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Supervisory Committee Duties & Responsibilities

May 16th, 2017 5:00 PM – 8:00 PM

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Supervisory Committee Duties & Responsibilities
May 16, 2017
5:00 pm – 8:00 pm

Session Overview
This “nuts and bolts” training program addresses key risk areas of a credit union and provides practical information and tools to achieve effective audit results.  No nonsense, no fluff – just simple techniques and information to help you be a more productive Supervisory Committee member.

This session will include discussions of:

  • The structure of the Supervisory Committee
  • Roles and responsibilities including auditing and specific committee duties and powers
  • The committee’s role in monitoring the board of directors and other officials
  • Recommended Supervisory Committee routine activities
  • Learning from peers about how to get effective audit results
  • A volunteer's guide to financial statements

Session Agenda
4:30 pm to 5:00 pm - Sign in, networking
5:00 pm to 8:00 pm - Training (Dinner Provided)

Who Should Attend
This session is designed for credit union Supervisory Committee members, but board members and other committee members may benefit from learning what the Supervisory Committee does as well.

About Your Speaker
Jim Higbee, Auditing Standards Partner
Rowles & Company LLP

Jim Higbee is the auditing standards partner for Rowles & Company LLP and is the partner-in-charge for the firm's credit union clients in Maryland, District of Columbia, and Delaware. Jim is a past Treasurer of the Credit Union Foundation of Maryland and the District of Columbia.

An alumnus of Northeastern University in Boston, Massachusetts, Jim began his public accounting career in 1976. He has taken graduate studies at the University of Maryland in computer auditing.

Jim has been involved in many standard-setting organizations. Past service includes being a member of the American Institute of CPAs Credit Unions Committee, Chairman of the Maryland Association of CPAs Auditing Standards Committee, and President of the Maryland Chapter of the EDP Auditors Association.  He has also chaired and continues to serve on the Immaculate Conception Church finance committee.

Session Fees
$180 for credit unions with >$50M in assets
$90 for credit unions with <$50M in assets
$45 for credit unions with <$10M in assets

Tuition Reimbursement
Maryland and D.C.-based credit unions with up to $150 million in assets may be eligible for up to 75% educational reimbursement from the Credit Union Foundation of MD & DC.

MD|DC CUA
8975 Guilford Road
Suite 190
Columbia, MD 21046

Event Info

When

May 16th, 2017 5:00 PM – 8:00 PM

Where

MD|DC CUA
8975 Guilford Road
Suite 190
Columbia, MD 21046

Contact

Phone: 4433250772
Email:

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