Professional Development through partnership with CUNA

Coastal Supervisory Committee & Internal Audit Conference

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July 25–27, 2013
Hilton Head Island, SC


ABOUT THIS EVENT

Schedule
July 25
Noon – 2:00 p.m. Registration
2:30 – 4:00 p.m. The Anatomy of Fraud and the Controls to Counter It, Ken Otsuka
5:00 – 6:30 p.m. Opening Reception

July 26
8:00 – 8:30 a.m. Continental Breakfast
8:30 – 10:00 a.m. Today's Economy and the Risks on Your Credit Union, Steve Rick
10:15 – 11:30 a.m. Breakout Sessions
Compliance Issues Update, Bruce Jolly
Mobile Banking is Here to Stay - How to Manage the Risks, Randal Romes
11:30 a.m. – 1:00 p.m. Lunch
1:00 – 2:15 p.m. Breakout Sessions
Understanding the Risks in Your Balance Sheet, Steve Rick
Why Credit Unions Fail, Bruce Jolly
2:45 – 4:00 p.m. Breakout Sessions
Developing Internal Audit Policies, Standards and Procedures, Greg Schwartz
Maximizing the Board/Supervisory Relationship, Bruce Jolly
6:00 – 7:00 p.m. Reception
7:00 – 9:30 p.m. Banquet and Entertainment

July 27
8:00 - 8:30 a.m. Continental Breakfast
8:30 – 9:15 a.m. NCUA Update, Tim Segerson
9:30 – 10:15 a.m. Everyday Ethics, Jeff Rendel
10:30 - 11:30 a.m. One Percent Living, Jeff Rendel
11:30 a.m. Adjourn

Guest Program
$299
The full guest program includes the opening reception, breakfast on Friday and Saturday, and the Reception, Banquet and Entertainment on Friday and Friday Tour.

Social Option
$189
The social option includes the opening reception, breakfast on Friday and Saturday, and the Reception, Banquet and Entertainment on Friday.

Tour Option
$110
Includes: Round trip transportation to and from the Marina, boat ride there and back, golf cart rental, all of the stops on the tour, USCG licensed Captain and Interpretive Historian, and a boxed lunch.

DAUFUSKIE ISLAND TOUR
Friday, July 26
10:00 – 2:30 p.m.
Tucked between Hilton Head and Savannah and accessible only by boat, the island is a real gem – a trip back in time – providing a glimpse into a fascinating chapter of lowcountry history. Join us for a small-group tour of the ‘undeveloped side' of Daufuskie with our interpretive guides and USCG Licensed Captains. We'll begin with a boat cruise down Broad Creek, through the backwater marshes, and across the Calibogue Sound to Daufuskie, just as Daufuskie residents have for generations. We'll visit several one-of-a-kind places: the First Union African Baptist Church, the Praise house, the Mary Field's School where author Pat Conroy taught, the site of the Bloody Point Lighthouse, and several artisans' studios.


LOCATION
Coastal Supervisory Committee & Internal Audit Conference: July 25–27, 2013

SONESTA HILTON HEAD RESORT
130 Shipyard Dr
Hilton Head Island, SC 29928-4932
Phone: (843) 842-2400
Fax: (843) 842-9975
Room rates: $174 per night plus tax and $12.95 resort fee*
Hotel Reservation Deadline: July 5, 2013
* Room rates and availability cannot be guaranteed. Rooms may be sold out prior to this date, so make your reservations early! Room reservations and fees are the responsibility of the registrant."

 
LODGING DETAIL

Make hotel reservations over the phone or online by using group code CUNA07242013. If you're making reservations online, select "Sonesta Hilton Head Resort" on the Reservations Online tab.



For more program content information or to request a brochure call 800-356-9655, ext. 4053, or email mjohnson@cuna.coop. For registration questions, call 800-356-9655, ext. 4400, or e-mail reginfo@cuna.coop.

 

TUITION

Registration is $439 per attendee or $409 each for multiple attendees from the same credit union. To receive the multiple attendee discount, all registrations must be processed in the same order.

Small CU Discount:
CUs under $10 million in assets receive a 25% discount by entering promotion code 0925CU on the "Complete Checkout" page. Only one discount applies.

Affiliation with CUNA/League is required for attendance.

TOPICS & OBJECTIVES

INSTRUCTORS


CANCELLATIONS
Cancellations received in writing (via fax 608-231-4327) seven or more days before the start of the program are eligible for a refund of the amount paid minus a $50 administrative fee. No refunds will be granted if cancellation is received six days or less before a program begins. Substitutions are accepted anytime prior to the start of the program at no additional cost. Simply fax event and contact information, listing the new participant and who they will be replacing. Cancellation fees do not apply for free or complimentary programs.
 

For more program content information or to request a brochure call 800-356-9655, ext. 4053, or email mjohnson@cuna.coop. For registration questions, call 800-356-9655, ext. 4400, or e-mail reginfo@cuna.coop.

 



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