CFO Virtual Roundtable

Virtual
Date

September 25, 2025

Time

02:00 PM - 03:30 PM ET

Location
Host
Phone
Details

What’s on the Agenda?

The event is attendee-driven so the agenda is 100% relevant to executives in the room. That’s why we can’t share an exact list of discussion topics just yet, but we can give you a glimpse at what we’ve heard is top of mind from CFOs.

· Technology and Innovation: How are you integrating financial technology and adapting to digital transformation to enhance services and operations?

· Regulatory Compliance: How do you stay compliant with evolving regulations and assess their impact on your financial strategies?

· Financial Reporting and Performance: What key performance indicators do you track to ensure financial stability and improve reporting accuracy?

· Member Lending and Credit Risk: How are you managing loan portfolios and mitigating credit risks amid changing economic conditions and interest rates?

Have something top-of-mind? Let us know ahead of time!

Who Should Attend?

This roundtable is intended for the chief financial officer or equivalent senior finance executive at your credit union. If you’re not sure who the right attendee is, please reach out.

Space is limited to keep discussions intimate and actionable — please register no more than two participants per credit union.

Who Should Attend
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