2022 NASCUS S3: State System Summit

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2022 NASCUS S3: State System Summit

August 14 @ 8:00 am - August 17 @ 3:30 pm

Click on the Attendee Hub button to access attendee lists, download presentations and more Registration is required for access.

 

If you need help with your access code, please contact Amanda Tuckey.


Join us for an event of in-depth learning and networking with friends, colleagues, and industry leaders from across the country, August 14-17, 2022.

This event brings state regulators, credit union professionals, and topic-specific experts together to share best practices, collaborate on industry issues, as well as exchange ideas and resources.


Location

The Waterfront Beach Resort
21100 Pacific Coast Highway, Huntington Beach, CA 92648

$299/night conference room rate

Click here for access to the hotel block. 
To receive the group rate discount: Select “Special Rate” and then enter Group code: “NASCUS” when finalizing your reservation for the room discount.

Conference Pricing

  • $1099 NASCUS Members
  • $1399 Non-members

Thank you Sponsors


Agenda

Sunday, August 14, 2022
  • 8:00 am – 9:00 am Breakfast
  • 9:00 am – 4:00 pm NASCUS Regulator Board/Credit Union Advisory Council Joint Leadership Meeting
Monday, August 15, 2022

8:15 am – 9:00 am Breakfast for all attendees & guests

10:00 am – 5:00 pm Registration and Information Desk Open

  • 9:00 am – 11:00 am Legislative & Regulatory Affairs Committee Meeting
  • 12:00 pm – 1:00 pm PSC Meeting

2:00 pm NASCUS S3 Kick Off

2:00 pm – 2:30 pm Welcome Remarks
Brian Knight, President and CEO, NASCUS
Diana Dykstra, President and CEO, CA/NV Credit Union Leagues
Ed Gill, Senior Deputy Commissioner, Department of Oversight, California Department of Financial Protection & Innovation
Mike Williams, President and CEO, Colorado Credit Union, NASCUS Credit Advisory Council Chair
Rose Conner, Administrator, North Carolina Credit Union Division, NASCUS Board Chair

2:30 pm – 3:30 pm CryptoCurrency & BlockChain
Chelsea Treboniak, Owner, Critical Ops
Becky Reed, CEO, Lone Star Credit Union
John Wingate, CEO, BankSocial
The Honorable Kyle Hauptman, Vice Chairman, NCUA

3:30 pm – 3:45 pm Break

3:45 pm – 4:30 pm Cybersecurity
Chelsea Treboniak, Owner, Critical Ops

5:30 pm – 8:00 pm Welcome Reception and Pierre Jay Award Ceremony
Welcome all attendees and guests


Tuesday, August 16, 2022

8:00 am – 4:00 pm Registration and Information Desk Open

8:00 am – 9:00 am Breakfast for all attendees & guests

9:00 am – 10:00 am What FedNow Means for the Financial Services System
Steven Jung, Vice President-Regional Sales Director, Federal Reserve Bank of Chicago

10:00 am – 11:00 am Top 10 IT Frauds: Risks & Protection Strategies for Financial Institutions
John Moeller, Principal IT and Cybersecurity National Practice Leader – Financial Institutions, CLA

11:00 am – 11:15 am Break

11:15 am – 12:30 pm NACUSO’s Next Big Idea Winner
Brian Lauer, Partner, Messick Lauer & Smith P.C.
Milind Borkar, Founder & CEO, Illuma
Karan Kashyap, Cofounder & CEO, Posh

12:30 pm – 1:10 pm Lunch

1:15 pm – 2:00 pm NASCUS Annual Meeting

2:00 pm – 2:15 pm Break

Credit Unions, Leagues, and other Industry Attendees

2:15 pm – 3:00 pm Credit Union Strategy in 2022 and Beyond
Mark Meyer, President and CEO, Filene Institute

3:15 pm – 4:00 pm Common Fraud Schemes Targeting Members
Frank Drake, Senior Counsel, Smith Debnam Narron Drake Saintsing & Myers, LLP

Regulators Only

2:15 pm – 4:45 pm Interagency Conversation with Brian Knight, President & CEO, NASCUS and Cherie Freed, Director-Western Region, NCUA

4:15 pm – 5:15 pm NASCUS League State Issues & Policy Professionals (SIPPs) Meeting

5:15 pm – 6:00 pm NASCUS League SIPPs Reception


Wednesday, August 17, 2022

8:00 am – 9:00 am Breakfast for all attendees & guests

9:00 am – 10:00 am Economic Outlook: Is this the Recovery?
Robert Eyler, President, Economic Forensics and Analytics, Inc.

10:00 am – 11:00 am Will the Future be Bright or Bleak: Perspectives on the Challenges Facing the Credit Unions System
Bryan Mogensen, Principal, CLA (CliftonLarsonAllen LLP)

11:00 am – 11:15 am Break

11:15 am – 12:00 pm Getting the Programs Right: Commercial Lending, CECL, and Derivatives
Sheila Balzer, Partner, Assurance & Advisory, SingerLewak

12:00 pm – 1:00 pm Lunch

1:00 pm – 2:00 pm View from the Potomac: What to Expect from Congress, the White House, and Federal Agencies

2:00 pm – 2:15 pm Break

2:15 pm – 3:00 pm What You Need to Know About Current Litigation Trends
Brianda Rojas-Levering, Risk Consultant, Risk & Compliance Solutions, CUNA Mutual Group

3:00 pm – 3:30 pm Closing Remarks & Conference Wrap-Up
Brian Knight, President & CEO, NASCUS

Details

Start:
August 14 @ 8:00 am
End:
August 17 @ 3:30 pm
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