Board Member Essentials Series
Equip your board with the knowledge and tools to lead confidently and drive your credit union’s success. This comprehensive training bundle is designed for both new and experienced board members, ensuring they understand their responsibilities and can contribute effectively to your organization’s strategic vision.
Subscription Options:
Individual Board Member: $1,788
Entire Board Package: $9,788
Invest in stronger governance. Invest in your credit union’s future.
Board Member Essentials Series – Topic Overview
Volume 1 – Board Roles & Responsibilities
Clarify where governance ends and management begins. Learn how to steer strategy, advocate for members, oversee risk, and support leadership without crossing operational lines.
Volume 2 – Financial Literacy for Credit Union Directors
Build practical confidence with the numbers. Understand financial statements, key ratios, capital, earnings drivers, and performance trends—in an engaging, plain‑language session.
Volume 3 – BSA / AML Essentials
Meet regulatory expectations with confidence. Review Bank Secrecy Act basics, red flags, reporting obligations, and the board’s oversight role in protecting your institution.
Volume 4 – Board & CEO Synergy
Strengthen the most critical leadership partnership. Set clear expectations, stay aligned on strategy, and translate discussion into action through accountability and consistent engagement.
Volume 5 – Exams & Findings: Be Prepared
Know what to expect from regulators, how to interpret exam results, prioritize findings, and track remediation so your credit union stays exam‑ready year‑round.
Volume 6 – Board Governance Best Practices
Identify what high‑performing credit union boards do differently: structure, culture, meeting discipline, policy oversight, succession planning, and continuous improvement.
WHO WILL BENEFIT: This bundle is perfect for any new or existing board members to better perform their roles.