1. education
2. alumni and reunions

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
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® 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.