This agenda is current as of Sep 15, 2023.

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Monday, October 23, 2023

7:30 AM – 10:30 AM MDT

Pre-Conference Workshop Registration Open

8:00 AM – 10:30 AM MDT

CU23101. ALM & Liquidity Strategic Considerations & Business Intelligence Opportunities (On-Site Only, No additional fee)

Speakers: Rob Johnson, Sean Zimmermann
8:00 AM – 10:30 AM MDT

CU23102. Auditing CECL (On-Site Only, No additional fee)

Speakers: Sarah Paxton, Kevin Brand, Rick Anderson
10:30 AM – 1:00 PM MDT

LUNCH ON YOUR OWN

12:00 PM – 5:50 PM MDT

Main Conference Registration Open

1:00 PM – 2:25 PM MDT

CU2301. Welcome | Keynote: Economic and Credit Union Industry Update; 2023 and Beyond

Speakers: Anne Arvia
2:35 PM – 3:25 PM MDT

CU2302. NCUA Regulatory Update

Speakers: Chris McGrath, Victoria Nahrwold
3:25 PM – 4:00 PM MDT

Networking & Exhibit Hall Break

4:00 PM – 4:50 PM MDT

CU2303. Navigating the Future: Tech Trends in Credit Unions

Speakers: John Best
5:00 PM – 5:50 PM MDT

CU2304. Elevating Your Leadership is Urgent

Speakers: Rob Johnson
5:50 PM – 6:50 PM MDT

Networking Reception

Tuesday, October 24, 2023

6:30 AM – 8:00 AM MDT

Conference Breakfast

6:30 AM – 6:05 PM MDT

Registration Open

7:00 AM – 7:50 AM MDT

CU23SS01. Sponsor Solution Session

7:00 AM – 7:50 AM MDT

CU23SS02. Sponsor Solution Session

8:00 AM – 9:15 AM MDT

CU2305. Economic Outlook

Speakers: Robert Eyler
9:25 AM – 10:40 AM MDT

CU2306. Fireside Chat: Accounting/FASB Update

Speakers: Sydney Garmong, Chris McGrath, Jeffrey Mechanick
10:40 AM – 11:10 AM MDT

Networking & Exhibit Hall Break

11:10 AM – 12:25 PM MDT

CU2307. Timeless Principles for Navigating Risk in Dynamic Markets

Speakers: Jason Haley, Robert Perry
11:10 AM – 12:25 PM MDT

CU2308. Stampede of Hot Accounting and Auditing Topics

Speakers: Bryan Mogensen, Megan Rangen
12:25 PM – 1:30 PM MDT

Networking Lunch

1:30 PM – 2:45 PM MDT

CU2309. Auditing CECL

Speakers: Sarah Paxton, Kevin Brand
1:30 PM – 2:45 PM MDT

CU2310. Fraud Schemes are Advancing in our Credit Unions. Do you Know What They are Doing Next?

Speakers: RENE PEREZ
1:30 PM – 2:45 PM MDT

CU2311. Uncertainty on the Horizon: Balancing Loan Growth and Credit Quality

Speakers: Susan Sabo
2:55 PM – 3:45 PM MDT

CU2312. What's Going on in M&A? Know Before You Acquire

Speakers: Bob Parks, Jeff Cardone, David Milkes
2:55 PM – 3:45 PM MDT

CU2313. Hedging Strategies for a Challenging Environment

Speakers: Ryan Henley
2:55 PM – 3:45 PM MDT

CU2314. The Art of Remote Auditing

Speakers: Bryan Mogensen, Chris Vallez
3:45 PM – 4:15 PM MDT

Networking & Exhibit Hall Break

4:15 PM – 5:05 PM MDT

CU2315. CECL Governance, Risks, Controls

Speakers: Allyson Hill, Brian Hershfield, Timothy Jensen, Brett Stubbs
4:15 PM – 5:05 PM MDT

CU2316. Data Analytics - Best Practices and Use Cases

Speakers: Bhavesh Shah, Nolan Walker III
4:15 PM – 5:05 PM MDT

CU2317. Stump the Chumps

Speakers: Bob Parks, Bryan Mogensen, Dustin Birashk, Megan Rangen
5:15 PM – 6:05 PM MDT

CU2318. How to Feel Good and Stay Positive, No Matter What

Speakers: Mary Kay Mueller

Wednesday, October 25, 2023

6:30 AM – 8:00 AM MDT

Conference Breakfast

6:30 AM – 12:10 PM MDT

Registration Open

7:00 AM – 7:50 AM MDT

CU23SS03. Sponsor Solution Session

7:00 AM – 7:50 AM MDT

CU23SS04. Sponsor Solution Session

8:00 AM – 8:50 AM MDT

CU2319. How FinTechs are Transforming the Financial Services Industry

Speakers: David DeFazio
9:00 AM – 9:50 AM MDT

CU2320. Ensuring the Relevancy of Auditing Standards: An Update on ASB Activities

Speakers: Audrey Gramling
9:00 AM – 9:50 AM MDT

CU2321. Controversies and Emerging Risks in Regulatory Compliance Today

Speakers: John Zasada
9:50 AM – 10:20 AM MDT

Networking & Exhibit Hall Break

10:20 AM – 11:35 AM MDT

CU2322. CFO Panel

Speakers: Jackie York, Sharon Poach, Brett Stubbs, Troy Garry, Dustin Birashk
11:45 AM – 12:10 PM MDT

CU2323. My Credit Union Journey - How I Got Here and Lessons Along the Way

Speakers: Chris Vallez, Sharon Poach, Julie Renderos