While the majority of credit union board members have years of experience and know-how, today’s regulatory environment is causing many to revisit how they operate as board members. With every decision, there's the risk of overlooking the obvious or causing dissension. Sometimes board members simply “rubber stamp” management’s plans, policies, and reports to avoid this.
This webinar will address the ten questions board members should be asking and offer insight on avoiding common pitfalls in board management. What's important now? What happens if we don't do things exactly like the regulators want? What issues need monthly or annual review? What about the new educational requirements? What is our personal liability? From regularly reviewing and revising bylaws and required policies, to establishing standing rules, this webinar will provide checklists and sample board calendars to help manage and organize board operations.
The difference between bylaws and standing rules
Samples of several standing rules which may help you avoid the most common board mistakes
Learn what needs to be included in your board training program
How to better manage policy and program reviews required by regulators
Sample board policies and standing rules
Sample board training calendar and policy evaluation calendar
List of required board-level policy-review items
List of required/recommended board training items
Employee training log
Quiz you can administer to measure staff learning and a separate answer key
WHO SHOULD ATTEND?
This informative session is designed for new, experienced, or aspiring board members. Supervisory Committee members will benefit, too.
ABOUT THE PRESENTER – Diane Pape Reed, CUDoctor
A nationally-recognized speaker, writer, and communications professional, Diane Reed is President of CUDoctor, a full-service credit union consultancy, assisting credit unions nationwide with human resources, marketing, community relations, compliance, sales, training, and executive support. Previously, she was VP of Administration for a mid-sized credit union for 10+ years, where she oversaw the HR, marketing, business development, community relations, training, compliance, and sales functions.
As part of her credit union’s community outreach, she brought five in-school branches to area schools, three in high schools, and two in elementary schools. One of her high school branches was featured on Dateline NBC. In addition, Diane has received numerous awards and has written articles for industry publications. She graduated from George Mason University with a Bachelor’s in Speech Communication.
PLEASE NOTE: Your registration fee allows you to have one telephone connection. However, as many people as you like may listen from your office speaker phone. If you register for the webinar, your registration fee also includes one internet connection from a single computer terminal.
THREE REGISTRATION OPTIONS
1. LIVE WEBINAR
The LIVE WEBINAR option allows you to have one telephone connection for the audio portion and one Internet connection (from a single computer terminal) to view online visuals as the presentation is delivered. You may have as many people as you like listen from your office speaker phone. Registrants receive a toll-free number and pass code that will allow entrance to the seminar. The session will be approximately 90 minutes, including question and answer sessions. Seminar materials, including instructions, pin number, and handouts will be emailed to you prior to the broadcast. You will need the most current version of Adobe Reader available free at www.adobe.com.
2. ON-DEMAND WEB LINK** AND FREE CD ROM*
Can't attend the live webinar? The ON-DEMAND WEB LINK** is a recording of the live event including audio, visuals, and handouts. We even provide the presenter's email address so you may ask follow-up questions. Approximately 1 week prior to the webinar, you will receive an email with the web link. This web link can be viewed anytime 24/7, beginning 6 business days AFTER the webinar and will expire 6 months after the live program date. But there's more . . . AS AN ADDED BONUS, you will also receive a FREE audio/visual CD ROM.* The CD ROM includes the original audio/visual presentation, the question and answer sessions, and the handouts. Use the on-demand link or this "off-the-shelf" training program for those that could not attend the live seminar and for future training.
3. BOTH LIVE WEBINAR AND ON-DEMAND WEB LINK** (INCLUDES FREE CD-ROM*) Includes options 1 and 2 above
*CD Rom for PC use only
**All materials are subject to copyright and intended for your credit union's use only.
NEW! Listen on your iPad, iPhone, or Android. Instructions will be emailed to you with the on-demand link.
$199.00 Webinar per connection
$199.00 Archived On-Demand Web Link & Free CD ROM
$249.00 Both Live Webinar & Archived On-Demand Web Link & Free CD ROM
TIME: 3:00 p.m. - 4:30 p.m.
To register and pay by check, email Mary Zelinsky at firstname.lastname@example.org and your credit union will be invoiced. To register and pay online, click here.