small credit union (under $10 million) $336.75 guest...

Attendee Registration Full Attendee Registration $449

Multiple Attendee Registration $399

Small Credit Union (under $10 Million) Registration $336.75

Guest Registration Please complete one form per registrant. Type or print all information. Photocopy for multiple registrations.

Guest Program $299 The guest program fee will include: • Thursday opening reception • Friday breakfast, reception, banquet,

entertainment and Tour • Saturday breakfast

Social Option $189 The social option includes: • Thursday opening reception • Friday breakfast, reception, banquet

and entertainment • Saturday breakfast

Tour only option includes the Friday tour and lunch $110

Guest Name______________________________________________

Preferred Name on Badge __________________________________

Total Enclosed $ _________________

Attendee InformationPlease complete one form per registrant. Type or print all information. Photocopy for multiple registrations.

Legal Name ____________________________________________________________________

Preferred Name on Badge ________________________________________________________

Title _____________________________________________________________________________

CU Name _________________________________________________________________________

CU Mailing Address ________________________________________________________________

City _____________________________________State_____________Zip___________________

CU Phone Number (______)___________________ Fax Number (______)__________________

Attendee E-mail ______________________________________________________________________

(Important attendee/guest confirmation and program information will be sent electronically to the attendee e-mail address. If you would like an additional copy of the confirmation forwarded, please provide the contact email.)

Contact Information (required) If CUNA requires more information, whom may we contact? This will help us in processing your registration more quickly.

Name:_____________________________________________________________________________

Email: ______________________________________ Phone (______)_______________________

Are you CUNA/League affiliated? Yes No

Please note: Affiliation with CUNA/League is required for attendance, but limited exceptions may apply. Please contact CUNA prior to making travel arrangements to confirm eligibility.

Check here if you have any disability that requires special services. (describe below)

________________________________________________________________________________

In case of emergency, please contact (required):

Day contact name ___________________________ Phone (______)________________________

Night contact name __________________________ Phone (______)________________________

Completion of this form shall signify authorization to assist the registrant in emergency situations and to use the information on the form, or otherwise provided by registrant, in such situations.

Payment Method (Payment must accompany registration form)

Enclosed is a check, made payable to CUNA, Inc.

Credit card (Fax to 608-231-4327)

Charge $___________________________ to my Visa® MasterCard®

Card account number _____________ / _____________ / _____________ / _____________

Expiration date ___________________________________________________________________

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Please ACH debit my account for the amount indicated above as follows:

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Signed: _______________________________________________Date_______________________

If you do not receive confirmation within two weeks of registration, please call 800-356-9655, ext. 4949.

MAIl Credit Union National Association PO Box 78546 Milwaukee, WI 53278-0546

FAx 608-231-4327

REGIsTER OnlInEVisit training.gcua.org and choose Event Calendar.

Coastal supervisory Committee & Internal Auditors Conference

#32502

July 24-26, 2014 • Savannah, Ga

* In accordance with NACHA Operating Rules, I authorize CUNA, Inc to initiate a debit entry to the checking account at the depository institution named above for the purpose of collecting registration fees as indicated.

Coastal Supervisory Committee & Internal Audit ConferenceJuly 24-26, 2014 • Savannah, GA

Excel in your role and exceed expectations

Gain knowledge and bolster your awareness of the core components for overseeing a credit union, from compliance and audits to economic forecasting, risk management and fraud prevention.


REGIsTER OnlInE TODAYVisit Georgia training.gcua.org Choose Event Calendar.

REGIsTER OnlInE TODAYVisit Georgia training.gcua.org Choose Event Calendar.

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Uncovering the supervisory Committee’s Role in the Examination ProcessEvery credit union board should get ready for more regulatory scrutiny than ever. But with smart preparation, more scrutiny doesn’t have to mean more time spent on compliance in the board room. David Reed cuts through the “regulatory speak” and shows how concentrated preparation around key regulatory and operational issues can put examiners at ease and benefit the credit union.

