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Speaker: Stacie VanDenBerghe
This session would cover basic internal and external controls to guard your credit union from embezzlement. The session will also involve case studies to examine the ways in which employees have exposed vulnerabilities. Educating yourself on other credit union losses will help your credit union develop a proactive approach.
Speaker: Cori Rodriguez
Explore a different approach to attract, engage and retain new board members. Not only new board members, younger board members. What would your ideal board of directors look like? If you are looking for a more diverse, younger board, this session will give you new strategies on how to recruit, attract and engage younger board members.
To be sustainable, growing millennial and younger generation membership is a must. Your board of directors should reflect your membership diversity. Understand why it's important to recruit millennials volunteer, and how we can keep them engaged. Boards are a huge commitment; we need to make sure we are making the time involved worthwhile for all board members.
Additionally, we'll touch on recruitment, which cannot just be an annual call for self-nominations. Candidates must be vetted and understand what they are committing to before they come anywhere close to a ballot.
Speaker: David Reed
Everyone understands accurate audit results are required for both management and examiners and having a good auditor at your disposal makes life so much easier for the Supervisory Committee. But sometimes a change needs to be made. Perhaps you feel you need a fresh set of eyes on your operations or you have outgrown your existing auditor.
Understanding the regulatory requirements as well as the best practices of changing auditors is an essential element of SC service. This session will cover all the technical requirements, best practices and hard-earned advice for selecting and onboarding a new auditor.
Everyone hopes their credit union will be a well-oiled machine that avoids the drama and anxiety we often read about in the headlines. Unfortunately, hopes don't always match with reality and your Supervisory Committee needs to be prepared to deal with the dark side of credit union operations.
Regulations require that the SC protect the credit union from error, conflict of interest, self-dealing and fraud. What does that look like in a modern credit union and how can you do it while maintaining harmony and good will?
This session will explore each of these negative events and provide easy to deploy, common sense methodologies for managing the risk. From required policies to little known audit additions, you don't want to miss this common-sense approach to a difficult topic.
Speaker: Dr. Samuel Jones
It doesn't matter what race, color, sex, or religion that we identify with, everyone expects to work and live in an environment free from behavior that could be interpreted as discrimination or harassment. Although some workplace behavior is easy to identify as inappropriate, many actions that may appear as innocent on the surface can be viewed as discrimination or harassment. This program is designed to assist participants with Executing Renewed Expectations as it relates to leadership and inclusion issues in the workplace.
Speaker: Ryan Donovan
The voices seeking to limit or eliminate credit unions are not diminishing. And, in the post-financial crisis world, the challenges facing credit unions and their members seem ever increasing, never decreasing. Those who are invested in credit unions have the most to gain -- or lose -- through changes in public policy. Ryan Donovan, CUNA's Chief Advocacy Officer, will discuss the public policy issues affecting credit unions and why it is more important now than ever for credit union executives, volunteers and members to be actively involved in credit union advocacy.
Speaker: Sue 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 of the supervisory committee's duties and responsibilities, consider attending the 2-day Supervisory Committee Fundamentals Workshop.
This session counts toward earning your CCUSC designation
Session details TBD
Presented with your credit union financials, how do you know if your credit union is viable and strong? Balance sheets, income statements, net worth ratios? What should they look like, and how do you interpret these complicated and at times overwhelming packages of information? Stress no more; we will dive into the financials that every volunteer should be familiar with and assist you in the review and interpretation of the financial statements you are presented with. Go back to your credit union armed with the knowledge to ask questions regarding the financial information you receive!
Speaker: Randall Romes
As credit unions mature their cybersecurity hygiene, hardening defenses and refining detection and response, so too do the bad actors continue to learn and evolve. This session will survey the latest developments in cybersecurity attacks and intrusions and their impact on Credit Unions operations and their Members. From the latest in ransom ware, social engineering, and distributed denial of service, to the attacker profiles and motivations, attendees will gain an understanding of current threat landscape, and a jump start on their efforts counter those threats through the analysis of case studies and demonstrations of “live hacking attempts”.
What you'll learn:
Speaker: Dean Rohne
Risks exist throughout the credit union beyond traditional areas such as loans and branches. This session will look at what is needed foundationally for an internal audit department to effectively audit all areas of risk within the Credit Union. The session will also look at best practices in auditing sensitive areas related to credit union staff and management such as payroll, corporate credit cards, fringe benefits, and transactions on employee accounts.
Speaker: Drew Smith
Leading organizations around the world are taking a more informed and integrated approach to managing uncertainties and leveraging opportunities using Enterprise Risk Management (ERM). ERM is a tool that improves understanding of key risks, minimizes surprises, and promotes more informed risk taking. Join me to learn more about the basics of ERM, the benefits of an effective ERM program, and ERM best practices.
Speaker: Tony Ferris
Risk management is a nebulous term, yet universally can be interpreted loosely as "bad thing" that might happen to me. In the decade since the Great Recession, risk management has become a common business practice that has received significant scrutiny and has pushed all organization to make changes internally to how they operate. The question is, has this resulted in materially better results? Risk management is never going away, in fact it is becoming more and more stringent and ingrained in our organizations and is an expectation of both consumers and regulators. How are we positioned to drive value through our risk management framework?
This session will focus on:
Champion for the Credit Union Movement
Credit Union National Association is the most influential financial services trade association and the only national association that advocates on behalf of all of America's credit unions. We work tirelessly to protect your best interests in Washington and all 50 states. We fuel your professional growth at every level and champion the credit union story at every turn.
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