August – November 2013
Changes in the healthcare industry and their effect on healthcare credit unions into 2014.
If you have any questions or additional topics, please contact Nick Moalli at firstname.lastname@example.org, 203-631-7123 or 203-608-7059.
Please Register to attend by end of work day Monday, August 5, with Susan O’Loughlin at email@example.com or 203-608-7061 (800-228-2285, ext. 7061).
Taking risk, and balancing it with returns, is one of the most fundamental things
all financial institutions – including credit unions – do. While all organizations understand that balancing risk versus return is vitally important, few evaluate risk as a whole across their organization. Understanding systemic risk and how it can be mitigated allows organizations to better manage this critical process.
The program will explore Enterprise Risk Management (ERM) through an interactive presentation and dialog. The morning session will cover the basics of what ERM is and why it is important to credit unions, the regulatory requirements surrounding ERM, and how some have implemented ERM in their organization. It will also cover policy, procedure and governance.
The afternoon session will review a model program and provide a template for attendees to develop ERM programs that can be tailored to their individual credit unions. Attendees will leave the session with the necessary tools to develop and implement an ERM program at their shop.
The program presented will address the following questions:
• What is ERM?
• Why is ERM important?
• Are there any regulatory requirements for ERM?
• What are people in the credit union industry doing for ERM?
• What would model ERM program look like?
• What would an ERM policy look like?
Sponsored by CUNA Mutual Group