Controls to Counter External FraudsDiscuss top schemes credit unions are facing today, as well as the tools available to credit unions to stop these thieves. Understanding the top frauds, as well as the controls we could have in place to stop them, will help you be a better volunteer in your credit union’s fight against the fraudsters.

Best Practices in Effectively Building Audits and Internal ControlsThis course will provide guidance on how to build your audit programs, which are a key component to an effective audit. You will also learn how to spot internal controls within your operations and know when internal controls in a credit union process are weak.

Excelling in Your Role as a supervisory MemberDo you believe you can have a positive impact on your credit union but aren’t sure how to make it happen? This session will provide insight on your responsibilities and beyond. You’ll learn some “tricks of the trade” to help you excel in your role as a supervisory committee member. You will also discover how performing your duties can improve your credit union’s operations and help safeguard your members’ assets.

TUITIOn $449 per attendee$399 each for multiple attendees from the same credit unionCUs under $10 million in assets receive a 25% discount by applying promotional code 0925CU during checkout.

Affiliation with CUNA/League is required for attendance.

REGIsTER OnlInE TODAYVisit Georgia training.gcua.org Choose Event Calendar.For registration assistance, email [email protected] or call 800-356-9655, ext. 4949.

*Schedule, topics and speakers are subject to change.

July 24Noon – 2:00 p.m. Registration2:30 – 4:00 p.m. Enterprise Risk Management and the

Role of the supervisory Committee, Jeff Owen

5:00 – 6:30 p.m. Opening Reception

July 258:00 – 8:30 a.m. Continental Breakfast8:30 – 10:00 a.m. Today’s Economy and the Risks on

Your Credit Union, Steve Rick10:15 – 11:30 a.m. Breakout sessions

• 2014 Compliance Outlook, David Reed

• Balance Sheet Risks Supervisory Committees need to be Aware of, Steve Rick

11:30 a.m. – 1:00 p.m. Lunch1:00 – 2:15 p.m. Breakout sessions

• Understanding the Risks of Internal Fraud and What to Do About Them, David Reed

• Supervisory Committee 101, Dan Moulton

2:45 – 4:00 p.m. Breakout sessions • Uncovering the Supervisory

Committee’s Role in the Examination Process, David Reed

• Controls to Counter External Fraud, Dan Moulton

6:00 – 7:00 p.m. Reception7:00 – 9:30 p.m. Banquet and Entertainment

July 26 8:00 – 8:30 a.m. Continental Breakfast8:30 – 9:15 a.m. nCUA Update

9:30 – 10:15 a.m. Best Practices in Effectively Building Audits and Internal Controls, Tracy Mount10:30 – 11:30 a.m. Excelling in Your Role as a

supervisory Member, Tracy Mount11:30 a.m. Adjourn

View more topics and objectives online.


sCHEDUlE

View additional speakers and biographies online.

Enterprise Risk Management and the Role of the supervisory CommitteeGain an overview of Enterprise Risk Management (ERM) and the benefits of an ERM program to the credit union, as well as dive into the specific role of the supervisory committee and internal auditors in the credit union’s ERM processes. You will learn how your credit union can expand the role of and better leverage the committee as you continue to navigate the evolving challenges inherent within our industry.

Today’s Economy and the Risks for Your Credit UnionHear from one of CUNA’s senior economists about the state of the economy and trends that will affect your credit union. Explore the state of financial regulatory reform, the mortgage market, lending trends and more. More importantly, you’ll find out how these circumstances and forecasts affect your credit union’s risk assessment and management strategies.

2014 Compliance OutlookWith a fully energized CFPB on the scene, 2014 promises to be a bumpy ride in the financial services world and your team needs to be prepared. This session highlights the top 10 changes and challenges coming your way and what you need to be considering now. RIGHT NOW!

