Fiduciary Duty - Care, Loyalty, Obedience


Registration and Pricing Information

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Registration Investment:
FREE for Power Learner Passport
$200 for Affiliates Non-PLP
Non-Affiliated Contact Leslie Poole

Program Description

A fiduciary duty or obligation exists whenever a relationship – in this case the relationship between a credit union and its members – involves a special trust, confidence, and reliance on the fiduciary to exercise both discretion and expertise in all matters. 

Credit union employees and volunteers hold a legal and ethical relationship of trust with their members. This session is an overview of the laws, rules, and regulations that guide the credit union’s over-riding duty to guard the assets of its members, balancing the interests of the individual member and the membership as a whole. 

Program Length: 75 Minutes

Meet The Presenter:

With 35 years of experience in the credit union industry, Gaye DeCesare has knowledge of and practical experience in almost every area of credit union operations. Specializing primarily in compliance for more than 30 years, she served on the NAFCU Compliance Standards and Practices Commission that developed the NCCO certification program and is a founding member of both the Capital Area Compliance Roundtable and regional BSA Compliance Roundtable. In addition to holding NAFCU Certified Compliance Officer and Credit Union Compliance Expert designations, she is also a certified Bank Secrecy Act Compliance Specialist. 



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