MONDAY, JUNE 22
Tuesday, JUNE 23
3:30 p.m. - 4:30 p.m. 9:45 a.m. - 10:00 a.m.
General Session Break
Think Tank 10:00 a.m. - 11:15 a.m.
Back by popular demand, the Think Tank allows you to come together
with other volunteers from credit unions of similar sizes in an interactive
roundtable session for brainstorming and idea sharing. Moderated by
industry experts, you’ll explore best practices, ask engaging questions,
learn how peers are dealing with plaguing issues and much more. Breakout Sessions
6:15 p.m. - 10:00 p.m.
Evening Reception on the General Jackson Showboat
Conference attendees are welcomed to board the General Jackson
Showboat at 6:15 p.m. Departure will be promptly at 7:00 p.m. The boat
will return to the dock at 10:00 p.m.
Financial Statements 101: The Basics
Understanding financials is a Supervisory Committee and
boardroom essential. With a basic knowledge of some key concepts,
financial statements can reveal a wealth of intelligence about
performance, successes, risks and rewards. Bring into focus what
questions you should be asking about your credit union’s financial
statements and resources available to help you develop expectations.
Designed for the non-financial volunteer, this interactive session will
help make sense of your balance sheet and income statement in plain
English.
>> Speakers
Tuesday, JUNE 23
John Murnane, CPA, Shareholder – Doeren Mayhew
Justin Glazman, CPA, Senior Audit Manager – Doeren Mayhew
Financial Statements 102: The Advanced Track
7:15 a.m. - 8:15 a.m.
Breakfast
8:15 a.m. - 8:30 a.m.
Announcements
8:30 a.m. - 9:45 a.m.
General Session
Economic and Housing Outlook
Join Fannie Mae’s Hamilton Fout as he covers key developments in the
macro and housing markets, with a focus on emerging trends in the
mortgage market.
>> Speaker
Hamilton Fout, Vice President of Economic and Strategic Research – Fannie Mae
Designed as a next step for the volunteer with a basic
understanding of credit union financial statements, this session will
race into financial statements and their meanings. Bob Parks and Lori
Carmichael will bring to the surface key measurements used to monitor
your credit union’s success related to credit, interest rate, liquidity and
concentration risks to help you make informed decisions.
>> Speakers
Bob Parks, CPA, Shareholder – Doeren Mayhew
Lori Carmichael, CPA, Shareholder – Doeren Mayhew
11:15 a.m. - 11:30 a.m.
Break