Director & Supervisory Committee Conference
Topics & Objectives

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

GENERAL SESSIONS

Credit Union Trends 2008 and Beyond

Rory Rowland
In this high-energy session, Rory will highlight trends that will affect your credit union over the next 15 years. You’ll look at the mortgage crisis, the energy challenge, and the human resource issues facing credit unions. You’ll examine all the implications for your credit union’s bottom line, and walk away with statistics and information to guide your planning decisions.

Credit Union Growth Strategies

Rory Rowland
Discover real-life examples of successful credit unions that are growing even in today’s challenging marketplace. If they can do it, you can, too! In this session based on Rory’s study of the top 100 credit unions in the upper Midwest, you'll take home innovative strategies for growing your own credit union.

Security and Fraud Issues Outside of the Doors

Susan Landauer
Identity theft, check fraud, counterfeit negotiable instruments, check kiting, and loan fraud -- credit unions today are facing more and more of these criminal attempts. Join us as we discuss the top external frauds, learn how to spot the red flags, and discuss ways to fend off the fraudsters.

Internal Fraud: Credit Union Employees Gone Wrong

Susan Landauer
If you think that all fraud comes from the outside world, think again! We will discuss the fraud triangle and why your employees might be tempted. You’ll learn about recent cases of credit union employees gone wrong, along with ways to improve internal controls for your credit union.

DIRECTOR BREAKOUTS

Effective CEO Assessments

One of your most important responsibilities as a credit union director is hiring, assessing, and retaining a competent CEO. In this session, you’ll gain insights and useful tips to improve the CEO performance management process in your credit union. You’ll look at the pros and cons of various CEO assessment tools and walk away with one you can use immediately.

Modern Credit Union Governance

Modern, progressive board governance requires that credit union boards establish boundaries for boards and CEOs. Discover the key components of modern governance policy, review the pros and cons, and examine real-life policies. Discover how to focus your board on providing the right kind of leadership for your credit union.

SUPERVISORY COMMITTEE BREAKOUTS

Basics of Risk Assessments

Just how do you determine the key areas of risk that must be reviewed? Understanding the basics of risk assessments is critical for the safety and soundness of your credit union. Gain a roadmap for developing an improved risk assessment process. You’ll determine the areas that need to be reviewed so you can develop your optimal annual audit plan.

Understanding the Audit Report

The audit is done, and the report has been issued. Just how did your credit union do? Understanding your audit report information is key. Susan will guide you through the basic audit reports and you’ll learn what questions to ask the auditors. Feel free to bring your credit union’s report to class for discussion.

For more program content information or to request a brochure call 800-356-9655, ext. 4882, or email abollman@cuna.coop. For registration questions, call 800-356-9655, ext.4400 or e-mail reginfo@cuna.coop.