Region 5 Meeting - Fall 2015

Albany, NY
PDF icon Region 5 Mtg Registration 9-15.pdf9.02 KB

Mark your calendars and save the date for the Region 5 Meeting scheduled for Sep 28 & 29th, at CapCom FCU in Albany, NY. 

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CapCom FCU (hosted by Michael Shoen)

4 Winners Circle
Albany, NY, 12205
(518) 458-2195

Monday, September 28

7:30 am – 8:30 am
Registration & Continental Breakfast
8:30 am – 10:00 am
Session 1: NCUA
Presenter:  Elizabeth Wheeler, NCUA Lead Examiner Region 1
10:00 am – 10:15 am
Networking Break
10:15 am – 11:45 am
Session 2: TR-39/PCI PIN Compliance
Presenter: Peter Trombley, Bankcard Compliance Group
11:45 am – 12:45 pm
Networking Lunch
12:45 pm – 2:00 pm
Session 3: Risk Management and Developing an Effective Audit Plan
Presenters: Jack Greenberg and Jim Kreiser, CliftonLarson Allen
2:00 pm – 2:15 pm
Networking Break
2:15 pm – 3:30 pm
Session 4:  Regulatory Compliance Update
Presenter: Michael Carter, Credit Union Association of New York
3:30 pm – 4:30 pm
Session 5: Roundtable Discussion
Attendees will be able to submit questions prior to the meeting that will be presented during the roundtable session for open discussion. The goal of this session is to allow time to network and ask questions of peers and speakers to gain valuable input and learn best practices from other credit unions.
Moderated by: Mike Moreau, Region 5 Director


Tuesday, September 29

7:30 am – 8:30 am
Registration & Continental Breakfast

8:30 am – 10:00 am
Session 6: Credit Union Fraud
Presenters: Mike Moreau, MacPage LLC & Shane Shoemaker, CapCom FCU
10:00 am – 10:15 am
Networking Break
10:15 am – 11:30 am
Session 7: Branch Audits
Presenter: Sam Capuano, The Bonadio Group
11:30 am – 11:45 am
Wrap-up and Meeting Closure

Directions and Hotels

CapCom FCU is located at 4 Winners Circle, Albany, NY which is just of off Wolf Road and easily accessible from major highways (NYS Thruway, I90, and I87). There are numerous hotels located on or near Wolf Road, some of which are within walking distance of the CapCom. Hotel choices are plentiful in the area but pricing does vary significantly.  

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