In the last few years, credit unions of all sizes have faced uncertain economic conditions, an increased emphasis on consumer protection, and mounting regulatory requirements – all of which have placed additional pressures on their management and boards. What can a proactive board do to help protect the credit union and guide it forward? This webinar will review ten best practices in corporate governance, the primary responsibilities of effective board members, and several red flags you should understand. With increased focus on boardroom effectiveness and management behavior, it’s important to step back, review your governance processes, and be forthright in making necessary changes. A credit union built on a sound foundation of strong corporate governance will have a significant advantage in any economic climate.
- Best practices for boards of directors
- Responsibilities and attributes of an effective director
- Board basics – effective organization and operating procedures for boards and committees
- Board responsibilities in understanding the regulatory environment
- Preemptive strategies for regulatory complaints focused on directors
- Red flags of poor governance
- Benefits of self-assessment
- TAKE-AWAY TOOLKIT
- Sample board member self-assessment
- Sample board member skills and experience matrix
- Sample individual director evaluation
- 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 directed to board members, Supervisory Committee members, and credit union executives.
ABOUT THE PRESENTER – John Hancock, CPA, Moss Adams LLP
John Hancock is a CPA and partner at Moss Adams LLP. He has practiced public accounting since 1980, working with regulators from all agencies and exclusively serves financial institutions. He is the National Practice Leader for Financial Institutions and leads the Financial Services Group. John manages financial and operational audits for public and nonpublic clients and provides management recommendations for cost savings and efficiency improvements.
In addition, John assists with regulatory compliance and implementation, audit engagement planning, profitability and efficiency reviews, projections, forecasting, and feasibility analyses. He also provides merger and acquisition consulting, strategic planning, board training, and technical consulting as well as risk management evaluations, which involves identifying types of risks and levels of exposure.
|Over $75 million
Regular Fee: $159
Back to School Discount: $79.50*
|$25 - $75 million
Regular Fee: $139
Back to School Discount: $69.50*
|Under $25 million
Regular Fee: $79
Back to School Discount: $39.50*
*Discount will be applied after registration has been received.
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.