While the majority of credit union board members have years of experience and know-how, today’s regulatory environment is causing many to revisit how they operate as board members. With every decision, there's the risk of overlooking the obvious or causing dissension. Sometimes board members simply "rubber stamp” management’s plans, policies, and reports to avoid this.
This webinar will address the ten questions board members should be asking and offer insight on avoiding common pitfalls in board management. What's important now? What happens if we don't do things exactly like the regulators want? What issues need monthly or annual review? What about the new educational requirements? What is our personal liability? From regularly reviewing and revising bylaws and required policies, to establishing standing rules, this webinar will provide checklists and sample board calendars to help manage and organize board operations.
- The difference between bylaws and standing rules
- Samples of several standing rules which may help you avoid the most common board mistakes
- Learn what needs to be included in your board training program
- How to better manage policy and program reviews required by regulators
- TAKE-AWAY TOOLKIT
- Sample board policies and standing rules
- Sample board training calendar and policy evaluation calendar
- List of required board-level policy-review items
- List of required/recommended board training items
- Employee training log
- Quiz you can administer to measure staff learning and a separate answer key
Attendance verification for CE credits provided upon request.
Who Should Attend?
This informative session is designed for new, experienced, or aspiring board members. Supervisory Committee members will benefit, too.
ABOUT THE PRESENTER – Diane Pape Reed, CUDoctor
A nationally-recognized speaker, writer, and communications professional, Diane Reed is President of CUDoctor, a full-service credit union consultancy, assisting credit unions nationwide with human resources, marketing, community relations, compliance, sales, training, and executive support. Previously, she was VP of Administration for a mid-sized credit union for 10+ years, where she oversaw the HR, marketing, business development, community relations, training, compliance, and sales functions.
As part of her credit union’s community outreach, she brought five in-school branches to area schools, three in high schools, and two in elementary schools. One of her high school branches was featured on Dateline NBC. In addition, Diane has received numerous awards and has written articles for industry publications. She graduated from George Mason University with a Bachelor’s in Speech Communication.
|Over $75 million
|$25 - 75 million
|Under $7 million
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.