CFO and Accounting Quarterly Virtual Round Table Series

Join us for our quarterly virtual round tables, an ongoing series that launched at Visionary with the powerful August topic: Budgeting, Industry Trends and Forecasts for 2026. These events are designed to bring together industry professionals for collaborative conversations that inspire real progress.

Let’s dive into the financial strategies that will shape the year ahead. This session will explore:

  • Tips and tricks for effective budgeting
  • Emerging industry trends that matter
  • Forecasts for 2026 to keep you ahead of the curve
  • Tool and program ideas to elevate your planning
  • Best practice sharing from fellow credit union professionals
Who is presenting: CU*SOUTH Financial Services Team- Shari Weber and Michele Gonzales
Date: 8/21/25 at 2:00 pm CT/3:00 pm ET

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