Conference Breakout Sessions

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At the Intersection between Millennial and Credit Unions: Lessons Learned on a Global Scale When You Pair Millennials and Technology
Monday, July 13 -- 1:45 PM - 3:00 PM
Speaker(s): Sam Maule
Moderator(s): Doug Stoddart
As part of series funded by Vancity Credit Union, World Council introduced a new educational program—weCU2—in November 2014 with fresh digital strategies to help credit unions and millennials better understand one another. Open to the global community, this digital educational hub features online videocast / podcasts with industry experts and millennials, specific product and engagement case studies, Twitter chats, SlideShare presentations and direct millennial feedback from around the world.

We will explore and share the most significant takeaways of the project all aimed to grow and attract the younger generation of consumers and how credit unions can be relevant to them. We will focus both on the overlapping core values of credit unions and this younger demographic and will speak to the digital gap in services that credit unions must focus on in order to grow this user base. The session will provide guidelines and specific actions credit unions of all sizes and geographies can adopt to engage and start a conversation with Millennials.
Building & Maintaining Effective 3rd Party Risk Program - Sponsored by CUNA Mutual Group
Monday, July 13 -- 1:45 PM - 3:00 PM
Speaker(s): Tony Ferris
Whether your third party risk assessment program is subject to regulatory scrutiny, or you just want to follow best practices in building and maintaining an effective third party program, you’ll want to attend this session. Learn: (1) How revised regulations and industry standards have placed additional emphasis on evaluating and managing third party risk; (2) What are the essential components of an effective third party program; (3) How to evaluate the areas of your program that require further development; and (4) How to address the risks associated with vendor outsourcing.
Driving Non-Interest Income by Cross-Selling Each Mortgage Moment - Sponsored by CUNA Mutual Group
Monday, July 13 -- 1:45 PM - 3:00 PM
Do credit union members want financial advice when applying for a mortgage? What help do credit unions need to successfully offer a positive mortgage experience to their members? Results of a recent study, conducted by CUNA Mutual Group’s Voice of the Customer research team, suggest the most impactful guidance mortgage lenders need is help in leveraging the mortgage application moment with cross-selling the right financial products to their members at this pivotal moment in their life. Lenders want a broad solution that includes sales training, coaching, process consulting and a variety of value-added products to cross-sell. At the same time, the research validates that members wish to receive ancillary product information during the mortgage application moment, not after their loan closes. Given the complexity of the mortgage origination process, how do credit unions offer additional products without jeopardizing the lending process and overwhelming the member? This presentation will offer ideas and specific steps for deepening member relationships through thoughtful mortgage cross-sell opportunities.
Mobile Banking Trends, Threats & Fraud Techniques - Sponsored by CUNA Mutual Group
Monday, July 13 -- 1:45 PM - 3:00 PM
Speaker(s): Chris Silveira
As financial institutions expand their mobile banking services, fraudsters are close behind. This session covers the explosive growth of smartphones and tablets used for mobile banking, the inherent risks associated with smartphone usage, the threats that lurk as fraudsters compromise devices for use in mobile or multi-channel fraud schemes, and fraud detection and prevention strategies based on modeling each user’s unique mobile banking behavior.
Risk-Based Capital and Supplemental Capital for Credit Unions
Monday, July 13 -- 1:45 PM - 3:00 PM
Speaker(s): Bill Hampel, Paul Williams
Moderator(s): Michael Edwards
Basel III-style risk-based capital rules for credit unions are already the norm in several jurisdictions around the world and will soon apply to many U.S. credit unions if the National Credit Union Administration (NCUA) finalizes its second proposed Risk-based Capital regulation (RBC2). Although new to U.S. credit unions, credit unions in Australia and Canadian provinces like Quebec have significant experience with Basel III capital rules and have recently been authorized to issue supplementary capital instruments, which can qualify as “common equity Tier 1” capital — the most desirable form of Basel III regulatory capital — on a direct or contingent basis.
This session offers an in-depth look at NCUA’s RBC2 proposal, as well as the Basel III-compliant supplemental capital instruments available to credit unions in Australia and Quebec that can serve as examples for other credit union systems interested in expanded supplemental capital options.
Learner Outcomes:
  • Obtain a greater understanding of the Basel III-inspired risk-based capital standards applicable to credit unions around the world.
  • Gain insight into NCUA’s RBC2 proposal and how the agency may revise this regulation before finalizing it.
