Region 1 Meeting Spring 2018

Denali FCU - Anchorage, AK

 

We are working to have our Spring 2018 meeting in Anchorage, Alaska.  The meeting will be hosted by Lance Johnson and Denali FCU.  This will be a 2 day meeting, Thursday and Friday May 24th & 25th.  We’re hoping this will encourage more members to come with the long weekend (vacation and/or fishing) and 2 days of great speakers.  We also hope with advance notice, you will be able to get this included in your 2018 budget. 

Below are estimates on costs, please check into travel costs from your area.

  • $200 meeting cost (breakfast & lunch both days)

  • $110 to $250 hotel per night (hope to get a group deal if enough commit to going)

  • $300 flight to/from Portland

  • $15 taxi each way

We would most likely have a group dinner (not included in meeting costs) on Thursday night.

I have had 15 members already commit to attending.

It is a great time to visit Alaska!

Click Here to Register Now

Agenda / Sessions:

Thursday May 24, 2018

8:00 – 8:30                Continental Breakfast & Check-in

8:30 – 8:45                Opening Remarks

8:45 – 10:00              BSA – SAR Data and Fraud
                                  Patrick Matthew
                                  Internal Revenue Service

10:00 – 10:15           Networking Break

10:15 – 12:15           Compliance Audit Program
                                 Kris Bullinger
                                 Compliance Services Group

12:15-1:15                Lunch

1:15 - 2:15                ALM Audits
                                 Ryan Sturgis, Partner
                                 Moss Adams

2:15 – 2:30               Networking Break

2:30 – 3:30                BSA System Validations
                                  Chris Wetzel, Senior Manager
                                  Moss Adams

3:30 – 3:45                Networking Break

3:45 – 4:45                HMDA
                                  Kris Bullinger
                                  Compliance Services Group

4:45                           Closing

Friday May 25, 2018

8:00 – 8:30        Continental Breakfast and Check-in

8:30 – 10:00      Data Analytics
                          Lia Patton
                          BDO

10:00–10:15      Networking Break

10:15–12:00      Data Analytics continued
                          Lia Patton
                          BDO

12:00 – 1:00     Lunch

1:00 – 2:30       TBD
                         Ellen Sas and Roger Jones
                         Hauser, Jones & Sas

2:30 – 2:45       Networking Break

2:45 – 4:00       Roundtable Discussion
                         Julie Wilson
                         iQ Credit Union

4:00                  Close

For questions or additional information contact:

Julie Wilson
Region 1 Director
Julie.Wilson@iQcu

Click Here to Register Now

Event Date: 
2018-05-24T00:00:00
2018-05-25T00:00:00
Event Type: