Ensure your supervisory committee is headed in the right direction.
These days, the credit union industry is changing by the minute. It's easy to spend hours searching for information for effective oversight. Make plans now to attend this three-day event and get all the updates you need in one place. You'll gain credit union-specific information on regulations, risk management, the audit process, effective communication, and much more. The oversight of your credit union is a big responsibility. Ensure you have the knowledge to exceed expectations and make your members and CEO proud you're leading their credit union.

By successfully completing identified sessions and exams, you can earn credits for the CUNA Volunteer Certification Program toward your Certified Credit Union Volunteer designation.

We're here to help!
CUNA offers the board training necessary to fulfill proposed NCUA requirements issued in the recent comment letter. More.

Bring a guest for just $199!
Guests of conference participants are welcome to enjoy the amenities of the MGM Grand Las Vegas and join the group for three continental breakfasts, Monday's lunch, and admission to Tuesday evening's event for $199.

Tuesday Evening's Attendee and Guest Event KÀ, by Cirque du Soleil®.
As part of the attendee and official guest program, you'll receive a ticket for admission to KÀ at the MGM Grand Theater.
KÀ by Cirque du Soleil is an unprecedented theatrical event. A masterpiece in storytelling, KÀ uses acrobatic performances, the thrills and action of marital arts techniques from all over the world, plus innovations in puppetry and multimedia to tell the epic tale of twins on a perilous journey to fulfill their shared destiny.
Tickets: A limited quantity of additional tickets will be available onsite for a $75 fee.

Interested in attending one or more days, but not the complete program? Just contact us at training@cuna.coop or call 800-356-9655, ext.4249 for the options we have available.

CUNA Supervisory Committee & Internal Audit Conference: December 5–8, 2010

CUNA Supervisory Committee Fundamentals Pre-Conference Workshop:  December 4–5, 2010

CUNA Supervisory Committee Compliance Fundamentals Pre-Conference Workshop:  December 5, 2010

Preview the schedule

Leadership Lessons from Jimmy Stewart? You've Got to Be Kidding!

(Level 2, 3 credits, Board Operations & Development Category)
Tim Harrington
The whole world knows Jimmy Stewart as a beloved actor, but few people know that he joined the Army as a 32-year-old private in 1941, left the safe and lucrative acting world behind, and eventually became a highly decorated Air Force general. This session will look at the leadership traits that Stewart brought to the air fields and skies of Europe in the 1940s. Learn what it takes to get people to trust you, to believe in you, and to follow you.

Supervisory Committee 101: The Overview

(Level 2, 3 credits, CU Knowledge & Committee Governance Categories)
Susan Landauer
This session will provide the basics and the groundwork for doing the work of the supervisory committee. This is perfect for rookies who need to get a leg up, and for seasoned veterans who need a refresher on the scope of this voluntary assignment. If you are looking for a thorough, detailed unfolding the supervisory committee’s duties and responsibilities, consider the 2-day pre-conference seminar.

Compliance Update

Andrea Stritzke
Does it seem like the compliance issues have become impossible to keep up with these days? Imagine how your compliance officer feels! This session will help you stay on top of the ever-changing regulatory environment for the safety and soundness of your institution. Hear from an industry expert and let her guide you through this minefield of changes.

Analyzing the Risk in Your Loan Portfolio

(Level 2, 3 credits, Risk Assessment Category)
Dan Johnson & Steve Miller
The economic troubles of the last couple of years have revealed weaknesses and flaws in many loan portfolios. It’s incumbent upon the supervisory committee to make sure that management is assessing this risk and taking steps to control and manage it. Hear from industry experts who will help you maximize your effectiveness while ensuring the efficiency that is required to meet deadlines.

Due Diligence & Ongoing Third Party Oversight

(Level 2, 3 credits, Internal Audit Category)
Dan Johnson & Steve Miller
Due diligence continues to be high on the NCUA’s list of priorities for credit unions. An appropriate due diligence plan that considers the needs of your credit union’s board, employees, regulators, and community is crucial. Hear from expert practitioners who help credit unions through this process every day. Learn from their experience and developed process about how to provide ongoing oversight that will protect your credit union and your members.

NCUA Update

Scot Kern
Hear from an NCUA official about current administration priorities and hot-button issues. Regulation of the financial services sector has gone through significant turmoil and change recently. This is an opportunity to hear directly from the regulators about what’s going on and how that may affect your organization.

Allowance for Loan Losses—Important Lessons for the Supervisory Committee

(Level 2, 3 credits, Risk Assessment Category)
Michael Sacher
The economic cycle of the past two years has taught us some critical allowance for loan loss lessons. Credit unions using conventional methods have often had to record significant adjustments resulting in earnings impairment. Has your supervisory committee kept pace with these lessons and are you able to evaluate the appropriateness of your ALL balance? Gain an important perspective on the allowance for loan losses that every member of the supervisory committee should understand.

E-Fraud - Hands Off My Account!

(Level 2, 3 credits, Annual Audit Category)
Kenneth Otsuka
Fraudsters have been compromising member accounts through credit union online banking systems. Member funds are withdrawn using bill pay or the ACH feature. Fraudsters are even compromising credit union accounts at third party providers of electronic funds transfer services. This session will include an overview of how fraudsters access member accounts through online banking system, credit union accounts at third party providers of electronic funds transfer services, multifactor authentication methods, and important loss controls.

Getting the Most Out of Financial Statements

(Level 2, 3 credits, CU Knowledge & Committee Governance Category)
Tim Harrington
Designed for supervisory committee members with or without a financial background, the goal of this session is to make financial statements more understandable and useful. Learn the possible red flags that these statements can show when it comes to risk management. Don’t miss this opportunity to learn what your credit union’s financial statements are trying to tell you.

