> NCUA Office of Small Credit Union Initiatives’ 2014 Newark Boot Camp

Saturday, July 26, 2014
7:45 AM Eastern Daylight Time
4:00 PM


Join us for the Office of Small Credit Union Initiatives’

2014 Newark Boot Camp

Partnering with the New Jersey Credit Union League

REGISTRATION:  FREE                       Full Brochure                          To register, please Click Here

1048 Raymond Blvd
Newark, NJ  07102
Phone: (973) 622-5000

(800) 445-8667

Hotel Rate: $149 –Room Block Rate Room Block ends 7/4


7:45 am           Continental Breakfast – Registration

8:15 am           Discover Resources from the Office of Small Credit Union Initiatives (OSCUI) and the New Jersey Credit Union League

  • EDS Lauren Bethea from OSCUI will share how you can tap into the wealth of resources available to credit unions, why we are conducting  Boot Camps, and what you can expect as a participant.
  • Angel Santos from the NJ Credit Union League will share what resources the League can offer your credit union.

8:45 am          Linking Your Strategic Plan to Your Business Plan

Sean McDonald, President of Your Full Potential, LLC. and the founder of the Credit Union Business Development Academy focuses on strategy and growth for credit unions.

10:15 am         Break

10:30 am         Protecting Your Credit Union from Rising Trend of Employment Lawsuits 

Joette Colette, Regional Manager of CUNA Mutual Group will present this session. Discover why the Equal Employment Opportunity Commission (EEOC) claims have risen to record levels in recent years. Joette will address EPL issues from A to Z to help credit unions avoid exposure to potentially crippling losses. ​​

11:30 am         BSA Deficiencies and How to Stay Compliant

Nicola Foggie from the NJ Credit Union League will present BSA Basics, “What You Need to Know”.  Nicola will present an overview of what the BSA covers and procedures to be compliant.

12:15 pm         Lunch and Resources Tables

1:30 pm           Break Out Sessions                 

    Managers – Examination Modernization 

Region II Examiner James Pollock will share with you the changes to the Document of Resolution (DOR) examination procedures and the Examination Overview from both the examiner’s and credit union’s viewpoint.​

                          Board of Directors – Key Issues Every Board of Directors Should Explore

John Dawidowski, CEO of Healthcare Employees FCU will discuss emerging issues, expense control, key ratios, what are the major drivers impacting your ROA.        

2:30 pm        Break

2:45 pm         Board of Directors – Succession Planning and Passing on the Baton

EDS Vanessa Lowe of OSCUI will discuss ways to tap into the talent your Board has to offer to credit union management.  How Advisory Committees can develop into management succession.

Managers – Marketing in the Digital Age

Susan Wilcox from Constant Contact will present strategic practices that have become core marketing components and how they can help grow your products and services. Email marketing is at the heart of many marketing campaigns.​

3:45 Closing Remarks 

                          Round Robin Sessions (Partners Recommended by the League)

  • CUNA Mutual Group -  Representative TBD
  • Alloya Corporate FCU – Sandra Albertson
  • CO-OP Financial Services – John Hendery, NJCUL
  • National Federation of Community Development Credit Unions – Rep TBD
  • Invest in America – Angel Santos, NJCUL
  • Symbionce Financial Solutions, LLC – Dawn Kukor

For additional information, please contact OSCUITraining@ncua.gov, or call 703.518.6610.