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CFO and Governance
IdentificationCU1910DateOctober 22, 2019Speaker
Francis Tam, CPA, CISM, CISA, CITP, CRISC, PCIP, PCI QSAPartner, Moss Adams LLP$49Standard Price
IdentificationCU1912DateOctober 22, 2019This session will focus on the origins of liquidity risk and stress for financial institutions, knowing liquidity sources and uses, and provide some guidance on liquidity management into the future…Speaker
Mark DeBree, CFAManaging Principal, Catalyst Strategic Solutions$49Standard Price
IdentificationCU1918DateOctober 23, 2019We will discuss recent changes to NCUA's examination related tools and applications. We will also provide an update regarding NCUA's "Virtual" examination project. In addition, other contemporary topics related to NCUA's examination program will be discussed…Speaker
Associate Director, Office of Examination & Insurance, NCUA$49Standard Price
IdentificationCU1923DateOctober 23, 2019To pursue optimal performance, credit unions should seek to manage risk exposures so that, at any given time, they incur just enough of the right kinds of risk to effectively pursue strategic goals. However, credit unions often struggle with the risk/value proposition…Speaker
Managing Director, Performance Trust Capital Partners, LLC$49Standard Price
IdentificationCU2005DateOctober 19, 2020After many years of “quiet times” in the commercial loan area, this year presents many challenges for Credit Unions as well as auditors entering the fourth quarter of 2020…Speaker
Shareholder, Doeren Mayhew$49Standard Price
IdentificationCU2011DateOctober 20, 2020The economic uncertainty ushered in by the COVID-19 pandemic presents new challenges for credit unions, particularly as many prepare for potential impacts to bottom-line performance in 2021…Speaker
Managing Director, Loan Transaction Network, ALM First Financial Advisors$49Standard Price
IdentificationCU2013DateOctober 20, 2020Regulatory compliance risk is increasing due to a myriad of factors, some obvious and others not so. We also see a concerted push for more intense compliance exams. During this session, we explore what credit unions must understand and do in order to thrive in this environment…Speaker
John Zasada, JD, CAMSShareholder, DoerenMayhew$49Standard Price
IdentificationCU2019DateOctober 21, 2020Maintaining a disciplined approach to portfolio management may be more critical than ever as the current economic environment continues to evolve. A thoughtful investment process should lead to more consistent and predictable earnings from the fixed-income portfolio…Speakers
Emily Hollis, CFAFounding Partner, CEO, ALM First Financial Advisors
Chief Investment Officer, ALM First Financial Advisors$49Standard Price
IdentificationCU2020DateOctober 21, 2020Cannabis Banking requires a great deal of preparation ranging from third party support to regulator acceptance. This session will walk attendees through project preparation and a series of key considerations to implement a safe and sound cannabis banking program…Speaker
Sundie Seefried, MBACEO, Safe Harbor Financial$49Standard Price
IdentificationCU2022DateOctober 21, 2020This session is intended to provide attendees with an overview of the current mortgage banking environment, discuss strategies companies are employing to navigate the current mortgage market, and offer the latest updates on relevant accounting and reporting requirements…Speaker
Christopher Hughes, CPASenior Manager, Moss Adams LLP$49Standard Price
IdentificationCU2023DateOctober 21, 2020The session will review three key areas:Speaker
Managing Director, Cornerstone Advisors$49Standard Price
