2021 Fall CFO Roundtable

On Friday, November 5, 2021, CFOs and accounting leaders participated in an online networking and collaboration session, hosted by Robin Wybenga, TBA Credit Union and Keegan Daniel, CU*Answers VP of Professional Services.

View the presentation from the November 2021 Accounting Top Priorities Focus Group

Details from the Invitation

Join your peers for a discussion of network solutions available to you and learn what drives development at CU*Answers.  Join us for the following in-person events and help us shape the solutions being developed by our CUSO!

2021 Fall CFO Roundtable

Friday, November 5th – 8:00 AM to 3:00 PM ET (lunch provided )

  • 8:00 AM to 9:30 AM ET – Accounting Top Priorities, presented by CU*Answers
  • 9:30 AM to 10:30 AM ET – CECL, presented by Jim Craven from McQueen
  • 10:30 AM to 11:30 AM ET – Static Pool Analysis Overview, presented by Robin Wybenga from TBA Credit Union
  • 11:30 AM to 12:30 PM ET – Lunch
  • 12:30 PM to 1:30 PM ET – Fraud Database Tools and Abnormal Activity Monitoring
    • Jim Vilker and Marvin Johnson from AuditLink will discuss the CUSO’s investment into fraud related tools
  • 1:30 PM to 2:30 PM ET – AI*Engaged/Data Warehousing
    • Annalyn Hawkes and Keegan Daniel from Asterisk Intelligence will discuss data warehousing strategies and the upcoming AI*Engaged system
  • 2:30 PM to 3:00 PM ET – Wrap-Up

Hotel accommodations are available at the DoubleTree by Hilton Hotel Grand Rapids Airport, located at 4747 28th Street SE, Grand Rapids, MI 49512.  Request the CU*Answers corporate rate when booking your reservation: 616-957-0100.

 

Updated
February 16, 2022

1 Day, 2 Great Events – Join Us for the 2021 Accounting Top Priorities Focus Group and CFO Hot Topics!

1 Day, 2 Great Events – Join Us for the 2021 Accounting Top Priorities Focus Group and CFO Hot Topics!

CFOs and Accounting Leaders:  join your peers for a discussion of network solutions available to you as accounting professionals and learn what drives development at CU*Answers.  Join us for the following virtual-only events on Friday April 30, 2021 and help us shape the solutions being developed by our CUSO! Accounting Top Priorities Focus Group Hosted… Read more »

Apr 9, 2021

1 Day, 2 Great Events – Join Us for the 2021 Accounting Top Priorities Focus Group and CFO Hot Topics!

1 Day, 2 Great Events – Join Us for the 2021 Accounting Top Priorities Focus Group and CFO Hot Topics!

CFOs and Accounting Leaders:  join your peers for a discussion of network solutions available to you as accounting professionals and learn what drives development at CU*Answers.  Join us for the following virtual-only events on Friday April 30, 2021 and help us shape the solutions being developed by our CUSO! Accounting Top Priorities Focus Group Hosted… Read more »

Mar 31, 2021

POSTPONED: 1 Day, 2 Great Events – Join Us for the 2020 CFO Strategies Roundtable and Accounting Top Priorities Focus Group!

POSTPONED: 1 Day, 2 Great Events – Join Us for the 2020 CFO Strategies Roundtable and Accounting Top Priorities Focus Group!

After hearing from our clients and having internal discussions among our teams, we have decided to postpone the 2020 CFO Strategies Roundtable and Accounting Top Priorities Focus Group.  In the coming weeks, our staff will be meeting to select a new date for this event.  We will notify you of the updated schedule sometime within… Read more »

Mar 19, 2020