| Friday, March 25 |
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| 4:00 – 7:00 p.m. |
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Registration and Networking Reception
Sponsored by MCUL & Affiliates |
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| Saturday, March 26 |
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| 7:00 – 8:00 a.m. |
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Registration and Breakfast Buffet
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| 8:00 – 8:30 a.m. |
VES |
Opening General Session:
Welcome and League Update
Facilitated by David Adams
Sponsored by CO-OP Shared Branching |
| 8:30 – 9:30 a.m. |
VES |
Keynote Presentation:
Staying Power –
How to Gain the Lead in Your Industry and Keeping It
Facilitated by Jeff Rendel
Sponsored by MCUF |
| 9:30 – 9:45 a.m. |
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Break |
| 9:45 – 11:15 a.m. |
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Concurrent Sessions |
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V |
History & Philosophy (VAP V01)
Facilitated by Angela Hall |
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S |
Overseeing the Annual Audit by Outside Parties
(VAP V429)
Facilitated by Vance Vargo
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V E |
Understanding Merger Strategies and Risks
Facilitated by Robin D. Hoag |
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V E |
It’s Not the Same Credit Union Industry Anymore:
Time to Lead Change by Changing What You Do
Facilitated by Jeff Rendel |
| 11:15 – 11:30 a.m. |
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Break |
| 11:30 a.m. – 1:00 p.m. |
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Concurrent Sessions |
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V |
Financial Reports for Volunteers (VAP V02)
A CUNA Board Financial Literacy Certificate Session
Facilitated by John Rupert
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V |
Volunteer Self Evaluations (VAP V430)
Facilitated by Stephanie Klocinski |
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V E |
Managing Interest Rate Risk on the
Credit Union Balance Sheet
Facilitated by Wade Oliver
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V E |
Update on the Wall Street Reform Act
Facilitated by Frank Drake |
| 1:00 – 2:00 p.m. |
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Lunch
Sponsored by CUNA Mutual Group
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| 2:00 – 3:00 p.m. |
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Concurrent Sessions
(Plus, Optional Roundtables Discussions)
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V |
Financial Management (VAP V409) Just Added!
A CUNA Board Financial Literacy Certificate Session
Facilitated by Darl McLean |
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VES |
Your Credit Union Investment Portfolio: Q&A
A Roundtable Discussion
Facilitated by Fred Kelly and Wade Oliver
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VES |
How to Lead a Moving Target:
Wall Street Reform Act and Compliance Issues
A Roundtable Discussion
Facilitated by Frank Drake |
| 2:00 – 3:00 p.m. |
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Complimentary Guest Program
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G
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Preventing Personal Identity Theft:
What Everyone Should Know
Facilitated by Ken Otsuka
Sponsored by Mortgage Center |
| 6:00 – 8:30 p.m. |
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Plated Dinner Banquet & '50s Entertainment
(Dinner Served at 6:30 p.m.) |
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| Sunday, March 27 |
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| 7:30 – 8:30 a.m. |
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Breakfast Buffet
Sponsored by Sprint |
| 8:30 – 10:00 a.m. |
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Concurrent Sessions |
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V |
Managing Risk (VAP V03)
A CUNA Board Financial Literacy Certificate Session
Facilitated by Vance Vargo |
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V |
Investment Essentials for Directors (VAP V424)
Facilitated by Robin D. Hoag
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E |
Logical and Illogical HR Issues
Every Executive Needs to Know
Facilitated by Michael Bell |
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VES |
State Credit Union Board Fiduciary Responsibilities
(A Review of OFIR’s Board Responsibility Handbook)
Facilitated by John Kolhoff |
| 10:00 – 10:15 a.m. |
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Break |
| 10:15 – 11:15 a.m. |
VES |
Closing Session: Bank Secrecy Act for Board Members
Facilitated by Veronica Madsen |