KCUA Volunteer Kit

The Kansas Credit Union Association is pleased to offer these valuable resources for the recruitment and development of your volunteers. These resources are designed to help volunteers perform effectively and efficiently in their role in leading your credit union.

• The Credit Union Difference

• Director Checklist

• Governance and Ethics

• Recruitment Strategies

• The Power of Planning

• Volunteer Assessment Tools

• Financial Literacy Training for Directors

• Board and Committee Information

• Volunteer Resources

For more information on how to use the Volunteer Kit in your credit union, contact:

Gina Evans, AVP-Education and Training
ginae@kcua.coop
316-942-7965, ext. 3010 (In Wichita)
800-362-2076, ext. 3010 (Toll Free)

---

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,  please contact:

                      Susan Dyer, Communication Specialist
                      susand@kcua.coop
                      316-942-7965, ext. 3047 (In Wichita)
                      800-362-2076, ext. 3047 (Toll Free)

---

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
  • Treasurer

---

Volunteer Resources

• Volunteer Education
• Books and Manuals
• Videos
• Reports
• Self-Study Programs
• Planning
• Additional Resources