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Volunteers Conference

Session Descriptions: Financial Complexity & Good Governance; 10 Questions Board Members Need to Be Asking NOW!; Maximizing Call Reports for Board Members; Board Challenge: Building a Deeper Bench; Essential Elements to Crafting and Managing an Effective Director Training Program; and Horror Stories from the Board Room.

 Registration Information
The early-bird registration fee for the Volunteers Conference is $449 per person for registrations received before February 14.  Registrations received after February 14 will be charged the regular registration rate of $549 per person.  This fee includes all materials, speaker fees, premium, several group meals and refreshment breaks.  Small credit unions receive the following discounts off the regular registration fee:

Asset size                              Discount        New Registration Fee
$20-30 million                           25%                $411
$10-less than 20 million         50%                $274
Less than $10 million              75%                $137

Spouses/guests are welcome to join us for meals.  The fee is $249 per person before February 14 and $299 after February 14. 

Substitutions accepted anytime. Refunds will be issued until February 14, less a $100 administrative fee per person. 

Hotel
Drury Plaza Hotel at the Arch, 2 South 4th Street, St. Louis, MO  63102
Room rate is $129 before February 14, 2013.

Rooms have been held for our group and to make reservations, please click on the link below.

http://www.druryhotels.com/Reservations.aspx?groupno=2167209

You may also call the Drury at (800) 325-0720.  Our group number is 2167209. 

Agenda

Thursday, March 14

Noon                  Registration

1 – 2:30 pm       Financial Complexity and Good Governance: 
                             How Do Directors Face the New Reality? David Reed

3 – 4:15 pm       Ten Questions Board Members Need to Ask Now!
                             Diane Reed

5:30 - 6:30 pm   Reception at Tigín Irish Pub & Restaurant
                              333 Washington Avenue

Friday, March 15

8 - 9:00 am                    Group Breakfast      

9 am - Noon         Maximizing Call Reports for Board Members
                             David Reed

Noon                   Group Lunch           

1 – 2:30 pm        Board Challenge:  Building a Deeper Bench
                           David Reed

3 – 4:15 pm        Essential Elements to Crafting and Managing an
                           Effective Director Training Program, Diane Reed

Saturday, March 16                                                                                   

8 - 9:00 am            Group Breakfast                                                      

9 - 11:00 am          Horror Stories From the Board Room, David Reed

11:00 am               Conclude – drive carefully or stay for the St. Patrick’s
                              Day Parade starting at Noon.

Session Descriptions

Financial Complexity and Good Governance: How Do Directors Face the New Reality?
Recent rule changes by the NCUA will require the Board of Directors to understand the basics of a balance sheet and income statement and to be in a position to ask substantive questions about the financial health and direction of the credit union. From balance sheet irregularities to the basics of corporate financial literacy, today’s Boards are faced with increasing pressure to stay informed of the complex regulatory and business realities of the financial services marketplace.    Everyone remembers famous corporate scandals and the regulators are casting a wary eye towards uninvolved Boards of Directors.  Even worse, there is always a risk that someone will attempt to hold Directors liable for actions they take on behalf of the credit union.     This session will examine the basics of Board service with an emphasis on understanding the requirements of financial oversight of a credit union.

10 Questions Board Members Need to Be Asking NOW! 
As a Board member, you hold tremendous responsibility on your shoulders... responsibility to both your members and the US government.  Are you actively engaged at all Board meetings, or do you sit, listen and vote in unison with every other Board member?  Do you know and ask the right questions to ensure you're adhering to your by-laws, standing rules, training requirements, and compliance responsibilities?  Attend this informative session and learn how to avoid the top Board management pitfalls most credit unions experience.  Take home new ideas for improving your Board's operations including sample Standing Rules and Board management policies.

