Supervisory Committee
Academy ©

Archived Webinars

The Supervisory Committee Academy is excited to offer a webinar series designed exclusively for supervisory committee members. The sessions are held once a month and focus on training issues specific to the needs of the supervisory committee. The Supervisory Committee Academy has partnered with well-known subject matter experts to provide the highest quality training.

Click below for a listing of upcoming webinar programs.

Supervisory Committee Basic Duties & Responsibilities
Instructor: Tim Harrington (Click for instructor bio.)
Price: Free!
When: On Demand Course (Whenever you like, after August 1)
Duration: 45 min.
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Supervisory Committee of the 21st Century
Instructor: Tim Harrington (Click for instructor bio.)
Price: $249
When: September 15, 201
2:00 Eastern, 1:00 Central, 12:00 Mountain, 11:00 Pacific
Duration: 90 min. (In three, 30-minute segments)
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The Supervisory Committee’s Role in the Exam Process
Instructor: David Reed (Click for instructor bio.)
Price: $249
When: October 15, 2015
2:00 Eastern, 1:00 Central, 12:00 Mountain, 11:00 Pacific
Duration: 90 min. (In three, 30-minute segments)
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Understanding the Audit Report
Instructor: Susan Landauer (Click for instructor bio.)
Price: $249
When: November 18, 2015
2:00 Eastern, 1:00 Central, 12:00 Mountain, 11:00 Pacific
Duration: 90 min. (In three, 30-minute segments)
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(*No webinar scheduled in December)
Understanding the Lending Process: Why Lenders Do What they Do
Instructor: Brett Christensen (Click for instructor bio.)
Price: $249
When: January 11, 2016
2:00 Eastern, 1:00 Central, 12:00 Mountain, 11:00 Pacific
Duration: 90 min. (In three, 30-minute segments)
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What All Supervisory Committee Members Need to Know About Financial Statements
Instructor: Tim Harrington (Click for instructor bio.)
Price: $249
When: February 17, 2016
2:00 Eastern, 1:00 Central, 12:00 Mountain, 11:00 Pacific
Duration: 90 min. (In three, 30-minute segments)
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Fraud Hunters: Understanding the Risks of Internal Fraud and What to Do About Them
Instructor: David Reed (Click for instructor bio.)
Price: $249
When: March 15, 2016
2:00 Eastern, 1:00 Central, 12:00 Mountain, 11:00 Pacific
Duration: 90 min. (In three, 30-minute segments)
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Cybersecurity and the Supervisory Committee
Instructor: Susan Landauer (Click for instructor bio.)
Price: $249
When: April 13, 2016
2:00 Eastern, 1:00 Central, 12:00 Mountain, 11:00 Pacific
Duration: 90 min. (In three, 30-minute segments)
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Characteristics of Top Performing Lending Credit Unions
Instructor: Brett Christensen (Click for instructor bio.)
Price: $249
When: May 9, 2016
2:00 Eastern, 1:00 Central, 12:00 Mountain, 11:00 Pacific
Duration: 90 min. (In three, 30-minute segments)
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High Intensity Financials for Directors
Instructor: Tim Harrington (Click for instructor bio.)
Price: $249
When: May 18, 2016
2:00 Eastern, 1:00 Central, 12:00 Mountain, 11:00 Pacific
Duration: 60 min.
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Key Internal Controls Supervisory Committees Should Know and Watch For
Instructor: Tim Harrington (Click for instructor bio.)
Price: $249
When: June 8, 2016
2:00 Eastern, 1:00 Central, 12:00 Mountain, 11:00 Pacific
Duration: 90 min. (In three, 30-minute segments)
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5 Things the Supervisory Committee Needs to Know About Compliance
Instructor: David Reed (Click for instructor bio.)
Price: $249
When: July 12, 2016
2:00 Eastern, 1:00 Central, 12:00 Mountain, 11:00 Pacific
Duration: 90 min. (In three, 30-minute segments)
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You’ve Done the Audit . Now What?
Instructor: Susan Landauer (Click for instructor bio.)
Price: $249
When: August 10, 2016
2:00 Eastern, 1:00 Central, 12:00 Mountain, 11:00 Pacific
Duration: 90 min. (In three, 30-minute segments)
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Trends in Remote Delivery of Credit Union Services
Instructor: Don Arkell (Click for instructor bio.)
Price: $249
When: September 20, 2016
2:00 Eastern, 1:00 Central, 12:00 Mountain, 11:00 Pacific
Duration: 90 min. (In three, 30-minute segments)
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How to Know If Something Is Going Wrong. And What to Do About It.
Instructor: Tim Harrington (Click for instructor bio.)
Price: $249
When: October 12, 2016
2:00 Eastern, 1:00 Central, 12:00 Mountain, 11:00 Pacific
Duration: 90 min. (In three, 30-minute segments)
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Maximizing Supervisory Committee Communications: From the Board to the Examiners
Instructor: David Reed (Click for instructor bio.)
Price: $249
When: November 16, 2016
2:00 Eastern, 1:00 Central, 12:00 Mountain, 11:00 Pacific
Duration: 90 min. (In three, 30-minute segments)
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External Fraud Your Credit Union Faces
Instructor: Susan Landauer (Click for instructor bio.)
Price: $249
When: January 18, 2017
2:00 Eastern, 1:00 Central, 12:00 Mountain, 11:00 Pacific
Duration: 60 min. (In three, 20-minute segments)
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Keeping Track of the Credit Union Through Financial Statements
Instructor: Tim Harrington (Click for instructor bio.)
Price: $249
When: February 22, 2017
2:00 Eastern, 1:00 Central, 12:00 Mountain, 11:00 Pacific
Duration: 60 min. (In three, 20-minute segments)
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Our Instructors

