| 10:00 am – 6:00 pm | Convention Registration |
| 12:00 pm – 4:00 pm | Pre-Conference Workshops (Choose one of our sessions packed with leading-edge solutions.) |
| 4:00 pm – 5:00 pm | Post-Graduation Cocktail Reception (Open to pre-conference workshop attendees only.) |
| 4:30 pm– 6:00 pm | "Beach Bash” CEO-Chair Exhibit Premier Reception (Open only to CEOs, Chairs and Presidents. Qualifying attendees may bring 1 guest ) |
10:00 am – 6:00 am | Conference Registration
12:00 pm – 4:00 pm | Pre-conference Workshops
(Choose one of our sessions packed with leading-edge solutions)
The CU Marketing Compendium: A Survey of Traditional and Electronic
Marketing and Social Media
Patrick Rooney, CEO, QUEsocial; Kelley Parks, Creative Catalyst, gira{ph};
Lisa Moore, Storyteller, gira{ph}
How are CUs getting their message out to members and potential members? How are they promoting their brand? What tools are they using? If you're looking for a survey of CU marketing as it stands in 2013, this is your workshop. You'll learn not only about creative traditional campaigns and how they work, you'll also delve into electronic marketing and social media to find out how credit unions can more efficiently reach their membership, grow their membership base and boost lending and sales. This will be a hands-on session with plenty of group interaction. If you're interested in catching up with the latest in CU marketing, this is the workshop for you.
Fraud and BSA: What You Need to Know to Keep your CU Safe and Compliant
David Reed, Partner, Reed & Jolly, PLLC
It’s not interest rate risk or concentration risk or even credit risk. If you follow the trade press you’ve probably noticed that perhaps the single fastest, most efficient way to kill a CU is fraud, whether its phishing scams from the outside targeted at your membership or, as with St. Paul Croatian FCU, a case of massive fraud perpetrated by the very people tasked with safeguarding the CU. In this session, Directors’ Convention mainstay David Reed will survey recent CU failures and prosecutions, explain NCUA security expectations (under Part 748) and detail the latest in best practices for internal security to keep your CU safe from fraud.
Get BSA certification! David will also get you up-to-date on Bank Secrecy Act compliance requirements and explain how those requirements can reduce security-related losses and strengthen member service if done right.
Enterprise-Wide Risk Management: The NCUA’s Expectations and More
Joe Ghammashi, Chief Risk Officer, Corporate One FCU
Enterprise Risk Management (ERM) is now a requirement for corporate credit unions and, as the NCUA’s Office of Corporate Credit Unions begins to examine the largest natural person CUs, those CUs will need to implement ERM, too. Now, the NCUA has signaled that it intends to release Enterprise-Wide Risk Management guidance for all CUs. What does that mean? What exactly will examiners want? Get ahead of the guidance and get the details right here.
In this workshop, you’ll hear directly from Joe Ghammashi, Chief Risk Officer of Corporate One Federal CU. Joe implemented ERM at Corporate One years ago and knows the methodology well. He also understands the NCUA examiner expectations for enterprise-wide risk management under the new rules.
In this workshop, you’ll get
- A thorough discussion of the NCUA’s forthcoming enterprise-wide risk management expectations for natural person CUs
- An explanation of what the NCUA wants in CU risk assessments
- Information on the role of the board and management in running an examiner-friendly enterprise-wide risk program
- What it means to go beyond the guidance and implement a full-fledged ERM program
Attendees will get a workbook they can use to work through their CU's risk management process.
Financial Management: The CU Balance Sheet and Key Ratios
Traci Hollister, Partner, Wipfli; Brett Schwantes, Senior, Manager, Wipfli
CU directors like growth. Who doesn’t? But growth isn’t easy or simple. Credit unions that reach for growth without planning for it may end up putting themselves in a difficult position – with eroding capital and visits from angry examiners. If you want to grow, you need to know what impact that growth will have on your CU’s balance sheet and capital levels. The good news is, there are key ratios CUs can use as management tools to make sure they grow safely.
In this session, you’ll get:
- A basic overview of the CU balance sheet
- A discussion on financial statement analysis
- An explanation of several key ratios CUs can use as management tools
- Controls you can use to manage supervisory risk
Get your financial literacy credit here! This session will also address the basic finance and accounting practices required by the NCUA.
4:00 pm – 5:00 pm | Post-Graduation Cocktail Reception
(Open to pre-conference workshop attendees only)
4:30 pm – 6:00 pm | Convention Exhibit Hall 
(Open to CEOs, Chairs and Presidents only. Qualifying attendees may bring 1 guest.)
Mandalay Bay may be known for its beach in the middle of the desert, but Mandalay Ballroom is an expo oasis of its own. Join our exhibitors in this exclusive premier and get face-to-face with the hottest CU services and products in the industry.
Our exclusive Beach Bash will feature an array of summertime prizes including show tickets, free convention passes, and of course cash drawings up to $500! Life is better at the beach so be sure to join us!
