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22nd Annual CFO Council Conference

The Disneyland Hotel | Anaheim, CA | May 15 – 18, 2016

Agenda

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Time
Session
 
8:00 – 8:30 a.m.

BREAKFAST FOR PRE-CONFERENCE ATTENDEES ONLY

8:30 a.m. to 12:30 p.m.

PRE-CONFERENCE WORKSHOP

Business Behind The Magic - At the Disneyland Resort
Sponsored by Kohl Advisory Group

When Walt Disney unveiled Disneyland® Park to the public more than half a century ago, he established new and lasting standards for Theme Parks, Resorts, and family entertainment. Behind-the-scenes, he was also introducing new rules for business.

In addition to creating a magical environment for Guests, Walt was keenly focused on mastering the art of business. In the end, he determined that creativity/innovation, leadership excellence, quality service, brand loyalty, and selection, training and engagement were the five key principles that would forge an invaluable formula for success. Not only have these time-tested business lessons helped establish Disney as one of the world’s leading brands, but thousands of organizations around the world have also adapted these principles in their own pursuit of excellence.

Intriguing and unforgettable, this unique experience affords you a first-hand view of the invaluable business philosophies of Walt Disney himself. As you witness the day-to-day operation of his first Theme Park, you’ll gain insights into more than 90 years of business principles that can be easily adapted and implemented in your own organization... and inspire your team to new heights. Separate fee applies and limited space available.

 

10:00 a.m. – 7:00 p.m.

CONFERENCE REGISTRATION

Sponsored by MoneyGram

Refreshments during Registration
 

 

3:15 – 4:00 p.m.

FIRST TIME ATTENDEE ORIENTATION

Sponsored by ProfitStars

4:15 p.m. - 4:30 p.m.

OPENING REMARKS

4:30 – 5:30 p.m.

KEYNOTE ADDRESS

It's Our Ship - Putting the Leadership Roadmap to Work
Sponsored by CUNA Mutual Group

Mike Abrashoff, Former Commander of USS Benfold and Author of It's Your Ship

For organizations that want to get serious about improving performance, this presentation delivers examples of the Leadership Roadmap in action. Abrashoff brings to life stories of how the principles that led the transformation of the USS Benfold have been put into action at companies and organizations looking to harness the power of their most important asset – their people. He shows real leaders achieving dramatic results as they work to address their most pressing people challenges: collaboration, commitment, cohesion, accountability, engagement, rapid and continual innovation and diversity in the workforce. In example after example, the lessons from the Benfold clearly translate across all kinds of organizations – corporations, small business, non-profits and government. Abrashoff shows audiences, by example, how to use their new leadership toolkit. It's Our Ship goes deep into the how-to of creating a culture where everyone takes ownership and responsibility for taking performance to the next level.

 

5:30 – 7:00 p.m.

WELCOME RECEPTION – Meet your Sponsors

Co-Sponsored by BKD LLP and Signature Securities

Time
Session
 
7:00 a.m. – 4:30 p.m.

WELCOME CENTER

Conference Registration
Sponsor Area
Internet Café – Sponsored by CNBS, LLC, First Empire Securities and Raymond James

7:00 – 8:00 a.m.

BREAKFAST – Visit with Sponsors

Co-Sponsored by BOSC, Inc. and CliftonLarsonAllen, LLP

8:00 – 8:15 a.m.

CONFERENCE ANNOUNCEMENTS

8:15 – 9:15 a.m.

GENERAL SESSION

The Economic Forecast
Sponsored by Catalyst Corporate Federal Credit Union

Elliott Eisenberg, Ph. D, Acclaimed Economic Expert & Former Senior Economist at the National Association of Home Builders

In this entertaining and informative presentation on the economy, Dr. Eisenberg begins with a fun and fast moving “top 10 list” prior to outlining his predictions on a host of economic variables that will impact the economy this year (with no sugar coating), including GDP growth, interest rates and household savings rates.

 

9:15 – 9:30 a.m.

PASS TIME TO BREAKOUTS

9:30 – 10:30 a.m.

CECL Prep: Key Changes and Crafting an Implementation Plan (session repeats)

Sponsored by Corporate One Federal Credit Union

Aaron Lenhart, Sr. Risk Management Consultant, Sageworks, Raleigh, NC

This session will provide an overview of the FASB’s current expected credit loss (CECL) model and how to prepare. Specifically, it will discuss recent news on CECL from the FASB and industry experts, how existing methodologies may be impacted, what changes may be expected from auditors and examiners, key data components of CECL, timelines for CECL implementation and factors your credit union should consider when crafting an implementation plan.

