Supervisory Committees play a crucial role in safeguarding your member's assets. Now more than ever the supervisory committee is essential in maintaining strong internal controls. This training will take you beyond the Supervisory Committee's basic roles and responsibilities and focus on managing the supervisory committee activities. It will include discussion on working with internal and external auditors, management and examiners as well as insight on high risk areas to be aware of within your credit union. Intended for experienced as well as new supervisory committee members, this training will provide you with a deeper understanding of your role as a supervisory committee member and tools to better manage your activities.
Topics covered: • Compliance issues • Working with management, internal and external auditors • Prioritizing ongoing audit work • Tools for completing, documenting and reporting ongoing audit work
Who Should Attend? Credit union supervisory committee members and board of directors. About the Presenter: Julie A. Kappenman, Director of Compliance Services, Mountain West Credit Union Association Julie A. Kappenman has been involved in the credit union movement for over 20 years. She began her career in Minneapolis, Minnesota where she worked for Teachers Federal Credit Union as an intern. She was then hired by the National Credit Union Administration (NCUA) as an examiner, where for nine years she conducted examinations of credit unions with varying assets sizes and complexity throughout the Midwest. Next, she became an Economic Development Specialist for NCUA where her role was expanded to include training and consulting for small and low-income credit unions throughout the country. As an Economic Development Specialist, Julie assisted in starting five new credit unions, authored “The Interim Audit Procedures manual” for Supervisory Committees, and provided one-on-one and group training sessions to numerous credit unions in a variety of areas including business development, compliance, and auditing. Julie started CU Assistance in 2007 where she provided consulting services to a variety of credit unions. She began consulting with the Compliance Solutions Department of MWCUA in May of 2009. In this role she performed on-site compliance reviews, assisted in regulatory updates for program materials, and compliance training. She joined the MWCUA team in September of 2012 where she is the Director of Association Compliance Services. Julie holds a Bachelor of Science Degree in Accounting from Southwest State University in Marshall, MN and has earned the Credit Union Development Educator (CUDE) and Credit Union Compliance Expert (CUCE) designations.
Includes: Instructions, materials and a light meal. Cost: $79.00/per person. A $20.00 discount will be applied to each attendee after the first one is registered. Multiple attendees must be from the same credit union and registered at the same time to receive the discount.
Live-Site: Phoenix Mountain West Credit Union Association Board Room 2020 N. Central Ave., Suite 530 Phoenix, AZ 85004
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