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.