CEO Conference Recap & Top Takeaways
July 31, 2014
Our CFS/ SPF 2014 CEO & Executive Conference was a great success. We had more than 35 executives attend this “master class” seminar focused on driving exponential awareness and growth for investment...
CEO Conference Takeaways 2015
May 11, 2015
In May 2015, we hosted our annual CEO & Executive Conference in San Diego. We had a large, diverse group of CEOs and executives from credit unions and banks across the country. It was a good mix of...
CFS/SPF Named One of San Diego Business Journal’s 2015 Top Healthiest Companies
July 9, 2015
We are proud to announce that our company was ranked #3 in San Diego Business Journal’s “2015 Healthiest Companies Awards!” The awards recognize local companies that integrate wellness programs into the...
The 2014 Annual Conference Recap and Takeaways
September 18, 2014
We had an outstanding 2014 CFS/SPF Annual Conference that was truly “Powered by Passion.” More than 650 attendees gained the knowledge, tools, and inspiration to thrive in today’s complex investment...