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Upcoming events

Connect with peers and deepen your strategy — live and on site.

Thurs, May 14-15, 2026

2026 NEFMA Spring Conference

The New England Financial Marketing Association provides opportunities for the professional development of members through educational meetings and networking. Join OptimFI at NEFMA's Spring Conference.

Sun, May 17-20, 2026

America's Credit Unions Finance Council Conference

Get ready for impactful content and a fresh lineup of industry experts at America’s Credit Unions’ top conference for credit union CFOs and finance professionals. This financial conference delivers learning that strengthens strategic decision-making, supports your financial leadership role, and enhances your credit union’s overall performance.