Board Training Classes

Ancin Cooley

Leading the Leaders – Training for Board Members

Presented by Ancin Cooley, CIA, CISA, Founder and Principal of Synergy Credit Union Consulting, Inc.

More Info

The presence of strong Board leadership creates a sustainable advantage for a credit union. However, in the absence of Board leadership, a credit union will likely suffer financially, and ultimately hurt its members. Finding the right balance between Board and management leadership is essential to creating sustainable culture, reducing risk, and providing value to members.

This workshop/course will provide attendees with a practical road map for knowing when to lead, when to partner, and when to stay out of the way.

  • Conduct Effective Board Evaluations
  • Deal with underperforming Directors
  • Discuss and implement Term Limits
  • Develop effective Board committee charters
  • Ensure Board Competence
  • Develop a Risk Appetite and Risk Tolerance statements
  • Develop strategic goals Goal Choices
  • Effective prepare and address management and Board Succession
  • Your Role As the Chairman
  • Identify a falling CEO
  • When to stay out of the way
  • What is our risk appetite
  • What do succession plans and insurance have in common?
  • We all know he’s difficult, now what?
  • Exercise: Conduct a Board and CEO Evaluation
Ancin Cooley

Your Role as a Supervisory Committee Member

Presented by Ancin Cooley, CIA, CISA, Founder and Principal of Synergy Credit Union Consulting, Inc.

More Info

The supervisory committee serves an important function in credit unions. It is tasked with asking the tough questions and following up on findings with management to ensure that remediation takes place. How do you know if you are doing everything effectively?

  • Understand your role as a supervisory committee member.
    • Develop core competencies
    • Establish expectations
    • Review your Committee Charter
    • Your role as the Supervisory Committee Chairperson
  • Understand the regulatory environment.
  • Define Risk Management, and understanding risk in the content of credit unions.
  • Learn how to create an effective risk assessment.
  • Understand how to cultivate a relationship with the internal and external auditors and consultants.
  • Review the various audit reports.
  • Understand your credit union's strategic objectives.
  • Perform a resource assessment
  • How to have critical conversations with management and the Board.