RT.7 Ohio Regional Training Event
Regional Training Events
Regional Training Events are gaining in popularity as a source of education and networking. While intended as a convenience for clients in a particular area of the country, these events are open to any CU*Answers clients.
Courses change each year, with the selections coming from requests by credit unions and current hot topics in the industry. Release training is often popular, as is software functionality related to compliance and operational effectiveness. When developing the curriculum we pack the agenda with content gauged to be most relevant and valuable.
Summary
Ohio Regional Training Event 2016 has arrived! This year’s unique learning event promises a full day of education brought to you by a team from CU*Answers recognized for their expertise in the credit union industry. Take a closer look at the agenda below and plan now to come and absorb the knowledge shared by our experts.
Audience
 Audit/Compliance and CFO's
Objectives
 Audit and Compliance Best Practices
Topics
9:00 am to 10:30 am     Regulatory Update Including cyber security and vendor management
Jim Vilker will be going over changes in regulations including cyber security and vendor management.
10:30 am – 12:00 pm      Audit and Compliance Best Practices
Marsha and Jim will train attendees on how to use the different audit and compliance tools within CU*BASE
12:00 pm – 1:00 pm        Networking Lunch Provided courtesy of CU*Answers
1:00 pm to 1:30 pm      Recent Audit and Compliance CU*BASE GOLD Releases       Â
Marsha and Jim will review recent releases for audit and compliance tools. Â
1:30 pm to 3:00 pm      Special Guest Speaker: Jim Craven from McQueen Financial Advisors
Jim will discuss profitability in an uncertain rate environment.
Course Schedule
Future times and dates are to be determined.
