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NACUSAC Webinars

FREE for NACUSAC Members!

NACUSAC offers dial-in webinars each year--a cost-effective training opportunity without the hassle and expense of traveling. Just dial a toll-free number and learn more about topics like fraud, audit issues and new regulations. You can participate from anywhere and even listen as a group for the same fee. Participation can be applied toward completion of NACUSAC University required courses.
Webinars count toward one unit of CPE credits for accounting professionals. (The non-member fee for webinars is $139.) Not a member? Learn more about joining NACUSAC.

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Fall 2023 Webinar Series

Enterprise Risk Management –
Understanding Expectations for Volunteers

Over the past few years, regulators have started to view Enterprise Risk Management (ERM) as one overall framework for managing risk. There is a strong threshold and certain expectations for supervisory oversight and how the risk for Credit Union’s should be managed. Please join Doeren Mayhew’s Lindsey Becker and Heather Feltner to gain insight on the concepts and principals of Enterprise Risk Management with an overview of the regulator’s supervisory perspective in regards to a Credit Union’s formal ERM framework.

Thursday, September 28, 2023

12:00 - 1:00 PM (Pacific)
1:00 - 2:00 PM (Mountain)
2:00 - 3:00 PM (Central)
3:00 - 4:00 PM (Eastern)

After completing this course, you will be able to:

Expand your understanding of the regulatory environment impacting credit unions involving risk identification and management.
Provide the fundamentals of enterprise risk management (ERM).
Explore examples of risks impacting credit unions and tools to utilize to identity and monitor these risk situations.
Benefits of an Internal Audit Risk Assessment
Gain insight into the roles Board and Supervisory/Audit Committee members have in ERM.

This webinar is for:

Supervisory Committee Members
Internal Audit Staff

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Webinar Speakers:

Heather Feltner, Manager, Internal Audit and Compliance, Doeren Mayhew

With more than 28 years of experience, Heather is well positioned to assist clients by ensuring they are in compliance with regulations and effective internal controls are in place. Working closely with clients and engagement shareholders, she manages and oversees internal audit engagements and maintains open lines of communication with clients throughout the process. Going beyond the elements of portfolio risk management, she offers support to ensure related deposit and lending compliance is met to avoid violations. With a focus on providing value-added services, Heather regularly provides training for Supervisory Committees, Boards of Directors and management.

Lindsey Becker, Senior Manager, Internal Audit and Compliance, Doeren Mayhew

With more than 20 years’ experience, Lindsey helps compliance and internal audit clients identify risks and find solutions to related concerns. Well abreast of current trends affecting credit unions, community banks, mortgage companies and CUSOs in these compliance and internal audit segments, she researches and updates audit programs for clients of all sizes to meet the direct needs of their risk profile. Whether the audit focus is on deposits, lending or operations, Lindsey has the experience and skill set to develop an all-encompassing plan to manage controls, mitigate risks and remain compliant. Additionally, she has an extensive Bank Secrecy Act (BSA) background and experience conducting and supervising over 50 BSA audits annually.

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	NACUSAC University: Passing a six-question test on the material covered in this seminar satisfies the Risk Management course for NACUSAC University. If you are currently enrolled in NACUSAC U, you will receive the exam following the seminar. (NACUSAC University enrollment is open to all supervisory/audit committee members of NACUSAC-member credit unions.)

	Get credit for one (1) continuing professional education (CPE) unit for this webinar. No advance preparation or prerequisites are required for this webinar. This is a basic level course in Management Services – Technical field of study granted through the National Association of State Boards of Accountancy (NASBA). This is a group-live offering.

Recommend CPE credit: 1.0 credit
Field of Study: Management Services – Technical

Additional Information: Prerequisites: None
Who Should Attend: Supervisory Committee Members, Internal Audit Staff, Credit Union Staff Advanced
Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based

Webinar Fees:
NACUSAC Members: FREE
Non-Members: $139

Refunds, Cancellations and Complaints: No refunds will be granted for cancellation of webinar registrations. However, a credit will be applied to the non-member’s account for one year. For more information regarding refunds, complaints and/or program cancellation policies, please contact Lauren Macauley at lauren@nacusac.org or by calling 1-800-287-5949.

NACUSAC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org