Balance sheet Risks supervisory Committees need to be Aware ofThe NCUA has made it clear that board members need to step up their game when it comes to understanding the credit union’s financials as well as the risks that may be hidden in those numbers and ratios. Steve Rick will walk you through some of these reports and numbers to help make sure these complicated issues are clear as can be.

David ReedAttorney, author, consultant and nationally recognized speaker, David is a partner in the law firm of Reed and Jolly, PLLC and founder of CU Doctor, a full service credit union consulting practice.

Tracy MountFor the past ten years, Tracy has provided regulatory compliance services to credit unions nation-wide.

Jeff OwenJeff has been with The Rochdale Group since 2006. He serves a variety of roles both within Rochdale, as well as for client credit unions, corporate credit unions and credit union service organizations.

steve RickSteve is a senior economist for Credit Union National Association. He conducts economic research, teaches at various credit union schools and conferences and writes articles for CUNA publications.

lOCATIOn & GUEsT PROGRAMTUITIOn & DIsCOUnTs

Multiple AttendeesThe multiple attendee discount only applies to full conference registrations. To receive the multiple attendee discount, all registrations must be processed in the same order. If you are registering multiple attendees, choose “Buy for Others” in the shopping cart. Anyone in your credit union who is already set up with CUNA web access will appear on a list for you to select from. New attendees should request a CUNA login (see registration tips for more information). Only one discount applies.

Registration Tips for Regional EventsHere are some quick tips on how to use our registration system. If you need assistance, our registrations staff is here to help. Please call 800-356-9655, ext. 4949 or e-mail [email protected] Web Access: You’ll need a web access user name and password to register.• If you need a login, please sign up at http://www.cuna.

org/Marketing-And-Member-Education/CUnA-Resource-link/.• If you encounter issues when logging in or purchasing products, call

800-356-9655, ext. 4077 for assistance.ACH Payments: You can select ACH Debit in the online registration form to pay directly out of your account. By selecting ACH Debit rather than Credit Card, you’ll keep more dollars within the credit union system. See step-by-step ACH instructions on your league training page.

ConfirmationsIf you register online, you will receive your registration confirmation within three business days. Please allow up to 10 days if you pay by check.

Cancellations Cancellations received in writing (via fax 608-231-4327) seven or more days before the start of the program are eligible for a refund of the amount paid minus a $50 administrative fee. No refunds will be granted if cancellation is received six days or less before a program begins. Substitutions are accepted anytime prior to the start of the program.

Continuing Professional Education (CPE) CreditsCUNA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org.

CPE Credits: You can earn 10 group-live CPE credit hours for this conference. No advance preparation or prerequisites are required.

Full Guest Program – $299• Thursday opening reception• Friday breakfast, reception, banquet,

entertainment and Tour • Saturday breakfast

social Option – $189• Thursday opening reception• Friday breakfast, reception, banquet

and entertainment• Saturday breakfast

Tour Option – $110Historic downtown tour and lunch

The Historic Downtown TourFriday, July 25: 9:30 a.m. – 2:00 p.m.This leisurely tour by minibus covers a lot of ground as you explore the city’s architectural gems and historic landmarks. The tour includes a stop at an elegantly restored historic house museum and at the breathtaking 19th century Gothic Cathedral of St. John the Baptist. This is the best way for your attendees to see the largest urban landmark district in the United States if they only have a few hours.

After the tour, your group will enjoy lunch at the Olde Pink House on the square, which has an exciting history. James Habersham, Jr. built this stately Georgian mansion in 1771. This wealthy planter’s home held many secret meetings, which helped secure the independence of the 13 colonies from England. Today as a unique restaurant and tavern, groups can enjoy elegant southern dining in Savannah’s only 18th century mansion.

HYATT REGEnCY sAVAnnAH2 W Bay St.Savannah, GA 31401-1107Phone: (912) 238-1234Reservations: (800) 233-1234Room rates: $149 plus tax Hotel Reservation Deadline: July 2, 2014

sPEAkERsTOPICs

small credit union (under $10 million) $336.75 guest...

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