Enterprise Risk Management Track Overview

Who’s afraid of risk?

Offered as part of the CU Learning TRAXX program, these six 60- to 90-minute sessions are designed to help your credit union not only weather storms but come out stronger, and to take risks to deliver maximum member value.

This track offers need-to-know programming for CEOs, risk and compliance officers, legal professionals, and professionals across the credit union industry who need to stay up-to-date on all things risk management. Sessions will focus on strategies for navigating uncertain times, protecting data and intellectual property, fraud management and reduction, and more, including just-in-time content to ensure you’re staying ahead of the curve!

During live sessions, attendees will have the opportunity to network with their credit union peers and industry experts on the cutting-edge CU Learning TRAXX digital platform. All registration options include access to live sessions and on-demand access to post-session recordings, so you can learn at your own pace and at a time that’s convenient for you!

More information about confirmed sessions can be found below. Information about the final sessions will be shared soon – future sessions will be designed based on attendee feedback and industry updates, to ensure the programming meets you where you are and where you’re going.

While the sessions in this track are designed with a specific audience in mind, credit union professionals of every level and discipline will find them valuable.

Sessions

Consisting of six 60- to 90-minute sessions, the Enterprise Risk Management: It’s More than Just Compliance! Taking Risk to Create Member Value sessions designed to help your credit union not only weather storms, but also take risks to deliver maximum member value.

Information about confirmed sessions can be found below, with more session information coming soon! Future sessions will be designed based on attendee feedback and just-in-time programming to ensure that sessions offer you the information you need, when you need it.

Preparing for Pandemics, Cyberattacks, Black Swans – Business Continuity Planning*
Speaker: Scott Alldridge, Tony Sager
Ever-evolving potential threats continually impact credit unions’ business continuity planning. Learn more about the emerging risks that credit unions will need be ready for, including new fraud trends, more employees working remotely, new cyber-attacks, and even civil unrest. This session will leave credit unions ready to monitor and respond to whatever may come.
Register Now *We are offering one CPE Credit for this session. Please see the CPE Credit dropdown below for more information. 

Protecting the Credit Union’s Brand and Other Intellectual Property
A brand is who you, as a credit union, are. What happens when someone takes a free ride on the public awareness that your credit union has built by using a similar name or logo? How do you respond when members or others attack your credit union’s brand? And how do you identify the problem? Find out from industry and legal experts what steps your credit union needs to take to protect your brand.
Register Now

Strategies for Contracting in Uncertain Times
Contracts are necessary and key to nailing down the who, what, when, and how much. In this session, learn how to renegotiate existing contracts and consider which factors must be in place before you renegotiate, entering into new ones. Explore how the world of business can respond to ongoing uncertainty in today’s economy and what that means for your existing contracts.
Register Now

Outsmarting the Fraudsters
Fraud is an insidious threat to credit unions and their members. The losses from fraud are staggering, with worldwide losses due to cybercrime projected to top $2 trillion. Fraud prevention technology is improving, but the fraudsters always are trying to outsmart these technologies. Learn more about fraud trends and what your credit union can to do manage the risks and reduce fraud losses.

Information about the remaining sessions in this track will be made available in the coming weeks.

Session Dates & Times

Mark your calendar – dates and times are now available for the first three sessions in the Enterprise Risk Management track! Remaining sessions will be added over the next few months to ensure programming is timely and relevant. 

Wednesday, August 5
12:00 - 12:30 p.m. PDTOptional Virtual Networking Lunch
2:00 - 3:00 p.m. PDTEnterprise Risk Management Session One: Preparing for Pandemics, Cyberattacks, Black Swans – Business Continuity Planning, Part One
Wednesday, August 26
9:00 - 9:30 a.m. PDTOptional Virtual Networking Tea
2:30 - 3:30 p.m. PDTEnterprise Risk Management Session Two: Protecting the Credit Union’s Brand and Other Intellectual Property
Wednesday, September 23
11:00 a.m. - 12:00 p.m. PDTEnterprise Risk Management Session Three: Strategies for Contracting in Uncertain Times
3:30 - 4:30 p.m. PDTOptional Virtual Networking Happy Hour

Have a scheduling conflict? No worries! You can access recorded sessions anytime.

Speakers

Scott AlldridgeScott Alldridge 
Chief Executive Officer • IP Services  

IP Services Chief Executive Officer, Scott Alldridge, has a rich background in building business and provides IP Services with the strategic leadership needed to recruit and deploy a team of highly skilled experts, to maximize company profitability, and deliver specialized Cybersecurity and Managed Services both regionally and nationally. He brings a wealth of knowledge with over 30 years of experience in the Information Technology Business arena and is a founding member and President of the IT Process Institute, an organization that provides IT Standards Research, Prescriptive Guidance, and Benchmarking. 

Recently, Alldridge work was cited by the Center for Internet Security CEO in March of 2019 in a testimony to the US Senate on how organizations can implement effective cyber defenses. He is also among a select group that is highly certified on the ITIL (IT Infrastructure Library) processes and standards. Alldridge has been a featured speaker on Cybersecurity and IT Best Practices for many national organizations including SANS (System Admin Network Security), HIMSS (Health Information Management Systems Society), and many other FINTECH organizations and conferences. He received his Bachelor of Science Degree in Business Management from Kensington University. 

