GREENSBORO, N.C.–The 14th Annual First Carolina Corporate CU Financial Conference was held at the Ballantyne Resort in Charlotte, N.C. A record crowd that included attendees from four states participated in the conference.
Designed to develop CEOs and CFOs, as well as other financial and volunteer positions, the forum provided a prime instructional experience for the credit union professionals as well as the opportunity to network with fellow officers, First Carolina said. The program was also structured to qualify for credit hours toward the CPA Continuing Education requirement.
“Over the years, the Annual Financial Conference has evolved from strictly a budget forecasting conference to a well-rounded conference that provides important industry, regulatory, and legislative updates,” said Scott Woods, CPA, President and CEO of South Carolina Federal Credit Union.
Bob Goedken, CEO of idea5 told the group, “The credit union members, volunteers, and staff are relying on the finance and accounting function much more than you know. You are the ‘go-to’ group for not only the financials—but anything that deals with the business analytics and support for key decision making.”
Bo McDonald of Your Marketing Co. added, “Too often the Chief Marketing Officer and CFO are oil and water. It’s the marketer’s job to understand the financial goals of the credit union and work closely with the CFO and other executives to make it happen.”