Certified Credit Union Board Member eSchool 2022 (recorded)

Speaker: Tim Harrington

Every director should have a basic understanding of their financial statements, the trends and important ratios. Members depend on you. Through this course, you will review basic financial statements and other financial reports, as well as ratios and trends.

Micro sessions

1. Understanding profit and how to determine if you have enough
2. Why is capital important, and where do we get it?
3.  Additional important financial information to understand

Speaker: Tim Harrington

Asset Liability Management (ALM) is about risk and how credit unions manage their growth risk. Through this course, you will be introduced to different types of risk and how they are managed.

Micro sessions

1. The value of understanding and managing risk, and the list of risks to monitor
2. Credit risk: The risk and rewards in making loans
3. Interest rate risk: What happens when you make fixed rate loans in a variable rate world

Speaker: Cami Wheeler

Every product and service have compliance requirements. Follow along in this course to learn about the compliance landscape and what you need to know in your board role.

Micro sessions

1. Compliance risk, regulators and deposit regulations
2. Member agreements and disclosures/lending regulations
3. More lending regulations and BSA

Speaker: Kevin Smith

Through this course, learn about the board governance process, how to define the best and worst boards, governance strategies and best board practices.

Micro sessions

1. What is governance?
2. Using policy to drive strategy
3. The governance spectrum

Speaker: Cami Wheeler

Credit unions are more complex than ever, and so is your role as a board member.  Explore this course to gain a better understanding of liability and your board authority.

Micro sessions

• Governance failure of a credit union
• What can go wrong? Ncua.gov material loss review
• Tools you can use

Speaker: Stacie VanDenBerghe

The board only has one employee, the CEO. The board’s role in overseeing the CEO is critical to the mission and objectives of the credit union.

Micro sessions

1. Board roles and responsibilities: What it takes
2. The board and CEO relationship: Driving the credit union success
3. Creating longevity for your credit union: Innovating and adapting

Speaker: Jeff Rendel

One of the most important elements of strategic thinking is considering how your credit union leads with purpose.  Why do we exist, what is our goal, where is our vision and how are we going to get there?  Examine this and more through this training. 

Micro sessions

1. Be a student of the industry
2. Thinking at a strategic level
3. Strategic value from the board

Speaker: Jeff Rendel

Successful strategic plans are straightforward, competitive approaches that articulate how your credit union will get from where it is to where you want it to be with tangible competitive advantages.  Examine the strategic cycle in depth in this course to identify the elements needed to execute your plan successfully.

Micro sessions

1. The board and strategy
2. Measures and examples
3. Lead, partner, and observe

Speaker: Jeff Rendel

What makes a credit union board or committee move from good to great? Dynamics and meticulous attention to the details are involved. Exceptional dynamics help develop the effectiveness of every individual and the finer points of governance. Learn how to build your board – now – and for the future, and create one voice through team building, communications, differing opinions and consensus.  

Micro sessions

• The modern board
• Guidelines and structure
• Recruiting new volunteers