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The Role of the Board in the Examination Process Webinar
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When: Archive only
2:00 - 3:30 p.m.
Where: In Your Credit Union
Contact: Leah Redding

Online registration is closed.
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Examiners are spending more time reviewing board activities.  From reviewing minutes to questioning the management team about their board interaction, directors are in their sights.  Are you prepared for the next round of examinations?  The board is the ultimate authority within the financial institution and with continued pressure on the regulatory front and bottom line, every institution should prepare for more scrutiny than ever.  However, with smart preparation, more scrutiny doesn't have to mean more time spent on compliance.  This webinar will cut through the “regulatory speak” and demonstrate how concentrated preparation around key regulatory and operational issues can put examiners at ease and benefit the financial institution.  The keys lie in understanding the logic behind an examination, the part each board member plays in management and risk oversight, and understanding their role in the examination process. 


  • The board’s role in the examination process
  • Understanding examination logic
  • Examination preparation tactics and tips
  • Current hot examination topics
  • From findings to cease and desist:  reviewing the possibilities
  • Your credit union’s available response options
    • Regulatory examination resources and guidance
    • Employee training log
    • Quiz you can administer to measure staff learning and a separate answer key

 Attendance verification for CE credits provided upon request.


This informative session is designed for board members, Supervisory Committee members, executives, internal auditors, compliance staff, and anyone involved in the examination process and compliance function.

ABOUT THE PRESENTER – David A. Reed, JD, Reed and Jolly, PLLC

Attorney, author, consultant, and nationally-recognized speaker, David Reed is a partner in the law firm of Reed and Jolly, PLLC.  He provides guidance to financial institutions on establishment and revision of policies and procedures, organizational compliance, collections, security, contractual agreements, regulatory matters, and corporate governance.  His engaging speaking style has made him a nationwide lecturer on regulatory compliance, consumer lending, bankruptcy, and collections. 


A former trial attorney and vice president and general counsel of a large credit union, David is particularly known as an expert in the areas of operations, bankruptcy, and collections.  He has trained state and federal examination staff on numerous issues, including BSA, ID theft red flags, SAFE Act, third-party contract management, and bankruptcy.  He also serves as editor of several industry manuals.

Educational Investment:

Asset Size Archive Only
Over $75 million


$25 - $75 million


Under $25 million


Education Scholarship

Scholarships are available for all KCUA education events. Scholarships pay 100% of registration fee for credit unions under $25M, 50% for credit unions between $25-$75M and 25% for credit unions over $75M.



Upon registration, you will receive an email confirmation that you can print for your records. Connecting instructions will be emailed to you approximately two days before the event.

Cancellation Policy:

Sorry, no cancellations are allowed after connecting instructions and handout materials are distributed to registrants. Substitutions are welcomed and encouraged.

Please note: The live webinar option allows you to have one telephone connection for the audio portion and one Internet connection (from a single computer terminal) to view online visuals as the presentation is delivered. You may have as many people as you like listen from your office speaker phone.