 

9:30 – 10:30 a.m.

Becoming Your Best: A Flight Plan for Life (session repeats)

Sponsored by Amherst Pierpont Securities

Rob Shallenberger, CEO, Becoming Your Best Global Leadership, Orem, UT

From the cockpit to the boardroom, former US Fighter Pilot and top-rated international speaker, Rob Shallenberger is on a mission to provide you with hard-hitting tools and know-how to break down performance barriers and be the disruptive company in your industry! This isn’t just about winning a single battle, this is about helping you win in the long run and become the best in the world in the workplace and in your personal lives.

Continually ranked among the top issues business leaders want to improve in their organizations are: Time management, leadership, communication, and overall attitude. Imagine being armed with the tools and know-how to prioritize your time and become the best in the world at what you do. Imagine breaking through common communication barriers and mental roadblocks that will save your organization thousands of dollars while living a happy and well balanced life. This engaging presentation will do all that and more. Based on 40 years of research and interviewing 150+ CEO’s, the Becoming Your Best team identified what sets apart outstanding leaders and peak-performers from everyone else. As the CEO of Becoming Your Best Global Leadership, Rob and his team are training and transforming organizations around the world by helping them master these game changing principles found in the #1 national bestselling book Becoming Your Best: The 12 Principles of Highly Successful Leaders.

 

9:30 – 10:30 a.m.

Evolution of Information Security – Why we must Change our Approach to Managing Information Security and Information Risk (

Sponsored by Samaha & Associates, Inc.

Jim Stickley, CEO, Stickley on Security, La Mesa, CA

Breaches are an everyday news event. Boards and executives are nervously asking themselves the question, “Are we next?” Security professionals are struggling with how to keep up with the latest attacks. Why are our traditional approaches to information security failing us so badly and what must we do to better protect our organization? Join J.R. for a practical and captivating discussion on where we are today and what we must do to evolve information security.

9:30 – 10:30 a.m.

The Power of Excel for Credit Unions (session does not repeat)

Sponsored by Econ-O-Check Corporation

Brandon Smith, CCUE, CFO, Reliant FCU, Casper, WY
Ryan Fisher, VP Finance and Accounting, University of Illinois Community CU, IL
Matt Lehman, Accounting Manager, Everence FCU, Lancaster, PA

This is not an Excel class! Come and discover the power of Excel through real-life examples from your peers. This breakout will give you new ideas to take back to your credit union and improve your operations, analysis and insight.

 

 

10:30 – 11:00 a.m.

NETWORKING BREAK – Visit with Sponsors

Sponsored by McQueen Financial Advisors, Inc.

11:00 – 11:15 a. m.

PASS TIME TO BREAKOUTS

11:15 a.m. – 12:15 p.m.

CECL Prep: Key Changes and Crafting an Implementation Plan

Sponsored by Sageworks, Inc.

Aaron Lenhart, Sr. Risk Management Consultant, Sageworks, Raleigh, NC

This session will provide an overview of the FASB’s current expected credit loss (CECL) model and how to prepare. Specifically, it will discuss recent news on CECL from the FASB and industry experts, how existing methodologies may be impacted, what changes may be expected from auditors and examiners, key data components of CECL, timelines for CECL implementation and factors your credit union should consider when crafting an implementation plan.

11:15 a.m. – 12:15 p.m.

Becoming Your Best: A Flight Plan For Life

Sponsored by Vining Sparks

Rob Shallenberger, CEO, Becoming Your Best Global Leadership, Orem, UT

From the cockpit to the boardroom, former US Fighter Pilot and top-rated international speaker, Rob Shallenberger is on a mission to provide you with hard-hitting tools and know-how to break down performance barriers and be the disruptive company in your industry! This isn’t just about winning a single battle, this is about helping you win in the long run and become the best in the world in the workplace and in your personal lives.

Continually ranked among the top issues business leaders want to improve in their organizations are: Time management, leadership, communication, and overall attitude. Imagine being armed with the tools and know-how to prioritize your time and become the best in the world at what you do. Imagine breaking through common communication barriers and mental roadblocks that will save your organization thousands of dollars while living a happy and well balanced life. This engaging presentation will do all that and more. Based on 40 years of research and interviewing 150+ CEO’s, the Becoming Your Best team identified what sets apart outstanding leaders and peak-performers from everyone else. As the CEO of Becoming Your Best Global Leadership, Rob and his team are training and transforming organizations around the world by helping them master these game changing principles found in the #1 national bestselling book Becoming Your Best: The 12 Principles of Highly Successful Leaders.

