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Saturday, March 26
9:45 – 11:15 a.m.
Concurrent Sessions
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Volunteers
History & Philosophy
(VAP V01)
Facilitated by
Angela Hall
Get all of your board members on the same page with a clear understanding about the history of credit unions, field of membership and financial deregulation, as well as the current challenges facing credit unions. |
Supervisory Committee
Overseeing the Annual
Audit by Outside Parties (VAP V429)
Facilitated by
Vance Vargo
Learn why managing the annual audit process is an important task for the supervisory committee, and how executing an audit helps to keep your board informed about the soundness of the institution, in addition to maintaining compliance. |
Volunteers & Executives
Understanding Merger
Strategies and Risks
Facilitated by
Robin D. Hoag
Mergers can offer a viable solution to the problem of stressed or shrinking capital levels in many credit unions. Understand how the critical factors of the merger process require vision, cultural awareness, risk management skills, financial valuation data and a sustainable business model, to attain the economies of scale necessary to achieve an enhanced member value. |
Volunteers & Executives
It’s Not the Same
Credit Union Industry Anymore:
Time to Lead Change by Changing What You Do
Facilitated by Jeff Rendel
Change is here in many forms and today’s business environment requires an unprecedented degree of inventiveness and agility. Learn how to align corporate change initiatives to make the culture changes your credit union needs for future success and a competitive advantage. |
Saturday, March 26
11:30 a.m. – 1:00 p.m.
Concurrent Sessions |
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Volunteers
Financial Reports for Volunteers (VAP V02)
A CUNA Board
Financial Literacy Certificate Session
Facilitated by
John Rupert
Take this time to learn how to understand financial reports with easy to follow explanations of the statement of financial condition. You will also learn about important aspects of trend analysis and how to calculate significant ratios. |
Volunteers
Volunteer Self Evaluations (VAP V430)
Facilitated by
Stephanie Klocinski
Your board of directors is tasked with evaluating many aspects affecting credit union operations, but how often does the board stop to evaluate itself? Discover tools to assess how your board functions and make self-evaluation a part of board culture. |
Volunteers & Executives
Managing Interest Rate
Risk on the Credit Union
Balance Sheet
Facilitated by Oliver Wade
As your credit unions seek to manage its interest rate risk exposure, it is important to consider the range of balance sheet options available. Gain a market overview, interest rate risk considerations and balance sheet management strategies for the current environment. |
Volunteers & Executives
Update on the Wall Street Reform Act
Facilitated by
Frank Drake
Come and learn the mechanics, not the theory, of what you need to know to maintain compliance with the Wall Street Reform Act related to aspects that will most likely influence daily credit union operations. |
Saturday, March 26
2:00 – 3:00 p.m.
Concurrent Sessions
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Volunteers, Executives & Supervisory Committee
Your Credit Union
Investment Portfolio: Q&A Roundtable
Facilitated by
Fred Kelly and
Oliver Wade
Get your questions regarding the management of investment portfolios answered, regardless of how basic or complex your inquiry is.
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Volunteers,
Executives & Supervisory
Committee
How to Lead a Moving Target: Wall Street Reform Act &
Compliance Issues
Roundtable
Facilitated by
Frank Drake
Bring your questions from the 11:30 a.m. concurrent session and keep the dialogue going.
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Volunteers
Financial Management (V409)
A CUNA Board
Financial Literacy
Certificate Session
Learn about financial management tools used by most credit unions in a simple, easy-to-understand format. You will find that managing your credit union’s finances need not be overwhelming when you consistently use several comprehensive asset liability management tools.
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Sunday, March 27
8:30 – 10:00 a.m.
Concurrent Sessions |
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Volunteers
Managing Risk
(VAP V03)
A CUNA Board
Financial Literacy Certificate Session
Facilitated by
Vance Vargo
Risk management is the direct responsibility of credit union officials like you, so make sure you understand the ways to identify, handle and monitor risks, establish procedures for internal controls, the role of a supervisory committee and more.
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Volunteers
Investment Essentials for Directors (VAP V424)
Facilitated by
Robin D. Hoag
Gain an understanding of the basic investment-related responsibilities of the board, management and supervisory committee, by learning the reasons for investing, what is permissible and the types of risks involved, as well as what should be presented in board packages for review.
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Volunteers & Executives
Logical and Illogical
HR Issues Every
Executive Needs to Know
Facilitated by
Michael Bell
Make sure you understand HR issues regarding employment laws, as well as preventative measures to avoid or minimize mistakes with wage and hour issues, ADA, FMLA compliance, hiring issues, termination considerations and non-compete agreements.
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Volunteers, Executives & Supervisory Committee
State Credit Union Board Fiduciary Responsibilities
Facilitated by John Kolhoff
As a director you must act carefully to protect your own individual liability and ensure the credit union is operated in accordance with applicable laws and regulations. This review of OFIR’s board responsibility handbook will answer questions for state-chartered credit unions.
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