CPE Materials List

Volunteer Leadership Institute – Hawaii

The New Normal

According to Ian Davis, worldwide managing director of McKinsey & Company, “The
business landscape has changed fundamentally; tomorrow’s environment will be different,
but no less rich in possibilities for those who are prepared.”

This session will focus on an environmental scan that can help credit unions better
prepare for the new normal – in order to remain relevant to members and financially
viable.

Objectives

1. Anticipate fundamental changes occurring in the new normal, including:
   • Demographic and sociological factors
   • Economic factors
   • Competitive factors
   • Technological factors
   • Legislative and regulatory factors>
   • Human resource factors
2. Consider what can be done to better position your credit union to survive and thrive
   in the new normal.

International Year of Cooperatives
and How Your Credit Union Can Connect

2012 the United Nation’s International Year of Cooperatives –

“Cooperatives are a reminder to the international community that it is possible
to pursue both economic viability and social responsibility” UN Secretary General
Ban Ki-moon The United Nations has declared 2012 the International Year
of Cooperatives. With the international years of cooperatives we have ability to
smash the BKS (best-kept secret) that shrouds credit unions – if, we work together
in a coordinated fashion. This session will bring you the latest update on what
credit unions and cooperative have planned for the year, how you can get involved
and how we can make the international year of cooperatives the start of the revolution
not the end in itself.

Objectives

The World Council of Credit Unions (WOCCU) is the global trade association and leading
development agency for credit unions. It has members from 74 countries, has programs
in 9 countries and lobbies on behalf of credit unions to ensure positive outcomes
for credit unions. At this session you’ll learn about the World Council, how its
work affects credit unions and the opportunity that the United Nation’s International
Year of Cooperative affords credit unions.

Assessing the Performance of the Board

Dealing with Auditors & Examiners

Cooperatives in Action

Media Perspective on the CU Movement

If nothing else, the last three years have taught the credit union industry that
simply making sure their own shops are sound is not enough. Credit Union Times Editor-in-Chief
will provide an overview of news and commentary regarding what’s going on in the
credit union industry and the world around it. Attendees will glean how the events
going on around the globe, across the nation and inside the financial services industry
affects them.

Objectives

• Recognize credit unions’ role in world and national news.
• Learn about the latest news and issues for the CU industry.
• Analyze how the latest information will affect your credit union.

Regulatory & Legislative Update

The so-called Great Recession has made policy makers and regulators much more cognizant
of systemic risks. As a result, laws are being passed to prevent another financial
crisis from occurring again and to protect victims who have suffered losses. Moreover,
regulators feel a need for greater oversight and risk management.

This session will shed more light on recent and pending legislative and regulatory
changes.

Objectives

1. Review major legislation passed or pending in the current 112th Congress.
2. Review major regulatory issues of concern to credit unions.
3. Be ready to implement grassroots advocacy efforts when appropriate.

Volunteer Liabilities

Economic Forecast Economics
Recovery from the Great Recession of 2008-2009 has been less robust than normal,
restrained by indebted consumers and governments, banking woes, Mid-East unrest,
and surging oil prices. What can we expect in 2012? This session will review recent
developments in the US and global economies and will consider prospects for the
coming year.

Learning Objectives – Recovery from the Great Recession of 2008-2009 has been less
robust than normal. Learn about the factors that have restrained recovery and what
to expect in 2012.

• Review US and global economic performance over the past year.
• Learn about key ongoing challenges including indebted consumers and governments,
  banking woes, Mid-East unrest, and surging oil prices.
• Explore the likely path of the economy during 2012.

Compliance Update

The course will include a review of key regulatory changes implemented in 2011 and
scheduled to implement in 2012. The course will also cover pending and proposed
regulatory changes that may have a significant impact on credit union operations,
revenues or resources. Recent trends in regulator examinations related to regulatory
compliance will also be summarized.

Objectives

The course will provide to attendees:

• a thorough briefing in key recent and upcoming regulation implementation challenges
• a calendar of key regulation implementation deadlines
• insight into potential regulatory challenges on the near horizon
• insight into new regulatory trends
• insight into regulator enforcement focus

How the Financial Crisis Changed the Fed

The Federal Reserve dramatically revised its playbook in the face of the recent
global financial crisis. This session will review the changes to Fed policy and
their rationale, the debate on whether the Fed’s response to the crisis was effective,
and the possible legacy of these policy actions for future financial industry performance,
inflation control, and central bank independence.

Objectives

• Review the ways that Fed policy evolved during the crisis.
• Understand how Fed policy affects the economy, including traditional and recent
  approaches.
• Become familiar with ongoing debates about whether the Fed’s response to the crisis
  was effective, and about the possible legacy of these actions for future financial
  industry performance, inflation control, and central bank independence.

Changing Work Culture

We’re operating in a “More, Better, Faster” work environment. We have to do MORE
than we did yesterday, we need to do it BETTER, and we have to do our jobs FASTER
. . . and in many cases, with an operating budget that is less than yesterday’s!
This creates a priority for leaders to build work teams that are engaged and perform
with a strong sense of ownership.

This presentation provides awareness and training that is essential to building
a culture of ownership.

Objectives

• A culture of ownership:
• What it is
• Why it is needed
• Overcoming the challenges
• The critical elements in building a culture of ownership
• Breaking silos and enhancing connections
• The importance of “clarity of purpose”
• Developing active collaboration in the workplace

NCUA Update

Board Chair Matz will review current key credit union ratios and discuss them in
the context of NCUA’s supervisory and regulatory efforts and agenda. The program
will also include a review of hot examination issues and areas that volunteers should
pay particular attention to. The program is designed to be interactive so that volunteers
can have a dialogue on these key issues with a top policy maker at the federal regulator
and insurer for credit unions.

• Learn about and understand the current trends and financial statistics of the credit
  union system.
• Connect those trends to the top regulatory and supervisory issues that are the focus
  of NCUA’s efforts in 2012.
• Review key volunteer responsibilities and raise volunteers’ awareness of the “hot
  examination” issues that may affect their institutions.

Program Details:

Registration:

3 Ways to Register

• Register online at:
  www.TheParagonGroup.com
• Complete registration form and mail to: The Paragon Consulting Group PO Box 7518
  Olympia, WA 98507
• Complete registration form and fax to: 360-412-1740

Cancellations and Refunds:

Over 45 days before the event, 100% refund 15-45 days before the event, 50% refund
Less than 15 days before the event, No refund. Registration is transferable to another
attendee. The Paragon Group will refund fees paid to it by customers if they are
dissatisfied with the product or service or give reasonable notice that they cannot
attend a meeting or conference.

Complaint Resolution Policy: For more information regarding administrative
policies such as complaints or refunds, contact James T. This, President, The Paragon
Consulting Group. Dr. This may be reached at 360-412-1736 x 101.

The Paragon Consulting Group 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.learningmarket.org.