Volunteer/Supervisory Committee

L - Live eTrain  ||  A - Anytime eTrain

Available Webinars

L | 05/13 | Best Practices of the Modern Credit Union Board

05/13
Complete
Information
Register

Of course every board is different. We’re talking about humans after all. But there are reliable & researched “rules of thumb” that raise the performance of boards. Hear about practices that are tried and proven across a variety of board sizes and types. Make sure that you’re working smart and efficiently for your members and for the credit union.

L | 06/24 | Does the Branch Really Matter in a Digital World?

06/24
Complete
Information
Register

A full program description and further details of this webinar will be posted approximately 30 days before the program date.

If you have questions or want more information before that time, please contact:
Jan Johnson, (800) 472-1702, ext. 6029, janj@ccul.org
or Education & Training at etrain@etrain-cu.com

A | 10 Key Concepts Every Credit Union Professional Should Know

Complete
Information
Register

Even if you aren’t directly responsible for your credit union’s financial management, it’s still important to understand the impact that key factors have on your “big picture”. Join asset/liability management expert Deborah Rightmire as she discusses these ten concepts:

A | 11 Ratios Every Credit Union Professional Should Know

Complete
Information
Register

The economic environment is changing. Ratios help us analyze the past, make decisions for the future, and monitor the impact of those decisions.

A | Advanced Portfolio Strategies

Complete
Information
Register

Participants  will glean a deeper understanding of how mortgage-backed securities are  structured, what kinds of MBS credit unions are investing in, evaluating risk  and collateralized mortgage obligation class structures.

A | Agility and Change

Complete
Information
Register

What’s the # 1 reason why people don’t like change? Fear. Fear of the unknown… fear of trust… fear of feeling irrelevant.

A | ALLL for the Non-Accountant

Complete
Information
Register

With problem loans increasing, profits sagging, and new capital hard to find, getting the Allowance for Loan and Lease Losses (ALLL) right is more important than ever. Learn what you need to know now in this comprehensive course designed for the non-accountant. Through engaging content tailored for the non-accountant, segments of the course include:

A | Becoming a More Effective Supervisory Committee

Complete
Information
Register

The old adage goes, “Plan your work and work your plan.” This is no different for a supervisory committee. Developing a comprehensive work plan and finding ways to be the best committee you can be will help make your term on the supervisory committee very rewarding.

A | Building a Better Board

Complete
Information
Register

How well does your board function? In the words of board expert Richard Chait, “Effective governance by a board is a relatively rare and unnatural act.” An effective board is very difficult to establish and sometimes more difficult to maintain. So … what can you do to “build a better board?”

A | CEO Mass Exodus: What's Your Succession Plan?

Complete
Information
Register

With so many Baby Boomers and older Gen Xers populating credit union CEO positions, it’s no secret that a large number of CEOs that are looking forward to retirement over the next few years. While that opens the door to an incredible opportunity for the next generation of credit union executive management, it also threatens to leave a gap in experience, leadership, and mentoring roles currently fulfilled by these trusted leaders.

A | Compliance Issues for Credit Union Boards

Complete
Information
Register

The compliance environment has changed drastically over the past 18 months. Because the compliance environment has changed, director expectations have changed as well and a board’s fiduciary responsibility is far greater now than it has ever been. This session provides a general overview of the regulations that affect credit unions.

A | Conducting an Effective CEO Evaluation

Complete
Information
Register

According to a recent Board study conducted by Stanford University, the majority of BOD’s are not getting the results they want from their CEOs. Why? They’re not conducting effective CEO Evaluations. Most Credit Union Boards simply look “at the numbers” and base their CEO Evaluations on their financial results. However, such a method negates many of the important functions of a successful operation.

A | Credit Union Differentiation

Complete
Information
Register

The credit union difference is well-known to people within the credit union system, but this only represents a small share of the financial services market. Credit unions’ relatively stable market share leads us to ask the following: Why do your members do business with your credit union? Why don't non-members do business with your credit union?

A | Emerging Markets: The Credit Union Intersection of Potential & Philosophy

Complete
Information
Register

Credit unions were way ahead of the curve at their inception – breaking the mold of traditional financial services and offering a collaborative approach to personal finance. But has the industry fallen behind when it comes to new ways of thinking? Entrepreneurs are capitalizing on the new trend of sharing – offering consumers worldwide access to pools of products and services, inspiring them to own less and share more with family, friends and even strangers.

