11th Annual Supervisory Committee & Board of Directors Conference 2020_CU_Conference_Brochure-final | Page 10

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