 

11:15 a.m. – 12:15 p.m.

Evolution of Information Security – Why we Must Change our Approach to Managing Information Security and Information Risk

Sponsored by Rochdale Paragon Group

Jim Stickley, CEO, Stickley on Security, La Mesa, CA  

Breaches are an everyday news event. Boards and executives are nervously asking themselves the question, “Are we next?” Security professionals are struggling with how to keep up with the latest attacks. Why are our traditional approaches to information security failing us so badly and what must we do to better protect our organization? Join J.R. for a practical and captivating discussion on where we are today and what we must do to evolve information security.

11:15 a.m. – 12:15 p.m.

Avoid Large Losses with Proper Preparation (session does not repeat)

Sponsored by Strategic Resource Management, Inc.

Jay Isaacson, VP Product Executive, Business Protection, CUNA Mutual Group, Madison, WI    

Minimizing the frequency and severity of losses helps credit unions maximize stability, profitability and more. Attend this session to learn where we are seeing large losses and new loss trends. You’ll get specific advice on risk management. And we’ll look at the role of insurance in your risk management strategy, including ways to minimize coverage gaps and a look at important features / coverages you may be overlooking.

 

12:15 – 1:30 p.m.

MEMBERSHIP LUNCHEON (open to all attendees and sponsors)

Sponsored by MEMBERS Trust Company

1:30 - 1:45 p.m.

PASS TIME TO BREAKOUTS

 

 

1:45 – 2:45 p.m.

Optimizing your Institutions Earnings (session repeats)

Sponsored by Temenos

Bob Colvin, Chief Strategist & Senior Advisor, CNBS, Overland Park, KS

Learn how the proper allocation of capital and the use of non-member funding sources can significantly impact your bottom-line results. Find out how the measurement of IRR and Liquidity fit into the “Total Balance Sheet Solution”.

Pre-register for this session through either e-mail: ALM@CNBSnet.com or by calling 800-222-0978 and receive a CNBS report at the conference, specific to your credit union that identifies your institutions potential.

 

1:45 – 2:45 p.m.

Kicking Bank A$$ets (session repeats)

Sponsored by National Credit Union Foundation

Chris Lawrence, CFO, American First CU, La Habra, CA

Credit unions have some significant competitive advantages over banks and we, as an industry, do not fully take advantage of those benefits. This session will focus on discussing why credit unions are not winning the race and what we can do to get our institutions and the industry to outperform banks and improve the lives of our members. Balance sheet efficiency and risk/reward strategies will be a focus.

 

1:45 – 2:45 p.m.

Credit Union Industry Update (session repeats)

Sponsored by Balance Sheet Solutions, LLC

Diana Dykstra, President/CEO, CA/NV Credit Unions Leagues, Ontario, CA

The one thing that is certain about our industry is that we must continue to change. Diana will share an update from the League on trends, the competitive landscape, legislative and regulatory issues, and future changes that may be in store for the industry.

 

1:45 – 2:45 p.m.

Managing Conflict for Leaders (session does not repeat)

Sponsored by Executive Benefits Solutions

Mike Zalewski, VP HR, Michigan Schools & Government CU

Leadership requires being adept at many things and, since conflict is a natural part of organization life, take some time to learn how to manage conflict more effectively by reframing how best to approach conflict and communication issues. Doing so can get you and your team on the road to being increasingly productive as you unleash your employees’ discretionary effort as a difference maker for the business.

 

2:45 – 3:15 p.m.

NETWORKING BREAK - Visit with Sponsors

Sponsored by Doeren Mayhew

3:30 – 4:30 p.m.

Optimizing your Institutions Earnings

Sponsored by KGS-Alpha Capital Markets, LP

Bob Colvin, Chief Strategist & Senior Advisor, CNBS, Overland Park, KS

Learn how the proper allocation of capital and the use of non-member funding sources can significantly impact your bottom-line results. Find out how the measurement of IRR and Liquidity fit into the “Total Balance Sheet Solution”.

Pre-register for this session through either e-mail: ALM@CNBSnet.com or by calling 800-222-0978 and receive a CNBS report at the conference, specific to your credit union that identifies your institutions potential.

