Deep Dive into Financial Statements – Advanced Track
* Qualifies for NCUA financial literacy requirement
Designed as a next step for the volunteer with a basic understanding of credit union financial statements, this session will take a deep dive into financial statements and their meanings. Joe and Dan 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: Dan Moulton, CPA- Shareholder, Doeren Mayhew; Joseph Zito, CPA- Shareholder, Doeren Mayhew
4:15 p. m. – 4:30 p. m.
Break
4:30 p. m. – 5:30 p. m.
General Session
Cybersecurity: The New and Need to Know As a result of the increase in banking system attacks, regulatory bodies, including the NCUA, now consider cybersecurity the leading risk facing financial institutions. Defending your credit union’ s perimeter must be a top priority, but understanding the who, what, how and whys are important. Explore with Catherine Bruder the answers to the following questions, and tips for developing strategies to prevent and defend your credit union against such attacks. Who are your biggest predators? What types of attacks are occurring now? How are they accomplishing it? What can we do? Why is it worth it to defend against them?
Speaker: Catherine Bruder, CPA, CITP, CISA, CTGA, MSPA- Shareholder, Doeren Mayhew
CONFERENCE AGENDA
5:45 p. m. – 7:15 p. m.
Cocktail Reception