Whether your supervisory committee is new or well seasoned, TEAM Resources offers a wide variety of courses to train your team for success. In addition to our roster of seminars, we also have our new Supervisory Committee Academy. Learn more on on general courses below:
Peak Performance for the Supervisory Committee
You are a seasoned member of your credit union’s supervisory committee. You know the basics and are eager to do more. Find out what you can do to sharpen your skills and make your contribution as a volunteer even more valuable. In this course we will discuss:
- The benefits of using an annual work plan;
- Working with an internal auditor;
- Evaluating your external auditor and keeping them on their toes;
- Steps to make your committee and your meetings more effective; and
- Fraud areas you should be aware of.
Easy and Effective Audit Activities You Can Do
Even if you are not a trained auditor, there are many audit activities you can do! Take this opportunity to learn audit activities you can perform regardless of your background or life experience. These are procedures that can have a big impact and that someone at your company should already be doing every day. Handouts include a catalog of audit procedures with an explanation of their purpose and a detailed explanation of the procedure.
Becoming a More Effective Supervisory Committee
The old adage goes, “Plan your work and work your plan.” This is no different for a supervisory committee. Developing a comprehensive work plan and finding ways to be the best committee you can be will help make your term on the supervisory committee very rewarding. In this course we will cover practical ideas on developing a work plan. We will discuss ideas for finding and attracting volunteers, making your meetings more useful, selecting an external auditor, working with federal and state examiners, and making internal audit functional effective. Handouts include a Work Plan Manual. (Note to meeting planners: The content of this course is similar to Fraud: How to Spot It, How to Stop It)
Supervisory Committee & Internal Audit: Evaluating Your Board and Management Team
The role of the supervisory committee is large and getting larger. You have real liabilities and real responsibilities. Supervisory committees must remain vigilant as the first line of defense against problems that can erode the trust your members have in you. One step in this process is evaluating your board and management team. While the committee has no requirement to evaluate these governing groups, it certainly makes sense that the behavior, teamwork, independence and effectiveness of these groups is observed and reported upon. In this course we will discuss what a review of the board and management team would entail and how best to report this information.
Fraud: How to Spot It, How to Stop It
Fraud of all types has been increasing rapidly. By using proper internal controls, a company forms the first line of defense against fraud. In this session we will assist you in becoming familiar with areas where fraud occurs and discusses controls that can help in the prevention of fraud. Handouts include a list of areas with in the credit union where fraud commonly occurs and suggestions on controls that should be in place to prevent it. (Note to meeting planners: The content of this course is similar to Becoming a More Effective Supervisory Committee)
Top Issues Facing Credit Unions Today
This course covers timely and relevant issues that are at the forefront of the credit union movement. We will customize this course to the environment as the content changes according to recent developments. It is an effective and valuable session for senior management and volunteers.
Essential Questions You Ought to be Asking
This session uses an open discussion format to educate board members and supervisory committee members on literally 101 things they should know the answers to. We will discuss subjects from “What is conflict of interest?” to “What is the credit union’s strategic direction?” to “Have the bank accounts ever not been reconciled by the 15th of the month?” If the volunteers know the answers to these questions, they will be well informed on the inner workings of their credit union.
The True Essence of Teamwork
Teams are not easy to build and are very easy to damage. What makes a good team? And conversely, what factors can make team building almost impossible? In this session we will address the following issues, and discuss useful tools:
- Building trust
- Engaging in constructive conflict
- Creating commitment
- Demanding accountability
- Focusing on results
Learn what true teamwork means and how to incorporate it into your professional and personal life.
Eisenhower on Enlightened Leadership
Dwight D. “Ike” Eisenhower, arguably the most important leader from World War II, was not the best military tactician, nor the best speaker, nor the most dynamic personality. Yet he took the Allied Forces that were reeling from defeat after defeat and led them to victory over the world’s most powerful military. Not only did he have to lead his own staff, but he had to manage the stormy personalities of Churchill, Roosevelt, de Gaulle and Generals Montgomery and Patton, and somehow mold them all into a powerful coalition. How did he accomplish all this? By becoming a great LEADER. Through his three greatest talents: skillful diplomacy, the ability to plan, and the power to inspire success in others, he pulled together an unlikely coalition of nations and defeated Nazism. His methods of leadership are as effective in the business environment today as they were in the battlefields and war rooms sixty years ago. This session will teach the practical leadership lessons from Eisenhower’s experience.
Seven Eternal Principles of Long Term Credit Union Success
What principles lie behind a successful or unsuccessful organization? It starts by determining how you measure success. For the feeling that your credit union has done well, and that you have done good in the process, it may require looking at the deeper causes and effects at work. This session does not discuss religion, but instead looks at all of the essential great world teachings to show how doing good can actually help you do well. It also looks at discoveries from quantum physics indicating empirical proof that these old values have concrete results. Tim will show you practical applications for the great moral, ethical and spiritual teachings in your organization, for the success of the credit union, the enrichment of the workplace and the benefit of the members.
Developing Strategy: Becoming a High Performer
The old saying goes, “If you don’t know where you’re going, any road will get you there.” Many credit unions don’t really know where they are going, and many others aren’t sure what alternative routes are available. In this course you will study high-performing credit unions, of various asset sizes. You will focus on the unique product, service or delivery strategies these organizations have used to post their excellent financial and member-service results. We will discuss how financial institutions have differentiated themselves in a crowded financial services marketplace. You will learn that success is a result of clear vision and staying true to core values. We will also look at how size, field of membership, your local economy and many other factors can frame your strategy for you. You will leave with a variety new ideas to improve your credit union’s financial and member service performance.
Questions? For more information or to schedule a training, contact us!