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IdentificationCU18101DateOctober 22, 2018The last few years have been spent talking about CECL and showing different models and calculations…Speakers
President/Principal, c. myers
Julie Renderos, CPA, CCUE, CUDEEVP/CFO, Suncoast Credit Union$79Standard Price
IdentificationCU18102DateOctober 22, 2018This 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
Principal, ALM & Investment Strategy, ALM First Financial Advisors
Christopher Moore, CPAPartner, Crowe LLP$79Standard Price
IdentificationCU1801DateOctober 22, 2018Navigating the changing landscape of financial services technology and implications for industry participantsSpeaker
President & CEO, Fiserv$49Standard Price
IdentificationCU1802DateOctober 22, 2018FASB 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
Sydney K. Garmong, CPA, CGMAPartner, National Office, Crowe LLP
Senior Project Advisor, Financial Accounting Standards Board$49Standard Price
IdentificationCU1803DateOctober 22, 2018The discussion will continue in Part 2 of the Accounting and FASB Update…Speakers
Sydney K. Garmong, CPA, CGMAPartner, National Office, Crowe LLPSenior Project Advisor, Financial Accounting Standards Board$49Standard Price
IdentificationCU1804DateOctober 22, 2018Learn 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
Deputy Director-Office of Examination and Insurance, National Credit Union Administration$49Standard Price
IdentificationCU1805DateOctober 23, 2018Chief 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
Lindsey M. Piegza, Ph.D.Managing Director, Chief Economist, Stifel, Nicolaus & Company, Incorporated$49Standard Price
IdentificationCU1806DateOctober 23, 2018The concept of Artificial Intelligence (AI) has been around for years and progressive organizations have invested heavily in AI…Speakers
Robin D. Hoag, CPA, CGMA, CMCShareholder, Doeren Mayhew
Director, Solutions Delivery, MindBridge Analytics, Inc.$49Standard Price
IdentificationCU1807DateOctober 23, 2018The 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
Leslie Yates, CPASenior Manager, Crowe LLP
Mark Demos, CPAPartner, Crowe LLP$49Standard Price
IdentificationCU1809DateOctober 23, 2018When 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
Daniel C. Moulton, CPAShareholder, Doeren Mayhew$49Standard Price
IdentificationCU1813DateOctober 23, 2018With 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
Principal, ALM & Investment Strategy, ALM First Financial AdvisorsChristopher Moore, CPAPartner, Crowe LLP$49Standard Price
IdentificationCU1816DateOctober 23, 2018Its 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
Julie Renderos, CPA, CCUE, CUDEEVP/CFO, Suncoast Credit Union
Brett Fisher, CFAVP of Asset & Liability Management, Founders Federal Credit Union$49Standard Price
IdentificationCU18202DateOctober 24, 2018Can you identify your most profitable member relationships?Speakers
Vice President of Sales, Strategic Industries, Kaufman Hall
Senior Solutions Engineer, Financial Institutions, Syntellis Performance Solutions
Regional Sales Executive, Kaufman Hall$49Standard Price
IdentificationCU1817DateOctober 24, 2018More Than Blockchain: Distributed Ledger Technology Will Define the Credit Union Industry of TomorrowSpeaker
CEO, CU Ledger$49Standard Price
IdentificationCU1819DateOctober 24, 2018The US economy’s regained strength is presenting fresh challenges for proactive balance sheet managers…Speaker
Managing Director, ZM Financial Systems$49Standard Price
IdentificationCU1821DateOctober 24, 2018Many 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
Dustin Birashk, CPAPartner, Moss Adams LLP
Tullus Miller, CPANational Practice Group Leader, MOSS ADAMS LLP$49Standard Price
IdentificationCU1822DateOctober 24, 2018NCUA will provide an update on current issues and threats related to critical infrastructure protection and cyber security in the credit union industry…Speaker
Deputy Director-Office of Examination and Insurance, National Credit Union Administration$49Standard Price
IdentificationCAM1801DateNovember 14, 2018We 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
William A. Strauss, CBESenior Economist and Economic Advisor, Federal Reserve Bank of Chicago$49Standard Price
IdentificationCAM1833DateNovember 16, 2018Based 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
Mary Legakis Engel, MBACEO, The Management Coach$49Standard Price
IdentificationCU19101DateOctober 21, 2019This 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
Michael Umscheid, CPACEO, ARCSys$79Standard Price
IdentificationCU19102DateOctober 21, 2019Do 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
Julie Renderos, CPA, CCUE, CUDEEVP/CFO, Suncoast Credit UnionPresident/Principal, c. myers$79Standard Price
IdentificationCU1901DateOctober 21, 2019Credit 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
Chief Collaboration Officer, Callahan & Associates$49Standard Price
IdentificationCU1904DateOctober 21, 2019Housing is expected to provide an economic cushion to the overall economy…Speaker
Chief Economist - SVP, Fannie Mae$49Standard Price
IdentificationCU1905DateOctober 22, 2019The session will provide an update on priorities for the NCUA and emerging issues for the credit union and financial services industry…Speaker
Associate Director, Office of Examination & Insurance, NCUA$49Standard Price
