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AICPA & CIMA Conference on Credit Unions
Oct 23-25, 2023
Denver, Colorado
ALM & Liquidity Strategic Considerations & Business Intelligence Opportunities
Finance teams are working frantically to provide reliable decision information, and fast. The strategic and financial stakes of big decisions continue to increase.
During this hands-on workshop, participants will engage in thought-provoking discussions around real-life opportunities and challenges, including:
- Why traditional KPIs may not work in this environment and how to help key stakeholders understand why it may be critical to have a mindset shift
- Considerations for linking strategic liquidity and funding strategies with the desired type of membership growth, lending relationships, and pricing philosophy
- How to visualize data you have now to make it easier for key stakeholders to grasp – enabling better and faster decision-making
- Top-of-mind scenarios to consider over the short-, intermediate-, and long-term and how to engage other stakeholders
Participants will also walk away with information, and visualization ideas and tools that can be put into action immediately.
Learning Objectives:
- Analyze how many external forces are unstoppable – appropriate and timely mindset shifts are necessary
- Determine how making your communication with various key stakeholders easier to digest can be a competitive advantage
- Identify how connecting decision-making on loan pricing and packaging, with deposit and funding strategies can provide strategic flexibility
C. myers will be speaking on Monday, October 23 at 8:00 am MT
Elevating Your Leadership is Urgent
Finance leaders need to complete their transitions from being doers to thinking and acting strategically. The sense of urgency has increased exponentially. Their members, team members, and communities are relying on them to help guide them through unyielding uncertainty while continuing to be highly competitive.
Although many wish for a pause button – it does not exist. Falling behind strategically comes at a much higher cost today.
During this session, we will share keys to success that financial leaders can put into action.
Learning Objectives:
- Identify effective leadership practices that can help finance leaders thrive in an environment of constant change and competition
- Determine the importance of practicing critical thinking in the context of strategic decision-making as the environment continues to change
- Analyze how the 1% mindset can be highly effective
C. myers will be speaking on Monday, October 23 at 5:00 pm MT
