Changes to NCUA Regulation 715.7 have now been in effect since January 2020. With over two years behind us and valuable feedback about the Minimum Procedures Audit Guide in our lap, we are ready for a 50 minute round table discussion to compare notes. The NCUA has been receptive to feedback that will improve the clarity and efficiency of the engagements, so this could be a valuable discussion.

Has your credit union or auditee delved into new programs that may provide accounting challenges to your staff or auditors. Such areas may include: mortgage servicing, leases, deferred compensation plans, and more. With these new programs there may be certain accounting or auditing steps that can be missed. In today's session we will cover some of these more complex accounting and/or auditing areas and explore ways to ensure proper accounting and reporting is performed.

Although the interest rate environment has changed rapidly, depositories with a disciplined asset-liability management framework are best suited to weather the storm. Learn practical strategies for building a balance sheet that is resilient in any rate environment.

In part two of this cautionary two-part session, experts will highlight key considerations of a disciplined asset model, compare funding alternatives, and identify practical applications of hedging strategies to manage and enhance margins. Learn how to build a management process that gets buy-in across departments to effect meaningful improvement in financial performance.

Learn from some of the day's speakers as they address audience questions related to government, public sector, and not for profit entities.

In this session we will discuss the needs credit unions have with regards to continued evolution as consumer demands shift, and new competition arises. We've entered an age of "engagement banking" where technology and fintech can be used to bring credit unions closer to member needs. The landscape is changing and so most you. 

We will discuss how mergers (including bank acquisitions) fit into your credit union's overall growth to assist in readiness for a transaction when it arises.  This includes defining and prioritizing the criteria for partner fit.  We will also review the merger lifecycle, especially the early stages through merger agreement including due diligence.

Can you outwit the experts? Here is the chance to challenge industry experts with those technical questions that have been driving you crazy this past year. So please bring those troubling questions and see if you can stump your colleagues.

With CECL implementation for most credit unions required soon, this session will provide updated information, guidance and recommendations to help credit unions finalize their preparations.

Our panel of credit union executives, from institutions across the country, will share their stories of resilience post-pandemic and the strategic issues they are now managing in the face of record inflation, rising rates, and high likelihood of recession. Whether it's automation and artificial intelligence, cybersecurity, net interest margin, loan demand, operating expenses, resource constraints, balance sheet leverage and capital management, or mergers, this group of professionals will provide insight into how their organizations are managing through all of these issues.