Skip to content
Request a demo

Customer spotlight webinar

A credit union’s journey to risk management transformation: First Tech Federal Credit Union.

On-demand webinar

Join us for an informative customer spotlight webinar featuring Cary Oswald, Senior Director of Enterprise Risk Management at First Tech Federal Credit Union (FTFCU), and Jared Siddle, Director of Risk at Protecht, moderated by Terry Lee, VP of  Risk -North America at Protecht.

Our fireside-chat format discussion digs into the transformative digital risk journey of First Tech, highlighting how the credit union successfully upgraded its risk management and compliance capabilities through the strategic implementation of Protecht ERM software.

Discover the best practices that led to enhanced efficiency, improved risk visibility, and a proactive risk culture within a leading credit union – First Tech, based in Oregon, is the 12th largest credit union in the U.S., with over $17B in assets.

Our speakers will explore the challenges faced by credit unions and banks in managing risk, the critical factors in selecting a comprehensive enterprise risk management (ERM) solution, and the tangible benefits of transitioning from traditional spreadsheets and disparate GRC technologies to an integrated, single ERM platform. Cary Oswald discusses the specific risk management use cases at First Tech that have been improved by adopting Protecht ERM.

This 60-min. webinar is designed for risk and compliance leaders who are looking to digitize their enterprise risk management capabilities and achieve greater risk maturity. 

Related content

Case study: How First Tech transformed its risk culture.

 

Presenters

Cary Oswald

Senior Director of ERM, First Tech Federal Credit Union

Jared Siddle

Director of Risk – North America, Protecht

Terence Lee

Vice President, North America, Protecht

What you’ll learn:

  • First Tech Federal Credit Union’s challenges and goals to improve processes and efficiencies in their approach to managing risk activities, enterprise and new product risk assessments, risk hierarchy, risk and control self-assessments (RCSAs), and more.
  • The initial focus areas for their ERM implementation, how internal processes are changing, and adoption of the ERM system and risk culture beyond the risk team.
  • How workflows and dashboard reporting enable FTFCU’s maturing risk scoring strategy, facilitate better understanding of enterprise risk among its 100% volunteer Board of Directors comprised of First Tech members, and support the organization’s ability to meet examiners' expectations.

About First Tech Federal Credit Union

First Tech Federal Credit Union is the banking partner for tech innovators. As the largest national credit union founded by and for the people of tech, First Tech understands the unique financial needs of their community and tailors services and solutions for them. Because First Tech is member-owned, it puts people over profits, with competitive rates and lower fees that provide members with the roadmap they need for future financial success. Founded more than 70 years ago, First Tech has over $17 billion in assets and serves employees of cutting-edge companies like Microsoft, Intel, Cisco, Amazon, Nike, and Google.

About Protecht

Protecht is a high-growth risk and compliance management software company that’s rapidly winning clients with our easy-to-use and effective SaaS Protecht ERM solution.

Return to top

About the presenters

Senior Director of ERM, First Tech Federal Credit Union

Cary Oswald’s career features a depth of experience in all facets of enterprise-wide risk management in both energy and financial services. His strategic focus the development and implementation of overall governance and risk control frameworks along with policy development at board and board committee levels.
Connect with Speaker on Linkedin

Director of Risk – North America, Protecht

Jared Siddle is a Qualified Risk Director who has been Head of Risk Management at three different companies, including two of the world's largest asset managers. He has proven success in banking, fund management and other financial service companies across over 26 countries. Jared is passionate about Governance, Risk, Compliance & Sustainability. He is an expert at designing, developing and executing customized enterprise-wide risk frameworks.
 
Connect with Speaker on Linkedin

Vice President, North America, Protecht

Terence Lee is Protecht's Vice President, North America. Terry joined Protecht in 2022 to facilitate our growth in North America, bringing extensive experience in governance, risk, compliance, and incident management. Terry has led sales, product, and marketing teams at risk and compliance software vendors, and is a recognized expert in ERM, vendor risk, business continuity, regulatory change management, and resilience.
Connect with Speaker on Linkedin