Accounting for TDRs & OREOs: Keeping an Eye on These Potential Risks

(Level 2, 3 credits, Risk Assessment Category)
Chris Vallez
Record unemployment and a sluggish housing market have led to an increase in loan modifications and foreclosures. In this session, we’ll review the unique accounting implications of trouble debt restructurings (TDRs) and other real estate owned (OREO).

The Supervisory Committee Hit List: Trying to Keep Up With Everything (2-Part Session)

(Level 2, 6 credits, 3 credits for Annual Audit & 3 credits for Internal Audit Categories)
Susan Landauer
The supervisory committee is the watchdog of the credit union, keeping an eye on areas of potential risk. The roller coaster ride of the economy and our industry in the past couple of years means that the risks and oversight needs of the credit union are in rapid flux. This two-part session will explore some of the latest issues facing credit unions and help keep you up-to-speed in this quickly changing environment.

Credit Union Ratios & the Pictures They Paint

(Level 2, 3 credits, CU Knowledge & Committee Governance Categories)
Chris Vallez
In this session, we’ll review the financial performance ratios important to the credit union industry. Each ratio tells a story, but it’s not until you put all of the ratios together that you see the whole picture. Join us to better understand how ratios are calculated and how they tie in to paint the entire financial picture of the organization.

Emerging Fraud Risks Facing Credit Unions

(Level 2, 3 credits, Annual Audit Category)
Kenneth Otsuka
With new technologies, regulatory changes, and competitive pressures, new schemes are evolving and creating new challenges. Prepare yourself and your credit union staff to be successful in the new fraud landscape.

Selecting a CPA Firm & Overseeing the Audit: Tips from an Insider’s Perspective

(Level 2, 3 credits, Annual Audit Category)
Michael Sacher
Many say that audits of credit unions have become a commodity product, and in many cases, it’s hard to argue with this impression. Audit staff, often young and very inexperienced come and go, too much time is spent without understanding how to identify truly risky areas, audit reports are delivered late, and small to mid-sized credit unions are often the step-child of the industry. Engaging an auditor who understands the issues facing credit unions is perhaps one of the most critical governance responsibilities of the supervisory committee. Learn about this process from Mike’s 30-year experience and insider perspective. Let him provide you with the tips that will make your job easier.

BSA Update Session

(Level 2, 3 credits, CU Knowledge & Committee Governance Categories)
Jennifer Hoskins
An overview of BSA and OFAC compliance. This will focus on compliance from a volunteer’s perspective. What information is required to be provided to you regarding suspicious activity reports? What questions should you ask management regarding BSA compliance? We will discuss the responsibilities of the volunteers in relation to BSA and OFAC compliance.

What You Can Do to Make Examiners Happy

(Level 2, 3 credits, Internal Audit Category)
Jennifer Hoskins
In the changing world of credit unions, examiners are calling more on the supervisory committee to fill the role of internal auditors. This session will focus on some simple audit procedures that any supervisory committee member could perform to fill this role.

Social Networking & Credit Unions…the Good, the Bad & the Ugly

(Level 2, 3 credits, Risk Assessment Category)
David Coffey
Social networking has become quite a phenomenon in our society. These sites can be used for a variety of valuable communication purposes but they also have a dark side. Information security breaches, social engineering exploits, data leakage, and productivity loss are just some of the problems organizations are experiencing. In this session we’ll discuss how credit unions are using social media to benefit them while also making participants aware of the dangers and how to mitigate the risks.

The Insider Threat: How Serious is it for Credit Unions?

(Level 2, 3 credits, Annual Audit Category)
David Coffey
Insiders are often believed to be the greatest security risk to organizations of all types including credit unions. In this session we’ll discuss the insider threat, look at insider data breaches, and discuss risk mitigation techniques that credit unions can use today.

CUNA Volunteer Certification Program

By successfully completing identified sessions and exams, you can earn credits for the CUNA Volunteer Certification Program toward your Certified Credit Union Volunteer designation.

Affiliation with CUNA/League is required for attendance.

CPE Credits

“I have attended countless seminars over a lifetime. This one can be rated at the top.”
“One of the greatest rewards of attending programs such as this are the networking opportunities!”
“As a brand new supervisory committee member, I needed some very fundamental tools to develop a sound understanding of the task I am undertaking. This conference and the networking filled that objective.”
“I was very pleased that the program content was of great value to me as a director. I would strongly recommend that all directors attend and participate in a program of this type.”
“Real eye opener. As a member of the Supervisory Committee, I was amazed at all the ways people can steal from a CU.”
“I picked up valuable knowledge to help me enhance my credit union participation, as well as some tips I can use on other boards I serve on.”
“It moved me and once again justified that good volunteers are needed to make our country and credit unions work for Americans. I’m lucky to be one! “
“Hearing about the responsibilities of the Supervisory Committee sent home the message of the seriousness of our role in the credit union”
“Although our credit union is not large (2700 members) it was an eye opener to be made aware of the methods used to obtain others identities”
“It was great to have new and old committee members to share with and such vast sizes of CUs represented.”
“A lot of questions were answered by networking with others that had similar problems or challenges.”
“I liked how the staff encouraged networking-I met several great contacts as a result of this-this will be very helpful in the future-I will call them for info.”

Tim Harrington, CPA

Jennifer Hoskins, CPA, MPA, CTGA

Dan Johnson, CPA

Scot Kern

Susan Landauer, CPA

Steve Miller, CPA

Kenneth Otsuka

Michael Sacher, CPA

Andrea Stritzke, CUCE

Chris Vallez CPA, MBA, CICA

United Airlines is the "Official Airline" for the programs. To make reservations, visit www.united.com or call United’s Specialized Meetings Reservation Center at (800) 521-4041. Please reference ID# 553SF.