Tim Harrington
Author, consultant and speaker Tim Harrington has worked with credit unions in 48 states, two territories, Canada, Jamaica and Mexico. His progressive ideas and broad knowledge of credit union issues has made Tim a valuable resource for credit unions nationwide. Tim has spoken to tens of thousands of credit union volunteers and staff and continues to inspire them to improve their credit unions.

Since 1996, Tim has been President of TEAM Resources, a firm providing consulting, strategic planning, and training to credit unions from coast-to-coast. TEAM Resources’ clients range from a few million to the billions in assets.

Tim’s book Eisenhower on Enlightened Leadership has inspired and delighted credit union and non-credit union readers nationwide. He also developed a presentation on the book, in which he helps people realize that leadership skills can be developed. He uses the fascinating example of General Dwight “Ike” Eisenhower as he inspired American and Allied troops to bounce back and drive toward victory after being soundly beaten at the start of World War II.

From 2001 to 2006, Tim was the chairman of the board of a $150 million credit union in Tucson, Arizona. He was appointed to the board of this troubled credit union in 2001 and served until 2006. During his tenure on the board the credit union evolved from losing over $2 million per year to earning a profit of nearly $2 million by 2006.

Tim was formerly a partner with the nation’s 3rd largest auditor of credit unions, known today as CliftonLarsonAllen. He has been working with credit unions since 1989 when he directed the internal audit of a large credit union in Tucson, Arizona. Prior to that, he was with a national accounting firm and has been practicing accounting and consulting since 1980.

Because of his knowledge, wit and unpretentious delivery, Tim is a much sought after speaker in the credit union movement. Tim has made presentations at conferences for CEOs, Directors, Supervisory Committees, lenders, marketers, and many more. Tim is on the faculty of the CUNA Finance for Non-Financial Managers and Volunteers School, CUNA Volunteer Certification School and CUNA Management School.

David Reed
Attorney, author, consultant and nationally recognized speaker, David is a partner in the law firm of Reed and Jolly, PLLC and founder of CU Doctor, a full service credit union consulting practice. Through Reed and Jolly, David provides guidance to credit unions concerning a variety of matters including the establishment and revision of credit union policies and procedures, organizational compliance, collections, security, contractual agreements, regulatory matters and corporate governance.

