Concurrent Sessions - Mix or Match!
New this year! Now attendees may choose to attend a series of sessions or mix-and-match any three sessions they're interested in. Be sure to know which sessions you plan on attending when you register, so that we may have appropriate materials and adequate space to accommodate everyone.
Meet the Regulators Panel (Saturday Morning)
John Kolhoff & Andrew Healey
Presented in Cooperation With NASCUS Board College
This popular panel format returns! Here's an opportunity to hear from OFIR and NCUA regulators, as well as to have your questions answered and provide feedback. Credit union examiner's appreciate meeting with credit union leaders outside the "exam process," so be sure to bring your questions and learn from this insightful panel discussion exchange.
Gauging Current Market Conditions to Manage Assets, Liquidity and Risk (Saturday Midday)
Charley McQueen
Planning for your credit union's bright future begins with a strategic process that looks at liquidity, asset concentration limitations and interest rate risk (IRR). Discover how to maximize your ALM potential by evaluating current market conditions and understand the steps you should follow to be most effective.
Credit Union Financials for Non-Financial Individuals (Sunday Morning)
Bob Larson
What are your fiduciary duties as a board member? In today’s world, a true understanding of the credit union’s financial statements and reports has become essential for non-financial volunteers. NCUA has even proposed a rule change that would require all credit union board members to have an understanding of financial statements. This session will provide participants with a working knowledge of credit union financial documents such as the balance sheet and income statement, and how to ask appropriate, substantive questions of management and internal/external auditors.
CEO Compensation Trends and Strategies (Saturday Morning)
Gene Mandarino
Having a CEO compensation strategy that is fair to the members and to the CEO is a continuous challenge faced by credit union boards across the country. In this presentation, participants will discuss the various components of executive total compensation, review key trends in CEO compensation, discuss approaches to linking pay to performance and outline how CEO compensation is adjusted as a CEO approaches retirement.
Today's Critical Compliance Challenges for Board Members (Saturday Midday)
Frank Drake
Presented in Cooperation With NASCUS Board College
Take this opportunity to enhance your knowledge of today's hot button compliance issues and gain insights that are specific for board members to understand. Topics will include an overview of the Reg E changes that are becoming effective in 2010, the federal and Michigan-created HAMP (Home Affordable Mortgage Program) and more!
A Foolproof Board of Directors (Sunday Morning)
Frank Drake
Presented in Cooperation With NASCUS Board College
Credit unions are governed by boards of directors, not by their presidents, CEOs or staff. Too many board members misunderstand their responsibilities, as well as the legal requirements imposed by state laws and regulations. Become a "Foolproof Board of Director" yourself, with information specific to Michigan law that will help protect you and fulfill your board responsibilities by following the law and avoiding the risk of personal liability.
Crank Up Your Output: Doing More With Less (Saturday Morning)
Doug Neilsen
It may seem like you are being asked to do more with less ... and you probably are! Now discover how to work with fewer resources, while producing the results you need. You can create a culture that adjusts quickly to change and rises to challenges by remaining focused and enthusiastic. Find out how to create an “ownership culture,” revolutionary principles to anchor your team for peak performance, leadership strategies to improve effectiveness and the key for keeping member service, communication, problem prevention, team work and communication alive and well.
Alternatives to Help with Investments (Saturday Midday)
Ronald W. Boehnlein
There are several investment alternatives to certificates of deposit for Michigan credit unions (both federal and state charters). These alternatives include US Treasury and agency securities, taxable municipal bonds, mortgage-backed securities and corporate bonds. This session will discuss what directors need to know about the permissibility of these investment alternatives and the risks associated with each type. The due diligence and accounting requirements for the various types of investments will also be discussed.
Closing the Engagement Gap (Sunday Morning)
Robin Wybenga
When people are truly engaged in their work they give more “discretionary effort” and make a huge difference to their company. They ask, “What’s in it for us?” instead of “What’s in it for me?” Yet an engaged workforce is as rare as it is valuable. Not due to being inherently lazy or apathetic, but because companies and managers don’t know how to draw out the best from their employees. Based on the book, "Closing the Engagement Gap," this session will look at the five ways to engage employees using real world examples that prove it is possible to deliver a huge impact to the bottom line.
Volunteer Sessions
New! Overseeing the Annual Audit by Outside Parties (V429) (Saturday Morning)
CUNA Volunteer Achievement Program
Managing the audit process is an important task for the Supervisory Committee. Preparing for and executing an audit helps boards keep their credit union compliant and informed about the soundness of the credit union. Through this course, you will learn the Supervisory Committee's specific responsibilities when it comes to the annual audit. You will learn to differentiate and define the different types of audits. Finally, volunteers will learn best practices for securing a proper outside auditor and how to monitor a healthy and successful relationship with third parties.
New! Volunteer Self-Evaluations ( V430) (Saturday Midday)
CUNA Volunteer Achievement Program
The board is tasked with evaluating many aspects affecting credit union operations. This includes evaluating the CEO, to evaluating potential outside auditors. But, how often does the board stop to evaluate itself? Volunteer self-evaluation is essential to promoting an efficient and effective board of directors. Use this course to discover the tools you can use to assess how your board functions and the importance of making self-evaluation a regular part of board culture.
Data Privacy & Protection: Your Responsibilities and How to Make a Difference (Sunday Morning)
Faith M. Heikkila
This session will provide insight on current identity theft threats and what you can do to help prevent and minimize the impact to your credit union. Data security is crucial, so learn what questions to ask and what your responsibilities are. Learn why information security best practices are important (such as regulatory compliance, proper disposal of personally identifiable information, creating strong passwords that are difficult to guess, how to protect member data and more) and become a vital ambassador for security best practices that benefit your members. There will also be a discussion on recent data security breaches wherein critical information was compromised and insights on how to avoid a similar data security breach at your credit union.
Note: It is extremely important that those interested in attending either of the Volunteer Achievement Program V429 or V430 sessions register for this option, since text books need to be ordered in advance. Walk-ins may be difficult to accommodate onsite.
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