10th Annual Supervisory Committee & Board of Directors Conference 2019_CU_Conference_Brochure-final - Page 19

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