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CUNA Finance Council Conference CUNA Finance Council Conference 05/19 ‐ 05/22 New York, NY Demographics Report Asset Size: Attendees: Total Attendees CFONY19539 Total CUs 281 CFONY19 Assets: N/A = 217 CFONY19 Avg Assets $785,686,906 Assets: 0 ‐ 5,000,000 = 0 Median Asset Size $497,511,191 Assets: 5,000,000 ‐ 10,000,000 = 1 Assets: 10,000,000 ‐ 20,000,000 = 0 Assets: 20,000,000 ‐ 35,000,000 = 4 CFONY19 Attendees by Gender Assets: 35,000,000 ‐ 50,000,000 = 5 Gender not Reported 215 Assets: 50,000,000 ‐ 75,000,000 = 9 Female 119 Assets: 75,000,000 ‐ 100,000,000 = 8 Male 203 Assets: 100,000,000 ‐ 200,000,000 = 40 Unknown 2 Assets: 200,000,000 ‐ 350,000,000 = 49 Assets: 350,000,000 ‐ 500,000,000 = 46 Assets: 500,000,000 ‐ 750,000,000 = 30 Assets: 750,000,000 ‐ and above = 130 CFONY19 Attendees By State Attendees by TitleCFONY19 Alabama 5 No Entry 4 Arizona 13 Account Exec 1 Arkansas 3 Account Executive 6 California 50 Account Manager 1 Colorado 17 Accountant 4 Connecticut 5 Delaware 3 Accounting Analyst 1 District of Columbia 5 Accounting Manager 3 Florida 38 Accounting Representative 1 Georgia 13 Accounting Supervisor 1 Idaho 2 Advisor 2 Illinois 23 Advisor, Teacher, and Speaker 1 Indiana 10 Advisory Services Group 1 Iowa 9 AIM Mgr & Sr Financial Analyst 2 Kansas 11 Assistant Controller 1 Kentucky 4 Assistant Vice President, Accounting 1 Louisiana 9 Attorney/Counselor 1 Maryland 11 Audit Manager 1 Massachusetts 14 AVP Account Manager 1 Michigan 24 AVP Accounting 1 Minnesota 13 AVP Analytics & Business Development 1 Mississippi 2 AVP Finance 1 Missouri 5 AVP Institutional Funding 1 Montana 2 Nebraska 6 AVP of Accounting & Finance 1 Nevada 1 AVP/Controller 1 New Hampshire 5 Behavioral Economist 1 New Jersey 4 Benefits Consultant 1 New York 21 Board Director 1 Monday, May 13, 2019 03:31 PM PSFY Mtg05 and 05b Demographics w Class.bq Page 1 of 6 Meeting Code: CFONY19 CFONY19 CFONY19 Attendees By State Attendees by Title North Carolina 13 Business Intelligence Analyst 1 Ohio 14 Business Solutions Manager 1 Oklahoma 11 Business Solutions Sr. Manager 1 Oregon 10 CECL Product Manager 1 Pennsylvania 14 CEO 2 Rhode Island 1 CEO & Branding & Comm Strategist 1 South Carolina 2 CEO of Financial Operations 1 Tennessee 22 CEO of Loans & Personnel 1 Texas 36 CF&R/CO 1 Utah 11 CFO 66 Vermont 4 CFO/EVP 2 Virginia 19 CFO/Senior Vice President of IT 1 Washington 10 CFO/SVP 1 West Virginia 2 Wisconsin 39 CFO/VP‐Finance 2 Wyoming 3 CFO/VP‐Finance/Administration 1 Chief Analytics Officer, Business Intelligence 1 Chief Development Officer 1 Chief Executive Officer 3 Chief Financial & Operations Officer 1 Chief Financial and Risk Officer 1 Chief Financial Officer 42 Chief Investment Officer 1 Chief Invstmnt Strategist 1 Chief Operating Officer 1 Chief Operations Officer 2 Chief Solutions Officer 1 Co‐Chief Investment Officer 1 Co‐Founder & CEO 1 Controller 16 Controller and Compliance Officer 1 COO 1 Cooperator in Chief 1 Corporate Events Manager 1 Data Analyst 1 Deputy Editor 1 Dir‐Member Investment 1 Director 7 Director and Co‐founder 1 Director Institutional Sales 1 Director Internal Audit 1 Director of Accounting 1 Director of Business Development 1 Director of Credit Union and Municipality Strategies 1 Director of Finance 5 Director of Market/Client Strategy 1 Director Of Research Services 1 Director of Sales 1 Director Sales & Marketing 1 Director‐Accounting/Finance 1 Director‐Finance 1 Monday, May 13, 2019 03:31 PM PSFY Mtg05 and 05b Demographics w Class.bq Page 2 of 6 Meeting Code: CFONY19 Attendees by TitleCFONY19 Director‐Finance/Accounting 1 Director‐Finance/Controller 1 Director‐Financial Planning/Analysis 1 Director, Accounting & Finance 1 Engagement Consultant 1 Events Marketing Manager 1 EVP 1 EVP ‐ CFO 1 EVP Products 1 EVP‐Finance/Administration 1 EVP/CFO 15 EVP/CFO/CPA 1 EVP/CRO 1 EVP/Principal 1 Executive Benefit Consultant 1 Executive Benefit Specialist 1 Executive Benefits Consultant 1 Executive Vice President 2 Executive Vice President‐National Sales 1 Finance Accounting Manager 1 Finance Analyst 1 Financial Analyst 7 Financial Solutions Consultant 1 Founder 1 Institutional Fixed Income Sales 1 Institutional Fixed Income Sales Rep 1 Institutional Investments 1 Investment Advisor 1 