David is particularly noted as an expert in the areas of credit union operations, bankruptcy and collections. He has been selected to train NCUA Field Examination and Audit Staff on numerous issues including ID Theft Red Flags, S.A.F.E Act, Third Party Contract Management and Bankruptcy matters.

S Landauer hi res Susan Landauer
Susan Landauer is a partner with Forensic Accounting Services Group, LLC, a consulting organization that specializes in conducting fraud investigations, performing fraud risk mitigation, and providing training on fraud-related topics. She has over 20 years of experience in the areas of audit, training, management, and accounting.

As a trainer, she specializes in fraud detection and prevention courses that she has authored, as well as volunteer topics for credit unions. Ms. Landauer is affiliated with the accounting firm of Wojeski and Company, which has a large credit union practice that performs over 100 audits of credit unions, including certified audits, supervisory committee audits, internal auditing services, ACH compliance reviews and OFAC/BSA reviews. She is also a regular instructor at CUNA’s Supervisory Committee & Internal Audit Conference, as well as a contributing author/subject matter expert for the CUNA VAP program.

Brett Christensen
Brett is the owner of CU Lending Advice, LLC. As such, he consults and conducts training sessions on various lending topics to professionals that work in the credit union industry. His personal and entertaining speaking style have also made him a popular and sought out speaker in the credit union industry.

Prior to forming his own company, Brett worked as a lending consultant and trainer for Lending Solutions Consulting, Inc. of Elgin, IL. Prior to his job at Lending Solutions, Brett was the Chief Sales Officer of APPRO Systems, Inc. which purchased the Loan Link Lending Center, which Brett managed as the President for three years.

Prior to his work at Loan Link, Brett was the Vice President of Lending & Sales at Clark County Credit Union in Las Vegas, Nevada. He also worked for five years as a civil engineering officer in the United States Air Force.

He has earned a Bachelor of Science degree in Civil Engineering from the United States Air Force Academy in 1987, and a Master of Business Administration degree from the University of Phoenix in 1991.

Don Arkell
Don Arkell started his career in the Credit Union industry working as a frontline lender at Clark County Credit Union, in Las Vegas Nevada. While at CCCU, Don quickly moved through the ranks at the credit union, working in all areas of Sales and Lending. He eventually founded a CUSO owned by CCCU- Members Auto Brokerage Service, Inc.

Taking a break from the industry, Don established himself in the Pharmaceutical and BioTech Sales arena working for both Fortune 50 and startup companies. He was recognized for his sales abilities winning several national Sales Awards and mentoring Sales Teams.

After years in the world of Biotech, he couldn’t resist the call of the Credit Union once again. Don joined up with Red Rocks Credit Union in Highlands Ranch, CO in 2007 and helped RRCU to establish a vibrant Sales culture while transforming the Credit Union from full retail delivery to offering 100% of consumer loans and member service through remote delivery channels. This effort drove down operational expenses while increasing loans, total assets and net income.

During the difficult economic times of the last decade, Don Arkell navigated the organization through the muddy waters of the mortgage business by overhauling the entire Real Estate Lending program. Focusing on the core values of the organization, Don completely rebuilt this vital area of the organization by implementing a successful Consultative Lending strategy. Don’s efforts are credited with turning this failing area around and growing into the most profitable area of the credit union.

Don’s unique leadership style and passion for Sales and Leadership have made him a sought after speaker, trainer and strategist. Don Arkell joined the team at CULendingAdvice in September 2015. His extensive Sales and Lending experience married well with the established consultant practice at CULA.

