Best Practices for Today's Credit Union Board

On-Demand Webinar:
StreamedFeb 5, 2024Duration90 minutes
  • Unlimited & shareable access starting two business days after live stream
  • Available on desktop, mobile & tablet devices 24/7
  • Take-away toolkit
  • Ability to download webinar video
  • Presenter's contact info for questions
See Registration Options

Is your board looking for ways to improve itself? If not, why not?

If so, this is the session for you. Learn how to increase efficacy using approaches that will ensure your board is working smartly and efficiently for your members and for the credit union.
  • Identify new best practice opportunities
  • Create efficiencies in board governance approaches
  • Develop a board team with a shared vision of governance work
  • Learn board approaches to try from across geographies and credit union sizes
  • Distinguish between board and management’s roles
  • Identify red flags that signal inefficient or ineffective board work


Every board is different – we’re talking about humans, after all. And it can be argued that all boards should customize their efforts to suit the personality of the individual credit union. But that can be impractical and inefficient. What is efficient is analyzing reliable and researched “rules of thumb” that improve a board’s performance. These tried-and-true practices from across a variety of board sizes and types have been observed by the presenter in real-world settings and proven to increase effectiveness. Join us to learn a wide range of possibilities from education policies to executive sessions and beyond. Directors will be provided with a list of options to choose and implement, or to confirm their board is on the right path. The benefits of these practices include:

  • Meeting efficiencies
  • Improved communications and trust
  • Clear boundaries and roles
  • Time savings that allow for strategic discussion


This informative session is designed for credit union board members, supervisory committee members, volunteers, CEOs, and senior leadership.


  • PDF of the TEAM Resources book, The Little Book of Credit Union Board Best Practices
  • Employee training log
  • Interactive quiz
  • PDF of slides and speaker’s contact info for follow-up questions
  • Attendance certificate provided to self-report CE credits

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

Presented By

Kevin SmithKevin Smith
TEAM Resources