ALOHA & WELCOME
Payment required by VISA, MasterCard, or American Express for online registration.
CU Travel Discount Available
Payment required by VISA, MasterCard, or American Express for online registration.
CU Travel Discount Available
Join your fellow credit union volunteers and professionals for this two-day conference to expand your knowledge and lead your credit union into the future. Come explore the implications for credit unions and hear the latest on macroeconomic trends, prospects for advancing key advocacy priorities, commentary on the 2024 Hawaii elections, comprehensive review of effective liquidity and interest rate risk management practices, how recent regulatory activity is shaping the future of overdraft programs, explore strategies and the impact of various loan, the troubling trends of elder fraud nationwide and in Hawaii, and identify the key cybersecurity threats to credit unions.
AGENDA
Friday, November 22, 2024
8:00 - 9:00 am Business Partner Showcase
Registration & Continental Breakfast
9:00 - 10:15 am Economy On The Brink?, Mike Schenk, America's Credit Unions
10:15 - 10:45 am Break & Business Partner Showcase
10:45 - 12:00 pm Advocacy Priorities, Mike Schenk, America's Credit Unions
12:00 - 1:15 pm Lunch & Door Prizes
1:15 - 2:30 pm 2024 Election Outcome, Chad Blair, Civil Beat
2:30 - 2:45 pm Refreshment Break
2:45 - 4:00 pm Liquidity and Interest Rate Risk Management, Casey Peterson, Catalyst
Saturday, November 23, 2024
8:00 - 9:00 am Business Partner Showcase
Registration & Continental Breakfast
9:00 - 10:15 am Navigating Regulatory Expectations, Cheryl Lawson, ADVANTAGE Powered by JMFA
10:15 - 10:45 am Break & Business Partner Showcase
10:45 - 12:00 pm Evaluating and Optimizing Your Loan Portfolio, Steven Houle, Catalyst
12:00 - 1:00 pm Lunch & Door Prizes
1:00 - 2:00 pm Financial Elder Abuse and Exploitation, Monica Gould, FBI-Honolulu
2:00 - 2:15 pm Refreshment Break
2:15 - 3:15 pm The Cybersecurity and Regulatory Landscape, Terence Tang, Intech Hawaii
Friday, November 22, 2024
8:00 - 9:00 am Business Partner Showcase
Registration & Continental Breakfast
9:00 - 10:15 am Economy On The Brink?, Mike Schenk, America's Credit Unions
10:15 - 10:45 am Break & Business Partner Showcase
10:45 - 12:00 pm Advocacy Priorities, Mike Schenk, America's Credit Unions
12:00 - 1:15 pm Lunch & Door Prizes
1:15 - 2:30 pm 2024 Election Outcome, Chad Blair, Civil Beat
2:30 - 2:45 pm Refreshment Break
2:45 - 4:00 pm Liquidity and Interest Rate Risk Management, Casey Peterson, Catalyst
Saturday, November 23, 2024
8:00 - 9:00 am Business Partner Showcase
Registration & Continental Breakfast
9:00 - 10:15 am Navigating Regulatory Expectations, Cheryl Lawson, ADVANTAGE Powered by JMFA
10:15 - 10:45 am Break & Business Partner Showcase
10:45 - 12:00 pm Evaluating and Optimizing Your Loan Portfolio, Steven Houle, Catalyst
12:00 - 1:00 pm Lunch & Door Prizes
1:00 - 2:00 pm Financial Elder Abuse and Exploitation, Monica Gould, FBI-Honolulu
2:00 - 2:15 pm Refreshment Break
2:15 - 3:15 pm The Cybersecurity and Regulatory Landscape, Terence Tang, Intech Hawaii
REGISTRATION
Registration deadline: November 1, 2024
Registration deadline: November 1, 2024
Regulatory & Governmental Affairs Conference (Two days – November 22-23, 2024)
Registration fee for two days: $425 per person
Day 1: Regulatory & Governmental Affairs Conference Only: $245 per person
Day 2: Regulatory & Governmental Affairs Conference Only: $245 per person
CU Travel Discount is available for attendees required to fly to event. Cannot be combined with any other discounts.
