CUNA Governance, Risk Management & Compliance
Leadership Institute
October 2 – 4, 2017 • Grand Hyatt, Denver, CO
Monday, October 27:30 – 8:30 am / Institute Registration, Breakfast
8:30 – 10:00 am / Welcome Opening General Session
GRC – Just Another Acronym or Critical Business Strategy
Michael Rasmussen
10:00 – 10:15 am / Networking Break
10:15 – 11:15 am / Power Hour Breakout Sessions
· Risk Appetite (Scott Hood)
· Trends in Litigation and Enforcement Actions (Todd Sherpy)
· Business Continuity Plan; The Fixer Upper (Tom Costello)
11:30 am – 12:15 / Hot Topic Breakouts
· The Advent of the Chief Risk Officer – Are You Ready? (Tony Ferris)
· What does your Credit Union Have to Gain Legally from ERM? (Todd Sherpy)
· Seems Like I Should Know You…Third Party Oversight in an Increasingly Connected World (Jeff Owen)
12:15 – 1:15 pm / Networking and Group Lunch
1:15 – 2:15 pm / General Session
Risk Facing the Financial Industry from the Federal Reserve’s Perspective (Richard Thorne)
2:15 – 2:30 pm / Networking Break
2:30 – 3:30 pm / Power Hour Breakout Sessions
· A Case Study on Risk and the Unthinkable (Matt Yussman)
· Stress Testing Your Risk Portfolio (Scott Hood)
· The Evolving Governance Role of Volunteers (Jim This)
3:45 – 4:30 pm / Facilitated Issues Discussions
· Real BCP Scenario Tabletop (Tom Costello)
· TBD
· Audience Chosen
4:30 – 5:30 pm / Networking Reception
Tuesday, October 3
7:30 – 8:30 am / Networking Breakfast
8:30 – 9:45 am / General Session
Managing High Risk, High Reward Businesses – Insight into Managing the Marijuana Banking Business (Sundie Seefried)
9:45 – 10:15 am / Networking Break
10:15 – 11:15 am / Power Hour Breakout Sessions
· The Governance Role of the Volunteers in Risk Management (Jim This)
· Compliance Management, Right-sized, not Over-sized (Jared Ihrig)
· How to Create and Sell an Actionable BCP within Your Organization (Tom Costello)
11:30 am – 12:15 / Hot Topic Breakouts
· Incorporating IT GRC into a Holistic GRC Program (Brian Hague)
· Vendor Management and What to Look for in the Legal Morass (Brian Lauer)
· Real Business Continuity Scenario Planning: BYOB – Bring Your Own BCP (Tom Costello)
12:15 – 1:15 pm / Networking and Group Lunch
1:15 – 2:15 pm / General Session
The Cyber Security Challenge: Sheltered Harbor (Tim Ryan)
2:15 – 2:30 pm / Networking Break
2:30 – 3:30 pm / Power Hour Breakout Sessions
· Vendor Management in the Age of CyberSecurity (Brian Lauer)
· What You Need to Know as You Grow (Andrea Stritzke)
· A Case Study in Establishing a Strong Governance Model for Your Risk Management Programs (Jack Paragon and Steve Angelier)
3:45 – 4:30 pm / Facilitated Issues Discussions
· World of Compliance – Pains, Problems and What’s Next (Jared Ihrig & Andrea Stritzke)
· Audience Chosen
· TBD
Wednesday, October 4
8:00 – 8:30 am / Group Breakfast
8:30 – 9:45 am / General Session
The Risk of Taking Action vs. Not Taking Action (Kent Paro)
9:45 – 10:15 am / Networking Break
10:15 – 11:15 am / Power Hour Breakout Sessions
· The Role of Data Analytics in Risk Management (Brian Hague)
· Risk Management and Strategy: Bridging the Gap of Business Relevancy (Jeff Owen)
· The ROI on Your Risk Management Program (Tony Ferris)
11:30 am – 12:15 / Hot Topic Issues Discussion
· A Discussion about CECL (Scott Hood)
· Discussion of Emerging Risks in Financial Institutions in 2017
· Audience Chosen
12:15 – 1:15 pm / Networking and Group Lunch
1:15 – 2:15 pm / Closing General Session
Tactical Risk Management – What Credit Unions Can Learn from the Police (Deputy Chief Matt Murray)
2:30 pm / Conference Adjournment
Schedule subject to change.