AGENDA | WEDNESDAY, JUNE 26
In the Eyes of the Examiner: Documents of Resolutions and
More
Wondering what examiners are looking for in your next exam? This
session might prove to be eye-opening for you. Leave this session with
20/20 clarity on the examination process, how to exceed your examiner’s
expectations, areas of focus this year, common types of findings and
practical ways to address DORs head on.
lll Speaker
Michael Lozoff - Credit Union Practice Chair, Shutts & Bowen LLP
A Deep Dive Into Risk Assessments
In today’s world, the “check the box” risk assessment approach
no longer suffices. Your credit union’s risk assessment needs to be
specific to your institution – more importantly it must identify the specific
risk factors over products, delivery channels, member regulation and
location that fit your credit union’s risk appetite. Dive into how to
effectively identify, monitor, control and mitigate the risks your credit
union faces as it continues to evolve in this high-impact session.
lll Speaker
Joseph Zito, CPA, MBA - Shareholder, Doeren Mayhew
12:15 p.m. - 1:45 p.m.
Lunch and Think Tank Wrap-Up
1:45 p.m. - 2:45 p.m.
General Session
A Look Back to Think Ahead
Credit unions are always on the lookout to enhance returns. Historical
events can sometimes lead to a collective sense of risk avoidance, fear
and loathing of what could happen. This session will go back in time
and take a look at some of the greatest losses realized in the financial
industry to ascertain what really happened. Discuss if these risks truly
can happen again and what risks your credit union can afford to better
serve your members.
lll Speaker
Emily Hollis - Chief Executive Officer, ALM First
2:45 p.m. - 3:00 p.m.
Closing Statement