Session Descriptions

Supervisory Committee Basic Duties & Responsibilities
On Demand Course
Tim Harrington
The supervisory committee is the watchdog of the credit union, and fills a critical role in making sure the organization is operating in a safe and sound manner, putting proper controls in place and not taking undue risk. The board of directors may get all of the attention, but a strong supervisory committee is essential to having good governance. Whether you’re a rookie committee member needing to hit the ground running, or a veteran needing a refresher, this course will provide great value – and it’s free! Review this course on your own time to keep clear the essential roles and jobs that the committee must fill.
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Supervisory Committee of the 21st Century
September 15, 2015, 2:00 Eastern, 1:00 Central, 12:00 Mountain, 11:00 Pacific
Tim Harrington
In the old days, supervisory committees reviewed loan files, performed cash counts and confirmed closed accounts. Oh boy, have times changed. The modern supervisory committee must understand the myriad risks facing the credit union and understand if proper controls are in place. The modern supervisory committee must know how to interact with the outside audit firm on a professional basis and glean everything it can from this key ally in the audit process. The modern supervisory committee must learn how to guide, supervise and evaluate both the internal audit department and the external auditors. The role of the committee has changed dramatically. 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.
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The Supervisory Committee’s Role in the Exam Process
October 15, 2015, 2:00 Eastern, 1:00 Central, 12:00 Mountain, 11:00 Pacific
David Reed
The supervisory committee is considered the eyes and ears of the membership and is entrusted with ensuring their personal private information and hard earned money is protected and with continued pressure on the share insurance fund; every credit union should get ready for more regulatory scrutiny than ever. But with smart preparation, more scrutiny doesn’t have to mean more time spent on compliance. David Reed cuts through the “regulatory speak” and shows how concentrated preparation around key regulatory and operational issues can put examiners at ease and benefit the credit union. Are you as prepared as possible for the next round of examinations? The keys lie in understanding the logic behind an examination, the role each committee member plays in your management and risk oversight and educating them on their role in the examination process.
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Understanding the Audit Report
November 18, 2015, 2:00 Eastern, 1:00 Central, 12:00 Mountain, 11:00 Pacific
Susan Landauer
So your outside audit is done and the report from the CPA firm has been issued. Just how did your credit union do? If you don’t know how to interpret the findings in the report, it might be hard to tell at a glance. Did you know that your credit union has four choices for your annual audit? And the audit reports all look different, making the interpretation of the credit union audit results difficult. In this webinar, we will explain what your four audit choices are and guide you through the basic audit requirements, ensuring that your audit fulfills the regulatory requirements of the NCUA. We will also cover the basic financial statements of your credit union, and discuss what other information you can expect from your auditor so that you have a clear sense of where you stand and what the next steps are.
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Understanding the Lending Process: Why Lenders Do What they Do
January 11, 2016, 2:00 Eastern, 1:00 Central, 12:00 Mountain, 11:00 Pacific
Brett Christensen
Simply stated, a strong lending operation will bring your credit union financial success, while poor lending practices can put you out of business. In this webinar you will learn what the supervisory committee’s perspective should be on the following:

  • The types of consumer, mortgage and commercial loans your credit union should offer;
  • The pros and cons of indirect auto lending;
  • How risk based lending works;
  • The financial metrics and reports the board and supervisory committee should monitor;
  • The operational lending practices that do not need to be monitored by volunteers; and
  • Costly lending mistakes that must be avoided.

