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Monday, October 17, 2022

9:00 AM – 11:30 AM PDT

CU22101. CECL: Three Lines of Defense (additional fee, virtual only)

Speakers: Zachary Crews, Brittany Stern, Jackie Gilbert, Brett Stubbs
Pre-Conference Optional Workshop (Additional Fee)

Monday, October 24, 2022

12:00 PM – 5:20 PM PDT

Registration Open

1:00 PM – 2:00 PM PDT

CU2201. Opening Remarks | Economic Update

Speakers: Ligia Vado
2:00 PM – 2:10 PM PDT

Transition Break

2:10 PM – 3:25 PM PDT

CU2202. Accounting/FASB Update

Speakers: Sydney Garmong, Chris McGrath, Jeffrey Mechanick
3:25 PM – 3:55 PM PDT

Networking Break and Exhibits

3:55 PM – 4:20 PM PDT

CU2203. Accounting/FASB Update Q&A

Speakers: Sydney Garmong, Chris McGrath, Jeffrey Mechanick
4:30 PM – 5:20 PM PDT

CU2204. Digital Assets - It's Not About Bitcoin

Speakers: Lou Grilli
5:20 PM – 6:30 PM PDT

Networking Reception

Tuesday, October 25, 2022

7:00 AM – 8:30 AM PDT

Breakfast

7:00 AM – 5:35 PM PDT

Registration Open

8:00 AM – 9:15 AM PDT

CU2205. Attracting, Retaining, and Leading Talent in the New Next®

Speakers: Randy Pennington
9:15 AM – 9:45 AM PDT

Networking Break and Exhibits

9:45 AM – 11:00 AM PDT

CU2206. Risks in the Credit Union System Panel Discussion

Speakers: Chris Vallez, Jackie Gilbert, Troy Garry, Megan Rangen
11:00 AM – 11:10 AM PDT

Transition Break

11:10 AM – 12:25 PM PDT

CU2207. NCUA Regulatory Update

Speakers: Kelly Lay
12:25 PM – 1:25 PM PDT

Onsite Networking Lunch

1:25 PM – 2:40 PM PDT

CU2208. Recent Changes and Updates to the Auditing Standards Impacting US Environment

Speakers: Patricia Bottomly
1:25 PM – 2:40 PM PDT

CU2209. Hot Topics in Regulatory Compliance

Speakers: John Zasada
1:25 PM – 2:40 PM PDT

CU2210. Inflation, the Fed, and Derivatives

Speakers: Ryan Henley
2:40 PM – 2:50 PM PDT

Transition Break

2:50 PM – 3:40 PM PDT

CU2211. It's Here! A Stroll through the AICPA CECL Audit and Accounting Guide

Speakers: Sydney Garmong, Jason Brodmerkel, Mike Lundberg
2:50 PM – 3:40 PM PDT

CU2212. Managing a Balance Sheet to Withstand Interest Rate Volatility – Part I, Market Themes & BSM Tenets

Speakers: Jason Haley, Robert Perry
2:50 PM – 3:40 PM PDT

CU2213. Supervisory Committee Audit Guide 2.0 – Revisited

Speakers: Ellen Vargo, Daniel Moulton
3:40 PM – 4:10 PM PDT

Networking Break and Exhibits

4:10 PM – 5:00 PM PDT

CU2214. Cornucopia of Emerging Accounting Issues & Auditing Challenges

Speakers: Bryan Mogensen, Jeanine LaBarbera
4:10 PM – 5:00 PM PDT

CU2215. Managing a Balance Sheet to Withstand Interest Rate Volatility – Part II, Strategies and Solutions

Speakers: Jason Haley, Robert Perry
5:00 PM – 5:10 PM PDT

Transition Break

5:10 PM – 5:35 PM PDT

CU2216. End of Day Q&A

Speakers: Ellen Vargo, Mike Lundberg, Kelly Lay
6:30 PM – 9:30 PM PDT

Offsite Activity at Topgolf - Additional Fee (Onsite Only)

Wednesday, October 26, 2022

6:30 AM – 8:00 AM PDT

Breakfast

6:30 AM – 12:35 PM PDT

Registration Open

7:00 AM – 7:50 AM PDT

CU22SS01. Cyber Risk and Regulatory Compliance 101 for Non-Security Financial and Accounting Business Leader, presented by Deloitte

Speakers: Tiffany Kleemann
7:50 AM – 8:00 AM PDT

Transition Break

8:00 AM – 8:50 AM PDT

CU2217. Technology, Fintech & Innovation

Speakers: Bryan Clagett
9:00 AM – 9:50 AM PDT

CU2218. Strategic Growth Through Mergers & Acquisitions

Speakers: Vincent Hui
9:00 AM – 9:50 AM PDT

CU2219. Stump the Chumps

Speakers: Dustin Birashk, Bob Parks, Megan Rangen
9:50 AM – 10:20 AM PDT

Networking Break and Exhibits

10:20 AM – 11:10 AM PDT

CU2220. CECL, It's Go Time! Perspectives from Preparers

Speakers: Sharon Poach, Steve O'Donnell, Megan Rangen, Doug Wright
11:10 AM – 11:20 AM PDT

Transition Break

11:20 AM – 12:35 PM PDT

CU2221. Preparers Panel - Anything But CECL

Speakers: Sharon Poach, Brett Stubbs, Dustin Birashk, Doug Wright

Tuesday, November 15, 2022

2:25 PM – 2:40 PM MST

Transition Break