10th Annual Supervisory Committee & Board of Directors Conference 2019_CU_Conference_Brochure-final - Page 13

AGENDA | MONDAY, JUNE 24 2:15 p.m. - 3:15 p.m. Breakout Sessions Building Up Member Business Lending The key to successfully managing your credit union’s member business lending (MBL) portfolio is prudent governance and ongoing evaluation of your portfolio risk and profitability. With the movement of interest rates and the rumblings of a potential softening in the economy over the next few years, now is the time to ensure your institution is well positioned. Walk away with the tools and techniques to understand current MBL trends, risk-rating models, governance importance and the role you play. Take back knowledge to help your credit union grow its MBL portfolio, monitor its risks effectively, and improve margins and income streams to amp-up its competitive advantage. lll Speaker John Miller, CPA - Shareholder, Doeren Mayhew Fraud, Fraud and More Fraud: Detecting and Preventing Fraud perpetrators lurk in many organizations, and credit unions are no exception. The best defense? Strong internal controls that help you stay one step ahead of fraudsters. Learn about current trends in “insider” fraud schemes targeting your credit union and those likely lurking around the corner. Explore different, straight-forward concepts to deter and detect these risks through internal controls, as well as how to remediate them after the fact. lll Speakers Daniel Moulton, CPA - Shareholder, Doeren Mayhew Jack Kenney, CPA - Shareholder, Doeren Mayhew Key Questions to Shape Strategic Direction Done right, strategic planning brings the leadership team and Board together to create a critical framework for the credit union to look to when determining how to respond to changes in the landscape it operates in – guiding its direction to meet long-term objectives. Focused not only on how the credit union is going to move forward, a strategic plan also addresses what it is moving toward and why those outcomes are important. Join this session to learn the key questions you should be asking to help shape the strategic direction of your credit union. lll Speaker David Ritter, CVA, MBA - Shareholder, Doeren Mayhew