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We understand our clients have unique business requirements, so we created flexible training packages to best meet the needs of your financial institution.
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BOD – Strategic Planning for Credit Unions
This course discusses strategic planning for credit unions with emphasis on the need for planning and a discussion of how to do it.
30 Minutes
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BOD – Volunteers of Credit Unions
This courses provides a discussion of the credit union business, how it is organized and how it is governed.
60 Minutes
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Governance of Credit Unions – NCUA Guidance
This course discusses recent NCUA guidance on the roles and responsibilities of credit union directors.
60 Minutes
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BOD – Financial Ratios for Credit Unions
This course provides the analyst with a discussion of the computation and use of the primary financial ratios used to assess the performance of a credit union.
60 Minutes
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BOD – Future of Credit Unions
This course provides an overview of the major demographic, economic, regulatory and technological forces affecting financial institutions and the impact of them.
30 Minutes
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BOD – Bank Secrecy Act for Directors and Senior Management
As a director or senior manager, you are responsible for enforcing your financial institution's BSA requirements. Learn how federal regulatory agencies expect you to be actively involved in your institution's BSA compliance program.
30 Minutes
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BOD – Board Delegation of Operating Authority
This course will enable directors to see how to delegate and to oversee operating authority it has delegated to others. Your governance structure clarifies the roles of the board and of management to produce synergy and desired outcomes.
30 Minutes
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BOD – Board’s Role in Monitoring Performance
This course discusses the role and approaches used by boards to monitor the financial institution.
60 Minutes
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BOD – Restructuring the Financial Services Industry
This course provides a discussion of the basic technological, economic, regulatory, demographic and competitive forces that are reshaping the financial services industries.
90 Minutes
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BOD – Anti-Money Laundering for Directors and Senior Management
As a director or senior manager, you have anti-money laundering obligations to uphold within your institution. Learn about the money laundering process and key anti-money laundering legislation that affects your role.
60 Minutes