Valuable resources for the recruitment and development of your volunteers, designed to help volunteers perform effectively and efficiently in their role in leading your credit union.
For more information on how to use the Volunteer Kit in your credit union, contact Gina Evans, AVP, Project Management & Education, 316-942-7965, ext. 3010 or 800-362-2076, ext. 3010.
The Credit Union Difference
What is a Credit Union? The Credit Union Difference History of Credit Unions History of Kansas Credit UnionsCredit Union Legislation
Director Checklist This checklist can be used as a guide to the documents you may wish to provide to your directors and can be customized by adding your credit union specific information.
Governance and EthicsGood Governance Model Code of Ethics CU Board of Directors Confidentiality AgreementSample Code of Ethics AffirmationSample Conflict of Interest/Code of Ethics Policy
Recruitment StrategiesA System for Recruiting VolunteersBoard Recruitment PracticesRecruitment Strategies Planning Session PresentationThis PowerPoint presentation can be used to facilitate a recruitment strategies planning session with your board to set the stage for developing a recruitment plan.
Recruitment Strategies Planning Session Facilitator's GuideThis guide can be used with the PowerPoint presentation above to facilitate a recruitment strategies planning session.
Volunteer Recruitment Flyer This flyer is available in PDF format for you to print and distribute directly at your credit union. The flyer outlines the benefits and expected commitment for serving as a volunteer of your credit union.
Volunteer Recruitment Flyer (customizable)This flyer is designed in Microsoft Publisher and can be customized with your credit union logo and contact information.
If you do not have access to Microsoft Publisher but would like a customized version, please contact
Susan Dyer, Communications Director, 316-942-7965, ext. 3047 or 800-362-2076, ext. 3047.
The Power of Planning The Planning ProcessTypes of PlanningThe Strategic Planning Process
Volunteer Assessment ToolsAssessment Tool InstructionsBoard Assessment ToolSupervisory Committee Assessment Tool
Financial Literacy Training for DirectorsOverview of new NCUA Regulation 701.4 (b) (3) and CUNA Board Financial Literacy CertificateSample Director Financial Literacy Policy
Board and Committee Information
Board of Directors
Job Description Recommendations
Specific Duties and Responsibilities
Liability Considerations
Board/CEO Responsibilities
Decision Making
Strategic and Philosophical Issues
Resource Allocation
Safety, Soundness and Compliance Assessment
Supervisory Committee
Job Description Recommendations
Specific Duties and Responsibilities
Supervisory Committee Guide
Credit Committee
Job Description Recommendations
Specific Duties and Responsibilities
Other Committees
Asset/Liability Committee (ALCO)
Specific Duties and Responsibilities
Nominating Committee
Specific Duties and Responsibilities
Ad Hoc and Special Committees
Committee Formation
Specific Duties and Responsibilities
Sample Job Descriptions (customizable)
Board Chair
Vice Chair
Secretary
Volunteer ResourcesVolunteer Education
Books and Manuals
Videos
Reports
Self-Study Programs
Planning
Additional Resources
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