BOARD MEMBER ESSENTIALS SERIES!

This board bundle will provide new and existing board members with the training they need to be effective in their roles and help move your credit union forward.

Subscription for Each Board Member: $1,788
Credit Union for Entire Board: $9,788

Board Member Essential Series Topics:

  • Volume 1 - BOARD ROLES AND RESPONSIBILITIES
    Whether you are on the board of directors of a large or small credit union, you must have a solid understanding of your role as a board member and not cross the line between directing and managing. This volume highlights strategic planning, advocacy and other elements to ensure that, as a board member, you are directing, not managing.

  • Volume 2 - FINANCIAL LITERACY
    It’s imperative to have at least a basic understanding of how all of the numbers come together to build a successful credit union. This session makes financial literacy interesting which is hard to do for most people.

  • Volume 3 - BSA
    This session covers the Bank Secrecy Act and the BSA basics will aid in your ability to meet compliance requirements.

  • Volume 4 - BOARD AND CEO SYNERGY
    This volume focuses on the relationship between the CEO and Board Members and emphasizes the importance of supporting your CEO through engagement, consistency and accountability. Until your thoughts, discussions and decisions become actions, you have done nothing. Effective boards are action-focused.

  • Volume 5 - EXAMS AND FINDINGS
    This volume covers what exams are like, what findings are impacting your credit union and how to make sure that you are in alignment with examiners.

  • Volume 6 - BOARD BEST PRACTICES - A good healthy Board of Directors is key to helping a credit union thrive. This session will help your board of directors understand what industry best practices are for credit unions.

WHO WILL BENEFIT: This bundle is perfect for any new or existing board members to better perform their roles.