 

3:30 – 4:30 p.m.

Kicking Bank A$$ets

Sponsored by Ceto and Associates

Chris Lawrence, CFO, American First CU, La Habra, CA

Credit unions have some significant competitive advantages over banks and we, as an industry, do not fully take advantage of those benefits. This session will focus on discussing why credit unions are not winning the race and what we can do to get our institutions and the industry to outperform banks and improve the lives of our members. Balance sheet efficiency and risk/reward strategies will be a focus.

 

3:30 – 4:30 p.m.

Creating Front Line Engagement through Interesting Metrics and Strong Communication

Sponsored by Financial Management Services, Inc.

Stacie VanDenBergh, Michigan Consulting Director, CU Solutions Group, Holt, MI

Front-line engagement is critical to the success and growth of your credit union. Communicating interesting metrics can translate into increased products per member, empowered employees and ultimately employee engagement. The reality is we’ve never taken the time to explain the numbers of our business to the front lines, detailed how we make money or help them understand the contribution they make to our bottom line.

 

3:30 – 4:30 p.m.

Credit Union Industry Update

Sponsored by PSCUCredit Union Experience

Diana Dykstra, President/CEO, CA/NV Credit Unions Leagues, Ontario, CA

The one thing that is certain about our industry is that we must continue to change. Diana will share an update from the League on trends, the competitive landscape, legislative and regulatory issues, and future changes that may be in store for the industry

 

4:30 - 5:30 p.m.

BONUS SESSION

Thomson Reuters Checkpoint™ – Your Place for Answers

CFO Council members get a free subscription to Thomson Reuters Checkpoint service.  All members attending this session will qualify for 1 hour of CPE

Jason Davis, Trainer, Thomson Reuters Yorba Linda, California
Christina Maddox, Area Sales Manager, Thomson Reuters, Gainesville, GA

Learn how to easily navigate around in the Checkpoint™ online resource that is a part of your CFO Council membership! AICPA, FASB, GAAP and Payroll resources are available to you and easily accessible from our CFO Council’s website. In this session, a brief overview of Checkpoint™ will be provided as well as tips and guidance on navigating and using this online resource for research on accounting and payroll issues. The new Catalyst GAAP product will also be highlighted for the members!

6:00 – 9:00 p.m.

SOCIAL EVENT

Sponsored by The Baker Group

Join us an incredible evening at The Royal Courtyard at Stage 17.  Tucked inside Disney’s California Adventure™ Park, you’ll find an exclusive playground for a fun-filled evening of food, beverages and entertainment!

We will have two Disney artists on hand to capture fun-filled sketches of your favorite characters and along with a special appearance of a Disney character or two (we’ll have a photographer on hand to capture the shots).  After our event ends at Stage 17, attendees will be escorted to a special viewing area to watch the World of Color show.  It will be an evening you’ll remember for quite some time.

Meet in the Grand Ballroom Foyer at 6:00p.m.
Guests can join you at this event for $99 per person.

Time
Session
 
7:00 – 7:45 a.m.

BREAKFAST – Visit with Sponsors

Co-Sponsored by c. myers corporation and Equips

7:45 – 8:00 a.m.

MORNING ANNOUNCEMENTS

8:00 - 9:00 a.m.

GENERAL SESSION

Big Data Pecha Kucha Style

Sponsored by SunTrust Robinson Humphrey

  • Paul Ablack, Founder/CEO, OnApproach, LLC, Plymouth, MN - Download Presentation
  • Jason Bedsworth, Managing Partner, CFS Consulting Group, Inc., Oak Brook, IL - Download Presentation
  • John Best, President, Best Innovation Group (BIG), Colorado Springs, CO - Presentation Unavailable
  • Mathew Court, VP Sales & Marketing, Visible Equity, Salt Lake City, UT - Download Presentation
  • Dave Schiffer, Finance Director, Oregon Community CU, Springfield, OR - Download Presentation
  • Greg Wempe, EVP Client Value, Kasasa, Austin, TX - Download Presentation

Moderator: Heather Moshier, EVP IT, San Diego County CU, San Diego, CA

Big Data:  The Management Revolution, will feature brief, high-level strategic presentations from industry thought leaders primarily on the ever-evolving topic of data analytics. This fast-paced session will use the Japanese Pecha Kucha presentation style to pack in powerful and inspiring information to spark ideas where analytics and data converge. Those with a strong desire for a deeper understanding of what big data is and those who have a passion for the power of analytics won’t want to miss this session!  