  • Learn about Basel III-compliant supplemental capital instruments approved for credit unions in Australia and Quebec.
Disruption: Lessons of How Your Credit Union Can Win Your Members' Loans - Sponsored by CUNA Mutual Group
Monday, July 13 -- 3:15 PM - 4:30 PM
Beware. A myriad of industries have been disrupted in recent years by new technologies and business models. Think about the impact on e-commerce, digital music, digital photography and e-books, for example. Retail financial services may be nearing its own moment of disruption with investment in financial innovation and technology tripling between 2008 and 2013 to nearly $3 billion, according to Accenture. And what are these disruptors targeting?--your members and their loan dollars. The battle for the consumer loan will become more challenging in the years to come. Patrick and Karim will share examples of how other industries have been disrupted and identify strategies to help you defend against potential disruption and how you should prepare your credit union to win the battle for your members’ loans.
Fraud – The New "F-Word" - Sponsored by CUNA Mutual Group
Monday, July 13 -- 3:15 PM - 4:30 PM
Speaker(s): Jim Stickley
Jim Stickley has been breaking into corporations for over 20 years and in this session he will be sharing how criminals are gaining ground. From cyberattacks to social engineering, criminals are waging war against corporations, financial institutions and even government agencies, and while everyone wants to think they are secure the reality is that criminals are winning. In this session, Jim will address some of the bigger issues organizations are facing today. By demonstrating techniques used by Stickley to infiltrate real corporations, attendees will get a chance to see firsthand how criminals are gaining access to their networks, avoiding detection and ultimately gathering the information necessary to commit fraud. Technical and non-technical attendees alike will benefit from the information and experiences shared during this session.
Omni Channel
Monday, July 13 -- 3:15 PM - 4:30 PM
Moderator(s): David Southall
The boundaries between physical and digital channels continue to blur, making it increasingly more important for credit unions to keep pace with technology innovations. Omni-channel is being hailed as the next iteration of multichannel banking. It melds together digital and physical channels to bring a truly seamless consumer experience. In this breakout, you'll hear from customer experience experts who will share ideas from inside and outside the industry on how to deliver the right omni-channel experience for your members.
    Learner Outcomes:
  • Understand the role brick-and-mortar plays with digital channels.
  • Gain insights into integrating systems and channels effectively to provide a seamless member experience.
  • Discover how credit unions can collaborate, innovate and build new capabilities at an unprecedented pace.
Recent Development in Anti-Money Laundering Compliance
Monday, July 13 -- 3:15 PM - 4:30 PM
Credit unions around the world are subject to anti-money laundering and countering the financing of terrorism (AML/CFT) rules which are based on international AML/CFT standards developed by the Financial Action Task Force (FATF), an international organization based in Paris. Although countries implement these FATF standards through national-level AML/CFT guidance and legislation like the U.S. Bank Secrecy Act, most credit unions’ AML/CFT responsibilities are based on the FATF’s international standards and do not vary significantly from jurisdiction-to-jurisdiction for most intents and purposes.
This panel will provide updates on recent and upcoming international AML/CFT guidance from the FATF as well as recent national-level AML/CFT guidance issued by the U.S and Canadian governments.
Learner Outcomes:
  • Understand international AML/CFT guidance from the FATF that is likely to be implemented in your country in the near future.
  • Get up to speed with recent developments in AML/CFT guidance and enforcement in the U.S. and Canada.
  • Learn about AML/CFT compliance best practices that can help credit unions anywhere in the world.
Recruiting Youth – Bringing Down the Average Age of Credit Unions
Monday, July 13 -- 3:15 PM - 4:30 PM
Moderator(s): Miriam De Dios
The average age of credit union members in most countries is mid-to-late 40s. Faced with an aging membership, credit unions are aware of the necessity to attract and engage a younger demographic; yet many struggle to do so. Additionally, the competition to earn their business is fierce. Success in attracting and retaining younger members requires many things, including offering the right product/service mix at the right price and communicating with them via the appropriate channels. In this session, you'll hear about the right formula for success.
    Learner Outcomes:
  • Understand the habits and expectations of Gen Yers and Millennials.
  • Discover how to leverage the credit union movement’s values to appeal to the socially conscious Gen Yers and Millennials.
  • Learn to put your credit union in a position to attract younger members.
  • Learn about the role technology plays in serving the younger demographic.
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