Loan Trading Analyst 1 Manager ‐ Conferences & Meetings 1 Manager ‐ Sponsor & Awards Programs 1 Manager FP&A 1 Manager Instructional Design Finance/Operations 1 Manager of Finance 1 Manager‐Accounting 1 Manager‐ALM Investments 1 Manager‐Member Relations & Engagement 1 Manager, Accounting 2 Manager, Assurance Services 1 Managing Dir, Sales & Client Relations 1 Managing Director 9 Managing Director ‐ Credit Union Division 1 Managing Director Advisory Services 1 Managing Director‐Trader 1 Managing Partner 1 Marketing Manager 1 Member Experience/Card Portfolio Analyst 1 Membership Manager ‐ Councils 1 Mgr ‐ Conferences & Meetings Experiences 1 National Account Manager 1 Monday, May 13, 2019 03:31 PM PSFY Mtg05 and 05b Demographics w Class.bq Page 3 of 6 Meeting Code: CFONY19 Attendees by TitleCFONY19 National Sales Executive 1 National Sales Manager 1 Owner & Principal 1 Partner 7 Peak Performance Coach 1 President 6 President & CEO 1 President/CEO 5 President/Principal 1 Principal 7 Principal Member 1 Principal, Marketing & Client Relations 1 Regional Sales Director 1 Regional Sales Executive 2 Regional Sales Manager 2 Reporter 1 Retirement Sales Specialist 1 Sales Engineer 1 Sales Executive 6 Sales Representative 2 Senior Account Executive 2 Senior Accounting/IT Manager 1 Senior Associate 1 Senior Client Engagement Manager 1 Senior Consultant 1 Senior Editor 1 Senior EVP/COO 1 Senior Executive 2 Senior Financial Analyst 1 Senior Financial Officer 1 Senior Financial Solutions Consultant 1 Senior Manager 1 Senior Managing Director 1 Senior Sales Area Manager 1 Senior Solutions Engineer 1 Senior Vice President 3 Senior VP of Accounting 1 Senior VP/CFO 1 Shareholder 1 Solutions Advisor 1 Solutions Consultant 1 Sponsor & Awards Coordinator 1 Sr Analyst 1 Sr Consultant Business Strategies 1 Sr Director, Partner Channel 1 Sr Mgr Consulting Services 1 Sr. Account Specialist 1 Sr. Accounting Clerk 1 Sr. Accounting Specialist 1 Sr. Coordinator Exec Activities & Conf 1 Monday, May 13, 2019 03:31 PM PSFY Mtg05 and 05b Demographics w Class.bq Page 4 of 6 Meeting Code: CFONY19 Attendees by TitleCFONY19 Sr. Executive Benefits Specialist 1 Sr. Financial Analyst 1 Sr. Investment Officer 1 Sr. Market Manager 1 Sr. Vice President 1 Strategic Business Analyst 1 Supervisory Committee 1 SVP 9 SVP ‐ CFO 1 SVP / CFO 1 SVP & Chief Financial Officer 1 SVP Accounting 1 SVP Accounting & Treasury 1 SVP Brand and Communications 1 SVP CFO 1 SVP Finance & M&A 1 SVP FInance and Investments 1 SVP Finance/Real Estate 1 SVP Lender Partnerships 1 SVP MBS Trading 1 SVP Operations 1 SVP‐Accounting/Controller 1 SVP‐Accounting/Finance 1 SVP‐Finance 1 SVP‐Finance/CFO 1 SVP, Accounting and Finance/CFO 1 SVP/Business Development Officer 1 SVP/CFO 24 SVP/CFO/ADMIN 1 SVP/Chief Enterprise Risk Management Officer 1 SVP/Chief Financial Officer 2 SVP/CIO 1 Treasurer 1 Treasury Manager 1 Vice President 8 Vice President ‐ Controller 1 Vice President Councils 1 Vice President Finance 2 Vice President Finance & Data Analytics 1 Vice President Institutional Sales 1 Vice President of Finance and Compliance 1 Vice President of Finance/CFO 1 Vice President Sales 1 Vice President, Advisory Services 1 Vice President/Controller 1 VP 3 VP ‐ Controller 1 VP ‐ Finance 2 VP ‐ Finance/Accounting 1 VP ‐ Treasurer 1 Monday, May 13, 2019 03:31 PM PSFY Mtg05 and 05b Demographics w Class.bq Page 5 of 6 Meeting Code: CFONY19 Attendees by TitleCFONY19 VP Accounting 3 VP Accounting & Operations 1 VP Accounting/Finance 1 VP Client Success 1 VP Finance 1 VP Fixed Income 1 VP Fixed Income Capital Markets 1 VP of Accounting 2 VP of Finance 6 VP of Finance & Business Services 1 VP of Finance, Controller 1 VP of Lending 1 VP Partnership Development 1 VP Portfolio Manager 1 VP Product Management 1 VP Sales 1 VP Sales & Solutions Consulting 1 VP‐ Brokered Deposit Funding & Invs 1 VP‐Acccounting & Finance 1 VP‐Accounting 3 VP‐Acct/Fin 1 VP‐Fin/CFO 1 VP‐Fin/Risk Mgmt 1 VP‐Finance 11 VP‐Finance & Accounting 1 VP‐Finance/Accounting 1 VP‐Finance/CFO 1 VP, Accounting & Financial Compliance 1 VP, Advisory Services 1 VP, Finance 1 VP/CFO 2 VP/Controller 2 Monday, May 13, 2019 03:31 PM PSFY Mtg05 and 05b Demographics w Class.bq Page 6 of 6 Meeting Code: CFONY19.
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