CFO Roundtable Virtual Education for Credit Unions

CFO Roundtable Virtual Education for Credit Unions

Wednesday, August 25, 2021 | 2 - 4 PM ET

CFO Roundtable Virtual Education
Exclusively for Credit Union CFOs


Register Now


Program Description

The FMS CFO Roundtable is designed exclusively for Credit Union Chief Financial Officers to exchange ideas, look to peers to share additional resources and ideas and obtain invaluable insights for developing effective financial risk management and performance strategies from the moderators.

All participants will provide a topic or question that most interests them during the registration process, and will be included in the group agenda of topics open for discussion. The CFO Roundtable is a great resource to visit and collaborate with other CFO’s as they are working through todays evolving challenges and changes in the status quo.

Join FMS along with experts from Darling Consulting Group and Plante Moran who will be facilitating this in depth, virtual interactive conversation.


Who Can Attend

Credit Union CFOs Only

Presenters

Ryan Abdoo, CPA
Partner, Plante Moran

As an audit partner and the industry technical leader for financial institutions, mortgage, and consumer finance companies at Plante Moran, Ryan serves as the external audit partner and risk management partner (internal audit, loan review, regulatory compliance, IT/ Cyber, etc.) for both public and private institutions. From a CECL perspective, Ryan serves institutions ranging in size from $100 million to over $20 billion in assets. He is passionate about building strong relationships, adding value, and advising the firm’s team and clients so they stay on the forefront of industry and regulatory developments


Mike Guglielmo
Managing Director, Darling Consulting Group

With over 30 years of experience in strategic risk management, Mike Guglielmo has provided technical and strategic consulting to a diverse group of financial institutions. Mike is also a frequent author and top-rated speaker on a variety of balance sheet and model risk management and operational risk management topics. He serves as Chairman and board member for the Financial Managers Society.

During his tenure at DCG, Mike has served in various capacities, including director of financial analytics. In addition, he is a technical resource for the ongoing development of many of DCG's quantitative and strategic risk management products and services. Prior to joining DCG, Mike managed the ALCO and strategic planning processes for a regional bank in the northeast. Mike is a graduate of Fairfield University with a degree in economics.


Credit Hours

Earn up to 2 hours of CPE credit.
  • Level: Basic to Intermediate
  • Prerequisites: None
  • Advance preparation: None
  • Field of Study: Business Management and Organization - Non-Technical
  • Instructional Method: Group Internet Based

For more information regarding administrative policies such as concerns or refunds, call 312-578-1300. FMS is registered with the National Association of State Boards of Accountancy 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. Complaints regarding sponsors may be addressed to: The National Registry of CPE Sponsors, 150 Fourth Avenue, North, Suite 700, Nashville, TN 37219-2417 Web: www.nasba.org


Refunds and Cancellations

Cancellations will be issued after completed request form is returned to FMS via info@fmsinc.org. Refunds minus a $250 processing fee will be issued and may take 30 days to process. Should you be unable to attend and want to transfer registration to a co-worker, additional costs could apply. FMS reserves the right to change instructors or reschedule/cancel session when necessary.


Registration Fee

Members and Non-members sign in or create an account below to register
Please note this program is only open to Credit Union CFOs

FMS Members:                                $125
Staff/Co-Worker of Member:      $325
Non-members:                                $325

Download Registration Form

Register Now



When
8/25/2021 2:00 PM - 8/25/2021 4:00 PM
Where
United States

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