Tuesday
Jan 28
2020

Governance for Volunteers

Registration Options & Pricing

Please select your membership status.


Live Webinar Includes

  • One connection to the Live Webinar
  • Handout and Take-Away Toolkit
  • Available on Desktop, Mobile & Tablet
  • Presenter’s Contact Info for Follow-Up

Recorded Webinar Includes

  • Recording of the Live Webinar
  • Available 6 business days following Live date
  • Handout and Take-Away Toolkit
  • Available on Desktop, Mobile & Tablet
  • Free Digital Download, yours to keep
  • Share link with anyone at your credit union
  • Presenter’s contact info for follow-up
150+
Webinars
Available
100%
Satisfaction
Guaranteed

10:00 am – 11:30 am HST
12:00 pm – 1:30 pm PT
1:00 pm – 2:30 pm MT
2:00 pm – 3:30 pm CT
3:00 pm – 4:30 pm ET

Whether you’ve volunteered for 30 days or 30 years, fully comprehending your governance duties is critical to your credit union.

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

  • Explain your responsibilities as a credit union volunteer
  • Know which questions to ask your executives
  • Identify the criteria necessary to hire an external auditor
  • Understand the required communications with the external auditor
  • Define the financial literacy requirements, including key ratios

WEBINAR DETAILS

The board of directors is responsible for credit union affairs and establishing policies. The supervisory committee is responsible for determining whether the credit union is meeting its required financial reporting objectives and properly safeguarding members’ assets. These are BIG responsibilities for unpaid volunteers.

This webinar will cover the general and specific responsibilities of volunteers, distinguish between the two different types of audits, and provide current industry ratios/benchmarks to help evaluate your credit union’s financial condition.

Attendance certificate provided to self-report CE credits.

WHO SHOULD ATTEND?

This informative session is designed for credit union volunteers, including directors and supervisory committee members.

TAKE-AWAY TOOLKIT

  • References to NCUA rules and regulations
  • Current industry ratios/benchmarks
  • Employee training log
  • Interactive quiz

DON'T MISS THESE RELATED WEBINARS!

"Challenges Facing Supervisory Committees"
Wednesday, March 11, 2020

"Advanced Financial Literacy Update for New & Experienced Directors:
ALM Primer & Financial Accounting & Risk Issues"

Tuesday, August 13, 2019

"Financial Literacy Fundamentals for New Directors:
Financial Statements, Key Ratios & How to Monitor Your Credit Union"

Monday, June 10, 2019

 

NOTE:  All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your financial institution is prohibited. Print materials may be copied for eligible participants only.

MEET THE PRESENTER

CliftonLarsonAllen LLP
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