| 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 | CEO-Chair Reception & Exhibit Premiere |
| (Open only to CEOs, Chairs and Presidents.) |
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, Andy and David will delve into advanced financial management strategies tied to a handful of ratios that CUs can and should use to manage growth and financial health.
You’ll get:
- An analysis of the economy and the industry’s place within it
- An explanation of several key ratios CUs can use as management tools
- Further discussion on ALM, interest rate risk and liquidity risk
If you have a basic knowledge of financial management and you’d like to expand your understanding of CU finances and strategy, this is the session for you.
David Saber, Senior Manager, Wipfli — A Senior Manager for WipFli, David Saber has provided consultative services to financial institutions (from family-owned to publicly traded financial institutions) on a variety of strategic initiatives for years. Recently, he led numerous regulatory enforcement action engagements working directly with bank boards. Prior to his time at WipFli, David served as an analyst in the Markets Group at the Federal Reserve Bank of New York.
, President T.E.A.M. ResourcesAre you new to your credit union’s board? This is the workshop for you! In this session, Tim will cover the basic information and intelligence all board members need to run their credit union responsibly. Topics will include the basics of financial statements, a how-to for allowance for loan and lease loss methodology and an introduction to asset liability management and more.
New directors will also need to fulfill the NCUA’s financial literacy for directors requirements within months of assuming a role on the board. Credit unions: Get your financial literacy training right here! This session will include a hefty financial literacy component designed to meet the NCUA’s financial literacy requirements.
Note: Directors from especially large and/or complex credit unions may be required to get some additional training to meet NCUA financial literacy requirements.
Think about ALM, electronic banking, data security, a rush of new regulations, stress testing and business lending. The financial services industry is getting more complicated all the time. Are traditional strategic planning methods enough to deal with all of this? No, says Rochdale’s Tony Ferris. Credit unions constantly manage a shifting universe of black holes and evolving sets of assumptions, Tony says. They need a strategic planning process that is more open, flexible and responsive to risk than traditional methodologies can offer. A revised, risk-centric approach to strategic planning can help your credit union leverage new opportunities and better mitigate risk at the same time.
(Open only to pre-conference workshop attendees.)
(Open only to CEOs, Chairs and Presidents.)