AGENDA | MONDAY, JUNE 24
11:00 a.m. - 12:00 p.m.
Breakout Sessions
Strengthening Your Oversight of Internal Audit
One of the toughest responsibilities of the Board or Supervisory
Committee is directing and overseeing the activities of the internal
audit function. Discover best practices to assert an appropriate level
of oversight, expectation setting and input. Areas covered will include
risk assessment creation, developing the annual internal audit plan,
coordination with third-party vendors, evaluating the performance of
internal auditors and programs, and a variety of other helpful tools to
assist the Board and Committee with their responsibilities.
lll Speakers
Joseph Zito, CPA, MBA - Shareholder, Doeren Mayhew
Kristie Kenney Hoover, CIA, NCCO - Internal Audit Manager, Doeren Mayhew
Supervisory Committee and Board Fundamentals - Part 1
Taking a seat at the volunteer table means you’re responsible for
a range of duties – understanding them is key to be successful in the
role. Led by Doug Orth and Rafael Guijarro, this session, geared toward
newbies or those needing a refresher course, will cover the unique
facets of the credit union industry, basics of governance structures,
your responsibilities and liabilities as a volunteer, and best practices to
enhance committee effectiveness.
lll Speakers
Douglas Orth, CPA, CFE - Shareholder, Doeren Mayhew
Rafael Guijarro, CPA, CITP, CISA - Audit Manager, Doeren Mayhew
Setting the Stage for CECL
Making its debut to your credit union’s allowance for loan and
lease loss methods in 2022, CECL will require your credit union to set
the stage long before its performance. You’ll need to get your credit
union’s data collected and the right methodology in place to shine. This
session will explore the data needed, the modeling options available and
how they link together to help prepare for its implementation. Walk away
well-rehearsed to add value to your credit union during the process and
understand its impact on future financial statements and loan pricing.
lll Speaker
John Murnane, CPA - Shareholder, Doeren Mayhew
12:00 p.m. - 1:00 p.m.
Lunch