CUSO Financial Services Events

One of the benefits of working with CUSO Financial Services as your broker dealer is having the opportunity to learn from and share best practices with non-competing investment advisors and programs. To this end, CFS hosts three major events a year for its credit unions and financial advisors. In addition, educational compliance and training updates and conference calls occur throughout the year.

Annual Conference

The CFS Annual Conference is a three-day event for all channels and disciplines of people working with credit union investment programs: executives, marketers, advisors and sales assistants. Attendees have multiple opportunities to learn from experts during highly engaging, actionable and relevant educational workshops as well as to participate in several networking events.

The Annual Conference is typically held in the Summer in San Diego, CA.

Program Managers Forum

The CFS Program Managers Forum is a two-day event for regional and local program managers and marketing managers of CU investment programs. This annual conference takes a detailed look at the investment industry each year, and sets a plan for managers to increase the success of their investment programs.

The Program Managers Forum is held in the fall.

CEO & Executive Conference

The CFS CEO & Executive Conference is a two-day event for the CEOs and senior executives of credit unions. This annual seminar focuses on the strategies, tactics and tools available from CFS to create awareness, credibility and integration of investment programs into the core offerings of the credit union and to increase bottom line profits of the program as a whole.

Keynote speakers address economic conditions and outlooks as well as business growth strategies. Subject experts discuss retaining client assets, deepening client relationships, regulatory updates, client-facing technology tools, marketing strategies and other timely topics.

The 2017 CEO & Executive Conference will be May 9-10 in La Jolla, CA. 


Educational Events

CFS holds regular advisor training sessions, program manager calls, and compliance discussions. Please contact us for the latest schedule.