This workshop will begin with a vivid picture of how technical and non-technical vulnerabilities are exploited resulting is significant risks to credit union systems and information. The workshop will then transition to the challenges related to information security risk assessment, business continuity risk assessment, and IT audit risk assessment. The workshop will then narrow its focus towards member information security risk assessment as required by 12CFR748 and will provide a process for effective yet efficient risk assessment and testing of key controls. Participants will have an opportunity to review some risk assessment samples from various credit unions and explore ways to integrate the best ideas into the risk assessment performed at their credit union.
Opening Remarks Brian Warfel, SVP Sales and Service, Power Financial CU, Pembroke Pines, FL and Chair CUNA Technology Council
Keynote Session:
Our Age of Transformation: What's Next in our High-Tech, Global 21st Century World? Peter Leyden, Technology and Future Trends Expert, San Francisco, CA
In a high-energy, multimedia presentation, Leyden gives audiences a big picture overview of the extraordinary transformation the world is going through right now. He clearly explains the interconnected transformations in technology, the economy, the media, and the fundamental restructuring of the new global order, as well as the sea change in the demographics of America with the rise of the young Millennial Generation and immigrants. All of these developments (any of which can be emphasized to an audience) are adding up to force a needed transformation of politics in the decade ahead. Though provocative, Leyden helps audiences to see that these developments are largely positive and ends with implications for your business or organization. This inspiring talk leaves audiences amazed and optimistic about the future.
10:00 – 10:30 am
Networking Break – visits with sponsors ~ Sponsored by inLighten
10:30 –
11:45 am
Breakout Sessions
PCI Compliance Diana Greenhaw, Business Leader, Payment System Security Compliance, VISA, Frisco, TX ~ Sponsored by TraceSecurity
Overview on data security issues Visa has identified in today's market and an update on Visa's data security programs and initiatives for 2008.
Detailed information on data compromise trends, Payment Card Industry Data Security Standard (PCI DSS) merchant compliance rates and small merchant education efforts.
Information on franchise data security best practices and payment application security mandates will be reviewed.
All organizations which store, transmit or process cardholder data are required to comply with the PCI DSS.
IT Organizational Success Factors (session repeats) Butch Leonardson, SVP and CIO, BECU, Tukwila, WA ~ Sponsored by Zix Corporation
4 Success Factors for a Credit Union Information Technology Team/Organization.
Breaking down the most common myths concerning I.T. leadership.
Signs of high energy for a credit union and their I.T. organization.
Why the idea of an I.T. strategic Plan should become less relevant in the near future.
Security Protection from Social Networks (session repeats) Jarred White, Customer Accounts Manager, TraceSecurity, El Cajon, CA ~ Sponsored by InfoImage
An IT Practitioner's Guide to Mobile Banking John Best, CTO, Wescom Resources Group, Colorado Springs, CO ~ Sponsored by mShift, Inc.
Join us as we celebrate and recognize our five and 10-year Council members. Your executive committee will also highlight the CTC accomplishments from the past year.
1:00 - 1:15 pm
Best Practice Winners will be available to discuss their winning entry.
Technology Infrastructure
Sales Management
Miscellaneous
1:15 – 2:30 pm
Breakout Sessions/Peer-to-Peer
PCI Compliance – Peer-to-Peer Session Timothy Elmore, Director of Systems &
Demetris Charalambous
, General Manager of IT,
Bank-Fund Staff FCU, Washington, DC ~ Sponsored by mShift, Inc.
A first-hand account from a financial institution that suddenly went from a position that PCI Compliance was not applicable, to three months later achieving full PCI Compliance.
Why is PCI compliance important?
What dies it take to implement PCI?
What does it take to remain PCI compliant?
IT Organizational Success Factors Butch Leonardson, VP and CIO, BECU, Tukwila, WA ~ Sponsored by Zix Corporation
Join us as we step back in time to the 17th century and take an exciting tour through Jamestown Settlement with a focus on the technology used during that period. You will be escorted along guided tours specifically designed to look at money, trade and economy; with a particular focus on how tobacco was used as currency in the 17 th century.
You will also have a chance to explore the life of a sailor while on board one of the 17 th century replica ships, Susan Constant, Godspeed, and Discovery. Compare the tools and technologies of the original three cultures, the English, Africans and Powhatan Indians. Learn about the economic impact the cultivation of tobacco had on the Virginia Company and the development of the colony.
This tour will give you a real feel for life in colonial times and what the people of those times went through to accomplish their day-to-day activities.
David Ben struck the word impossible from his vocabulary. As a world-renowned magician, David has to make problems disappear. Problem solving, he believes, is everyone's core business. Unfortunately, few people have been taught how to solve problems in an effective and efficient manner. David demystifies the problem-solving process by taking his audience behind the scenes of the world of magic and revealing the tricks of the trade – the methodology magicians, card cheats and psychics use to perform the impossible.
David also demonstrates that every activity is a sales opportunity. Whether people work in the field of behind the desk, success depends on how well they sell the skills, products or services they provide. Using magic as his metaphor, David also demystifies this process and provides a strategy for maximizing success. His common sense approach ensures that clients and customers receive exactly what they need when they need it in a manner that is efficient for both buyer and seller.
