BOARD MEMBER ESSENTIALS SERIES!

This board bundle will provide new and existing board members with the training they need to be effective in their roles and help move your credit union forward.

Subscription for Each Board Member: $1,788
Credit Union for Entire Board: $9,788


Board Member Essential Series Topics:

  • Volume 1 - THINK - Whether you are on the board of directors of a large or small credit union, you must have a solid understanding of your role as a board member and not cross the line between directing and managing. This volume highlights strategic planning, advocacy and other elements to ensure that, as a board member, you are directing, not managing.

  • Volume 2 - OPERATE - A board can identify opportunities for growth and increase efficiencies by understanding how the credit union measures financial performance. This volume focuses on your credit union’s business model, balance sheet, income statement, cash flow statement and annual report.

  • Volume 3 - DESIGN - Don’t just think about what you want; how are you going to get there? It is easy to become absorbed in the reports and become blinded from reality. Volume 3 starts building accountability on how to turn conversations into a decision that is aligned with organization priorities and your business model.

  • Volume 4 - ACT - This volume builds upon concepts learned in previous modules and emphasizes the importance of supporting your CEO through engagement, consistency and accountability. Until your thoughts, discussions and decisions become actions, you have done nothing. Effective boards are action-focused.

  • Volume 5 - YIELD - After thinking, operating, designing and acting, it is imperative to measure results. Are you making it happen or making excuses? What does success look like? How do you know you have reached your goals? Who is responsible to monitor progress and updates?

  • Volume 6 - BOARD BEST PRACTICES - A good healthy Board of Directors is key to helping a credit union thrive. This session will help your board of directors understand what industry best practices are for credit unions.


WHO WILL BENEFIT: This bundle is perfect for any new or existing board members to better perform their roles.