A | Board of Director Duties & Responsibilities

A | 6 Solutions That Drive Positive Organization Change

A | Opportunities in Credit Union Board Governance

A | Financial Statements Made Easy . . .Finally!

Complete
Information
Register

Understanding financial statements and reports is vital for many people in the credit union. However, many volunteers and employees come from non-financial backgrounds and do not fully grasp the nature of accounts, relationships between accounts, and the importance of critical financial statement elements.

A | Finding and Securing the Future: The World in 2030

Complete
Information
Register

By 2030, many of the concepts and technologies that we would describe today as “emerging” - such as the Internet of Things (IoT), Artificial Intelligence (AI) and wearable technologies - will be ubiquitous, and will have redefined and reshaped how we live and interact. And, Financial Services will be truly “digitized” with consumers and businesses conducting the vast majority of their transactions and interactions through an unprecedented range of access points.

A | From the Battlefield to the Board Room: Secrets to High Performance Leadership

Complete
Information
Register

Join Colonel Jill Morgenthaler as she shares the secrets to effective leadership through her unique method: Heart, Optimism, Opportunity, Abilities, and Hands. This program provides step-by-step guidance so you can increase profits, boost morale, reach a goal, identify challenges, and overcome difficult people and situations. She will engage and enthrall you through her stories and her “how-to” action steps.

A | Fulfilling NCUA Financial Literacy Requirements for Directors, Part 1

Complete
Information
Register

As a board member of a federal credit union, you have an obligation to know and understand how your credit union is doing financially.NCUA Regulation 701.4 (b)(3) requires that federal credit union board members be financially literate, able to understand their credit union’s Balance Sheet and Income Statement and “ask appropriate, substantive questions of management.”

A | Fulfilling NCUA Financial Literacy Requirements for Directors, Part 2

Complete
Information
Register

As a board member of a federal credit union, you have an obligation to know and understand how your credit union is doing financially.NCUA Regulation 701.4 (b)(3) requires that federal credit union board members be financially literate, able to understand their credit union’s Balance Sheet and Income Statement and “ask appropriate, substantive questions of management.”

A | Investment Basics

Complete
Information
Register

With strong share growth and flat to negative loan growth in recent years contributing to sizable growth in credit union investment portfolios, it’s important for students to have a basic understanding of investments. The presentation also will look at the impact of the current interest rate environment on portfolio yields and net interest margins.

A | Lending 101 for Volunteers

Complete
Information
Register

Regardless of your asset size, lending generates the vast majority of revenue for your credit union. Aside from generating revenue, this area of the business represents significant risk to your sustainability as a financial institution.

A | Making Your Credit Union Future Ready

Complete
Information
Register

Credit unions recognize that member expectations for delivery are changing dramatically and quickly.  New delivery, support, and sales capabilities will be needed.  In this session we will discuss how credit unions can become “future ready”.  This session’s topics will include:

A | Measuring the Credit Union Value Proposition

Complete
Information
Register

The credit union ethos is value for members, so why do we fixate on profit when we measure our credit union’s success?

There is a better way. One that balances the need to keep the financial house in order with the need to create tangible economic value for members. It is possible to meet both objectives at the same time. Join Mike Higgins as he discusses the process and these five aspects of operations:

A | Ordering & Understanding Your Credit Union's Audit Report

Complete
Information
Register

Contracting for your credit union’s audit can seem like an overwhelming task and understanding the issued reports can be downright confusing. In addition, the National Credit Union Administration and state regulators have high expectations regarding the duties and oversight provided by supervisory committee members.

A | Plan for the Future: Board Succession

Complete
Information
Register

Developing and implementing a succession plan for directors enhances board transitions, ensures diversity, and elevates the strategic capabilities of the Board of Directors.

A | Risk Management Basics: A Guide to Seven Categories of Credit Union Risk

Complete
Information
Register

Credit unions are in the risk business. Every product or service we offer carries the possibility of exposure or loss, but also the potential for increased financial stability and net worth.

A | Seven Simple Steps to Becoming a Strategic Board

Complete
Information
Register

Boards do two useful things: 1) Ensure that the credit union plans strategically, and 2) hire a competent CEO. If sounds so simple, but it can be quite a task, partly because many directors don’t fully grasp what it means to be a Strategic Board.

