AGENDA | TUESDAY, JUNE 25
11:30 a.m. - 12:30 p.m.
Breakout Sessions
Out on a Limb...Are Your Branch Controls and Security Strong
Enough?
With the recent rash of robberies, embezzlements and security breaches,
many credit unions are finding they need to relook and retool the
operations and controls at their branches. Join us as we tour the most
vulnerable areas in branches and discuss the fixes needed to tighten
controls. Included will be a study of the most common exceptions noted
by internal and external auditors during branch reviews.
lll Speakers
Daniel Moulton, CPA - Shareholder, Doeren Mayhew
Lindsey Becker - Internal Audit and Compliance Supervisor, Doeren Mayhew
Information Systems Audits: The First Line of Defense
Technology is the foundation for credit unions to provide the next
best service opportunity to their members – but it comes with many risks.
An information systems (IS) audit can be used as a first line of defense.
Explore with IT guru Brad Atkin the elements of an IS audit, what you can
expect to gain from one and where many credit unions go wrong. We’ll
focus on real-world examples and practical technology controls you can
put in place to help secure your credit union’s frontlines.
lll Speaker
Brad Atkin, CPA, CISA, CITP - Shareholder, Doeren Mayhew
What’s Trending in Your Financial Projections
As a volunteer you’re expected to understand the status of
your credit union’s financial health and where it is headed. Financial
projections play an integral part in gaining clarity on the financial
implications of long-term growth and developing a financial road map.
Explore the common quantitative and qualitative elements of financial
projections, what they mean and much more in this session with David
Ritter.
lll Speaker
David Ritter, CVA, MBA - Shareholder, Doeren Mayhew
12:30 p.m.
Free Afternoon
Get out and explore what Boston has to offer.