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What All Supervisory Committee Members Need to Know About Financial Statements
February 17, 2016, 2:00 Eastern, 1:00 Central, 12:00 Mountain, 11:00 Pacific
Tim Harrington
How’s your credit union doing? No, really, how is your credit union doing? As a supervisory committee member, you have an obligation to know and understand how your credit union is doing.financially. The environment has become more demanding. It is no longer enough to come to meetings and trust that someone else on the board understands your financial statements and ratios, or that if something is amiss, the CEO will let you know. According to NCUA Reg. 701.4, each director, regardless of background, has an obligation to understand the financial condition of their credit union. Newly elected directors have six months after election to become financially literate. This course will cover key concepts to help new and experienced directors better understand their credit union’s financial condition.
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Fraud Hunters: Understanding the Risks of Internal Fraud and What to Do About Them
March 15, 2016, 2:00 Eastern, 1:00 Central, 12:00 Mountain, 11:00 Pacific
David Reed
There can be little doubt that the biggest internal risk facing many credit unions is the specter of internal fraud. From embezzlement to self-dealing to unauthorized activities, life can be dangerous in credit union land. Several highly publicized credit union failures have resulted from fraud and most examination staff believe that fraud is a hidden killer for many unwary credit unions. Unfortunately the topic remains taboo in many organizations and little resources are devoted to keeping honest employees honest while discovering the bad guys. What is your supervisory committee going doing about this rising risk?
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Cybersecurity and the Supervisory Committee
April 13, 2016, 2:00 Eastern, 1:00 Central, 12:00 Mountain, 11:00 Pacific
Susan Landauer
In this webinar, Susan Landauer will discuss the top cybersecurity threats to credit unions that exist today in simple, “non-techie” language that everyone can understand. She will help you understand the environment and what your role in managing those threats should be. She will also discuss the top external audits and reviews that the credit union should be doing. This course will leave you with a practical sense of how to handle this ever-changing and often, very technical aspect of your job.
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Characteristics of Top Performing Lending Credit Unions
May 9, 2016, 2:00 Eastern, 1:00 Central, 12:00 Mountain, 11:00 Pacific
Brett Christensen
Lending is the financial lifeblood of your credit union. In eighteen years of extensive travel, Brett has personally walked into more than 1000 credit unions. In this webinar you will learn the characteristics of top performing lenders in the credit union industry. Topics to be discussed include the following:

  • The importance of the average loan yield of your credit union’s loan portfolio.
  • Writing loan policies for members, not examiners.
  • The importance of creating a true sales culture.
  • Which lending delivery channels must be maximized and which should be minimized.
  • How to increase the production of loans while decreasing the cost of making them.
  • Credit union success stories.

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High Intensity Financials for Directors
May 18, 2016, 2:00 Eastern, 1:00 Central, 12:00 Mountain, 11:00 Pacific
Tim Harrington
Understanding the credit union’s numbers can be a challenging aspect of a director’s role … and it’s a requirement per the NCUA. Join Tim as he gives your a solid footing with the fundamentals all in an hour’s time.
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Key Internal Controls Supervisory Committees Should Know and Watch For
June 8, 2016, 2:00 Eastern, 1:00 Central, 12:00 Mountain, 11:00 Pacific
Tim Harrington
The supervisory committee is an essential element in internal controls. You don’t create them, but you are part of the team that assures that appropriate internal controls exist and that they are being used. The problem is most supervisory committee members do not have a background that makes them experts in internal controls. This course will help you understand:

  • Who looks at internal controls;
  • What internal controls are covered in the outside audit or internal audit process;
  • What controls you need familiarity with to ask good questions; and
  • What areas you may “roll up your sleeves” to review and test yourselves.

When you finish this session, you will have a much better picture of what internal controls are and what your role regarding those controls is. In this session you will get:

  • An Internal Control Checklist;
  • An Internal Control Tool for the Committee; and
  • An Audit Steps Workbook

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5 Things the Supervisory Committee Needs to Know About Compliance
July 12, 2016, 2:00 Eastern, 1:00 Central, 12:00 Mountain, 11:00 Pacific
David Reed
It is a fact of life that financial institutions are among the most highly regulated entities in the world. Understanding the interplay between our credit union’s operation and regulatory compliance is a central element of sound oversight. Join credit union attorney David Reed as he explores the current state of regulatory compliance and the key components you cannot ignore.
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You’ve Done the Audit.Now What?
August 10, 2016, 2:00 Eastern, 1:00 Central, 12:00 Mountain, 11:00 Pacific
Susan Landauer
The major responsibility of the supervisory committee is overseeing the performance of the annual audit. But that is just the start of fulfilling your duties. Section 715 of the NCUA regulations outlines the supervisory committee responsibilities – we will cover the regulations to ensure you understand your role, and provide you with some basic techniques that will help you get through it.

