2018 Director Series

Registration Options & Pricing

Please select your membership status.

Recorded Webinar Includes

  • Recording of the Live Webinar
  • Available 6 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

4-Part Series

The most effective board is an educated board!
Purchase this series of 4 webinars to learn how to
maximize your impact as a director at your financial institution.

Purchase Webinars Individually or Purchase the Series to Save 10%!

Whether you are new to your role as a director or are a seasoned board member, your expertise in areas such as credit, security, audit, and capital planning is more valuable than ever. Regulators expect directors to have a reasonable understanding of many functions that traditionally have been left to senior management and staff. Round out your knowledge of today's hot-button issues with this informative series of 4 webinars.

Whether you are just getting started or have years of experience, this series has tips, tools, and takeaways for everyone! You may register for individual sessions, or sign up for the entire series and save 10%.

Director Series Topics

Session Dates & Descriptions

12:00 pm – 1:30 pm Pacific
1:00 pm – 2:30 pm Mountain
2:00 pm – 3:30 pm Central
3:00 pm – 4:30 pm Eastern

Click on presenters’ names below for more information.

February 15, 2018
Directors' Role & Responsibilities When a Data Breach Occurs

Randall J. Romes, CliftonLarsonAllen LLP

Cybersecurity risk continues to evolve at a rapid pace. New data breaches are publicized every week. A core component of cybersecurity risk management is a well-thought-out incident response program. Directors' responsibilities include staying abreast of the changing risk environment, while providing governance and oversight of the risk management program. This session will summarize the latest information on cybersecurity risks and provide guidance to directors on how to positively impact the incident response program.

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April 25, 2018
Overseeing Credit Union Performance: The Role of Audit

Gary J. Young, Young & Associates, Inc.

Overseeing business performance is a fundamental part of a director's role. However, it is nearly impossible for directors to know all of the factors necessary to fulfill this responsibility. An effective audit program makes this oversight more manageable. Third-party audits provide evidence that management is complying with credit union policy, rules, and regulations. Join us to learn more about external, internal, loan review, compliance, interest-rate risk, and IT audits.

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July 25, 2018
Assessing Credit Risk for Directors

Gary J. Young, Young & Associates, Inc.

One of the most challenging jobs for board members is to analyze, evaluate, and then approve or deny loans. Board members often have limited experience in making loans, yet the board is asked to approve the largest and most complex credits. This webinar will address the most important criteria in making credit decisions with a thorough analysis of the key components and ratios of a strong credit. After this webinar, you will be more knowledgeable and better equipped to make tough credit decisions.

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September 18, 2018
Board Governance Essentials

Kevin Smith, TEAM Resources

Credit unions and the financial services industry have become incredibly complex. The board's role in governing must evolve and keep pace. Should the board's involvement be limited to the strategic level, or should they provide direct management input? At what point is it appropriate to delegate implementation of strategic initiatives to the CEO? This webinar will provide an overview of strategic board governance and examine best practices from other credit union boards. Learn steps that board members can take to stay at the strategic level, while still providing required oversight and fiduciary duties.

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