Maximizing Call Reports for Board Members
The Board of Directors is required to understand the basics of a balance sheet and income statement and to be in a position to ask substantive questions about the financial health and direction of the credit union. From balance sheet irregularities to the basics of corporate financial literacy, today’s Boards are faced with increasing pressure to stay informed of the complex regulatory and business realities of the financial services marketplace.  The 5300 Call Report is the backbone of the financial reporting system.  The NCUA requires all federally insured credit unions to submit this detailed financial information in order to allow them to assess the general financial health of the credit union and observe important trends.  Do you know how the information is prepared and submitted by your credit union?   More importantly, do you know how to utilize the data to assist you in credit union governance?  This session is designed to give you general guidance and practical tips to understanding your 5300 Call Report obligations and the opportunities presented by this valuable tool.

Board Challenge:  Building a Deeper Bench
Do you remember how excited you were to join the Board or Supervisory Committee of your credit union?  Are you still that excited?  More importantly, will the next generation of potential volunteers share your enthusiasm?  These are difficult times for credit unions and volunteer recruitment and development has never been more important.  Don’t wait until it is too late to start developing the credit union leaders of tomorrow.   There are simple steps that you can take today to begin attracting, evaluating and preparing your future leaders.  This session explores ways to enhance the volunteer experience at your credit union while assuring you will have a capable pool of candidates eager to serve.

Essential Elements to Crafting and Managing an Effective Director Training Program.  (Includes sample Board training calendar)
Does NCUA’s 701.4 get you in a tizzy wondering what you need to do to provide the "proper" education to Board Officers and Volunteers?  In today's regulatory-driven corporate environment, it's more important than ever that volunteers truly understand the basics of financial oversight and that you document all required training within your organization.  Attend this informative session and you will receive a blueprint for developing and tracking an effective volunteer education policy and program.

Horror Stories from the Board Room
Did you hear about the Board member who only attended one meeting a year?  How about the Board Chair that hired his construction company to build a branch without taking other bids?  They sound strange, but they’re true.  The existence of a voluntary Board of Directors elected from among the membership is one of the most essential elements of the Credit Union movement.   But, the time honored tradition of service to the credit union is getting tougher all the time.    Today’s Boards are faced with increasing pressure to stay informed of their fiduciary duties as well as the complex regulatory and business realities of the financial services marketplace.    Everyone remembers famous corporate scandals and the regulators are casting a wary eye towards uninvolved Boards of Directors.  Unfortunately, some Boards face pressures from inside the Credit Union as well.  Join Credit Union attorney David Reed as he takes advantage of his years of experience as both inside counsel and outside counsel for Credit Unions to discuss the current state of Credit Union governance and how to avoid some of the most common landmines. 

Speakers

Diane Pape Reed
Nationally recognized speaker, writer and communications professional, Diane Reed, currently serves as President of CUDoctor, a full-service credit union consultancy, assisting credit unions nationwide with human resource, marketing, community relations, compliance, sales, training and executive support.  Prior to joining CUDoctor, Diane served for more than a decade as Vice President of Administration for a mid-sized credit union where she oversaw the credit union's Human Resources, Marketing, Business Development, Community Relations, Training, Compliance and Sales functions.  Her unique integrated approach to culture creation and maintenance has already proven an asset to the credit union movement.  Diane’s expertise in “Service-Oriented Culture Change” has been cited in such publications as “Credit Union Times”, “Credit Union Management” and a host of other industry magazines.  She has co-authored cross-discipline (Human Resources and Security) articles such as “Bad Guys Don’t Always Wear Black” published in “Credit Union Magazine.”  And, her marketing expertise has been featured in articles for “Exhibit Builder” and “Business Management” magazines. 

Diane strongly believes in making financial literacy accessible to everyone, including our children.  As part of her credit union’s community outreach program, she is responsible for bringing five In School Branches to area schools, three in high schools and two in elementary schools.  As a result, the credit union received numerous awards for its outreach efforts, both within the credit union industry and from the state and federal governments.  One of her high school branches was featured on Dateline NBC and its In School Branch Liaison was invited to present financial literacy training at The White House.  And, one of her elementary branches was even recognized with a visit from the Treasurer of the United States.  Prior to joining the credit union movement, Diane acted as Marketing Communications Director at Carfax, Inc.; as Communications Director for the International Gem & Jewelry Show, Inc. and as Marketing Director for Creative Hairdressers, Inc., the parent company of Hair Cuttery.  In addition, Diane was a nationally ranked Public Speaking Coach at George Mason University for nearly a decade specializing in speech and the oral interpretation of literature. 

