During the CUNA Marketing & Business Development Council Conference, expert panelists in CMO Exchange session discussed how important the relationship between the CMO and the CFO is for marketing projects to get the green light. As stated during the session, a CFO's favorite three letters are R-O-I.
Louisiana FCU Chief Administrative Officer Mia Perez moderated the panel that included:
Casey Kucera, CFO at Jefferson Financial FCU
Steve Bugg, President & CEO at Great Lakes Credit Union
Fabio Biasella, SVP/Chief Marketing Officer at Travis Credit Union