To apply 20% CU Travel Discount to eligible CU attendees:
Promo Code: type your CU island name (i.e., Hawaii, Maui, Kauai, Molokai, Lanai) and click "Apply"
Registration fee for two days: $425 per person
Day 1: Regulatory & Governmental Affairs Conference Only: $245 per person
Day 2: Regulatory & Governmental Affairs Conference Only: $245 per person
CU Travel Discount is available for attendees required to fly to event. Cannot be combined with any other discounts.
To apply 20% CU Travel Discount to eligible CU attendees:
Promo Code: type your CU island name (i.e., Hawaii, Maui, Kauai, Molokai, Lanai) and click "Apply"
An email will be sent to all registered attendees three days prior with links to download or print the workshop material. By registering for this conference, you agree to the Hawaii Credit Union League’s code of conduct.
To register and pay online, click the "Register Online" button below.
To register and pay by check, click the "Print Registration Form" button below and
mail to Hawaii Credit Union League; 1654 South King Street; Honolulu, HI 96826-2097.
To register and pay by check, click the "Print Registration Form" button below and
mail to Hawaii Credit Union League; 1654 South King Street; Honolulu, HI 96826-2097.
Cancellation and Refund Policy
No refunds will be made or registration forms accepted after deadline. Cancellation and refund requests must be made in writing and emailed to [email protected]. Hawaii Credit Union League reserves the right to cancel this conference in the event of extraordinary reasons outside of its control, with advance notice to all registrants. Hawaii Credit Union League also reserves the right to change the site, instructor(s), or schedule of this program due to unforeseen circumstances, with as much advance notice possible.
No refunds will be made or registration forms accepted after deadline. Cancellation and refund requests must be made in writing and emailed to [email protected]. Hawaii Credit Union League reserves the right to cancel this conference in the event of extraordinary reasons outside of its control, with advance notice to all registrants. Hawaii Credit Union League also reserves the right to change the site, instructor(s), or schedule of this program due to unforeseen circumstances, with as much advance notice possible.
SPEAKERS
|
Chad Blair is the politics editor for Civil Beat and has been a writer, editor, and teacher in Honolulu for more than 25 years. His job as reporter and editor is to cover Hawaii, especially how political decisions impact people and communities. Chad has worked as a journalist for Pacific Business News, Hawaii Public Radio and Honolulu Weekly.
|
|
Monica Gould is currently assigned as the elder justice coordinator and a member of the white collar squad for the FBI’s Honolulu Field Office. She graduated from The Catholic University of America with a Bachelor of Science in Business Administration concentration in Accounting and from The University of Notre Dame with a Master of Business Administration concentration in Corporate Finance.
|
|
Steven Houle is responsible for managing the day-to-day operations of the Advisory Service and setting its long-term strategic direction. He also works directly with credit unions to assist them with their strategic financial and investment management endeavors. He joined the Catalyst Strategic Solutions team in 2006.
|
|
Cheryl Lawson joined ADVANTAGE Powered by JMFA in 2001, rising quickly from consultant to engagement manager to executive vice president of implementation. Today she serves as EVP of Compliance Review for overdraft privilege, ensuring the fulfillment of all regulatory requirements.
Her responsibilities also include high-level sales support and administration for financial institutions. |
|
Casey Peterson is Senior Advisor at Catalyst Strategic Solutions and works with client credit unions to meet their goals in the areas of comprehensive financial management, ALM analysis, investment portfolio analysis and strategic planning. Prior to joining Catalyst Strategic Solutions in 2000, Casey spent 10 years managing asset/liability initiatives and investment portfolios for community banks and a commercial bank holding company.
|
|
Mike Schenk has 40 years of experience in the financial services industry. In 1992 he joined the largest and most influential national trade association advocating for U.S. credit unions. There are more than 4,500 credit unions nationwide, with over 140 million memberships and over $2.2 trillion in total assets. Mike serves as chief economist for America’s Credit Unions. He conducts economic research and supports the organization’s public relations and advocacy efforts.
|
|
Terence Tang is Vice President, Strategy at Intech Hawaii with 25 years in IT and Cybersecurity, He has seen and done it all when it comes to IT and Cybersecurity. Starting out as a network engineer in the hustle and bustle of New York City, Terence worked with a variety of financial services firms, including hedge funds, registered investment advisors, private equity, broker-dealers, and credit unions such as Bethpage and Teachers Federal.
|
CONTACT INFORMATION
Hawaii Credit Union League
Hawaii Credit Union League
