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  • Thumbnail for CECL - Journey on the Road to Implementation
    Identification
    CU18101
    Date
    October 22, 2018
    The last few years have been spent talking about CECL and showing different models and calculations…

    Speakers

    Speaker Image for Rob Johnson
    President/Principal, c. myers
    Speaker Image for Julie Renderos
    Julie Renderos, CPA, CCUE, CUDE
    EVP/CFO, Suncoast Credit Union
    $79
    Standard Price
  • Thumbnail for Hedging & Managing Interest Rate Risk
    Identification
    CU18102
    Date
    October 22, 2018
    This workshop is not available as part of the Online or Flex Pass registration options. Bankers have been faced with managing interest rate risk for years and there are many tried and true strategies that have been used successfully…

    Speakers

    Speaker Image for Robert Perry
    Principal, ALM & Investment Strategy, ALM First Financial Advisors
    Speaker Image for Christopher Moore
    Partner, Crowe LLP
    $79
    Standard Price
  • Thumbnail for Welcome & Introduction & The Future of Financial Services
    Identification
    CU1801
    Date
    October 22, 2018
    Navigating the changing landscape of financial services technology and implications for industry participants

    Speaker

    Speaker Image for Jeff Yabuki
    President & CEO, Fiserv
    $49
    Standard Price
  • Thumbnail for Accounting/FASB for Credit Unions, Part 1
    Identification
    CU1802
    Date
    October 22, 2018
    FASB has issued several final standards over the past few years, including credit losses, recognition revenue and leases, with effective dates beginning in 2019 for most credit unions…

    Speakers

    Speaker Image for Sydney Garmong
    Partner, National Office, Crowe LLP
    Speaker Image for Jeffrey Mechanick
    Senior Project Advisor, Financial Accounting Standards Board
    $49
    Standard Price
  • Thumbnail for Accounting/FASB for Credit Unions, Part 2
    Identification
    CU1803
    Date
    October 22, 2018
    The discussion will continue in Part 2 of the Accounting and FASB Update…

    Speakers

    Speaker Image for Sydney Garmong
    Partner, National Office, Crowe LLP
    Speaker Image for Jeffrey Mechanick
    Senior Project Advisor, Financial Accounting Standards Board
    $49
    Standard Price
  • Thumbnail for NCUA Regulatory Update
    Identification
    CU1804
    Date
    October 22, 2018
    Learn about the changes occurring at NCUA and what effect these changes may mean for your credit union. Gain insight into the changing regulatory landscape that drives industry performance and business practice…

    Speaker

    Speaker Image for Timothy Segerson
    Deputy Director-Office of Examination and Insurance, National Credit Union Administration
    $49
    Standard Price
  • Thumbnail for Announcements and Introduction & Economic Update
    Identification
    CU1805
    Date
    October 23, 2018
    Chief Economist Dr. Lindsey Piegza will look at the pace of our economic recovery and what it means going forward for overall growth, interest rates and monetary policy…

    Speaker

    Speaker Image for Lindsey Piegza
    Managing Director, Chief Economist, Stifel, Nicolaus & Company, Incorporated
    $49
    Standard Price
  • Thumbnail for Artificial Intelligence
    Identification
    CU1806
    Date
    October 23, 2018
    The concept of Artificial Intelligence (AI) has been around for years and progressive organizations have invested heavily in AI…

    Speakers

    Speaker Image for Robin Hoag
    Robin D. Hoag, CPA, CGMA, CMC
    Shareholder, Doeren Mayhew
    Speaker Image for John Craig
    Director, Solutions Delivery, MindBridge Analytics, Inc.
    $49
    Standard Price
  • Thumbnail for Revenue Recognition for Credit Unions
    Identification
    CU1807
    Date
    October 23, 2018
    The effective date for FASB’s revenue recognition standard is just around the corner and most credit unions will be adopting at the beginning of 2019. The ASU puts in place a common framework for recognizing revenue, largely replacing the industry-specific revenue recognition guidance in GAAP…

    Speakers

    Speaker Image for Leslie Yates
    Senior Manager, Crowe LLP
    Speaker Image for Mark  Demos
    Partner, Crowe LLP
    $49
    Standard Price
  • Thumbnail for Anti-Fraud Strategies for Credit Unions
    Identification
    CU1809
    Date
    October 23, 2018
    When insider fraud occurs in a credit union, it negatively affects that institution, the credit union industry, and the Share Insurance Fund. This session outlines specific practices that credit union officials and management can use to help deter, detect, and respond to insider fraud…

    Speaker

    Speaker Image for Daniel Moulton
    Shareholder, Doeren Mayhew
    $49
    Standard Price
  • Thumbnail for Hedging: Observations from Adoption
    Identification
    CU1813
    Date
    October 23, 2018
    With years of interest rate risk management history there are many examples of successful and unsuccessful strategy implementation and results. In this session the speakers will review the “lessons learned from the trenches”…

    Speakers

    Speaker Image for Robert Perry
    Principal, ALM & Investment Strategy, ALM First Financial Advisors
    Speaker Image for Christopher Moore
    Partner, Crowe LLP
    $49
    Standard Price
  • Thumbnail for CECL
    Identification
    CU1816
    Date
    October 23, 2018
    Its been all about CECL since the initial FASB exposure draft was issued in late 2012. While credit union accounting professionals and practitioners have become well versed in the requirements of CECL, implementation progress and practical experience has been limited for many in the industry…

    Speakers

    Speaker Image for Julie Renderos
    Julie Renderos, CPA, CCUE, CUDE
    EVP/CFO, Suncoast Credit Union
    Speaker Image for Brett Fisher
    VP of Asset & Liability Management, Founders Federal Credit Union
    $49
    Standard Price
  • Thumbnail for Relationship Profitability: The Holy Grail
    Identification
    CU18202
    Date
    October 24, 2018
    Can you identify your most profitable member relationships?

