8:30am-9:00am
Check-in, coffee, and breakfast bites
9:00am - 10:00am
Regulatory Updates | Paul Guttormsson | SVP and General Counsel | The League
Paul will provide a Regulatory Update of recent and upcoming changes to state and federal laws related to credit unions.
10:00am - 11:00am
Business Lending | Husch Blackwell
11:00am - 12:00pm
Managing Compliance Risk
Judy Dahn, Federal Regulatory Compliance Counsel, CUCO | America's Credit Unions
Judy Dahn, Federal Regulatory Compliance Counsel at America’s Credit Unions, will lead an in-depth session on managing compliance risk within today’s evolving regulatory environment. Drawing on her extensive expertise, Judy will explore the NCUA’s approach to risk and working with examiners, best practices for building and sustaining a strong compliance program, and the importance of fostering a culture of compliance across the organization. The session will also provide insights into effective compliance management systems.
12:00pm - 1:00pm
Lunch/Break for Messages
1:00pm - 2:00pm
Updates from Office of Credit Unions
Brett Thompson | Consultant | Office of Credit Unions, Wisconsin Department of Financial Institutions.
Brett Thompson, current consultant with the Office of Credit Unions and former League President & CEO, will join us to share insights and updates from the Wisconsin Department of Financial Institutions, Office of Credit Unions.
2:00pm - 3:00pm
Governance and Guardrails Help Credit Unions Navigate AI
Simone Suri | SVP | Chief Administrative Officer & General Counsel | Members Cooperative Credit Union
3:00pm - 4:00pm
Trust Accounts | Kim Hoppe | VP of Legal Affairs | The League
Trust accounts often create confusion for credit union staff. In this session we will discuss processes and procedures for opening and maintaining trust accounts, transaction handling, successor trustees, and lending issues.
4:00pm
Adjourn