> Webinar: Enterprise Risk Management for Credit Unions: A Primer

Wednesday, March 27, 2013
3:00 PM Eastern Daylight Time
4:30 PM

 

What is enterprise risk management (ERM)?  Why is it critical for good corporate governance and management of financial institutions?  Why must the credit union industry move aggressively to understand and adopt this fundamentally new and comprehensive means of measuring, monitoring, and controlling risk?  Financial institution directors and senior managers must have a good understanding of how to assess enterprise-wide risk in an integrated manner.  Implementing such a program must begin with the board.  A good program will link risk management with strategic and capital planning and enhance the institution’s ability to be competitive and to operate more efficiently and profitably.

HIGHLIGHTS

  • Aligning the board and management on ERM
  • Identifying an institution’s current risk profile and translating that into risk appetite
  • Developing an initial framework to establish the ERM language and communication channels
  • Identifying and aligning risk managers within the organization
  • Creating and measuring key risk indicators in a manageable, replicable process

TAKE-AWAY TOOLKIT

  • A “getting started” guide and ERM checklist
  • A list of outside resources, reference materials, and websites

WHO SHOULD ATTEND?
This informative session is designed for directors and senior and middle managers seeking to establish an enterprise risk management system or in search of a better system and tools with which to supplement their current program.

ABOUT THE PRESENTERS – Patrick Kennedy, Jr. & Dub Sutherland, Kennedy Sutherland LLP
Patrick Kennedy is a managing partner in the law firm of Kennedy Sutherland LLP.  Pat and his firm specialize in representing financial institutions on corporate, securities, and regulatory matters.  He served as Chair of the International Law Section of the State Bar of Texas, Chair of the World Affairs Council of San Antonio, Chair of the Retail and Consumer Banking Law Subcommittee of the American Bar Association and as a board member of the Independent Bankers Association of Texas.  Pat has chaired a number of professional conferences on international and financial institution law and is a frequent author and lecturer on these subjects.  Pat obtained a Bachelor’s from Georgetown University in 1975 and a JD from St. Mary’s University School of Law in 1978.  He is a member of the State Bar of Texas.

William “Dub” Sutherland is a partner at Kennedy Sutherland LLP, where his focus is providing guidance to financial institutions in strategic and succession planning, management and management structure, and improving risk-management practices.  Dub has spent most of his career in executive management in the banking and manufacturing industries.  He continues to focus on risk management and management theory and the practical application of these theories in the financial services industry.  Dub is member of the American Bar Association, Banking Law Committee, and the State Bar of Texas.  He received a Bachelor’s. in Government from The University of Texas at Austin in 2003 and a JD from St. Mary's University School of Law in 2007.

PLEASE NOTE: Your registration fee allows you to have one telephone connection. However, as many people as you like may listen from your office speaker phone.  If you register for the webinar, your registration fee also includes one internet connection from a single computer terminal.

THREE REGISTRATION OPTIONS
1.  LIVE WEBINAR

The LIVE WEBINAR option allows you to have one telephone connection for the audio portion and one Internet connection (from a single computer terminal) to view online visuals as the presentation is delivered. You may have as many people as you like listen from your office speaker phone.  Registrants receive a toll-free number and pass code that will allow entrance to the seminar. The session will be approximately 90 minutes, including question and answer sessions. Seminar materials, including instructions, pin number, and handouts will be emailed to you prior to the broadcast. You will need the most current version of Adobe Reader available free at www.adobe.com.

2.  ON-DEMAND WEB LINK** AND FREE CD ROM*
Can't attend the live webinar?  The ON-DEMAND WEB LINK** is a recording of the live event including audio, visuals, and handouts. We even provide the presenter's email address so you may ask follow-up questions. Approximately 1 week prior to the webinar, you will receive an email with the web link. This web link can be viewed anytime 24/7, beginning 6 business days AFTER the webinar and will expire 6 months after the live program date.  But there's more . . . AS AN ADDED BONUS, you will also receive a FREE audio/visual CD ROM.* The CD ROM includes the original audio/visual presentation, the question and answer sessions, and the handouts. Use the on-demand link or this "off-the-shelf" training program for those that could not attend the live seminar and for future training.

3.  BOTH LIVE WEBINAR AND ON-DEMAND WEB LINK** (INCLUDES FREE CD-ROM*) Includes options 1 and 2 above
*CD Rom for PC use only
**All materials are subject to copyright and intended for your credit union's use only.

NEW! Listen on your iPad, iPhone, or Android. Instructions will be emailed to you with the on-demand link.

INVESTMENT:
$199.00 Webinar per connection
$199.00 Archived On-Demand Web Link & Free CD ROM
$249.00 Both Live Webinar & Archived On-Demand Web Link & Free CD ROM

TIME: 3:00 p.m. - 4:30 p.m.

To register and pay by check, email mzelinsky@njcul.org and your credit union will be invoiced. To register and pay online, click here.