    Speakers

    Speaker Image for Roy Berelowitz
    Vice President of Sales, Strategic Industries, Kaufman Hall
    Speaker Image for Brad Brockman
    Senior Solutions Engineer, Financial Institutions, Syntellis Performance Solutions
    Speaker Image for Jeff Wildenthaler
    Regional Sales Executive, Kaufman Hall
    $49
    Standard Price
  • Thumbnail for Announcements and Introduction & Block Chain
    Identification
    CU1817
    Date
    October 24, 2018
    More Than Blockchain: Distributed Ledger Technology Will Define the Credit Union Industry of Tomorrow

    Speaker

    Speaker Image for John Ainsworth
    CEO, CU Ledger
    $49
    Standard Price
  • Thumbnail for Managing Interest Rate Risk in the Current Environment
    Identification
    CU1819
    Date
    October 24, 2018
    The US economy’s regained strength is presenting fresh challenges for proactive balance sheet managers…

    Speaker

    Speaker Image for Tom Bowers
    Managing Director, ZM Financial Systems
    $49
    Standard Price
  • Thumbnail for Accounting and Financial Considerations for Mortgage Banking Operations
    Identification
    CU1821
    Date
    October 24, 2018
    Many credit unions have, or are contemplating, mortgage banking activities. We will provide an overview of accounting and financial considerations for mortgage banking operations from rate lock to servicing…

    Speakers

    Speaker Image for Dustin Birashk
    Partner, Moss Adams LLP
    Speaker Image for Tullus Miller
    National Practice Group Leader, MOSS ADAMS LLP
    $49
    Standard Price
  • Thumbnail for NCUA Cybersecurity
    Identification
    CU1822
    Date
    October 24, 2018
    NCUA will provide an update on current issues and threats related to critical infrastructure protection and cyber security in the credit union industry…

    Speaker

    Speaker Image for Timothy Segerson
    Deputy Director-Office of Examination and Insurance, National Credit Union Administration
    $49
    Standard Price
  • Thumbnail for Welcome & Introduction & Economic Outlook
    Identification
    CAM1801
    Date
    November 14, 2018
    We are in the tenth year of the economic expansion following the "Great Recession" of 2008 and 2009. During the economic downturn the economy experienced outsized losses in the housing, manufacturing and jobs. Yet, the recovery and expansion has been restrained…

    Speaker

    Speaker Image for William Strauss
    Senior Economist and Economic Advisor, Federal Reserve Bank of Chicago
    $49
    Standard Price
  • Thumbnail for Lead Like a Legend: How to Master Your Influence
    Identification
    CAM1833
    Date
    November 16, 2018
    Based on the common characteristics of legendary leaders, "Lead Like a Legend: How to Master Your Influence" is an interactive, entertaining and humorous talk with actionable takeaways…

    Speaker

    Speaker Image for Mary Legakis Engel
    CEO, The Management Coach
    $49
    Standard Price
  • Thumbnail for CECL Methodologies, Real World Examples
    Identification
    CU19101
    Date
    October 21, 2019
    This session will provide detailed examples of data aggregation, specific long-term and short-term forecast models and how to forecast different models. The session will also discuss the use of credit quality indicators through out the CECL modeling, monitoring and disclosure process…

    Speaker

    Speaker Image for Michael Umscheid
    CEO, ARCSys
    $79
    Standard Price
  • Thumbnail for The Strategic Shift of ALCO
    Identification
    CU19102
    Date
    October 21, 2019
    Do you dread your ALCO meetings? Many say that they do, but why? A strong ALCO is one of the keys for a high-performing organization. ALCO discussions should be engaging and forward-looking, where the participants see opportunities and challenges from different angles…

    Speakers

    Speaker Image for Julie Renderos
    Julie Renderos, CPA, CCUE, CUDE
    EVP/CFO, Suncoast Credit Union
    Speaker Image for Rob Johnson
    President/Principal, c. myers
    $79
    Standard Price
  • Thumbnail for Welcome & Introduction | Credit Union Issues & Opportunities
    Identification
    CU1901
    Date
    October 21, 2019
    Credit unions' impact on markets and members has increased significantly over the past decade, but the environment is changing. New competitors, a changing economic environment and rising consumer expectations are just a few of the challenges ahead…

    Speaker

    Speaker Image for Jay Johnson
    Chief Collaboration Officer, Callahan & Associates
    $49
    Standard Price
  • Thumbnail for Economic Update
    Identification
    CU1904
    Date
    October 21, 2019
    Housing is expected to provide an economic cushion to the overall economy…

    Speaker

    Speaker Image for Douglas Duncan
    Chief Economist - SVP, Fannie Mae
    $49
    Standard Price
  • Thumbnail for Announcements and Introduction | NCUA Update
    Identification
    CU1905
    Date
    October 22, 2019
    The session will provide an update on priorities for the NCUA and emerging issues for the credit union and financial services industry…

    Speaker

    Speaker Image for Scott Neat
    Associate Director, Office of Examination & Insurance, NCUA
    $49
    Standard Price

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