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