REGISTER BY AUGUST 20TH, 2015! FALL 2015 ALBERTA ® CUDA CAMP SEPTEMBER 12 & 13, 2015 DELTA EDMONTON SOUTH HOTEL AND CONFERENCE CENTRE EDMONTON, AB SEPTEMBER 12 STRATEGY: PLANNING AND OVERSIGHT 9:00 am – 5:00 pm Facilitated by: Alisdar Smith CUDA level: B Corporate Members: $479 Pay As You Go: $574.80 REGISTER ROLE OF THE AUDIT COMMITTEE 9:00 am – 12:00 pm Facilitated by: Ed Sarnecki CUDA level: C This one-day course engages directors in a detailed discussion about the responsibilities of a board and how they can be integrated into routine functions. The course focuses on the emerging skills and competencies that directors should possess to lead progressive credit unions, such as the ability to balance strategic opportunities and prudent risk management. This course demystifies the processes that boards can use to link accountability, risk oversight and strategic direction and to ensure that value continues to be created and protected for the credit union's members. *Required course for Level B completion This session focuses on the audit committee. This committee is a legislated committee in most provinces, which reflects the importance of its role in contributing to the sound governance. Learn about various types of audits that take place within a credit union. *Required course for Level C completion Corporate Members: $319 Pay As You Go: $382.80 REGISTER GOVERNING CREDIT RISK 1:30 pm – 4:30 pm Facilitated by: Ed Sarnecki CUDA level: C Corporate Members: $319 Pay As You Go: $382.80 In this half-day course, you will learn about the role of the board and management in determining and implementing the types of credit available from and level of credit risk for the credit union. You will also learn about the external factors that impact credit risk, such as economic factors (interest rates, house prices, consumer indebtedness, unemployment) as well as internal factors (the competency of staff, the capability of processes, the availability of liquidity and the amount of capital). *Required course for Level C completion REGISTER SEPTEMBER 13 RISK OVERSIGHT 9:00 am – 4:30 pm Facilitated by: Ed Sarnecki CUDA level: B Corporate Members: $479 Pay As You Go: $574.80 REGISTER CHARACTER MATTERS! A “LEADER CHARACTER” DEVELOPMENT WORKSHOP 9:00 am – 5:00 pm Facilitated by: Mark Reno CUDA level: CE Corporate Members: $599 Pay As You Go: $718.80 REGISTER This one-day course engages directors in a detailed discussion on risk governance. The credit union’s core business is taking risk; as a result, it is expected to have a full enterprise risk management program in place to assist with identifying, managing and monitoring risk. For the board, this requires setting the tone for risk appetite and risk tolerance, then using those tools to effectively oversee risk. This course focuses on the concepts of enterprise risk management and the board’s role in the risk framework. Directors who fully participate in this course should leave with a strong level of risk literacy. *Required course for Level B completion System leaders, prepare to delve into the character of leaders. Dr. Mark Reno has been working with Ivey Business School (University of Western Ontario) in researching the critical importance of “character” in senior leadership. In this full-day, three-part workshop, Mark both shares Ivey’s research findings then impactfully applies them to “effective business leadership”. You, as credit union and system leaders, are invited to be full participants on this journey into “the character of leaders”. Discover your personal leader character strengths by completing an online questionnaire before the workshop. The combined results and their significance will be the focus of the first part of the day; then, Mark leads a unique case study discussion which profiles the role of an exemplary leader character in strategic and socially responsible leadership. The day ends with a discussion of the practical implications of “leader character” for you personally, your organization and for the credit union sector as a whole. Whether you’re in an executive, management or board role, you will leave this workshop with fresh insights into how and how much leader character matters. MEET YOUR FACILITATORS ALISDAIR SMITH / LEARNING FACILITATOR LEARN MORE Alisdair Smith is one of the most sought after coaches, speakers and workshop leaders in Canada, Alisdair brings wisdom, experience, humour to his practice. He has been serving boards and senior leaders of credit unions large and small from St. John’s to Victoria for over 20 years. He challenges people with respect and humour and is known for helping groups drive to outcomes. Some of his most important work has been in helping teams and boards of directors work through challenging and difficult decisions and issues, such as mergers, intra-team conflict, and ethical dilemmas. Alisdair now holds the title of Accredited Canadian Credit Union Director (ACCUD). MARK RENO / MA, MBA, MEd, PhD LEARN MORE Mark Reno is an expert in the areas of executive leadership and leader character, business ethics & responsibility, and strategic management. As Ivey Business School’s first post-doctoral research fellow, Mark conducted world-leading research into the nature of good character in business leadership. As an adjunct professor at Ivey, he developed and facilitates Ivey’s HBA course in business ethics, and the business ethics course for the CIRI/Ivey Investment Relations Officer Certification Program. Previously, Mark developed and facilitated Strategic Management for Credit Union Professionals for Dalhousie University, as well as, numerous other CUSOURCE® courses in managerial-leadership development, commercial and consumer lending, and board governance. ED SARNECKI / FACILITATOR & ADVISOR, DWES & ASSOCIATES INC. Ed is a career credit union and co-operative professional, with expert-level knowledge in corporate governance and financial institution management. As a facilitator with CUSOURCE Credit Union Knowledge Network since 2004, Ed has worked on the development of course content in the areas of balanced scorecard, CEO performance planning and evaluation, human resources planning, and merger planning and evaluation.solutions. LEARN MORE ABOUT CUDA® The Credit Union Director Achievement (CUDA) Program was designed to help new directors get a better understanding of their roles and to help experienced directors stay current on governance issues and trends The CUDA program helps directors strengthen their corporate governance practices and, in turn, strengthen their credit union operations. This integrated, three-level governance program is comprised of online courses and facilitated workshops, which can be delivered in-house to your own board or as “public” sessions with directors from other credit unions. To learn more, please review the CUDA program brochure. A graduate of the CUDA program is eligible to become Accredited Canadian Credit Union Director. This respected accreditation speaks to the knowledge, commitment, and professionalism of board directors. HOW TO REGISTER You can click the "Register" buttons beside each course, or: > Using your CUSOURCE® username and password, log in to the Learning Gateway. > In the Course Search box, enter the course name in the Keyword field. > Click Details to open course and see available sessions. > Locate your session from the dropdown menu and then click Register. > Follow the prompts to complete your registration. An active CUSOURCE account is required for course registration. Registration Deadline: August 20th Follow Us on Twitter @CUSOURCELearn Like Us on Facebook @ CUSOURCE Credit Union Knowledge Network Like Us on Linkedin @ CUSOURCE Credit Union Knowledge Network ® CUDA, CUSOURCE and CUSOURCE & Design are registered trade-marks owned by Credit Union Central of Canada, used under license. TM CUDA & Design is a trade-mark owned by Credit Union Central of Canada, used under license.
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