11th Annual Supervisory Committee & Board of Directors Conference 2020_CU_Conference_Brochure-final | Page 16

Tuesday, JUNE 23 Wednesday, JUNE 24 11:30 a.m. - 12:30 p.m. 7:30 a.m. - 8:15 a.m. Breakout Sessions Breakfast Merger Perspectives: The Changing Landscape of Credit Union and Bank Mergers A shrinking bank landscape is creating potential opportunities for credit unions to achieve economies of scale, gain expertise and increase its geographical footprint by acquiring community banks. Gain perspective on your credit union’s options in this session with a full rundown of pros and cons of this type of transaction. We will discuss advantages to a bank selling to a credit union, unique regulatory hurdles, and benefits to the credit union and its membership as a result of these transactions. >> Speakers Robin Hoag, CPA, CGMA, CMC, Shareholder – Doeren Mayhew Bill Astrab, CPA, Shareholder – Doeren Mayhew Understanding and Monitoring Examiner’s Findings and Directives Following an examination, your credit union is given a report of findings or other directives from the regulators. Now what? This session provides guidelines to help volunteers understand their role in the examination process, and the credit union’s rights and responsibilities in addressing the findings. >> Speaker Jack Kenney, CPA, Shareholder – Doeren Mayhew Managing Your Investment Portfolio in an Uncertain Rate Environment The current economic environment presents challenges for credit unions to manage their investment portfolios. As a volunteer, you need a good understanding of factors influencing your portfolio’s performance and how they could impact your credit union’s balance sheet. Join this session as Fred Eisel walks you through high-level basics of portfolio management – from interest rate risks to hedging. You’ll leave this session with a better understanding of investment portfolios and ways you can participate in your credit union’s long-term investment strategy. >> Speaker Fred Eisel, Chief Investment Officer – Vizo Financial 12:30 p.m. Free Afternoon 8:15 a.m. - 8:30 a.m. Announcements 8:30 a.m. - 9:45 a.m. General Session Beyond 2020: People, Process and Technology Consumers need financial institutions to complete their financial journeys. They need money that drives everyday economics – it drives their needs, helps with problems and fuels their aspirations. What does it take to move beyond 2020 in terms of people, processes and technology to fuel this? Join this inspirational discussion as Sundeep highlights key challenges we face and arms us with the right questions to ask as we define our credit union’s roadmap for success. >> Speaker Sundeep Kapur, Founder – Digital Credence 9:45 a.m. - 10:00 a.m. Break 10:00 a.m. - 11:00 a.m. Breakout Sessions What’s Trending in Audit and Accounting Standards To say regulations around accounting and auditing standards are changing is an understatement. From CECL, to revenue recognition and leases – there are many changes that will have a profound impact on your credit union’s business operations. Learn more about these standards and other critical developments in auditing and accounting standards, as well as potential effects on your credit union. >> Speakers John Murnane, CPA, Shareholder – Doeren Mayhew Stephen LaBarbera, CPA, Audit Manager – Doeren Mayhew