BREAKOUTS

Wednesday, Oct. 21:

1:30 - 3 p.m.: Educational Breakouts

Making Big Data Smaller

Anne Legg, VP of Strategic Marketing, Fiserv Credit Union Solutions
Big Data seems to be one of the biggest buzz words lately. Big Data is the concept of harnessing the knowledge you have on your members to gain valuable insights on their engagement with the credit union. This session will help demystify what Big Data is and help you use it to build sustainable and lasting relationships with your members. 

Disparate Impact is More Than Just A Regulatory Issue

Michael Cochrum, CU Direct
In this session, Michael Cochrum, Executive Lending Advisor at CU Direct, will demonstrate how credit unions should be concerned about treating members unfairly – despite regulatory requirements for testing.  Inadvertent disparate impact can found in most every untested credit union. CU leaders don’t want to be caught off guard, either by regulators or by members.  Using actual credit union results, Mr. Cochrum will demonstrate what testing for disparate impact can reveal, some of the possible reasons why the disparity may exist and what the credit union can do to resolve it.

The World According to the CFPB

Andrea Stritzke, Director of Lending Compliance, CUNA Mutual Group
Are you ready for the new reality of regulation and compliance? The Consumer Financial Protection Bureau (CFPB) continues to move full speed ahead with its mission. New rules and focus from the CFPB will continue to have an enormous impact on your credit union. In this session, we’ll discuss the effect new lending rules will have on you, your credit union and your members. We’ll also discuss likely CFPB direction for the next several years and steps you should take now to anticipate changes.


3:15 - 4:45 p.m.: Educational Breakouts

Using Technology to Increase Lending Efficiencies

Michael Cochrum, CU Direct
CU Direct, the national leader in Indirect Lending technology has compiled critical benchmark data that demonstrates how leveraging technology can yield better results for less effort.  Michael Cochrum, Executive Lending Advisor at CU Direct, will walk attendees through a number of the common myths that are associated with incorporating technology into the lending process.  National lender data disproves many of these myths.  Attendees will walk away with a better understanding of how optimizing the use of technology can help them create a competitive edge.

BUSINESS CONTINUITY

Mick Kless, Founder and CEO, RISC Associates
Increased outsourcing and the involvement of 4th- and 5th-party interdependencies has created an even greater need for ensuring business resilience especially with cyber attacks mounting daily. Thus, you might be prepared for a business disruption but how prepared is your vendor? Most of us collect a vendor’s Business Continuity Plan (BCP) and DR Test Results and as long as we see that they’ve passed and have a Return-To-Operational (RTO) time that meets our requirements, we think that we can sleep better at night. But there’s much more to knowing that your vendor is really prepared. Aside from experiencing an actual disruption, how can you determine whether you and your vendor are prepared and are in compliance with Appendix J, issued Feb. 5, 2015?

Ensuring BSA Compliance by Your Third Party Vendor

Franklin Drake, Partner. Smith Debnam Narron Drake Saintsing & Myers
The Bank Secrecy Act (BSA) requires U.S. credit unions to assist U.S. government agencies to detect and prevent money laundering. What must a credit union do to ensure third party vendor compliance with the BSA? Learn all about it in this deeply informative session.

 


REGISTRATION:

NASCUS members: $1,095
Non-member rate: $1,395
Guest Fee: $500.00

For more information, contact NASCUS Vice President of Education Isaida Woo, at isaida@nascus.org, or call 703-528-8351.

Additional Information

Cancellation Policy
A cancellation received in writing by 5 p.m. Eastern Time on or three weeks prior to the event will be refunded, minus a $75 processing fee. No refunds will be issued thereafter; substitutions of participants will be allowed. To change or cancel your registration, email info@nascus.org. In the event that NASCUS cancels the event, all payments will be refunded.

Course Update Policy

All NASCUS training is developed by subject matter experts. Courses contain the most recent information and are updated regularly as issues evolve. However, the information contained in NASCUS programs and materials does NOT represent legal advice and is in no way is intended to represent a formal determination made by any regulatory agency on any specific matter. Seek legal counsel or formal supervisory determination to guide any course of action.

Contact Information

For more information, please call the NASCUS Education Department at (703) 528-0796.