Agenda

* Agenda subject to change

7:00 AM – 8:00 AM

Breakfast

8:00 AM – 10:00 AM 

Room 1 | Training: Reporting – All Products

Interactive session covering basic to advanced reporting tools, including categories, report options, charts, layouts, and more. Whether you’re a beginner, advanced reports user, or anywhere in between, take your skills to the next level. 

Room 2 | Business Continuity: Plan Building Start to Finish

10:00 AM – 10:15 AM

Break

10:15 AM – 12:00 PM

Room 1 | Training: Notifications – All Products

Notifications can be automated or on-demand, sent internally and/or externally. This interactive session will provide you with the skills you need to easily deliver the right communications at the right time.

Room 2 | Business Continuity: Exercising Start to Finish

12:00 PM – 1:00 PM

Lunch

1:00 PM – 3:00 PM 

Room 1 | Training: Dashboards – All Products

Updating a current dashboard or creating a new one? Do you want one dashboard for all users, individual dashboards for each user, or anything in between? This session will equip you with the knowledge to easily accomplish it all. 

Room 2 | Vendor Management: Due Diligence & Risk Assessment Start to Finish

What you'll learn: how to perform vendor due diligence with provided documentation and complete a risk assessment; where to find answers to diligence questions and where and how to cite material; how to make a review audit-proof. This training session is great for vendor management beginners, but will also a provide a good overview for seasoned VM coordinators.   

3:00 PM – 3:15 PM

Break

3:15 PM – 5:00 PM

Room 1 | Training: Customizing Resources & Attributes – All Products

Want to gather and capture additional data? This session will teach you about attribute types, adding attributes, attribute options, and more.  

Room 2 | ERM: Risk Assessment Start to Finish

Experience a real-world business example of an operational process being risk assessed from start to finish. Through the guidance of Quantivate's VP of ERM Services, this ERM workshop will walk you through best practices for effectively managing your own risk assessments.

5:00 PM – 5:30 PM

Break

5:30 PM – 7:30 PM

Welcome Reception

* Agenda subject to change

7:00 AM – 8:00 AM

Breakfast

8:15 AM – 8:30 AM 

Housekeeping

8:30 AM – 9:45 AM

Keynote Presentation | Everything I Know About Risk I Learned on Das Boot

French Caldwell – Founder & Chief of Research, FCInsight

GRC programs often struggle to demonstrate business value, and yet without good governance and effective risk management and compliance, business strategies fail.  The presenter, French Caldwell, is a retired nuclear submarine officer, and using the backdrop of submarine operations, this presentation illustrates the principles of a GRC program that ensures mission and business success.

9:45 AM – 10:00 AM

Break

10:00 AM – 11:00 AM

Quantivate Vision

Andy Vanderhoff – Founder & CEO, Quantivate

11:00 AM – 12:00 PM

Quantivate Roadmap

Julia O'Connell – SVP of Product Development, Quantivate

12:00 PM – 1:00 PM

Lunch

1:00 PM – 2:00 PM 

General Session | Customer Use Case Presentation: Vendor Management Program for Success

Kitsap Credit Union

Room 1 | Ask Andy: Q&A with Quantivate's CEO

Room 2 | Ask Julia: Q&A with Quantivate's SVP of Product Development  

2:00 PM – 3:00 PM 

General Session | Supervisory & Regulatory Hot Topics

Jared Ihrig – Chief Compliance Officer, Credit Union National Association (CUNA)

In today's regulatory environment, there are so many rules and laws to keep up with. It feels almost impossible for compliance officers, management, and boards to stay on top of it all — let alone stay ahead of the examiners and auditors. Jared Ihrig, CUNA's Chief Compliance Officer, will discuss the top regulatory areas of focus, provide details concerning the latest in the federal regulatory environment, and discuss practical issues to consider surrounding examination trends and considerations for compliance professionals.

Room 1 | Ask Andy: Q&A with Quantivate's CEO

Room 2 | Ask Julia: Q&A with Quantivate's SVP of Product Development  

3:00 PM – 3:15 PM

Break

3:15 PM – 4:00 PM

General Session | Customer Use Case Presentation: Unified GRC Strategy for Best Results and ROI

Legacy Bank of Texas

Room 1 | Ask CUNA

4:00 PM – 5:00 PM

Roundtable Discussions

5:00 PM – 6:00 PM

Break

6:00 PM – 8:00 PM

Dinner

* Agenda subject to change

7:00 AM – 8:00 AM

Breakfast

8:00 AM – 8:30 AM 

Free Time

8:30 AM – 9:45 AM

Assessing the Risks of Non-Compliance

Steven Van Beek – Attorney, Howard & Howard

A common question organizations have when analyzing compliance and legal requirements is: "What if we don’t comply?" This question is often accompanied by: "What are the penalties? Unfortunately, there is not a universal answer to either question. While some laws and regulations have specific civil money penalties, many do not, and the risks of non-compliance are not black and white. For example, what are the risks of an incorrect or non-delivered change-in-terms notice? What about a missing or incorrect fee from a loan disclosure? This session will include examples of how to walk through the process of assessing risks and determining options for corrections and mitigation.

9:45 AM – 10:00 AM

Break

10:00 AM – 11:00 AM

General Session | Cybersecurity

Randy Lindberg – Founder & CEO, Rivial Security

Room 1 | Open Discussion with Steven Van Beek

11:00 AM – 12:00 PM

General Session | Business Continuity: What Should Be in a Plan?

Andrea Tolentino – Solutions Consultant, Quantivate

Feeling overwhelmed with your business continuity plan? Come find out tips and recommendations on what should be included in your BC plan and see an example of a mature program. 

Room 1 | Open Discussion with Randy Lindberg

12:00 PM – 1:00 PM

Lunch

1:00 PM – 2:00 PM 

General Session | Common Contract Redlines and Critical Provisions

Brian Witt – Attorney, Farleigh Wada Witt

Room 1 | Support & Training

2:00 PM – 3:00 PM 

General Session | Your ERM Program: Baseline Assessment and Maturity

William Hord – VP of ERM Services, Quantivate

Join us as we discuss the topics you should be assessing to establish your ERM program’s baseline and determine how to effectively mature your program for future growth.

Room 1 | Support & Training

3:00 PM – 3:15 PM

Break

Room 1 | Support & Training

3:15 PM – 4:00 PM

General Session | Customer Use Case Presentation: ERM Roadmap – The Journey

First Bank New Jersey

Room 1 | Support & Training

4:00 PM – 5:00 PM

Roundtable Discussions

* Agenda subject to change

7:00 AM – 8:00 AM

Breakfast

8:00 AM – 9:00 AM 

Product Integrations in the Real World

Andrea Tolentino – Solutions Consultant, Quantivate

Come learn helpful integration points between the modules in Quantivate's full software suite and how to leverage them for your GRC program.

9:00 AM – 10:00 AM

Customer Use Case Presentation: Vendor Management & Business Continuity Integration

University Bank

10:00 AM – 10:15 AM

Break

10:15 AM – 12:00 PM

Panel Discussion & Conference Wrap-Up