Roundtable Event

Managing Risk and Capital in Your Credit Union; Setting Your Risk Appetite

11.01.2017 - 11.01.2017 (finance)

1 pm central Online via Adobe Connect

Download the Slides

One of a CFO's key roles is managing risk.  Join Ancin, in a recap of his highly acclaimed CFO Council Conference session, to learn how you can improve income and effectively manage risk by setting your institution’s risk appetite, improving talent management, and understanding your institution biases.

Join fellow CFOs to...

• Learn how to define your institution’s risk appetite
• Develop policies and procedures that support your risk management framework
• Effectively manage talent risk
• Learn how to identify and confront the common biases that affect you credit union’s decisions

Meet Your Speaker: Ancin Cooley, Founder and Principal of Synergy Credit Union Consulting

Ancin, as Founder of Synergy, provides a range of risk management services to financial institutions, which include strategic planning, board training, supervisory committee training, loan department audits,  and regulatory exam remediation. He brings more than 10 years of experience to the industry. Ancin honed his skills while working as a regulatory examiner for the US Treasury. As an examiner, he performed safety and soundness examinations for community and mid size institutions ranging from $100 million to $15 billion in total assets. After leaving regulatory work, Ancin worked for a regional accounting firm where he led internal audits, as well as loan and pre-regulatory examiner reviews.  In recent years, Ancin has focused on helping Credit Unions grow and thrive with "Execution Centered" Strategic Planning sessions.

July

Cross Council Event Schedule