Monday, JUNE 22
BREAKOUT SESSIOn Tracks
11:00 a.m. - 12:00 p.m.
Breakout Sessions
UNIVERSAL BEGINNER ADVANCED
Designed to provide
knowledge to help
first-time and veteran
volunteers alike perform
their duties successfully. Aimed at piecing
together the basics of
volunteering for the one-
to three-year volunteer. Geared toward the
experienced or financial-
savvy volunteer with
three or more years’
experience.
Conference Agenda
MONDAY, JUNE 22
7:00 a.m. - 9:00 a.m.
Registration and Breakfast
9:00 a.m. - 9:15 a.m.
Opening Remarks
9:15 a.m. - 10:45 a.m.
Key Factors to High Performance in the Next Five Years
Credit unions face a growing range of challenges and survival
depends on its ability to recognize and address these challenges.
In this course, we’ll study the characteristics of high-performing credit
unions and the unique product, service or delivery strategies these
organizations leverage to post their excellent financial and member-
service results. Leave this session with new ideas to improve your credit
union’s financial and member service performance in the next five years.
>> Speaker
Robin Hoag, CPA, CGMA, CMC, Shareholder – Doeren Mayhew
The CliffsNotes to Supervisory Committee Duties
New to the volunteer game or just need a refresher course on
your responsibilities to the credit union and its stakeholders? Ascend
down the basics of your volunteer expectations and duties, corporate
governance, industry trends, exam concerns and much more in this jam-
packed session. Walk away with best practices to help reach your peak
performance as a volunteer.
>> Speakers
Jack Kenney, CPA, Shareholder – Doeren Mayhew
Jeanine LaBarbera, CPA, Audit Manager – Doeren Mayhew
General Session
Liar, Liar Pants on Fire
Protect your credit union and catch would-be fraudsters before they walk
away with its assets. In this fast-paced keynote session, you’ll discover
how to use Traci’s nine-point fraud spotting system to separate the lies
from the truth so you or your credit union don’t innocently step into a
reputation-destroying event.
>> Speaker
Traci Brown, Body Language Expert
10:45 a.m. - 11:00 a.m.
Break
Creating Reliable Risk Assessments: How to Measure
BSA Risk
An evolving operational landscape in products, services and
geographical locations adds inherent risk to your credit union’s BSA
(Bank Secrecy Act) compliance program. The first step in building a
BSA compliance program requires accurately assessing these risks.
The best BSA risk assessment practice is simple in concept, but can be
extraordinarily complex in execution. In this session, we will help you not
only understand regulatory expectations for the BSA risk assessment,
but also explore how to approach measuring your BSA risks, and ways
to identify and categorize risks.
>> Speaker
Joseph Zito, CPA, MBA, Shareholder – Doeren Mayhew
12:00 p.m. - 1:00 p.m.
Lunch