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
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
Date | Discipline | Title | Type | Tuition | ||||||
08.03.2017 07.01.2018 | TECH | CUNA CyberSecurity eSchool (recorded) | ESCHOOL | $1,295 – Council members get 10% off | Register More Info | |||||
07.17.2018 | TECH O & ME FINANCE CEO | Enterprise Risk Management | ROUNDTABLE | Free for Council members | Register | |||||
07.24.2018 | FINANCE | Thomson Reuters Checkpoint Training | ROUNDTABLE | Free for Council members | ||||||
07.23.2018 07.26.2018 | LENDING | CUNA Business Lending Certification School | SCHOOL | Varies – See Registration Page | Register More Info | |||||