 

9:00 – 9:15 a.m.

PASS TIME TO BREAKOUTS

 

 

9:15 – 10:15 a.m.

CECL Prep: Data Requirements and Loss Methodologies (session repeats)

Sponsored by Catalyst Corporate Federal Credit Union

Aaron Lenhart, Sr. Risk Management Consultant, Sageworks, Raleigh, NC

Designed for those already familiar with the FASB’s current expected credit loss (CECL) model, this session will review recent news from the FASB and industry experts. The majority of the session will review examples of more robust loss methodologies that are recommended under CECL – migration analysis, vintage analysis, PD/LGD, and others – including how to calculate them, data requirements and key benefits and challenges.

 

9:15 – 10:15 a.m.

CU Strategy @ Light Speed: Thriving in the Dynamic Financial Industry (session repeats)

Sponsored by Flexi Software

Adam Cohen, President, Accelerant Performance Solutions, Greenwood Village, CO

CUs operate in a dynamic, rapidly evolving financial services industry. Industry trends foreshadow a financial services horizon dramatically different from today’s landscape. Learn how a systematic strategic planning process converts intention to action. Explore planning models and case studies that demonstrate how progressive CUs create a future where member experience and value drive CU success and sustainability.

 

9:15 – 10:15 a.m.

Is this the End of ALCO...? (session repeats)

Sponsored by BlackLine

Tony Ferris, CEO, Rochdale + Paragon, Overland Park, KS

Risk Management is not only changing the way we run our businesses but it is fostering a dramatic change in the way we govern and manage or organizations. The integration of governance, assurance and management of performance, risk and compliance processes (collectively GRC) is creating seismic advances in how we govern, manage and assure organizational results. Examiners, board members and management staff are all seeking the same thing... added organizational intelligence with which they can better make decisions.  The maturity of risk and data intelligence is forcing a requirement to establish a more integrated framework that delivers real-time, risk weighted intelligence to stakeholders. This means the end of siloed information flows and disparate processes. Enhanced decisioning can only be accomplished through transformational processes such as ERM and GRC protocols.

 

9:15 – 10:15 a.m.

The Direction of the Economy/Rates...and What To Do About It (session does not repeat)

Sponsored by Buzz Points® and CUNA Strategic Services

Ryan Henley, Head of Financial Institutions Strategies, Stifel Financial Corp., Chicago, IL
Lindsey Piegza, Chief Economist, Stifel Financial Corp., Chicago, IL

Within this session, the Stifel Chief Economist (Lindsey Piegza) will provide thoughts regarding the general state of the economy, the expected path of FOMC actions, and the shape of yield curve progression for the coming quarters. With this backdrop, the Stifel Head of Financial Institutions Strategies (Ryan Henley) will then offer balance sheet strategies credit unions should consider in light of this forecast. The concepts will include both on and off balance sheet (derivatives) tools resulting in the appropriate positioning for this economic scenario.

 

10:15 – 10:45 a.m.

NETWORKING BREAK – Visit with Sponsors

Sponsored by Financial Northeastern Companies

10:45 – 11:00 a.m.

PASS TIME TO BREAKOUTS

11:00 a.m. – Noon

CECL Prep: Data Requirements and Loss Methodologies

Sponsored by Primary Financial Co LLC

Aaron Lenhart, Sr. Risk Management Consultant, Sageworks, Raleigh, NC

Designed for those already familiar with the FASB’s current expected credit loss (CECL) model, this session will review recent news from the FASB and industry experts. The majority of the session will review examples of more robust loss methodologies that are recommended under CECL – migration analysis, vintage analysis, PD/LGD, and others – including how to calculate them, data requirements and key benefits and challenges.

 

11:00 a.m. – Noon

CU Strategy @ Light Speed: Thriving in the Dynamic Financial Industry

Sponsored by O'Rourke & Associates

Adam Cohen, President, Accelerant Performance Solutions, Greenwood Village, CO 

CUs operate in a dynamic, rapidly evolving financial services industry. Industry trends foreshadow a financial services horizon dramatically different from today’s landscape. Learn how a systematic strategic planning process converts intention to action. Explore planning models and case studies that demonstrate how progressive CUs create a future where member experience and value drive CU success and sustainability.

11:00 a.m. – Noon

Is this the End of ALCO...?

