Event description

This event will be held on Monday, April 6, 2020, at the Key Bridge Marriott in Arlington, Virginia.

Send your rising stars to this comprehensive leadership training designed to help them 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

Schedule-at-a-Glance

Time Event
8:00 – 9:00 am

Registration
8:15 am–8:45 am

Continental Breakfast
8:45 am-9:00 am Welcome Remarks
Don DiMatteo, MACUMA Chairman
9:00 am–10:15 am Lessons From the C-Suite
Cutler Dawson, Former President & CEO, Navy FCU
10:15 am–10:30 am

Networking 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

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

Networking Break
2:00 pm–3:15 pm Management Training
Bill Kennedy, CFO, SecurityPlus FCU
3:15 pm–3:30 pm

Snack/Networking Break
3:30 pm–4:45 pm Marketing Best Practices
John Kirlew, VP Marketing Congressional FCU
4:45 pm–5:15 pm

Project Management: From Start to Finish

 

 

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.