Bob Moll

This is to certify that

Grant Sheehan CEO / CCUE

Certificate of Training

2024 San Antonio Conference

1. BSA Requirement Update
2. Understanding Your Credit Union's Financial Statement
3. 10 Must-Do Initiatives to Drive Your 2025 Strategy
4. The Credit Union Industry as a Whole
5. Revitalizing Your Credit Union: "From Caretaking to Rebuilding"
6. Fraud Prevention and Education
7. Identify Interest-Rate Transitions & the Impact on Earnings
8. Providing investment opportunities for your members.
9. The auto industry from Covid to Today
10. National Economic Outlook
11. The Key Performance Indicators - KPIs of Relevance
12. Open Round table discussions
13. Key legal issues that credit unions will have to prepare for.
14. Issues & Opportunities in understanding your CU ratios
16. Commercial lending & Health Insurance Strategies
17. Elections and how they affect credit unions

has completed 17 hours of sessions covering but not limited to the topics listed below, improving their ability to execute their duties in managing their credit union in the membership's best interest.