Sponsored by Visible Equity®

Tony Ferris, CEO, Rochdale + Paragon, Overland Park, KS

Risk Management is not only changing the way we run our businesses but it is fostering a dramatic change in the way we govern and manage or organizations. The integration of governance, assurance and management of performance, risk and compliance processes (collectively GRC) is creating seismic advances in how we govern, manage and assure organizational results. Examiners, board members and management staff are all seeking the same thing... added organizational intelligence with which they can better make decisions.  The maturity of risk and data intelligence is forcing a requirement to establish a more integrated framework that delivers real-time, risk weighted intelligence to stakeholders. This means the end of siloed information flows and disparate processes. Enhanced decisioning can only be accomplished through transformational processes such as ERM and GRC protocols.

 

11:00 a.m. – Noon

Liquidity – A Regulatory Burden or Business Opportunity (session does not repeat)

Sponsored by National Cooperative Bank

Kevin Parks, Vice President/Key Account Manager, Federal Home Loan Bank of Topeka, Topeka, KS

The financial crises that began in mid‐2007 reemphasized the importance of liquidity to financial markets and a functioning banking system. Credit unions hold liquidity for various reasons including “precautionary” motives to mitigate risk related to uncertain or volatile funding sources or economic conditions; and for “strategic” motives in order to take advantage of profitable business opportunities and options when they arise. You will be provided an overview of the regulatory requirements and expectations associated with liquidity and a framework for “precautionary” liquidity risk management activities. In addition, we will discuss why liquidity and funding should be a core component of your overall business strategy. Various options and advantages associated with different core, short‐term and wholesale funding sources will be explored.

 

Noon – 1:00 p.m.

NETWORKING LUNCH

Sponsored by Balance Sheet Solutions, LLC

1:15 – 2:15 p.m.

Big Data and the Zombie Apocalypse (session does not repeat)

Sponsored by S&P Global Market Intelligence

John Best, President, Best Innovation Group, Denver, CO

In the future, opportunities are sparse. It no longer rains free interchange from the sky. You’re competing with entities like Amazon and Apple to find food for your village. How will you survive? How will you differentiate yourself from the competitors going after the same resources as you? You must master the skills to survive. Find out why analytics is not a product, but a discipline to be learned that just might save your back…

 

1:15 – 2:15 p.m.

Accountability (session repeats)

Sponsored by IZALE Financial Group

Rory Rowland, President, Rowland Consulting, Independence, MO

Accountability is the foundation of leadership and lack of accountability negatively impacts your bottom line.  During this interactive session, you’ll discover how to set individual goals.  In addition, you’ll learn how to define expected results and outline paths to reach them.  Plus, you’ll see how to coach accountability as well as point out problems and trouble spots without hurting anyone’s feelings.

 

1:15 – 2:15 p.m.

Looking Back and Thinking Ahead: Managing Through the Turn in Rates (session does not repeat)

Sponsored by McGuire Performance Solutions

Ryan Hayhurst, Managing Director, The Baker Group, Oklahoma City, OK

With the Federal Reserve’s first tightening cycle in more than a decade finally upon us, interest rate risk is no longer a future possibility but is now a current reality.  The session will focus on what credit unions need to do today to manage their balance sheet and bond portfolio through the turn in interest rates.  We will discuss a range of interest rate risk related issues critical to your credit unions success before turning to the bond portfolio to develop specific strategies to manage risk and maximize performance in today’s volatile rate environment.

 

1:15 – 2:15 p.m.

Best Practices in Loan Participations (session repeats)

Sponsored by Coastal Securities

Mike Dorsett, President, Portfolio Performance LLC, Blacklick, OH

This session will benefit the novice, as well as those with prior loan participation experience. We will discuss regulatory requirements, the due diligence process, how to locate and evaluate loan participation opportunities and ongoing monitoring. We will also review successful case studies.

 

2:15 – 2:45 p.m.

NETWORKING BREAK – Sponsor Drawings

Sponsored by Callahan & Associates and TRUST Mutual Funds

2:45– 3:00 p.m.

PASS TIME TO BREAKOUTS

3:00 – 4:00 p.m.

