2021 AICPA & CIMA Conference on Credit Unions

Oct 18, 2021 ‐ Oct 20, 2021


This includes sessions from the conference: 2021 AICPA & CIMA Conference on Credit Unions

Standard: $379.00

Products

Economic Outlook

Preview Available

Economic Outlook

Oct 18, 2021 1:00pm ‐ Oct 18, 2021 2:25pm

Chief Economist Dr. Lindsey Piegza will look at the current state of the economy amid the ongoing pandemic and what it means going forward for overall growth, interest rates and monetary policy. She will cover macro-economic trends in consumer spending and investment, in addition to new monetary and fiscal policy initiatives and the potential economic effects of these changes. She will also examine the changing global and political environment, and how it will affect the economic recovery. Participants will leave this session able to advise management teams on the possible effect of economic issues on their organizations.

Speaker(s):
  • Lindsey M. Piegza, Ph.D., Managing Director, Chief Economist, Stifel, Nicolaus & Company, Incorporated
Standard: $49.00

Embracing Diversity, Equity & Inclusion in the Workplace

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Embracing Diversity, Equity & Inclusion in the Workplace

Oct 18, 2021 2:30pm ‐ Oct 18, 2021 3:20pm

Please join us for an in-depth panel discussion with industry professionals committed to advancing diversity, equity, and inclusion (DEI). Whether your credit union has actively been working to create a diverse and inclusive environment for your employees and members, or are just embarking on its own efforts to more prominently promote DEI among your workforce, this session will offer information for all. Presenters will share experiences, best practices, and actions to assist you in your journey of advancing DEI.

Speaker(s):
  • Crystal Cooke, Director - Diversity & Inclusion, Association of International Certified Professional Accountants
  • Allie Braswell, Vice President of Cultural Diversity, Equity and Inclusion, VyStar Credit Union
  • Kevin Kirsch, Diversity, Equity, & Inclusion Director, CliftonLarsonAllen
  • Renee Sattiewhite, CUDE, President / CEO, African-American Credit Union Coalition
Standard: $49.00

Emerging from the Pandemic: What Does the “New Normal” Mean for Credit Unions?

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Emerging from the Pandemic: What Does the “New Normal” Mean for Credit Unions?

Oct 18, 2021 5:15pm ‐ Oct 18, 2021 6:30pm

Our members, employees and communities navigated an unprecedented environment in 2020. Consumer behaviors evolved as channel usage shifted. The workplace continues to change with remote work becoming the norm in many organizations. The economy is coming back but gaps have been revealed. What do these changes mean for credit unions and their priorities looking forward? How can credit unions capture opportunities at a time when new challenges are emerging?

Speaker(s):
  • Jay Johnson, Chief Collaboration Officer, Callahan & Associates
Standard: $49.00

Building a Strong Foundation for Profitability Analysis, presented by Syntellis Performance Solutions

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Building a Strong Foundation for Profitability Analysis, presented by Syntellis Performance Solutions

Oct 19, 2021 8:00am ‐ Oct 19, 2021 8:50am

Changing economic and risk landscapes require profitability analysis to be agile, precise, and aligned throughout the institution. Join Syntellis finance experts John Kim and Jeff Truitt to learn how to adapt your profitability analysis to these changing requirements.

Speaker(s):
  • John Kim, Sr. Director, Product Management, Financial Institutions, Syntellis Performance Solutions
  • Jeff Truitt, Product Manager, FI Solutions, Syntellis Performance Solutions
Standard: $49.00

NCUA Regulatory Update

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NCUA Regulatory Update

Oct 19, 2021 9:00am ‐ Oct 19, 2021 10:15am

Hear perspectives from Associate Director Viki Nahrwold, from the Office of Examination & Insurance, on credit union trends during the pandemic, upcoming changes to examination tools, what’s on the horizon for your credit union and gain valuable insight into the NCUA proposed and enacted regulations that occurred during 2021.

Speaker(s):
Standard: $49.00

Cornucopia of Emerging Accounting and Auditing Issues

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Cornucopia of Emerging Accounting and Auditing Issues

Oct 19, 2021 10:45am ‐ Oct 19, 2021 12:00pm

The last two years have changed how we do things whether we work at a credit union or are an auditor. The unique environment has created some interesting new accounting and auditing issues, while some of our old favorites have resurfaced. This session will provide examples of unique accounting matters that do not occur every day. Also covered will be the types of challenges and unique situations audit professionals have been faced with due to the current financial and economic environment.

Speaker(s):
Standard: $49.00

Automation Using Robots: A Credit Union’s Successful Use Case

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Automation Using Robots: A Credit Union’s Successful Use Case

Oct 19, 2021 10:45am ‐ Oct 19, 2021 12:00pm

Robotic process automation (RPA) is a software technology that makes it easy to build, deploy, and manage software robots that emulate human actions interacting with digital systems and software. Robotic process automation streamlines workflows, which makes organizations more profitable, flexible, and responsive. Learn from the leaders in the industry about RPA, and the Credit Union that has embraced robots to create efficiency, build capacity and ultimately improve member service.

Speaker(s):
Standard: $49.00

Auditing & Assurance Standards Update

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Auditing & Assurance Standards Update

Oct 19, 2021 1:00pm ‐ Oct 19, 2021 1:50pm

This session will discuss recently issued standards for audits and attestation engagements. The discussion will also include the ASB's active agendas including ongoing efforts to modernize auditing and attestation standards, enhance ASB outreach to stakeholders regarding proposed standards and post-implementation reviews of issued standards. This session will feature a discussion of the current status of the ASB's projects to: revise the quality control standards, revise the risk assessment standard, make narrow revisions to auditor communications regarding NOCLAR, and converge efforts on group audits.

Speaker(s):
Tags: Auditing
Standard: $49.00

Regulatory Compliance Update and Upcoming Changes

Preview Available

Regulatory Compliance Update and Upcoming Changes

Oct 19, 2021 1:00pm ‐ Oct 19, 2021 1:50pm

We will explore the myriad of ways the tone in Washington DC has changed and its impact on credit union regulatory compliance.  However, just knowing the tone has changed does not adequately prepare you for the changes. In this session, we will dive into the implications of the regulatory agencies abruptly turning more towards consumer protection. We will discuss the potential changes to specific rules and regulations impacting credit unions. We will also cover areas examiners will be focusing on, the compliance implications from the pandemic, and hot button regulatory compliance requirements.  Expect a fast-pace session touching on dozens of important regulatory issues.

Speaker(s):
Tags: CFO
Standard: $49.00

Auditing Nightmares In the Current Environment

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Auditing Nightmares In the Current Environment

Oct 19, 2021 2:05pm ‐ Oct 19, 2021 3:20pm

Are there audit issues that keep you up at night? Auditing issues that scare you or are the cause of your "auditing nightmares"? Then you've come to the right session. In this session we will discuss audit issues that are difficult to address with solutions to your auditing nightmares. These two seasoned auditors will share their experiences on old and new audit issues that go bump in the night.

Speaker(s):
Tags: SKA Auditing
Standard: $49.00