. 

  • A brief wrap up and conclusion with Curt Long, NAFCU Chief Economist and VP of Research.