Conference Tracks
New! Compliance Series
Past attendees have requested more compliance training and now here it is! These sessions give perspective to board members, as well as some peace of mind, regarding important industry requirements.
How to Read an Exam Report
John Kolhoff, OFIR and Andrew Healey, NCUA
Ever wonder how those regulatory exam reports are written and what the boilerplate language means? This session will walk you through the different parts of a typical report used by state and federal examiners. In addition, suggestions will be offered for how to best communicate your objections and any appeal process that might be necessary.
Asset Liability Management Best Practices
Charley McQueen, McQueen Financial Advisors
Ensure your Asset Liability Management model is an accurate tool for modeling your credit union, and learn how to get use and value out of your ALM report. Best practices will include model back-testing, reasonability testing and having well-defined and disciplined ALM processing, as well as understanding and implementing risk management techniques.
Understanding CUSOs –
What Federal and State Credit Union Directors Need to Know
Mike DeFors, MCUL
Credit Union Service Organizations (CUSOs) are widely used by state and federal credit unions. They enhance a credit union's capabilities in providing products and services to their members. However, they also come with statutory and regulatory mandates. This session will review what every director needs to understand about these requirements.
New! Current Trends Series
These sessions feature guest speakers on current issues. In addition to the valuable information presented, you'll also have the opportunity to network with other CEOs and board members.
How Today's Mortgages Serve Members
Kristine Kline, Mortgage Center
Your members want a source they can trust to provide them with a mortgage. Your credit union is the solution. This session will discuss how and why you can originate and service mortgage loans that will benefit your members and the credit union, as well as current challenges and opportunities that exist in the market place.
Student Run Credit Unions – Not for the Faint of Heart!
Robin Wybenga, MCUL
This lively presentation and panel discussion will reveal how much time and commitment it takes to start and maintain a successful student run credit union. Find out what you need to know to survive and thrive – everything from budgets, set-up costs, attracting young members, selecting student workers, security and so much more – from experts who have done it.
Attracting the Web 2.0 Generation
Todd Mason, CUVillage.com
Still in a fog about blogs? What about podcasts, Twitter, YouTube, FaceBook and MySpace? A little foggy there, too? Take this time to find out what Web 2.0 technology has done to the world of electronic communication and how your credit union can use it to attract younger members. Examples of how other credit unions are using this technology will be provided.
Popular! Executive Speaker Series
The Executive Speaker Series is designed to provide CEOs and volunteers the tools they need to successfully guide their credit unions and remain effective leaders, while also enjoying networking time with peers. Sessions feature guest speakers on current issues. In addition to the valuable information presented, you'll also have the opportunity to network with other CEOs and board members.
Surviving and Thriving in a Tough Economic Environment
(Delivered in two parts)
Tim Harrington
You have never seen a market as difficult as this one. It hasn’t happened for 70 years. How can you make sure you not only survive, but actually thrive in these tough economic times? In this two-part session, Tim will share ideas gleaned from credit unions that are successfully growing and building market share when most others are shrinking. You’ll discover what you and your credit union can do to move forward to increase revenue, reduce expenses, grow a loyal membership, strengthen and expand your loan portfolio, increase product and service penetration, as well as better understand Generations X and Y, and the products and services that attract them. Bring your challenges and solutions to share in the session. This program is ideal for anyone who envisions and plans for their credit union’s future.
Four Choices of Leadership
David Wheatly
Every person in every organization has opportunities to demonstrate leadership through the choices they make on a daily basis. This session will demonstrate how to make better choices, inspire others and find calmer waters in the storm regardless if the turbulence is from unprecedented change or dramatic new business climates.
New! Volunteer Achievement Program (VAP) Track 17 for
Supervisory Committee Members
VAP tracks are designed to help volunteers learn how to work together effectively, make informed decisions and improve their credit union’s performance.
Supervisory Committee’s Role in Due Diligence
(NEW! V303)
In today’s tight economy, outsourcing is an increasingly common way for credit unions to offer more products and services. But how do you choose the right vendor to ensure that the work is done to your standards? The supervisory committee must make sure that adequate due diligence is taking place. This course will walk you through the necessary details while making sure there is adequate transparency and ongoing communication with the credit union management.
Supervisory Committee’s Role in Finding Fraud
(NEW! V304)
The supervisory committee is the watchdog of the credit union, keeping an eye on areas of potential risk. Committee members must stay on the cutting edge of industry trends to spot fraud and potential fraud. This course goes beyond the basic duties to reveal potential areas of concern such as cash, loans, credit cards, share draft accounts, dormant accounts, general ledger accounts, repossessed collateral, investments, and the internet. Learn what your role as a supervisory committee member is and how to work effectively with credit union management.
Basics of Risk Assessment for Volunteers
(NEW! V305)
In an increasingly risky world, there are a variety of risks that impact your credit union’s ability to serve its members. While risk cannot be eliminated completely, it can be managed. This course will discuss how to identify and determine what the supervisory committee’s priorities are regarding risk.
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