2018 CFO Strategies Focus Group

Special this year!

In past years we have paired a half-day CFO Roundtable with a half-day meeting of the Accounting Top Ten Focus Group. This year we are temporarily suspending the accounting focus group while we continue to work on the development projects identified by the group. This will allow us to spend a full day with credit union CFOs.

Schedule for Wednesday March 21, 2018

9:00am – 12:00pm CU*Answers and CECL
What is CU*Answers working on? What won’t CU*Answers be tackling?
Hosted by Bob Frizzle, CU*Answers CFO, and members of the Asterisk Intelligence team
12:00pm – 1:00pm Lunch
Courtesy of CU*Answers
1:00pm – 4:00pm CECL from a Vendor’s Perspective
With special guest Charley McQueen from McQueen Financial Services
Co-hosted by Bob Frizzle and Shari Weber, CFO at Honor Credit Union

Topics to Think About

  • CU*Answers will be outlining our strategy for responding to your needs relative to CECL. What CECL partners do you plan to bring to the table? What data do they need? What is your strategy for complying with these new rules? Do you have one?
  • In past years participants have mentioned that they want to have a lab-type breakout session for some CU*BASE GOLD training specially geared toward CFOs. So we need your input. What topics would you like to cover? Which specific CU*BASE tools? What do you hope to learn?
  • What should the future of the Accounting Top 10 Focus Group be? Should we go back to holding both of these events on the same day, or would there be value in putting the focus group back on its own schedule? What are you hoping to see from the CFO Strategies group in the future?


6000 28th Street SE
Grand Rapids, MI 49546

February 25, 2020