Detecting Fraud & Managing Risks Conference
Register

Sheraton Fisherman’s Wharf
San Francisco, California
June 22 – 25, 2017
Register – Brochure

This year’s conference is designed to bring you the most up-to-date topics on detecting fraud and managing risks that your credit union faces on a daily basis and offer solutions to those issues.

*Hotel And Travel Information

Sheraton Fisherman’s  Wharf | 2500 Mason St | San Francisco, California | 94133 | 888-627-7024

  • Book Your Room Online
  • Call the Sheraton Fisherman’s Wharf Hotel at 888-627-7024 and mention CU Conferences
    for special rates beginning at $259.
  • If you are unable to reserve a room via the special link or by calling the hotel,
  • please contact CU Conferences at 888-465-6010.
  • Rates based on availability

For airfare and car rental, call Altair Travel Toll Free at 800-264-3316, Mon – Fri from 8:30 a.m. – 5:30 p.m. Central Standard Time. Ask for a corporate agent. There is a nominal fee for their services.

Conference Investment:

Date Investment
On or Before April 20, 2017 $1045
April 21 – May 18, 2017
$1095
May 19, 2017 and Beyond $1145
Guest Program $249

Detecting Fraud & Managing Risks Conference Guest Program:

For just $249, your registered guest can enjoy all the pleasures of the Sheraton Fisherman’s Wharf along with the following events:

  • Thursday’s Welcome Reception
  • Friday’s Sit-Down Breakfast
  • Friday’s Sit-Down Luncheon
  • Saturday’s Sit-Down Breakfast

Who Will Attend?

  • Directors
  • Board Chairs
  • Supervisory Committee Members
  • CEOs
  • Senior Management
  • Internal Auditors
  • Committee Members
  • Marketing Managers
  • Business Development Managers

Agenda – Subject to Change

Thursday, 06/22/17

11:30 a.m. – 1:00 p.m. Conference Registration
1:00 p.m. – 1:15 p.m. Opening Remarks
1:15 p.m. – 2:15 p.m. Directors And Fraud: Who’s At Fault?
Jerry Tenbrink, CPA/Owner, Tenbrink And Associates
2:15 p.m. – 2:30 p.m. Networking/Refreshment Break
2:30 p.m. – 3:30 p.m. The Future Of Hacking And Prevention
Jim Stickley, CEO, Stickley On Security
3:30 p.m. – 3:45 p.m.  Day In Review
5:00 p.m. – 6:00 p.m. (GP) Welcome Reception: Enjoy cocktails, light dining, while networking with conference participants and guests from around the country and “The Ones In Red“.

Friday, 06/23/17

8:00 a.m. – 9:00 a.m. (GP) Sit-Down Breakfast
9:00 a.m. – 9:15 a.m. Opening Remarks
9:15 a.m. – 10:15 a.m. Managing Concentration Risks
Brian Smith-Vandergriff, Partner, Financial Management Services, Inc.
10:15 a.m. – 10:30 a.m. Networking/Refreshment Break
10:30 a.m. – 11:30 a.m. Setting Your Credit Union’s Risk Appetite
Ancin Cooley, Principal, Synergy Credit Union Consulting
11:35 a.m. – 12:35 p.m. Changing Technology And Potential Risks Credit Union Boards Must Consider – Part I
Jerry Tenbrink, CPA/Owner, Tenbrink And Associates
12:35 p.m. – 1:35 p.m. (GP) Sit-Down Luncheon
1:35 p.m. – 2:35 p.m. Changing Technology And Potential Risks Credit Union Boards Must Consider – Part II
Jerry Tenbrink, CPA/Owner, Tenbrink And Associates
2:40 p.m. – 3:40 p.m Risk Governance: How To Successfully Create A Cyber Security Program
Cherise Gutierrez, Co-Founder/President, Cyber Threat Be Gone
3:40 p.m. – 4:00 p.m. Day In Review

Saturday, 06/24/17

8:00 a.m. – 9:00 a.m. (GP) Sit-Down Breakfast
9:00 a.m. – 9:05 a.m. Opening Remarks
9:05 a.m. – 10:05 a.m. Identifying Interest Rate & Market Risks
Brian Smith-Vandergriff, Partner, Financial Management Services, Inc.
10:05 a.m. – 10:20 a.m. Networking/Refreshment Break
10:20 a.m. – 11:20 a.m. Business Continuity Planning: New Developments – A Guide For Directors And Senior Mangement
Sarah Sorensen, Director, The Summit Federal Credit Union
11:25 a.m. – 12:25 p.m. Enterprise Risk Management 101: The Who, What, Why & How
Ancin Cooley, Principal, Synergy Credit Union Consulting
12:25 p.m. – 12:45 p.m. Conference Wrap-Up

Sunday, 06/25/17

Travel Day – Have A Safe Trip Home!

 

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