His presentations focus on assessing opportunity based on the needs of the customer, maximizing opportunity by discovering new applications for existing products and services, using negative people to advantage, closing the transaction, understanding the importance of the “after sell” and its role in developing new and repeat business, and inspiring confidence in colleagues and co-workers. Always interested in technology, David outlines his pragmatic approach to innovation and the use of technology.
Most of all, David demonstrates the true meaning of being proactive. As a magician, David has to make miracles happen. By performing magic and then explaining how the magic is created, people learn that success in magic and business is the result of the cumulative effect of many apparently inconsequential details most people take for granted. It is a unique approach to learning a few new tricks for the trade presented by a unique individual – David Ben
9:30–
10:00 am
Networking Break – visit with sponsors ~ Sponsored by Passageways
10:00– 11:15 am
Breakout Sessions
New Red Flag Rules Cliff DeGroot, Attorney and CPA, Farleigh, Wada, Witt, Portland, OR and
Bill Podborny, Director of Information Security, Alliant CU, Chicago, IL ~ Sponsored by TraceSecurity
Virtualization 101 (session repeats) Kris Domich, Principal Consultant, Data Center & Storage Solutions, Dimension Data, Herndon, VA ~ Sponsored by Akcelerant
The ATM is one component, but there are several other key participants in a successful program. Who are those players and what do they need to do?
Lessons learned. What works and what doesn't work so well.
Live deployments – how many are there and where
Payment Landscape: The Threats and Opportunities (session repeats) Kim Hester, EVP Network Services, CO-OP Financial Services, Rancho Cucamonga, CA ~ Sponsored by Perimeter eSecurity
Join us at one of four roundtable sessions facilitated by members of your executive committee. Lively discussion usually takes place so you won't want to miss it.
Third Party Due Diligence and Recent Examination Issues - Rudy Pereira, Alliant Credit Union
Member Convenience Technologies - Jackie Buchanan, T&C Federal Credit Union
Successful Operating Efficiency Strategies - Ron Broadus, Potlatch #1 Federal Credit Union
Disruptive Technology/Product Threats (P2P Lending/Mint.com, etc) - Gail Koehler, Purdue Employees Federal Credit Union
12:45– 2:00 p.m
Breakout/Peer-to-Peer Sessions
How Technology Can Assist the Bottom Line in These Economic Times Erin Mendez, SVP Finance and IT, SchoolsFirst FCU, Tustin, CA and Chair, CUNA CFO Council ~ Sponsored by Syntellect
Understand business cycles and the implications to technology investment and support.
In a compressed or down-turn business cycle, understand three primary (or in some cases potential) business needs and how IT helps…or can hurt.
Understand the importance of preparing for the next business cycle in alignment with the direction and needs of the business (balancing the support of today and tomorrow's cycle).
ATM Capture Wanda Chambers, VP Document Services, Suncoast Schools FCU, Tampa, FL ~ Sponsored by Open Solutions
Impacts on technology, people, process and environmentals
Design considerations
Case studies
Payment Landscape: The Threats and Opportunities Kim Hester, EVP Network Services, CO-OP Financial Services, Rancho Cucamonga, CA
~ Sponsored by Perimeter eSecurity
Effective Operations and Technology CUSOs
Rob Guilford, SVP/CIO, and Kevin Sarber, SVP Service Delivery, Wescom CU, Pasadena, CA ~ Sponsored by Syntellect
Review of innovations in CU technology and delivery.
Successes and challenges in starting, growing, and maintaining a technology CUSO.
How technology can level the playing field in member service.
How technology can drive efficiencies and reduce operating expenses.
Changes to 3rd Party Vendor Agreements and their Affect on Credit Unions
Cliff DeGroot, Attorney and CPA, Farleigh, Wada, Witt, Portland, OR ~ Sponsored by 2008-2009 CUNA Technology & Spending Survey Report
Back by popular demand is our core processor panel discussion. A highly requested session on the past two conference evaluations, we've arranged to have seven core processors represented in one place! If you are researching potential core processor partners, in the middle of a core processor search or trying to plan a future core processor strategy, this session is a must! Here is what each processor will cover:
Short term product and design plans
Future design plans and architecture
There will be no sales or marketing pitches
The audience will have the opportunity to ask questions of each processor
Where else can you go and have the following processors all in one room: Symitar, OSI, CU Answers, Fiserv, EPL, Ultradata, and FIS. Join us for this session and find out.
Core Processor Panel Speakers
Mickey Goldwasser, VP, Product Marketing & Communication, Open Solutions, Inc., Glastonbury, CT
Mark Forbis, CTO and VP, Jack Henry and Associates, San Diego, CA
Peter Mckellar, VP Product Development, CU Core Systems, Harland Financial Solutions, Pleasanton, CA
Joe Barry, President, Fiserv Credit Union Division, Valley Forge, VA
Todd Proulx, VP Business Development, EPL, Inc., Wyoming, MN
Scott Page, EVP Sales & Marketing, CU Answers, Grand Rapids, MI
- To me the Conference is a great opportunity to see what others with the same challenges I have are doing. I also look forward to seeing the newest ideas and hearing about the latest from the examiners or auditors. The conference brings together professionals.
- I always get my money's worth attending the CTC Conference. The classes are worthwhile and full of timely, relevant information. The CTC Conference has great take-home value!
- I am a first time attendee and it was probably the best conference I have attended. It was well worth the expense to attend. The instructors were great and best of all the networking during the sessions was the best.
