Jun 20

Supervisory Committees: Understanding Expectations & Avoiding Landmines

Registration Options & Pricing

Please select your membership status.

Recorded Webinar Includes

  • Recording of the Live Webinar
  • Available six business days following Live date
  • Available for 6 months following Live
  • 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

Tuesday, June 20, 2017

9:00 am – 10:30 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

Financial services are getting more complex every day. Changing balance sheets, new regulations, and member expectations are increasing the pressure on volunteers and managers to guide credit unions through these troubled waters. The Supervisory Committee plays a unique role as the watch dog for the members. They are also specifically tasked with confirming the credit union is safeguarding member assets, following all applicable rules/regulations, and resolving member complaints.

Your membership relies on the Supervisory Committee’s training, experience, and watchful eye to protect their interests. Little do they appreciate the subtle dynamics that take place behind closed doors. Today’s Supervisory Committee members understand the healthy tension which must exist between their functions and those of the board and management. Usually there are few issues. But what happens when something goes wrong? Is your committee structured to weather a storm? What happens when relationships deteriorate or key players can’t reach a decision? Can closer examination scrutiny be far behind? The presenter is a Supervisory Committee member and credit union attorney. Join us to learn the traits of a healthy Supervisory Committee and methods to ensure full regulatory compliance with your duties.

Continuing Education: Attendance verification for CE credits upon request


  • Regulatory responsibilities of the Supervisory Committee
  • Supervisory Committee examination guidance
  • Enhancing board/Supervisory Committee communications
  • Identifying and avoiding common landmines
  • Five traits of an outstanding committee

    • Supervisory Committee examination questionnaire
    • Audit guidance and best practices worksheet
    • NCUA Supervisory Committee guide
    • Employee training log
    • Quiz you can administer to measure staff learning and a separate answer key


This informative session is designed for Supervisory Committees, directors, volunteers, senior executives, compliance staff, internal auditors, and anyone involved with volunteers or credit union governance.

PLEASE NOTE: Program content is subject to copyright and intended for your individual financial institution’s use only.


Reed & Jolly, PLLC
You might be interested in:

We provide credit union webinars on compliance, lending, regulations, security, operations, new accounts, collections, fraud, security & other topics. For more information on credit union education and online training opportunities, join our mailing list.