CONFERENCE Agenda
WEDNESDAY, JUNE 27
Supervisory Committee 101: The Main Event You’ re a volunteer, so now what? This rookie session will help put into perspective the now what. Join this session to gain an understanding of what is expected of you as a volunteer, your duties and responsibilities, and ideas for being successful. You’ ll have a better understanding of corporate governance and how to execute your responsibilities more effectively when put in the spotlight.
Speakers: Douglas Orth, CPA, CFE- Shareholder, Doeren Mayhew; Michael Lozoff- Credit Union Practice Chair, Shutts & Bowen LLP
CONFERENCE Agenda
The Race for Chairman: Preparing for the Role Are you campaigning for the head seat in the boardroom? Sit in on this session to gain the skills and knowledge to give you a competitive edge in the polls. You’ ll walk away with an understanding of how to hone-in on the credit union’ s strategic plan, put your vision into perspective, effectively communicate with management and facilitate a successful Board or Supervisory Committee.
Speakers: John Murnane, CPA- Shareholder, Doeren Mayhew; Jeanine LaBarbera- Audit Manager, Doeren Mayhew
11:00 a. m.- 11:15 a. m.
Break
11:15 a. m.- 12:15 p. m.
Breakout Sessions
( REPEAT)
Tools to Construct the Perfect Internal Audit Plan One of the expected duties of the Supervisory Committee is to establish and maintain an effective internal audit function. With often limited resources, you have the tough task of evaluating and testing the credit union’ s internal controls in a relevant and independent manner. This session will cover the many tools available to volunteers and internal auditors as they create and navigate through risk assessments, audit plans and reporting structures. Get ideas from case studies of the various approaches and techniques being used today.
Speaker: Daniel Moulton, CPA- Shareholder, Doeren Mayhew