Event description

MACUMA has enjoyed many years of successful educational conferences with our valued members and partners. With the continuing concerns of COVID-19 and our members safety and well-being of greatest importance, we are changing the format of the MACUMA Accelerated Career Habits Professional Training Seminar to a virtual event. 

Thank you again for being a valued MACUMA member/partner and we look forward to virtually connecting with you soon.

Don DiMatteo
Chairman, MACUMA

MACUMA has rescheduled this event for October 27th as an online virtual professional development event.

We are seeking rising stars to be a part of this comprehensive leadership training designed to you bridge the gap to senior management. Join distinguished industry veterans along with MACUMA board members as they cover credit union leadership, management training, finance, project management, and how to better understand credit reports.

Who Should Attend

Credit union staff in any department who wish to ascend to a higher leadership role.

Attendees will:

Gain a high-level overview of the competency areas needed to grow into credit union leadership positions.
Understand how the overall finances of credit unions function.
Acquire important leadership skills needed to manage credit union staff.

CPE Information

Fields of Study: Specialized Knowledge, Finance, Business Management and Organization
CPEs Available: 7.5 (Note: This conference will have five sections at 75 minutes each. To receive full credit for the conference, attendees must attend all sessions. Partial credit will be awarded for full sections attended.)
Delivery Method: Group Live
Preparation and Prerequisites: None


Time Event
9:00 am-9:15 am Welcome Overview and Introductions
Don DiMatteo, MACUMA Chairman

9:15 am–10:15 am Lessons From the C-Suite
Cutler Dawson, Former President & CEO, Navy FCU
10:15 am–10:30 am

Morning Break

10:30 am–11:45 am Finance and Reading Financial Statements
Isabel Gomez, CFO, CommonWealth One FCU
Rising leaders in the credit union industry need to understand the basics of credit union finance and how we report the results of our operations within our industry. We will approach these topics by providing an overview of the fundamentals that comprise our financial statements and how we differ from banks, and will review the types of risks our industry needs to mitigate to continue to advance successful and thriving credit unions.

11:45 am–12:30 pm

Midday Break

12:30 pm–1:45 pm Effective Meetings: A How To
Jim Hayes, President & CEO, Andrews FCU
1:45 pm–2:00 pm

Afternoon Break

2:00 pm–3:15 pm Management Training
Bill Kennedy
, CFO, SecurityPlus FCU

3:15 pm–4:30 pm Marketing Best Practices
John Kirlew
, VP Marketing Congressional FCU


Sponsor This Meeting—Gain Visibility for Your Company

View the sponsorship benefits and opportunities. Contact Geoff Bacino at Geoff@BacinoAssociates.com or (202) 581-6900 for more information.

Refund and Compliant Resolution Policy

If a cancellation is received for this event, a refund will be issued in the amount paid minus a $20 nonrefundable administrative fee. Cancellations must be received at least 48 hours prior to the event to qualify for a refund. An attendee may also opt to transfer his or her registration to another attendee within his or her own company at no cost. All requests must be made in writing and sent to MACUMA. For more information regarding administrative policies, please contact MACUMA Executive Office at (202) 581-6900.
MACUMA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website.