Conference Tracks
Participants at the Leadership Development Conference choose to attend a series of three sessions from the 'Current Trends Series,' 'Executive Speaker Series,' or from either of two 'Volunteer Achievement Program' course tracks.
Current Trends Series
Role of the Board in the Current Economy
Facilitated by Mike Moyes
During difficult economic times, it is as important as ever for board of directors to focus on long term visions and goals, while resisting the temptation to micro-manage if the credit union begins to show some weaknesses or losses. Gain a clear understanding of how to balance board responsibilities, while using measurement tools and reports to review strategic goals and assure your credit union is moving in the proper direction. Being an efficiently run organization, keeping the strategic direction on target and looking for true opportunities that fit with your credit union’s long term vision are a few topics to be covered along with Carver model board governance principles.
Finding the Heirs Apparent:
Leadership Succession Planning for Ensuring Your Credit Unions Future
Facilitated by John Vardallas
Every credit union should be prepared for changes due to planned or unplanned loss of a leadership position. Take this opportunity to understand the important elements of how management and board members can sustain and ensure the success of the credit union through proper planning. You will learn the importance of being prepared to face transitions of key executive and board leaders, as well as strategies for recruiting a balanced board that reflects your credit union’s field of membership.
Added Bonus: Receive a 'Director Competency Assessment' at this session
Economics Update
Facilitated by Dan Giedeman, Ph.D
Many of us would like to forget about the financial crisis and how it all came to be, but the current state of the national and state economies are a reality. Credit union leader’s like you need to have a sound understanding of the expected impact of the government’s stimulus package, the current state of the financial system, as well as information on financial sector reform and the potential concerns for inflation and the value of the dollar. This session will provide an outlook for the future. Be sure to bring your questions as time will be allotted for dialogue at the end of the presentation.
Executive Speakers Series
Mapping Your Future: A Strategic Planning Primer for
Credit Union Leaders
Facilitated by John Vardallas
Having a strategic plan in place has become a key element that examiners look for and regulators are encouraging credit unions to monitor their performance based on this plan. Get ready to map the future of your credit union by exploring the most significant areas of the strategic planning model, including: e-scanning, conducting a strengths/challenges/opportunities/threats analysis, creating a vision and mission, identifying competitive advantages and setting goals. Your credit union can be a member centric world class service organization; it begins here!
Added Bonus: Receive a “Credit Union Scorecard” at this session to assess your credit union's performance.
Has Anyone Seen My Bottom Line?
Facilitated by Kelly Schermerhorn
As a member-owned financial cooperative, your credit union is in the business of providing outstanding products and services with great rates. Operating as not-for-profit organizations, most credit unions are already feeling the squeeze of tightened interest margins. With high unemployment rates now limiting the ability to grow loan portfolios, combined with changes that have taken place in the credit card industry, credit unions have to consider what path they choose to take to cover their costs. Find out what you need to know about fee income and learn effective strategies to make sure your bottom line is still there.
Fiduciary Responsibilities of the Credit Union
Facilitated by Mike Kus
Learn to be cognizant of the warning signs and red flags that are indicators of financial deterioration, as well as understand the current regulatory environment and additional pressures that will be placed on the management and board by regulatory agencies if the condition of the credit union is less than satisfactory.
Volunteer Achievement Program Core Modules!
A MUST for New Directors!
Core VAP modules are an excellent way for volunteers to understand the basics of a credit union’s operation, and are required for most CUNA Volunteer certifications. This year’s presentations will cover the following topics:
History and Philosophy (V01)
This course will cover the origins of credit unions, the significance of field of membership, the importance of financial deregulation and the current challenges that face credit unions.
Financial Reports (V02)
Understand financial reports with easy to follow explanations of the statement of financial condition. You will also learn about trend analysis and how to calculate important ratios.
Managing Risk (V03)
Risk management is the direct responsibility of credit union officials. This course will discuss ways to identify, handle and monitor risks, establish procedures for internal controls, the role of a supervisory committee and more.
Additional Volunteer Achievement Program Modules ... Plus More!
Recently Added! The Basics of Internal Control (V427)
This newer session defines the supervisory committee's roles and responsibilities for establishing and maintaining an effective internal control environment. A list of seven internal control objectives will be provided to better explain and understand scenarios of how to apply control objectives, as well as offer examples of situations with ineffective controls.
Recently Added! Understanding the Audit Report (V428)
Take this opportunity to understand the types of audits that the NCUA permits, as well as an outline of the four NCUA mandates that the supervisory committee must enforce. This session will provide valuable and insightful details to help you identify the reports necessary for each audit option and understand the information contained within them.
Sunday Morning This Group Joins the Executive Speaker Series Session...
Fiduciary Responsibilities of the Credit Union
Facilitated by Mike Kus
Learn to be cognizant of the warning signs and red flags that are indicators of financial deterioration, as well as understand the current regulatory environment and additional pressures that will be placed on the management and board by regulatory agencies if the condition of the credit union is less than satisfactory.
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