Region 3 Meeting - Fall 2015

IN CU League - Indianapolis, IN
PDF icon Region 3 Mtg Registration 10-15.pdf66.69 KB

Region 3 Meeting 

October 14-16, 2015

Indiana Credit Union League, Indianapolis, IN

Meeting Cost: $199

CLICK HERE to Register now

Includes breakfast Wed-Fri and lunch Wed-Thu. Meeting starts each morning at 9 am and goes to 4:30 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
Maintaining Loan Quality in a Growing Environment, BKD

This session will discuss prudent loan growth, including insights regarding underwriting, loan concentrations, and monitoring your member business loan portfolio.

Ryan Swope, Director, BKD
is a member of the BKD Loan Review Services division. He manages loan review engagements for a variety of financial institutions. He has successfully completed BKD’s internal loan review training program as well as external courses specific to lending.  Before joining BKD, he served as an intern in the credit department of a $450 million bank.Ryan is a 2005 graduate of Indiana University, Bloomington, with a B.S. degree in marketing and operations management

John Bourquard, Principal, BKD
has more than 27 years of experience working with financial institutions and leads the BKD loan review services team.  He also is a member of BKD National Financial Services Group. He founded Loan Advisory Group in 1992, and BKD acquired the practice in 1998. John has experience in commercial lending, credit quality assurance, loan approval process evaluation, underwriting procedures evaluation and loan management consulting.  Before joining BKD, John worked for a large commercial lender and a credit quality consulting group. He has authored several industry articles and is a certified instructor of the Omega Performance Commercial Loans to Small Business course.  John is a 1984 graduate of Salem State College, Salem, Massachusetts, with a B.S. degree in business administration and a 1992 graduate of Indiana University, Bloomington, with an M.B.A. degree in finance. He also is a 2002 graduate of The Graduate School of Banking at the University of Wisconsin.


Compliance TBD, BKD

Allowance for Loan Losses, Doeren Mayhew

Hot Topics-Interactive Discussion, Doeren Mayhew

ERM, Moss Adams

Risk assessments, concentration risk, internal controls, risk monitoring: How does ERM apply to your credit union?

What are your External Auditors Doing?, Moss Adams

In this interactive crash course, we’ll walk you through the questions you should be asking and the impact to your responsibilities.
Dustin Birashk, Partner, Moss Adams
Dustin has been in public accounting since 1999 and specializes in serving financial institutions and other financial services organizations. He is proficient with opinion audits and Supervisory Committee agreed-upon procedures engagements. Dustin is actively involved in the firm’s Financial Services Group, and is a frequent speaker at industry association events, Moss Adams’ annual supervisory committee workshops and webcasts, and also authors articles for MA Insights and industry publications.
Carrie Kennedy, Partner, Moss Adams
Carrie has been in public accounting since 1997 and is an assurance partner specializing in credit unions. She manages and participates in financial and operational audits, with related management recommendations for cost savings and efficiency improvements. Carrie is responsible for opinion audits and supervisory committee agreed-upon procedures engagements. She is a member of, and is actively involved in, the firm’s Financial Services Group. Carrie is a frequent presenter of a variety of firm and credit union workshops and conferences.
Cybersecurity, Clifton Larson Allen

PCI, Clifton Larson Allen

Accounting Update, BKD

ACH, The Payments Authority

This session will provide an industry update for the ACH payment system and explore newer ACH audit requirements and common areas of weakness. In addition, this session will cover emerging payment trends and sound business practices to mitigate risk.

Adrian Brown has more than 25 years of electronic payments and e‐commerceb experience in the financial industry. Having earned the Accredited ACH Professional (AAP) certification, Adrian’s responsibilities include education and professional services at The Payments Authority, a trade association focused on growing the use of electronic payments and e‐commerce. His responsibilities include conducting Automated Clearing House (ACH) audits and risk assessments, educational workshops, and other electronic payment system professional services. Adrian speaks about electronic payments and related topics at trade and industry association meetings and conferences throughout the state and nationally. Adrian has represented The Payments Authority on various NACHA national committees and panels, and currently serving on the Internet Council Security Work Group, Same Day ACH Communications Task Group, Third Party Sender Registration Task Group and Regional ACH Associations forum’s Risk and Compliance Committee.

Site and Hotel Information:

Indiana Credit Union League                           

5975 Castle Creek Pkwy
Indianapolis, IN 46250
(574) 284-6451
(CU Location)
Courtyard by Marriott 
8670 Allisonville Rd
Indianapolis, IN 46250
(317) 576-9559
Rate: $115
Across the street.
Holiday Inn
251 E Pennsylvania Pkwy
Indianapolis, IN 46280
(317) 574-4600
Rate: $124
Approx 6 miles west


Thank you to the following sponsors:




Questions or need more information? 

Contact the Region 3 Director, Greg Czyzewski
Email: or phone: (574) 284-6451


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