10th Annual Supervisory Committee & Board of Directors Conference 2019_CU_Conference_Brochure-final | Seite 13

AGENDA | MONDAY, JUNE 24
2:15 p.m. - 3:15 p.m.
Breakout Sessions
Building Up Member Business Lending
The key to successfully managing your credit union’s member
business lending (MBL) portfolio is prudent governance and ongoing
evaluation of your portfolio risk and profitability. With the movement of
interest rates and the rumblings of a potential softening in the economy
over the next few years, now is the time to ensure your institution is
well positioned. Walk away with the tools and techniques to understand
current MBL trends, risk-rating models, governance importance and
the role you play. Take back knowledge to help your credit union grow
its MBL portfolio, monitor its risks effectively, and improve margins and
income streams to amp-up its competitive advantage.
lll Speaker
John Miller, CPA - Shareholder, Doeren Mayhew
Fraud, Fraud and More Fraud: Detecting and Preventing
Fraud perpetrators lurk in many organizations, and credit unions
are no exception. The best defense? Strong internal controls that help
you stay one step ahead of fraudsters. Learn about current trends in
“insider” fraud schemes targeting your credit union and those likely
lurking around the corner. Explore different, straight-forward concepts to
deter and detect these risks through internal controls, as well as how to
remediate them after the fact.
lll Speakers
Daniel Moulton, CPA - Shareholder, Doeren Mayhew
Jack Kenney, CPA - Shareholder, Doeren Mayhew
Key Questions to Shape Strategic Direction
Done right, strategic planning brings the leadership team and
Board together to create a critical framework for the credit union to look
to when determining how to respond to changes in the landscape it
operates in – guiding its direction to meet long-term objectives. Focused
not only on how the credit union is going to move forward, a strategic
plan also addresses what it is moving toward and why those outcomes
are important. Join this session to learn the key questions you should be
asking to help shape the strategic direction of your credit union.
lll Speaker
David Ritter, CVA, MBA - Shareholder, Doeren Mayhew