7:30 – 9:00 a.m. - Registration and Breakfast
8:00 – 8:30 a.m. - Friday Fraudster Podcast
Podcast hosts:
- Robert Berry
- Christy Murray
9:00 – 9:15 a.m. - Opening remarks
9:15 – 10:15 a.m. - Never Give Up – The Survivor Way
Speaker: Holly Hoffman
As we survive life’s challenges, we come face-to-face with fear and uncertainty.
Challenges may allow us to step out of our comfort zone and push ourselves above and beyond our own self-limitations. It is how we choose to overcome challenges that make us who we are in life. It is our strength in times of difficulty that prove our character and self worth.
As I share my experience of being on a reality show, I encourage you to think about how you decide to survive on a daily basis. Also, I will encourage you to think about six words to develop your survival skills. With my six simple words, you can take on any challenge with which you are faced.
Adversity is not so much contending with problems as it is learning more about who you really are and what is inside of you.
Join me and explore your true survival skills.
Learning objectives:
- Learn the importance of taking opportunities
- Learn how to deal with adversity and change
- Understand the value of relationships
10:15 – 10:45 a.m. - Networking and Sponsor Exhibit Break
10:45 – 11:30 a.m. - Identifying and Reducing Litigation Risk
Speaker: John Bredehoft
While not every compliance or communications glitch runs the risk of litigation, in today’s litigious society many of those risks will end up in court. And winning a lawsuit is almost as bad – in time, expense, inconvenience, and distraction from the business of the credit union – as losing one. This session will examine litigation trends in the credit union space with a focus on how to avoid problems (if avoidable) before they head to the courtroom.
Learning objectives:
- Learn what issues are currently holding the enthusiasm of the plaintiff’s Bar, including trends in class action litigation.
- Discover issues that may seem like harmless nonsense at first, but which may hold a dangerous potential for going to court. (Sovereign citizens, anyone?)
- Discuss preventing litigation and prevailing when sued: documentation, training, and compliance auditing and review.
11:30 a.m. – 12:00 p.m. - Sponsor Showcase
Sponsors: Darling Consulting, NContracts, Rivial Data Security, TraceSecurity, TruStage, Winnow
Hear from event sponsors as they each take two-minutes to introduce themselves and share a little about their organization. Attendees will utilzie this valuable information to determine which sponsors they may want to further connect with.
12:00 – 1:00 p.m. - Membership Lunch and Sponsor Exhibit
1:00 – 2:00 p.m. - Concurrent Breakouts
Executive Track - Action-Focused Advocacy – Yes, It’s Worth Your Time Panel
Panel:
-Patrick McNichol
-Sue Vandermeuse
-TBA
Tailored for busy credit union leaders, the panel will discuss the political players, the importance of making time for engagement for advocacy and the multifaceted approach that credit unions can take to establish and maintain relationships with policymakers. This session will provide a roadmap for how your credit union can advocate for the issues that matter to you - and will feature some of the top tips and tactics for political outreach from the nation’s largest credit union.
Learning Objectives:
- Understanding the policies, the politics and the players (this isn’t Grandpa’s Civics 101!)
- Understanding the importance of reaching out, and how to advance from goals to results.
- Identify resources that you can use to build relationships with policymakers.
Risk Track - Key Risks Credit Unions Should Address & Where to Start
Speakers:
-Mark Haberland
-Simone Suri
Following a worldwide pandemic with a precipitous rise in rates, credit unions face myriad challenges while managing through changing economic cycles. With so many balls to juggle and regulatory scrutiny on the rise, many are taking a more “short-sighted” approach to just make it through. But what impact can those decisions have on long-term success?
Join Simone Suri, Chief Administrative Officer and General Counsel at Members Cooperative Credit Union, and Mark Haberland, Managing Director at Darling Consulting Group, as they discuss three key risks impacting credit unions today and how management is, and should be, addressing them.
Learning Objectives:
- Walk through the changing landscape of liquidity management and its impact on strategic decision-making
- Understand the importance of updating and supporting key model assumptions
- See how small errors in CECL modeling today can have big effects down the line
- Develop the proper risk management framework to effect strategic change
Compliance Track - Unlocking Strategic Value with ERM
Speaker: Jeff Owen
2:00 – 2:30 p.m. - Networking and Sponsor Exhibit break
2:30 – 4:00 p.m. - Advancing Fraud Prevention Workshop
Speaker: Chelsea Treboniak
Fraud schemes evolve as swiftly as the measures to counter them. Protecting the integrity of our financial services and the security of our members has never been more critical. This workshop, developed in conjunction with insights from the recent fraud white paper, seeks to empower and educate our community on the multifaceted nature of fraud prevention and response. Featured topics include self-protection vs. institutional oversight, branch fraud preparedness, trends, and future outlooks.
Learning Objectives:
- Understand the evolving nature of fraud schemes and the latest countermeasures to protect financial services and member security.
- Gain knowledge on the balance between self-protection and institutional oversight in fraud prevention.
- Develop strategies for fraud preparedness and stay informed about current trends and future outlooks in fraud prevention.
4:30 – 6:00 p.m. - Experiential Outing