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Venue: Pompeian I clear filter
Tuesday, April 22
 

2:00pm PDT

Unveiling Common Audit and Regulatory Findings: Insights and Best Practices of Effective Governance (Director's Track)
Tuesday April 22, 2025 2:00pm - 3:00pm PDT
This session will cover the varying severities of internal control weaknesses and the communication requirements for those charged with governance. It will review common audit findings currently affecting credit unions, as well as explore the impact of regulatory findings on financial audits. Attendees will also learn best practices for preventing internal control weaknesses.




























Speakers
avatar for Justin Glazman

Justin Glazman

CPA, Doeren Mayhew
Justin Glazman is a Shareholder at Doeren Mayhew in the firm’s Financial Institutions Group.More than 18 years of experience in auditing credit unions and credit union service organizations (CUSOs) drives his ability to assist clients with their risk-based assurance needs. Well abreast of every aspect of completing successful audit, Supervisory Committee audit and agreed... Read More →
avatar for Jeanine LaBarbera

Jeanine LaBarbera

CPA, Doeren Mayhew
Jeanine LaBarbera is a Shareholder in Doeren Mayhew’s Financial Institutions Group focused on serving credit unions and credit union service organizations. Drawing on more than 13 years of experience, she oversees and executes a variety of simple to complex audit engagements for... Read More →

Tuesday April 22, 2025 2:00pm - 3:00pm PDT
Pompeian I

3:15pm PDT

Distilling BSA: Mobsters, Money Laundering, and Combating Fraud (Director's Track)
Tuesday April 22, 2025 3:15pm - 4:15pm PDT
It's BSA like you've never heard it before...
After all, we're in Vegas, home of the National Museum of Organized Crime & Law Enforcement, aka the Mob Museum.

This session will provide an entertaining look at the history and evolution of the Bank Secrecy Act (BSA) helping you to better understand the regulatory reporting required today.  The crooks are one step ahead of us, and everyone has a fraud story, so prepare to share what's hitting your credit union and your personal wallet.  Learn about common fraud schemes, red flags, and the practical steps credit unions can take to protect their members and assets. Attendees will leave with insights to strengthen their institution’s anti-fraud measures, uphold regulatory standards, and how to educate members about fraud protection through financial literacy.
Speakers
avatar for Erin Brophy

Erin Brophy

Richards & Associates
Erin is the third generation of her family to serve credit unions at Richards & Associates, CPAs. Her career with the firm began at 15, when she worked part-time to save for her first car, and she continued working there throughout college. Erin holds a Bachelor's degree in Sociology/Administrative... Read More →

Tuesday April 22, 2025 3:15pm - 4:15pm PDT
Pompeian I
 
Wednesday, April 23
 

10:00am PDT

How Internal Talent Mobility Creates Long-Term Leadership Excellence
Wednesday April 23, 2025 10:00am - 11:00am PDT
Creating internal talent mobility requires commitment of time, effort, resources, and oversight. Learn how your credit union can leverage internal talent mobility best practices to comply with upcoming NCUA updates around succession planning and more. In this session, we’ll discuss how to get your internal talent efforts to pay off with an engaged, adaptable, and loyal  workforce.


Speakers
avatar for Curtis Viggers

Curtis Viggers

Senior Executive Benefits Specialist, TruStage / CMG
Curtis is a registered representative of LPL Financial, offering products and services as part of the executive benefit plans at Cuna Mutual Group, a company that specializes in the design, implementation, financing and ongoing administrative support of supplemental executive benefit... Read More →

Wednesday April 23, 2025 10:00am - 11:00am PDT
Pompeian I

2:45pm PDT

It Doesn't Have to be "Cradle to College": How to Keep Students Long After Graduation
Wednesday April 23, 2025 2:45pm - 3:45pm PDT
Your student loan program can be more than a stepping stone—it can be a lifelong relationship builder. This session will discuss how credit unions can design student loan programs that evolve alongside members, offering value beyond graduation. We will explore the current needs of students and families to finance higher education; the evolution of student lending in credit unions and the challenges credit unions grapple with to offer this service; and the spectrum of student loan options currently offered by credit unions. In addition, we will explore what College Ave is doing to meet the needs of credit unions, and the importance of deepening member engagement, creating meaningful financial solutions for young adults, and retaining members well into their adulthood. From refinancing options to personalized financial wellness tools, discover how your credit union can become a trusted partner after college.
Speakers
avatar for Bill Ayers

Bill Ayers

Head of Campus Development, College Ave Student Loans
Bill AyersHead of Campus DevelopmentCollege Ave Student LoansMobile: 813.833.0599bayers@collegeave.com

Wednesday April 23, 2025 2:45pm - 3:45pm PDT
Pompeian I
 
Thursday, April 24
 

10:15am PDT

Navigating the Interest Rate Cycle: Strategies for Economic Transition
Thursday April 24, 2025 10:15am - 11:15am PDT
Join this discussion of the current economic and interest rate environment with Bryan Bell as he introduces the concept of Interest-Rate Perspective and how it can be utilized to identify potential periods of transition in the Interest Rate Cycle. He will take a detailed look at the pros and cons of what is believed to be the most appropriate investment strategies, and how these strategies might perform in these changing economic conditions. Attendees will be provided with valuable insight into the impact of changing interest rates on investment decisions, earnings, risk position and liquidity.
  • Economic Overview and a look at the current/projected interest rate environment
  • Introduction to the concept of Interest-Rate Perspective
  • Pros and Cons of investment strategies to consider
  •  How these strategies/securities can be complimentary or additive to the CU and their income
  • Knowledge of how changes in interest rates can and should impact their decision making process


Speakers
avatar for Bryan Bell

Bryan Bell

Credit Union Investment Strategy Group
Bryan is an Associate Director for the Credit Union Investment Strategy Group of Oppenheimer & Co. Inc. (“Oppenheimer”) in the East Lansing, MI office. The group of fixed-income professionals provides comprehensive investment strategies to help credit unions nationally meet their... Read More →

Thursday April 24, 2025 10:15am - 11:15am PDT
Pompeian I
 
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