Credit Union History and Philosophy

Highlights the growth of credit unions from their origins to their present structures and challenges and explores volunteers’ roles in the movement.

Format: lecture
Length: 1-2 hours
Presented by: ICUL staff

Managing Risk

Examines risk management and evaluation and elements of internal controls.

Format: lecture
Length: 1-2 hours
Presented by: ICUL staff

Board of Directors’ Duties and Responsibilities

Management through goals, objectives and policies, legal and regulatory considerations and communication among management, volunteers and staff.

Format: lecture
Length: 2-4 hours
Presented by: Lee Kestle, senior consultant

Board and Management Policies

How to use policies as decision guides and how to write policies and implement them.

Format: lecture
Length: 2 hours
Presented by: Lee Kestle, senior consultant

Credit Committee Duties and Responsibilities

Examines duties and responsibilities of the credit union and their relationship with the credit union, board and staff.

Format: lecture and take-home materials
Length: 2-4 hours
Presented by: Dan Cox, senior consultant; Lee Kestle, senior consultant

 

Recruiting, Developing and Retaining Board Members

Offers practical, proven approaches for recruiting and conducting interviews with potential volunteers. Also shows how to determine developmental needs and how to handle "problem directors."

Format: lecture, exercise and Q & A.
Length: 2-4 hours
Presented by: ICUL staff

Effective Credit Union Boards

Help the board maintain the delicate balance between management and board duties and responsibilities. This session addresses creating policy, providing CEO direction and running effective meetings.

Format: lecture and Q & A
Length : 2-4 hours
Presented by: Dan Cox, senior consultant; Lee Kestle, senior consultant

 

Supervisory Committee Duties and Responsibilities

On-going review and evaluation of issues such as data processing, leasing outside auditors, conducting the audit and the audit report.

Format: lecture
Length: 2-4 hours
Presented by: ICUL staff

Business Communications for Directors

How to write succinctly for results, facilitate effective meetings, set agendas that work and improve listening skills.

Format: lecture, exercise and Q & A
Length: 2-4 hours
Presented by: ICUL staff

CEO Performance Appraisal and Accountability

Covers working with the CEO in the areas of performance appraisal, performance planning, roles of management and linking performance to compensation.

Format: lectures, exercise and take-home materials
Length: 2-4 hours
Presented by: Lee Kestle, senior consultant

A Director’s Guide to Asset-Liability Management

Provides the volunteer director a convenient guide to understanding the intricacies of asset-liability management. Also delivers guidance to ALM committees, policies, interest-rate risk and tracking credit union financial performance.

Format: lectures and exercise
Length: 2-4 hours
Presented by: Lee Kestle, senior consultant

A Director’s Guide to Credit Union Regulation and Exams

Develops a director’s understanding of lease and regulatory environments. Explains relevant laws and regulations thoroughly and shows directors how to assure compliance.

Format: lecture and Q & A
Length: 2-4 hours
Presented by: David Hawkins, senior consultant​