Director and Supervisory Committee Conference
Topics & Objectives

Please note that the Topics/Objectives listed below are subject to change.

Educational Sessions

• Economic Update, Steve Rick
  
Hear from a CUNA senior economist about the wild ride that has been our economy of late. Get some perspective about recent events and developments to see how your organization fits into the picture, and how it (and your members) may be affected.

• What Do We Do Now? Some Perspectives on the State of the Credit Union Industry, David Reed
  
The last year has brought tremendous change and uncertainty to the credit union movement. Declining housing markets, economic recession, corporate credit union stabilization, and potential new regulatory burdens are enough to make anyone lose sleep. But, there is also tremendous opportunity to those credit unions who take the time and effort to seek it. David Reed discusses how this is not the time for you to sit by and watch history develop. Join this lively discussion on the current state of the credit union movement and how to be proactive in order to prosper.

Supervisory Track

• IT Audits and What to Pay Attention To, Torpey White
  
This session will cover the different types of IT Security audits that can be performed and whether they are appropriate for your organization. In addition, the benefits your organization can derive from having these audits performed will be discussed to show why they should be included in your audit plan.
• How Does an Auditor Become Your Best Friend? Torpey White
  
This session will encompass ways you can evaluate your current relationship with your audit firm and make it better. Although it may not always be peaches and cream, the relationship with your auditor can be more than just a compliance effort. Attend this session to discover what your auditor can do for you and how you can assist them in turn. You might become best friends.

Director Track

• The Nuts & Bolts of Bankruptcy, David Reed
  
From the basics of bankruptcy terms to the most common landmines to maximizing recovery methods, this program walks the credit union professional through the complicated world of bankruptcy in an easy to understand (and retain) format.
• Strategic Planning & Its Significance, David Reed
  
Credit union regulators are increasingly taking a closer look at your strategic plans. In today’s environment, having a good plan in place may not be enough! Examiners are instructed to review the strategic and business planning process to determine if your credit union is adequately addressing this vital need. The bottom line is that there is a difference between strategic planning and project management. This session will examine the strategic planning process, review the heightened regulatory attention, and offer practical guidance of creating an effective strategic plan.

Volunteer and Supervisory Committees

• Is Data Leaking Out of Your Organization? Torpey White
  
What data is currently "protected" within your credit union? How well is it protected? Is it the proper data to have secured? What’s missing from your data? These questions and more will be covered in this session to allow you to understand that "data" encompasses more than you might think. You can’t assume that "someone" within your credit union has secured all of the data being maintained. The points of leakage of data are important to understand so, as an organization, you can assess the risk associated with securing the many types of data you hold.
• Mortgage Fraud (Loan Fraud), David Reed
  
This presentation looks at the issue of mortgage fraud which is one of the fastest growing consumer crimes. With the fall in real estate values across the country, the risk of falling victim to this type of crime is rising. We look at the types of mortgage fraud, how to identify it, ways to avoid it, and how to recover from it. We will also look at case studies and real world examples.