Tony Sager 
Senior Vice President and Chief Evangelist •  Center for Internet Security 

Sager is a Senior Vice President and Chief Evangelist for CIS® (The Center for Internet Security, Inc.). He leads the development of the CIS Controls™, a worldwide consensus project to find and support technical best practices in cybersecurity. Sager champions of use of CIS Controls and other solutions gleaned from previous cyber-attacks to improve global cyber defense. He also nurtures CIS’ independent worldwide community of volunteers, encouraging them to make their enterprise, and the connected world, a safer place. In November 2018, he added strategy development and outreach for CIS to his responsibilities. 

In addition to his duties for CIS, he is an active volunteer in numerous community service activities: the Board of Directors for the Cybercrime Support Network; and a member of the National Academy of Sciences Cyber Resilience Forum; Advisory Boards for several local schools and colleges; and service on numerous national-level study groups and advisory panels. 

Sager retired from the National Security Agency (NSA) after 34 years as an Information Assurance professional. He started his career there in the Communications Security (COMSEC) Intern Program, and worked as a mathematical cryptographer and a software vulnerability analyst. In 2001, Sager led the release of NSA security guidance to the public. He also expanded the NSA’s role in the development of open standards for security. Sager’s awards and commendations at NSA include the Presidential Rank Award at the Meritorious Level, twice, and the NSA Exceptional Civilian Service Award. The groups he led at NSA were also widely recognized for technical and mission excellence with awards from numerous industry sources, including the SANS Institute, SC Magazine, and Government Executive Magazine. 

Mr. Sager holds a B.A. in Mathematics from Western Maryland College and an M.S. in Computer Science from The Johns Hopkins University. 

CPE Credit Offering

NASBA CPERegistry logoNorthwest Credit Union Association 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.NASBARegistry.org. 

For more information regarding our administrative policies such as a complaint and refund please contact our offices at 800.995.9064 x 220 

As our programming develops, and is approved by the National Registry, we will add sessions that qualify for CPE Credits.  

Currently we are offering CPE Credits for the following:  

Preparing for Pandemics, Cyberattacks, Black Swans – Business Continuity Planning – August 5, 2020 
Ever-evolving potential threats continually impact credit unions’ business continuity planning. Learn more about the emerging risks that credit unions will need be ready for, including new fraud trends, more employees working remotely, new cyber-attacks, and even civil unrest. This session will leave credit unions ready to monitor and respond to whatever may come. 

In this session participants will: 

  • Gain an understanding of the emerging risk in cybersecurity as a result of the new work-from-home environment. 
  • Gain an understanding of the power of cybersecurity frameworks to address and mitigate threats. 
  • Learn about leveraging cybersecurity frameworks to monitor for and respond to future risks. 

CPE Credit Offered: One 
Field of Study – Information Technology – Technical 
Delivery Method: Group Live  Online due to COVID-19 
Previous work experience and background knowledge is recommended. 

Participants must attend the event on the session day, stay for the duration of the session, and engage in event surveys and event polls to qualify. 

Pricing & Registration

CU Learning TRAXX are offered with a variety of registration options. While each track is designed with a specific audience in mind, credit union professionals of every level and discipline will find them valuable.

Register now for the full Enterprise Risk Management: It’s More than Just Compliance! Taking Risk to Create Member Value track for access to all six sessions in this track. All registration options include access to the sessions and on-demand access to post-session recordings, so you can learn at your own pace and at a time that’s convenient for you! During live sessions you’ll also have the opportunity to network with credit union peers and interact with industry experts.

Information about additional registration options can be found here, including session bundle options. Single session registration will be available soon!

Full Enterprise Risk Management Track
Access to all six live sessions in the Inform the Future track, along with on-demand access to the post-session recordings!
Regular Price: $1,099

Small* Credit Union Price: $989
Register Now
Preparing for Pandemics, Cyber Attacks, Black Swans Individual Session - Part OneRegular Price: $249Register Now
Protecting the Credit Union's Brand & Other Intellectual Property Individual SessionRegular Price: $249Register Now
Strategies for Contracting in Uncertain Times Individual SessionRegular Price: $249Register Now

*Small Credit Union = $100 million or less in assets

Scholarship Opportunities

Continued education and training of credit union employees helps keep the credit union movement vibrant and competitive.

The Northwest Credit Union Foundation provides professional development scholarships awarding up to $1,000 per year for selected applicants. Learn more on the NWCUF website.

Cancellation Policy

Registrations may be canceled and refunded up to 30 days in advance of a session. Alternately, registrations may be transferred to another user up to one day in advance of the meeting. Please reach out to [email protected] for assistance with canceling or adjusting your registration.

Questions?

For assistance with registration, please email [email protected]. A member of our team will be in touch shortly.

For questions about the programming offered in the Enterprise Risk Management track, please contact Will Hall, Director, Legal Advocacy.