3rd Annual CUNA Finance Council CFO Forum

December 5-6, 2018 in Nashville, TN.

The CFO Forum will bring credit union senior financial executives together to discuss challenges and opportunities facing our industry today. Find out what other credit union financial leaders are talking about in an open forum environment driven from attendee input. The CFO Forum provides an excellent opportunity to network with industry peers.

Forum Rates:  CUNA Members - FREE  /  Non-CUNA Members - $1,195

CPE Credits
The CUNA Finance Council is proud to offer CPE Credits for the
CFO Forum. This session is eligible for 6 Credits in Finance.


Register Now


Download Agenda Downloadable Agenda


Day One:

Wednesday, December 5, 2018

5:30-7:00 pm

Networking Reception

Meet all of your fellow CFOs

Day Two:

Thursday, December 6, 2018

8:00-8:30 am Networking Breakfast
8:30-8:45 am
Welcoming and Introduction

Steve Arbaugh, CUNA Finance Council Chair
8:45-10:00 am
Emerging Risk

Stuart M. Richter [bio], Partner, Katten Muchin Rosenman, LLP
Andrew J. Demko
[bio], Partner, Katten Muchin Rosenman, LLP

Stuart and Andrew will identify and discuss the current litigation and regulatory risks facing credit unions. They will offer ways to avoid or at least mitigate these risks, including changes to business practices, updated disclosures and the risks and benefits of using an arbitration clause. 

10:00-10:15 am
Networking Break
Round Table Discussions

Topics will be determined by survey results sent to attendees a few weeks prior to forum.

Noon-1:00 pm Networking Lunch
1:00-2:30 pm
Small Group Discussions

During the small group discussion, attendees will have the opportunity to examine specific topics with credit unions of similar asset size.  Each of the small group discussions will be facilitated by one of our executive committee members.

2:30-3:00 pm

Round Table Discussion: What Keeps You Up at Night?

Do you have sleepless nights? Come prepared to share with the group the issues you have at your credit union that keeps you awake at night.
3:00-3:15 pm

Thank You and Parting Words
Conclusion and Attendee Requests for Follow-Up


Steve Arbaugh, CUNA Finance Council Chair

The unique collaboration of the credit union industry allows this to be a great opportunity to learn ways to take your organization to the next level and develop yourself professionally. The best take away will be the contacts you have made and network you have extended. Contact information of attendees will be provided to encourage future networking.

Emerging Risk

Stuart M. Richter, Partner, Katten Muchin Rosenman LLP, Los Angeles, CA

Stuart M. RichterStuart is the chair of Katten's class action and multidistrict litigation practice. In his 30+ year career, he has handled over 100 consumer class action cases. His practice is focused on the financial services industry representing banks, credit unions, collection agencies, and other consumer and small business lenders



Andrew J. Demko, Partner, Katten Muchin Rosenman LLP, Los Angeles, CA

Andrew J. Demko

Andrew J. Demko concentrates his practice in litigation matters with a particular focus on consumer class actions and entertainment and media.

Andrew has substantial experience in a variety of complex disputes at the trial and appellate levels. He has represented clients in class actions involving all types of consumer financial services products, as well as class actions involving media and technology, securities, employment, and products liability. He also has significant experience handling class actions on appeal, including successfully petitioning the Ninth Circuit for permission to appeal class certification decisions pursuant to Rule 23(f).

Prior to joining Katten, Andrew was an associate at Gibson, Dunn & Crutcher LLP. He also served as a law clerk to the Honorable Susan H. Black of the US Court of Appeals for the Eleventh Circuit. During law school, Andrew was an executive editor of the Notre Dame Law Review and president of the Business Law Forum.