Today, she serves as a Guest Lecturer with the University and speaks to classes in “Small Group Communication”, “Communication in the Workplace”, “Corporate Culture Creation & Maintenance”, and “Interviewing”.  In 2006, she was named one of the CUES (Credit Union Executive Society) Rising One Hundred.  She is the 2003 Outstanding Communication Alumnus for George Mason University, and she is the 2002 recipient of the Eugene H. Farley, Jr. Professional of the Year Award from the Virginia Credit Union League.  She attended The American University and graduated from George Mason University with a B.A. in Speech Communication. 

David A. Reed
David A. Reed is an author, consultant and nationally recognized speaker.  He received his undergraduate degree from Virginia Tech in 1986 and his Juris Doctorate from George Mason University School of Law in 1989.   Formally, Mr. Reed was Vice President and General Counsel for Apple Federal Credit Union in Fairfax, Virginia, where, in his role as chief legal officer he established institutional legal policy, provided legal advice to the Credit Union concerning a variety of matters including the establishment and revision of Credit Union policies and procedures, organization compliance with federal regulations, contractual agreements, regulatory matters, and corporate governance. He also directed and coordinated the activities of the Collections Department, Regulatory Compliance, Government Affairs, and Security Department and all interactions with outside counsel.

Noted as an expert in the areas of bankruptcy and collections, Mr. Reed currently serves as editor of several manuals including Practical Guide to Bankruptcy: Protecting the Bank Against Bankruptcy-Related Losses, NAFCU’s Collections Manual for Credit Unions; Debt Collection Manual: Regulations, Law and Best Practices; and NAFCU’s Bankruptcy Guide for Credit Unions.

In addition to his legal and editing experience, Mr. Reed’s engaging speaking style has garnered him status as a regular lecturer nationwide on topics such as regulatory compliance, consumer lending, bankruptcy and collections. He has been selected to train NCUA Field Examination and Audit staff on Bankruptcy matters.  He is an NCCO (NAFCU Certified Compliance Officer), member of the Capital Area Collection Managers Roundtable Group, where he served as the chairman of the Bankruptcy Committee and Education Committee. 

Theme: - since it is near St. Patrick’s Day – let’s go for Luck! 

2013 St. Patrick’s Day Parade
Regularly noted as one of the top in the country, the 2013 St. Patrick's Day Parade will take place on Saturday, March 16, 2013, at 12:00 pm in downtown St. Louis. The parade takes place "rain or shine." It will begin at 18th and Market streets, and will proceed east to its conclusion at Broadway and Market streets. Visit the Parade Route page for additional route details.

The parade will be comprised of over 120 units, including marching bands, floats, huge cartoon-character balloons, 5000+ marchers, and lots of clowns. Over 250,000 spectators, the largest of any event in downtown St. Louis, are expected to attend, packing the streets with smiling Irish eyes and festive green attire.

Food and drink will be sold at numerous locations along the parade route. Many of the booths will serve soft drinks, hot dogs, burgers, bratwurst, and beer, along with other snacks and novelties. In addition, visit the Irish Village, at Kiener Plaza for food, fun, and entertainment all day long.

March 14th, 2013 12:00 PM   through   March 16th, 2013 11:00 AM
Drury Plaza Hotel at the Arch
2 South 4th St.
St. Louis, MO 63102
United States

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Event Info

When

March 14th, 2013 12:00 PM   through   March 16th, 2013 11:00 AM

Where

Drury Plaza Hotel at the Arch
2 South 4th St.
St. Louis, MO 63102
United States

Contact

Phone: 314-542-1317

Email:

Conference Fee

Participant $ 449.00
Spouse Guest $ 249.00

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