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Webinar: Director Series: Top 10 Questions Board Members Need to Ask Now!

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.

HIGHLIGHTS

  • 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

 

  • TAKE-AWAY TOOLKIT
    • 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

Attendance verification for CE credits provided upon request.

WHO SHOULD ATTEND?

This informative session is designed for new, experienced, or aspiring board members.  Supervisory Committee members will benefit, too.

Please note:  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.

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.

THREE REGISTRATION OPTIONS

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

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.

Convenient!

Listen to the
archived webinar on your

iPad

iPhone

Android

Instructions will be emailed with the archived webinar link.

2.  ARCHIVED WEBINAR & FREE CD ROM*

Can’t attend the live webinar? The archived webinar 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 one week prior to the webinar, you will receive an email with the archived webinar link. This webinar link can be viewed anytime 24/7, beginning 6 business days after the webinar and will expire 6 months after the live program date.

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 archived webinar or this “off-the-shelf” training program for those that could not attend the live seminar and for future training.

The archived webinar (including the free CD ROM) may ONLY be ordered for 6 months following the webinar. Neither will be available after this time.

3.  BOTH LIVE WEBINAR & ARCHIVED WEBINAR (INCLUDES FREE CD ROM*)

Options 1 and 2 described above

AFFORDABLE, PROFESSIONAL TRAINING, WHEN AND WHERE YOU CHOOSE

*CD ROM is for Mac and PC use only

This event is being conducted by CU Web Training on behalf of the Missouri Credit Union Association. Click here to register: https://mcua.fed.cuwebtraining.com/store/webinar

December 18th, 2013 2:00 PM   through   3:30 PM

Event Info

When

December 18th, 2013 2:00 PM   through   3:30 PM

Contact

Phone: 314.542.1321

Email:


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