Region 3 Meeting - Fall 2014

University of Wisconsin Credit Union, Madison, WI

Region 3 Meeting

September 24-26, 2014

University of Wisconsin Credit Union, Madison, WI


Click Here to Register


Meeting Cost: $199-Member $249-Non Member

Includes breakfast Wed-Fri and lunch Wed-Thu. Meeting starts each morning at 9 am and goes to 5pm Wed-Thu and till noon Friday. 
For registration information, go to
Who Should Attend?
Internal Auditors, Supervisory/Audit Committee Members, Board Members, Compliance Officers, Risk Managers


Current Asset Liability Management Risks
Dean Rohne, CliftonLarsonAllen
This session will review the current risk, discuss regulatory concerns, and identify areas internal audit can address when completing asset liability management audits.
Allowance for Loan Losses
Bob Parks and Jack Tracy, Doeren Mayhew
The Top 10 Reasons You Don't Complete Your Audit Plan and How to Overcome Them.
Bob Parks and Jack Tracy, Doeren Mayhew
Mortgage Servicing-Best Practices and Current Events
Jim McClanahan and Micheal Sher, McGladrey
Will cover compliance risks and regulators' current areas of focus.
Fraud and Embezzlement: Lessons from the Trenches
Angela Morelock, BKD
Provides insight into financial institution fraud and embezzlement.
Facing the Challenge: Managing Compliance One Step At A Time.
Mark Burnside, BKD
Covers compliance management, hot topics, risks, and various issues facing credit unions today.
Top 10 Audit Findings-Common Audit Issues
Carrie Kennedy, JenniferBlake, Moss Adams
Work Plans-Best Practices for a Compreshensive Plan
Carrie Kennedy, JenniferBlake, Moss Adams
Mobile Banking and Mobile Device (BYOD) Risk Management
Randy Romes, Clifton Larson Allen
Discusses the current and future key risks associated with mobile device management.
Not all IT audits are the same-how to choose the right one.
Randy Romes, Clifton Larson Allen
Covers the various types of risk assessments and IT audits.

Site and Hotel Information:

University of Wisconsin Credit Union 3500 University Ave Madison, WI 53705

Best Western Plus InnTowner 2424 University Ave Madison, WI 53726 (608) 233-8778 Rate: $119 Approximately 1 mile from CU

Fairfield Inn and Suites Madison West/Middleton
8212 Greenway Blvd
Middleton, WI 53562
(608) 831-1400
Rate: $119
Approximately 5 miles from CU

Questions or need more information?  Contact the Region 3 Director, Greg Czyzewski

Email: or phone: (574) 284-6451

Click Here to Register

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