It's All in the Details

Get ready to experience an untraditional event.

The Details

JULY 28-29, 2025
THE DAGNY BOSTON
89 BROAD STREET, BOSTON, MA 02110

 

Join us in Boston for this engaging two-day summit, where credit union financial leadership will collaborate, excel and evolve in their roles. An untraditional training event, learn from industry pros, while also enjoying an interactive element in each session. Gain insight across various topics, such as:

  • Successes and downfalls of credit unions, key takeaways

  • CECL in 2025 and beyond

  • Hedging strategies and best practices

  • All things ALM

  • Expectations and ways to prepare when approaching the $10 billion and $15 billion thresholds

  • And much more

Conference Attire: Business casual.

FEE INFORMATION

 

EARLY-BIRD DISCOUNT

$1,800

REGISTRATION AFTER MAY 27, 2025 

$2,200

 

OPTIONAL EVENT REGISTRATIONS

Crossing the Threshold: Navigating the
Path to $10B and $15B, and Beyond Workshop            $500

Red Sox Baseball Game                                 $200

Tickets to the baseball game are based on availability. Limited ticket availability. Cost of the game includes $50 credit for food and beverages of your choice at the ballpark.

 

Gain Insights and CPE Credit


No advanced preparation or prerequisites are required for CPE credits. Earn up to 12.6 CPE credits for the event and up to 15 if attending the optional workshop.

Who Should Attend

  • CFOs

  • Controllers

  • Treasurers

  • EVPs of Finance

  • VP of Accounting

  • VP of Finance

  • Accounting managers

Additional Information

Program Level: Basic
Delivery Method: Group-Live
Fields of Study: Specialized Knowledge, Accounting

Learning Objectives

  • Expand your understanding of hedging and best practices.

  • Understand all things ALM, including liquidity, cost of funds, product and branch profitability, and more.

  • Explore the necessary next steps if your credit union is approaching the $10 billion and $15 billion assets thresholds.

  • Learn from credit union finance leaders as they share real stories and experiences.

  • Gain insight into the M&A process, and the role you serve throughout the transaction.

  • Engage in open dialogue and workshop activities amongst peers to learn from each other's unique experiences within individual credit unions.

  • Explore the key successes and downfalls of credit unions.

Cancellation Policy and Tax Exemption

Cancellations must be in writing and received by June 28, 2025, and will be subject to a $50 processing fee. Cancellations received after the deadline will be non-refundable.

Federally chartered credit unions are exempt from tax if the credit union provides a letter for each individual stating they are traveling on behalf of the credit union. This letter must be presented upon arrival at check-in.

Disclaimer: If Doeren Mayhew cannot hold the 2025 Credit Union Financial Leadership Exchange event due to acts of war, government regulations, disaster, civil disorder or curtailment of transportation, by facilitating other emergencies, making it inadvisable, illegal, or impossible to provide the facilities or to hold the meeting, each prepaid attendee will receive a copy of all the handouts and materials that would have otherwise been distributed. Fixed conference costs will be paid for with funds received in the pre-registration process. Any remaining funds will be returned to the pre-registrants in connection with the conference. Doeren Mayhew is not responsible for any other costs incurred by those pre-registering in connection with the conference. Doeren Mayhew cannot be held liable in any way for losses due to travel issues. The views and opinions expressed by presenters are their own and do not necessarily represent those of Doeren Mayhew. Doeren Mayhew disclaims any responsibility for the use and application of information presented at this conference.