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Featured Speakers:

Tom Tam,
VP ERM/Internal Audit
Wescorp FCU
Mishel Kaufman,
VP Internal Controls
Redwood
Sri Ramamoorti, Ph.D., CIA, CPA, CGAP,
Partner, National Corporate Governance Group
Grant Thornton
Ruth Razook
CEO
RLR Management Consulting
Joe Visconti
President
Visconti Consulting

Alan White
CEO
Vital Insight

Fundamentals of ERM for Credit Unions Workshop
Join Us for an Interactive ERM Workshop

Sponsored by:
CUISPA
Schools First FCU

Hear from leading credit union and ERM experts
Whether you are ready to deploy ERM or evaluating how an ERM program can help you effectively manage risks across your organization, our interactive training workshop on the Fundamentals of ERM can help you get started. We offer a series of practical, hands-on workshops that will provide valuable insights, case studies from leading credit unions, and guidance on how to get the most out of ERM.

Who Should Attend
Training workshops are geared towards CEOs, CFOs, CIOs, CROs, Compliance Officers, Internal Auditors and others executives responsible for risk management. This program is designed to provide a thorough education on Enterprise Risk Management within credit union environments.

Benefits of Attending
Our workshops aim to help attendees to:
  • Understand terminology and frameworks for credit union governance, processes, and technologies
  • Document and analyze business processes, risks, and controls
  • Control testing and preparation for regulatory compliance
  • Implement effective risk and control methodologies
  • Streamline and automate cumbersome paperwork and processes
When:
Friday, August 1st (all times PDT)
7:30 – 9:00 Registration and Networking
9:00 – 5:00 Workshop
5:00 – 7:00 Cocktail Hour and Networking
Click here to view the detailed agenda.

Where:
Schools First FCU (Formerly known as Orange Country Teachers FCU)
25442 Newport Ave
Tustin,Ca 92780

Registration:
Register at http://www.cuispa.org/register.php?38 or by calling (512) 845-3142.

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