A | Tax Reform and Its Potential Impact on Member Behaviors

Complete
Information
Register

Dr. Robert Eyler provides economic insight to the new tax reform act passed late in 2017 and its potential effects on credit unions due to effects on members.  Personal taxes, corporate taxes, real estate, both homes and commercial, have all been affected in different ways by changes in the tax code.  Also, not all changes take effect right away, and there is a sunset date in place. 

A | The Benefits of Derivatives

Complete
Information
Register

Interest rate volatility has increased. Derivatives can be powerful interest rate risk management tools for credit unions concerned about their exposure to changing interest rates. Learn how they work, how to incorporate them into your institution's Asset/Liability Management framework, and NCUA's regulatory guidance regarding their use.

A | The Board Calibration Process: Alignment is Not Just for Tires

Complete
Information
Register

Credit union boards spend plenty of time in discussion and debate. It’s familiar territory. But what if the board could go through a regular alignment process that would reduce friction, increase performance and create a more efficient group? Through the calibration process, boards can quickly and easily map out where members are in relation to each other on critical issues of governance and oversight, then have calculated conversations make sure that everyone has the same vision and direction for the organization.

A | The Board's Responsibility in Cyber Risk

Complete
Information
Register

The Board of Directors play a pivotal role in the safety and soundness of the institution and the increase in sophisticated cyber-attacks. Attendees leave this session with actionable items, valuable resources, and key questions to ask to help measure cybersecurity success.

A | The Five Most Important Roles of the Credit Union Director

Complete
Information
Register

Most of us are familiar with the standard roles a credit union director must play, and regulators pay particular attention to the financial literacy and fiscal responsibilities attached to this critical volunteer role. While those functions are important, focusing solely on those duties is a disservice.

A | The Seven Habits of Highly Effective Supervisory Committees

Complete
Information
Register

Supervisory Committee effectiveness is based on how well committee members use their capabilities to achieve desired risk management results for the institution. To get those results, committee members should hone seven key habits that help them perform their duties with ease and confidence.

A | The Supervisory Committee of the 21st Century

Complete
Information
Register

In the old days, Supervisory Committees reviewed loan files, performed cash counts and confirmed closed accounts. Oh boy, have times changed! If the Committee really wants to do its job well and be a true, professional partner in the protection of the credit union, it must understand its role in the Changing Credit Union Environment.

A | The Ten Essential Elements for Crafting & Managing an Effective Director Training Program

Complete
Information
Register

To lead your credit union properly, your Board of Directors must understand the organization’s operations, goals, and regulatory obligations. A carefully crafted director training program can be the key to that knowledge. Join nationally-recognized speaker, writer, and communications professional, Diane Reed as she discusses these ten essential elements your director training program should include:

A | The Top Ten Questions Board Members Need to Ask NOW!

Complete
Information
Register

While the majority of credit union board members have years of experience and knowhow, 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?

A | What Your Board Packet is Really Telling You

Complete
Information
Register

Board reports help directors assess their credit union’s condition and determine if the level of risk taken conforms to the board’s policies and risk appetite. To see the true picture, directors must ask the right questions and be able to look at the trend and level of individual measures, and the inter relationships among capital, asset quality, earnings, liquidity, market risk, and balance sheet growth. In this session, Ancin Cooley will help you understand what the board report data really means and the questions you should be asking, as he discusses:

A | Who is the Member of the Future?

Complete
Information
Register

The member of the future: the notion conjures images of self-driving cars and biometric banking. While tomorrow’s member will indeed use different tools, this person will possess their own unique sets of challenges and demands on the retail financial services environment.

 

eTrain Online Testing

eTrain's robust online tests assess the knowledge testers gained after each training series. Based on a 70 percent pass-fail grading structure, test takers are informed of wrong answers to assist in the learning process. A certificate of completion can be saved and printed. Powered by ClassMarker.

We're Here

Finding online training is now easier! Streamlined search options, simplified navigation, and a responsive layout, allows you to find the training you need and want, quickly! With fewer clicks, you can easily search for topics in multiple categories, from Human Resource to Lending and Compliance!

Stay Connected

Phone: (800) 472-1702
etrain@etrain-cu.com


Search for eTrain Webinars