The Supervisory Committee Academy is excited to offer an on-demand webinar series designed exclusively for supervisory committee members. The sessions 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.
Below you’ll find a list of all the TEAM Resources on-demand webinars followed by the instructor biographies.
Watch a preview of our free Basic Duties & Responsibilities webinar below.
Access the full webinar recording via the link below the video.
Register below for the complete version of the Basic Duties & Responsibilities Webinar.
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.
Instructor: Tim Harrington Price: This One is Free! When: On Demand Course Duration: 45 min.
(Note: this webinar does not apply towards the bundle discount)
Supervisory Committee Of the 21st Century (TR BEST SELLER)
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.
Instructor: Tim Harrington Price: $249 Original Live Airing: September 15, 2015 Duration: 90 min. (In three, 30-minute segments)
What All Supervisory Committee Members Need to Know About Financial Statements
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.
Instructor: Tim Harrington Price: $249 When: February 17, 2016 Duration: 90 min. (In three, 30-minute segments)
Fraud Hunters: Understanding the Risks of Internal Fraud and What to Do About Them
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?
Price: $249 When: March 15, 2016 Duration: 90 min. (In three, 30-minute segments)
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.
Instructor: Susan Landauer Price: $249 When: April 13, 2016 Duration: 90 min. (In three, 30-minute segments)
Characteristics of Top Performing Lending Credit Unions
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.
Instructor: Brett Christensen Price: $249 When: May 9, 2016 Duration: 90 min. (In three, 30-minute segments)
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.
Instructor: Tim Harrington Price: $249 When: May 18, 2016 Duration: 60 min.
Key Internal Controls Supervisory Committees Should Know and Watch For
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
Instructor: Tim Harrington Price: $249 When: June 8, 2016 Duration: 90 min. (In three, 30-minute segments)
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.
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 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 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.