How Cyber Facilitates Credit Card Fraud (session does not repeat)

Sponsored by Harland Clarke and CUNA Strategic Services

Prasath Jalagam, Sr. Solutions Architect, BAE Systems, Los Angeles, CA

From the earliest days of credit cards, there has been credit card fraud. The most basic use of technology to enable credit card fraud involved hacking banking systems to find files that contained credit card numbers and then posting and selling those credit card numbers to online bulletin boards. With valid numbers and supporting information (i.e., DOB, SSN), duplicate cards were made, and phony transactions could be performed. However, losses were relatively small.

Today, fraud is a big business. The digital economy, global hyper-connectivity, industrialization, and widely distributed infrastructure now inter-connected have all contributed to facilitating credit card fraud in the U.S. Technology in general, and cyber in particular, has enabled criminals to obtain more data and execute more transactions than ever before. In this session, we’ll take an in-depth look at specific cases of cyber-enabled credit card fraud, as well as discuss strategies for cyber defense and fraud prevention.

3:00 – 4:00 p.m.

Accountability

Sponsored by Deluxe

Rory Rowland, President, Rowland Consulting, Independence, MO

Accountability is the foundation of leadership and lack of accountability negatively impacts your bottom line.  During this interactive session, you’ll discover how to set individual goals.  In addition, you’ll learn how to define expected results and outline paths to reach them.  Plus, you’ll see how to coach accountability as well as point out problems and trouble spots without hurting anyone’s feelings.

 

3:00 – 4:00 p.m.

Best Practices in Loan Participations

Sponsored by Vining Sparks

Mike Dorsett, President, Portfolio Performance LLC, Blacklick, OH

This session will benefit the novice, as well as those with prior loan participation experience. We will discuss regulatory requirements, the due diligence process, how to locate and evaluate loan participation opportunities and ongoing monitoring. We will also review successful case studies.

 

3:00 – 4:00 p.m.

What Every CFO/Portfolio Manager Must Know (session does not repeat)

Sponsored by TMG Financial Services

Nigel, Johnson, Performance Trust University® Director, Performance Trust Capital Partners, LLC, Chicago, IL

Many credit unions may be putting the future of their institution at risk via the mismanagement of the investment portfolio. To put it into perspective, the difference between the performance of the top 80th percentile and the bottom 20th percentile—assuming a $100MM portfolio—is $860,000. What do those top 80th percentile institutions know that the bottom 20th percentile do not? As Nigel exposes some misconceptions of conventional wisdom, he will raise 6 key questions that every CFO and CEO should be ready to answer in 2016.

 

4:00– 4:15 p.m.

PASS TIME TO BREAKOUTS

4:15 – 5:15 p.m.

BONUS SESSION

Sponsored by CUNA Compliance Community

NCUA Exam Issues
Facilitator: MJ Coon, EVP/CFO, Ent CU, Colorado Springs, CO

Take this valuable opportunity to network with your peers about real-life experiences during your on-site examination and share what topics you have found to be on the examiner's radar. Bring along questions to have them addressed more informally in a relaxed setting and leave feeling more confident about preparing for future regulatory exams and for dialogue with your peers on ideas to solve issues encountered during the examination process.

Evening

ON YOUR OWN

Time
Session
 
7:45 – 8:30 a.m.

BREAKFAST

Co-Sponsored by Federal Home Loan Banks and Stifel

8:30 –9:30 a.m.

GENERAL SESSION

New Interest Rate Risk Guidelines/Risk Based Capital 2

Sponsored by CUNA Regulatory Compliance School (cuna.org/rcs)

Owen Cole, Division of Capital & Credit Markets Director, NCUA, Washington, DC

NCUA Update – A summary of current regulatory and supervision initiatives at NCUA. Topics will cover recently adopted regulations as well as major safety and soundness priorities.

 

9:30 – 9:45 a.m.

BREAK

9:45 – 10:45 a.m.

CLOSING GENERAL SESSION

Culture that Rocks: How to Amp Up or Revolutionize a Company's Culture

Sponsored by Corporate America Credit Union

Jim Knight, Business Culture Expert, Former Hard Rock International Executive & Author of Culture That Rocks!

Jim's most-requested presentation uses the visceral backdrop of several well-known brands, including Hard Rock International, as a platform to discuss key strategies to transform any organization’s culture. In his signature Rock ‘n Roll style, Jim delivers insight on every element of organizational culture, including: a Clear-Cut Definition Of Culture (finally!), Heritage Vs. Culture, Brand Ambassadors, Employee Engagement, and How To Hire (and retain) Leadership Rock Stars. If you’re open to disruptive change within your organization, don’t miss the opportunity to hear what all the noise is about.