An annual plan, specific responsibilities assigned to members for the committee, and how to actually perform those duties are just some of the topics we will discuss. You will gain a full understanding of your overall responsibilities and how to make sure you have the knowledge and tools to perform them. Please join us for an informative session you won’t want to miss.
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Trends in Remote Delivery of Credit Union Services
September 20, 2016, 2:00 Eastern, 1:00 Central, 12:00 Mountain, 11:00 Pacific
Don Arkell, Sr. Consultant/Mentor, CU Lending Advice
The days of walking into a branch to conduct all your business are limited. The adoption of E-Sign technologies and remote delivery of service and sales are helping credit unions improve their bottom lines while delivering modern services. In this session you will learn about the current trends in branch automation and remote delivery. Learn how credit unions are addressing security concerns while increasing productivity. Credit unions with a successful remote delivery strategy are driving down the cost of the transaction while increasing member satisfaction. This session will help equip you as a supervisory committee member to understand the current landscape of e-services offered by successful credit unions around the country.
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How to Know If Something Is Going Wrong . And What to Do About It.
October 12, 2016, 2:00 Eastern, 1:00 Central, 12:00 Mountain, 11:00 Pacific
Tim Harrington
Chances are things are running well at your credit union and problems are managed appropriately. But what if something starts to go wrong? How would the supervisory committee know? You can’t wait until the regulators or auditors tell you. You need to be familiar enough with key indicators to know something may be a problem before an outsider comes to tell you.

Keep in mind, the supervisory committee has an important part to play in the governance of the credit union. Your role is to manage the audit process and monitor internal controls. The members depend on you to do this. This course will help you watch for common problems and what to do if something starts to go wrong.
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Maximizing Supervisory Committee Communications: From the Board to the Examiners
November 16, 2016, 2:00 Eastern, 1:00 Central, 12:00 Mountain, 11:00 Pacific
David Reed
In order to fulfill the critical responsibilities of the supervisory committee it is essential that a vibrant line of communication be established and maintained with the board of directors. It is never enough for the committee to identify potential issues within the credit union, it is incumbent upon them to communicate those issues with the board of directors and follow up on their resolution. From preparing detailed minutes to creating specialized reports and requesting in person meetings, this session will explore both the technical requirements and practical insights of establishing and maintaining active communications. Without effective communications the standard board governance model breaks down… lapses in internal controls are missed, financial irregularities are ignored and any issues could invite increased regulatory scrutiny or even litigation.
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External Fraud Your Credit Union Faces
January 18, 2017, 2:00 Eastern, 1:00 Central, 12:00 Mountain, 11:00 Pacific
Susan Landauer
Why do People commit Fraud? And what types of fraud is your credit union facing every day? We will discuss the most common schemes in the world today that your credit union should be made aware of. You will be armed with the questions to start asking management to ensure that your credit union wins the battle against external fraud!
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Keeping Track of the Credit Union Through Financial Statements
February 22, 2017, 2:00 Eastern, 1:00 Central, 12:00 Mountain, 11:00 Pacific
Tim Harrington
As a supervisory committee member or director, it is essential you understand how your credit union is doing. Is the credit union financially strong? Or is it showing signs of weakness? Is our financial strength stable or improving? Or is it somehow in decline? These are important things to know. Yet most credit union volunteers do not come from financial backgrounds.

This course will make keeping track of your credit union’s financial health easy. Tim Harrington has been training volunteers on “what to watch” for nearly 30 years. Mr. Harrington will show you the key ratios to monitor and explain how to tell if your financial strength and stability is where it needs to be, or if it is falling short of that. He will show you how to know if the credit union’s financial condition is improving or declining. Like many directors have said before, “This is the first time I’ve understood our financial condition.”
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