featuring esteemed keynote & seminar speakers · optional events are extra and not included in...
TRANSCRIPT
Featuring Esteemed Keynote & Seminar Speakers*
Over 25 CPE Credits Offered for
Annual Conference & One Day Seminar
* Some speakers invitations pending as of publication date.
Todd
Newton
Emmy Award
Winning
Entertainer
Ann
Butera
President
Whole Person
Project Inc.
Paul
Gentile
President
MA, NH, RI Credit
Union Leagues
Tom
Schauer
CEO
TrustCC
Dennis
Dollar
Principal
Dollar
Associates
Raven
Catlin
President
Raven
Global Training
ACUIA is invading Beantown for a very special 25th
Anniversary Annual Conference. Join us for four
days filled with educational sessions and
entertainment in one of the most historic and
charm filled cities in New England.
Acclaimed as one of the best teaching tools in the credit union system, the ACUIA One–Day Seminar is an outstand-ing way for both new and seasoned auditors to learn about the latest auditing issues. As a conference attendee you can choose to attend the One-Day Seminar, the Annual Conference, or both. There is a separate fee for each.
Choose From 3 Sessions Based on InterestChoose From 3 Sessions Based on Interest
RUN FASTER THAN YOUR COLLEAGUES
Learn how effective IT auditing can make your CU more secure and compliant than the one down the road. In this seminar, Tom Schauer of TrustCC will describe the latest security and compliance risks and some innovative ways to evalu-ate these risks through contemporary IT auditing and best practic-es. Participants can expect to learn techniques to make internal audits more effective. They also will receive several white papers and other auditing resources to help them develop more effective IT auditing at their credit union.
INTERNAL AUDIT MANAGER TRAINING
Learn to be the ‘boss’ workers flock to and perform for In this course, Raven Catlin will help the senior auditors understand their roles and responsibilities and prepare themselves for future roles in the organization. You will learn the most important endeavor to ensure your team’s success on an audit – planning the audit and some valuable project management techniques to meet your audit objective and audit budget. You will learn how to manage and supervise your audits and assigned staff, including overseeing audit progress, motivating staff, and reporting status to audit management and audit clients. You will also learn about building and retaining a highly-qualified, engaged team of auditors.
RISK ASSESSMENT TECHNIQUES THAT GET RESULTS
For new Internal Auditors, Supervisory Committee members or those seeking a solid refresher This interactive seminar, led by Ann Butera will define what “accessing risks” really means. The session designed for new internal auditors will provide practical approaches internal auditors can use to:
Understand and use The Critical Linkage, a COSO-based, four step thought process when performing risk-based audits
Identify the inherent risks that exist in an area, process or function under review.
Differentiate between gross and residual risk
Assess risks within a particular entity, process or subsidiary to concentrate audit resources on the areas of greatest exposure.
The Annual Conference is the most comprehensive and
beneficial professional development opportunity offered
by the ACUIA. Featuring speakers presenting timely and
in-depth topics pertinent to the profession, the conference
is the ideal opportunity to network with your peers.
Designed for professionals who want to keep pace with
the diverse and dynamic field of internal auditing, the
annual conference agenda is created specifically for you;
whether you are a member of your credit union's internal
audit department or the Supervisory/Audit Committee.
Gain timely, insightful and indispensable information from
the roster of nationally recognized, keynote, general and
breakout session speakers who are experts in their field.
With an average attendee rating of 4.2 out of 5 from this
past year’s sessions, the ACUIA Annual Conference has
cutting edge topics that will put any audit professional and
Supervisory Committee member at the top of their game.
Come join us in historic Boston for four very valuable days of
education, exploration, and interaction with your peers.
TIMELY, RELEVANT BREAKOUT SESSIONS There will be a wealth of learning in our breakout sessions for auditors, risk managers, Supervisory Committee Members and CFOs.
Audit / Accounting Top 10 Reasons You Don't Complete Your Annual Plan
and How to Overcome Them.
CAE Best Practices
Essential Information for a New Internal Audit Manager/CAE
Asset Liability Management - Liquidity Contingency
Auditing the Lending Function - MBL, Mortgage, Consumer
CECL - What the New Guidance Means to Your CU’s AAL
A View of Indirect Lending - Through Auditor's Eyes
Best Practices in Auditing Sensitive Areas (Payroll, Employee Accounts, Employee Expenses, etc.)
Fair Lending - What You Need to Know
Performing CUSO Audits
Supervisory Committee Hot Topics
Compliance/Risk Vendor and Third Party Risk Management
Out on a Limb - Are Your Branch Controls and Security Strong Enough?
IT Audit The National Cyber Security Initiative: Will it Make
Credit Unions More Secure?
Cyber Security: Preventing, Detecting, and Responding to a Breach
Top Technology 2015
PIN Security and Key Management (TR39) Audits
...and more!
ACUIA’s One -Day Seminar June 23, 2015
Annual Conference June 24-26, 2015
TRANSPORTATION Please note, the hotel does not provide airport shuttle service
There are 3 transfer options:
1. Taxi - 10 min. ride from Logan Airport, fare about $25/ea. way
2. GO Boston Shuttle - Shared van about $17/ea. way
3. Boston Subway - The "T" - Hotel located at Arlington Stop
(Green Line) and Back Bay Stop (Orange Line).
HOTEL & RESERVATIONS In celebration of ACUIA's 25th Anniversary Conference, the
conference is being held at the luxurious The Boston Park Plaza
Hotel. Rich in history, the hotel has distinguished itself with
classic elegance and luxury accommodations coupled with
unmatched service.
ACUIA - Special Group Room Rate: $239/
night Single/Double Occupancy. This
exceptional conference rate has been
extended from June 18th thru June 30th.
To make your reservations Click Here
WIN AN APPLE WATCH®! Register online or send in your paid
registration postmarked by April 30th, 2015
to be entered to win a new Apple Watch®.
The newest cool technology from Apple
can be yours by registering now!
OPTIONAL EVENTS
Though generations have come and
gone, Fenway Park remains, much like
it did the day it opened on April 20,
1912. Come join us at this storied ballpark for
a match-up against the Baltimore Orioles. Come
see who can conquer the Green Monster. We
have secured 100 tickets for this Wed. evening game, and anticipate
they will go fast, so register early and reserve your seat now!
Relive history on this 90-minute walking
tour which explores 11 of the 16 sites on the
Freedom Trail and their crucial role in the
American Revolution. Geared to appeal to
both history aficionados and the newly-
minted history buff. Walk along the red brick trail with an 18th
century costumed guide who tells the stories of the brave
people who dared to challenge the mightiest nation
on earth. Learn of their daring actions that lead to the
birth of the nation. The tour concludes with dinner.
Step aboard the luxury yacht, Spirit of Boston and sail
off into the sunset of picturesque Boston Harbor.
With a brand new, $2.5
million renovation, you’ll cruise in high
style on this three-hour, evening
cruise with a full-course dinner. Relax
and take in the sights Boston’s historic harbor offers from one of
three climate controlled decks with panoramic windows or the
topside, rooftop open air deck.
Optional events are extra and not included in conference registration fee.
KEYNOTE SPEAKERS This year’s esteemed, keynote speakers represent a cross-section of the credit union industry and beyond. They will offer insight and understanding to help you create greater value, clarity, and focus in your audit efforts for the coming year.
THE HONORABLE DENNIS DOLLAR - Principal, Dollar Associates
Dollar Associates is one of the leading credit union consulting firms in the country. Prior to forming the firm Mr. Dollar was appointed by President George W. Bush to be the Chairman of the National Credit Union Administration in 2001, having previously served on the board since 1997. Prior to his nomination, he was President/CEO of what is now Gulf Coast Community FCU. Mr. Dollar has been cited for nu-merous awards, including the Dora Maxwell Award, the CUES Hall of Fame and the 2004 Ambassador Award from the World Council of Credit Unions.
TODD NEWTON - Emmy Winning Entertainer and Speaker
Daytime Emmy Award winning TV personality Todd Newton is often referred to by industry insiders as "The Host with the Most," New-ton's amiable persona on E! Entertainment Television brought view-ers in more than thirty countries face to face with Hollywood's elite for over a decade.
Todd entered the world of game shows in 1999 on GSN's Hollywood Showdown. Since that time, he has awarded contestants over thirty million dollars in cash and prizes on Whammy, Instant Millionaire, Made in the USA, Monopoly Millionaire's Club and Family Game Night. Todd also serves as host of The Price Is Right Live!-a live stage version of the iconic game show classic currently touring the US.
When not working in front of the camera, Todd speaks to corpora-tions, universities, and organizations on personal achievement and success with his entertaining and inspiring presentations.
PAUL GENTILE – President, MA Credit Union League
Mr. Gentile has been a part of the credit union movement for 18 years. Most recently, he served as Executive VP of Strategic Communications for the Credit Union National Association (CUNA). Prior to CUNA, Gentile was the President/CEO of the New Jersey Credit Union League (NJCUL). Under his leadership, NJCUL spearheaded successful passage of public deposit legislation that enabled New Jersey’s credit unions to accept public funds for the first time in their history. Before joining NJCUL, Gentile was the Editor/Publisher of Credit Union Times, the nation’s largest independent credit union trade publication.
TOM SCHAUER – CEO & Chief Client Experience Officer TrustCC
Tom has been practicing in IT security, audit and compliance for over 25 years. He started his career in the role of Security Analyst and BCP coordinator for a $3.5B regional bank. In 2000, Tom recognized that community size banks and credit unions were under-served by existing consultancies. He founded TrustCC to specifically address this need. Since 2001, TrustCC has performed about 2000 security assessments and IT audits for 400 financial institutions throughout the US.
Raven Catlin - President, Raven Global Training
Raven is an internationally recognized speaker and instructor in risk management and internal audit. She possess over 15 years of diverse internal audit experience and 11 years of instructing and facilitating a variety of courses. With this diverse experience, Raven teaches how to accomplish goals they only dreamed possible. Through her semi-nars and presentations, you will gain valuable skills, motivation, and belief systems to achieve success.
Ann Butera - President, The Whole Person Project Inc.
Ann is a frequent speaker at internal audit conferences and has worked with audit departments of all sizes to provide auditors with the tools and techniques needed to improve risk management practices within their organizations. She is a member of the IIA, the American Society for Training and Development, the Association of Government Accountants, and the National Association of Corporate Directors. She served as Supervisory Committee Chair for a financial services firm.
Apple, and Apple Watch are registered trademarks of Apple Inc.
(Click icon for more info)
Wed.
Evening
Thurs.
Evening
Wed.
Evening
__________________________________________________________________________________________________________ Name Name for Badge
__________________________________________________________________________________________________________ Credit Union / Organization Asset Size # Years ACUIA Member
__________________________________________________________________________________________________________ Mailing Address City State Zip
_________________________________________________________________________ ( _______ ) _______________________ Email Address Phone
Please select the conference events you will be attending:
One Day Seminar: (choose one) Run Faster Than Your Colleagues - How effective IT auditing can make your CU more secure
Internal Audit Manager Training - Learn to be the ‘boss’ workers flock to and perform for
Risk Assessment Techniques That Get Results: - For new IAs, SC members or those seeking a solid refresher
Annual Conference: 25th Annual Conference
Registration Fees
One-Day Seminar Registration Only Member @ $ 299 $ 349
Non-Member @ $ 499 $ 549
Annual Conference Registration Only Member @ $ 899 $ 999
Non-Member @ $1,099 $1,199
BOTH One Day Seminar / Annual Conference Registration Member @ $1,098 $1,248
Non-Member @ $1,498 $1,648
Includes The Big Beantown Welcome Reception TOTAL $__________ $__________
Optional Events (choose one Wed. Evening and/or Thurs. Evening event)
Red Sox vs. Orioles Baseball Game Wednesday Evening @ $68.00/each $_______________
Freedom Trail Tour and Dinner Wednesday Evening @ $71.00/each $_______________
Boston Harbor Dinner Cruise Thursday Evening @ $81.00/each $_______________
TOTAL $_______________
________________________________________________________________________________________________________ Credit Card Number: Exp. Date CSV Code
________________________________________________________________________________________________________ Name as it appears on card Signature Billing Zip-Code
Fax: (703) 348-7602 Mail: ACUIA Conference Department Three Ways to Register 1727 King Street Suite 300 For the Conference: Alexandria, VA 22314
Online: https://www.acuia.org/civicrm/event/register?reset=1&id=42
Notes: Included in the One-Day registration fee are breakfast, lunch and breaks. Included in the Annual Conference fee are breakfast and breaks each day and lunch on Wednesday and Thursday and The Big Beantown welcome reception Tuesday evening. For more information regarding admin. policies such as refunds, cancellations and complaints please contact the ACUIA at 703.688.2284 or [email protected]
Registrat ion Form
Registration Summary Regular (May 1 - Jun 16)
Early Bird (By April 30)
Optional Events: (choose one or two)
Red Sox vs. Orioles Baseball Game Boston Harbor Dinner Cruise
Freedom Trail Tour and Dinner
These events are optional with a separate fee noted below.
Wednesday June 24th Thursday. June 25
th
Note: The conference will conclude by 11:30am on Friday.
Tues. June 23rd
June 24th - 26
th
Save $100! On BothSave $100! On BothSave $100! On Both
Best
Value!