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Volunteer Kit
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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 at (316) 942-7965 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 Unions
Credit 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 Ethics

Good Governance  
Model Code of Ethics
CU Board of Directors Confidentiality Agreement
Sample Code of Ethics Affirmation
Sample Conflict of Interest/Code of Ethics Policy


Recruitment Strategies

A System for Recruiting Volunteers

Board Recruitment Practices

Recruitment Strategies Planning Session Presentation
This 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 Guide
This 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, contact Susan Dyer, Communications Director, (316) 942-7965, ext. 3047 or (800) 362-2076, ext. 3047.



The Power of Planning

The Planning Process
Types of Planning
The Strategic Planning Process


Volunteer Assessment Tools

Assessment Tool Instructions
Board Assessment Tool
Supervisory Committee Assessment Tool


Financial Literacy Training for Directors

Overview of new NCUA Regulation 701.4 (b) (3) and CUNA Board Financial Literacy Certificate
Sample 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 Resources
Volunteer Education
Books and Manuals
Videos
Reports
Self-Study Programs
Planning
Additional Resources