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Register Now for Western States Volunteers’ Conference
Monday, November 18, 2013 5:25 AM

The Cornerstone Credit Union League is once again teaming up with nine other credit union leagues to offer the 2014 Western States Volunteers' Conference. Called to Coach - Big Game Strategies for Volunteers is the theme for the Feb. 2-4, 2014 conference.  Online registration is now available.

Top industry professionals from around the country will share their knowledge on a variety of topics in the following educational breakout sessions:

Quantifying the Risks which Concern Examiners in a Low/Rising Interest Rate Environment with Edward Meier
In today’s environment investors are adding risk to their portfolios through extension. Many of these investors lack the sophistication and portfolio analytical tools needed to manage such a complex investment strategy. By attending this session Ed Meier, Senior Portfolio Manager of MEMBERS Capital Advisors will take out the guess work and quantify those risks the NCUA is afraid of seeing in the Credit Union system. He will help directors to look out for those pitfalls which will allow them to ask questions at Board and ALCO meetings.

Nuts and Bolts Supervisory Committee Audit Training with Tracy Mount
This session provides experienced Supervisory Committee members practical tools to better audit their credit union operations. You’ll receive a basic understanding of financial statements by explaining fundamental accounting concepts and balance sheet account relationships. This training will give supervisory committee members real “weapons” to attack the audit process and improve the overall compliance environment.

The Three Ts of Success…Talent, Training, Technology with Scott Rose
The success of any organization in the 21st century is predicated the acquisition of affordable talent, perpetually training that talent, and being able to utilize technology to deliver products and services speedily, safely, and simply. Through this session you’ll learn why the acquisition of talent is critical to the success of your organization, discover strategies for acquiring talent in a competitive market place, encounter training ideas that offer accountability to your team, and understand how to incorporate technology effectively to expand your footprint.

The Supervisory Committee’s Role in the New World of Member Complaints with Julie Kappenman
The ability to file a complaint against the credit union is now easier than ever. With the addition of the Consumer Financial Protection Bureau (CFPB), and NCUA’s Office of Consumer Protection, complaints now come through many channels. Having an effective complaint process is crucial. This session will take you through the Supervisory Committee’s roles and responsibilities related to complaints. During the session we will investigate ways to identify risk areas and uncover weaknesses related to complaints. We will also review real case studies and highlight key elements of an effective complaint process.

Top 5 Things the Supervisory Committee Should Be Watching with Tracy Mount
The Supervisory Committee is the watchdog of the credit union, keeping an eye on areas of potential risk. This session explores some of the latest compliance issues and how the committee can help the credit union adequately address them. We’ll look at the top 5 – or more – topics that you, the Board and management should be watching to stay ahead of the game!

To learn more about these topics and others opportunities at the 2014 Western States Volunteers’ Conference, please visit Please note that the early-bird registration deadline is Jan. 4, 2014.

Educational grants for the conference may be available through the Cornerstone Credit Union Foundation. To learn more, please visit