Region 1 Meeting

Virtual

Make plans to join us for the Spring 2021 Virtual Region 1 meeting April 22nd & 23rd, 2021.  With continued caution and safety top of mind the Spring 2021 Region 1 meeting will be held in a virtual format once again. While we can't gather together in person, there's still great opportunities to learn and connect with colleagues from across the Region. 

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Virtual Meeting Cost:  $99-Members, $149-Non-Members

Virtual sessions start at 8:20 am on Thursday April 22nd, and conclude on Friday April 23rd at 4:00pm. 

Who Should Attend?

Internal Auditors, Supervisory/Audit Committee Members, Board Members, Compliance Officers, Risk Managers

Meeting Agenda:

Day 1 Thursday April 22nd, 2021 

(Note: All times listed are Pacific Time)

8:20 –  8:30

Opening Remarks

8:30 –  9:30

Post COVID CU Industry
Bryan Mogenson, Principal
Crystal Hernandez, Manager
CliftonLarsonAllen

10:00 – 11:30

Virtual Intelligence
Robin Hoag, Shareholder, National Practice Leader
Jack Tracy, Shareholder
DoerenMayhew

11:30 – 12:00

Break

12:00– 1:00

Auditing the Vendor
Niall Twomey, Principal
Eileen Iles, Partner
Crowe LLP

 1:00 – 2:00

Break

2:00 – 3:00

Auditing Automated Lending
Bob Parks, Shareholder
Heather Feltner, Internal Audit Supervisor
DoerenMayhew

3:00 –3:30

Break

3:30 – 4:30

Business Ethics
Ryan Sturgis, Partner
Aran Loftus, Audit Manager
Moss Adams, LLC

Day 2 - Friday April 23rd, 2021

9:20 – 9:30

9:30 – 10:30

Opening Remarks

Data Analytics
Mark Solomon, Director
Bryan Callahan, Partner
BKD

10:30 – 11:00

 

11:00 – 12:00

 

Break

 

Cybersecurity Concerns
Cy Sturdivant, Director
BKDCyber
 

12:00 –1:00

Break

1:00 – 2:00

Post COVID BCP
Mark Shaffer, Manager
John Moeller, Principal
CliftonLarsonAllen

2:00 – 2:30

Break

2:30 – 4:00

Improving CMS through Tactical Learning & Compliance Hot Topics
John Bley, President & CEO
Tricia Briggs, Senior Compliance Auditor
Compliance Management Services

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Event Date: 
2021-04-22T00:00:00
2021-04-23T00:00:00
Event Type: 
Discipline: