Supervisory Committee
Academy ©

Watch a preview of our free Basic Duties & Responsibilities webinar below.
Access the full webinar recording via the link below the video.  

Click here to register for the complete version of the Basic Duties & Responsibilities Webinar. It’s free!
 
Current 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.

Supervisory Committee Academy webinars are recorded and are also available for purchase after the event. Recordings are available for one year from the live event date. Click below to view the ever expanding list of recorded programs.

Effectively Managing Conflicts of Interest: Supervisory Committee Edition
Instructor: David Reed (Click for instructor bio.)
Price: $249
When: March 15, 2017
2:00 Eastern, 1:00 Central, 12:00 Mountain, 11:00 Pacific
Duration: 60 min. (In three, 20-minute segments)
Register Here (Registration includes Live Event and Archive)
This event has been cancelled and will be rescheduled for a later date.
Contact us for more info. 

Click here for description.

Redefining the Role of the Supervisory Committee in the Digital Age
Instructor: Tim Harrington (Click for instructor bio.)
Price: $249

When: May 10, 2017
2:00 Eastern, 1:00 Central, 12:00 Mountain, 11:00 Pacific
Duration: 60 min. (In three, 20-minute segments)
Register Here (Registration includes Live Event and Archive)
Click here for description.

Supervisory Committee Guide to Reviewing Checking & Investment Accounts
Instructor: Susan Landauer (Click for instructor bio.)
Price: $249
When: June 14, 2017
2:00 Eastern, 1:00 Central, 12:00 Mountain, 11:00 Pacific
Duration: 60 min. (In three, 20-minute segments)
Register Here (Registration includes Live Event and Archive)
Click here for description.

Strategies that Produce an Exceptional ROA
Instructor: Brett Christensen (Click for instructor bio.)
Price: $249
When: July 24, 2017
2:00 Eastern, 1:00 Central, 12:00 Mountain, 11:00 Pacific
Duration: 60 min. (In three, 20-minute segments)
Register Here (Registration includes Live Event and Archive)
Click here for description.

Lending Basics for Supervisory Committees: Answers to Questions You Haven’t Asked Management
Instructor: Don Arkell (Click for instructor bio.)
Price: $249
When: September 18, 2017
2:00 Eastern, 1:00 Central, 12:00 Mountain, 11:00 Pacific
Duration: 60 min. (In three, 20-minute segments)
Register Here (Registration includes Live Event and Archive)
Click here for description.

Stay tuned for more Supervisory Committee Academy webinars!
We will offer one per month (excluding December).

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.

BHullBruce Hull
Bruce Hull has more than 30 years’ lending experience. His knowledge and ability to communicate have made him a sought-after speaker in the areas of lending, collections, and sales. Bruce has served in several capacities, including: COO for a $1.5 Billion credit union, the VP of lending for two large credit unions; the director of collections; a lender in two banks and a savings and loan; a lending professional with one of the nation’s top credit union audit firms; and an expert witness in loan fraud and bond claim cases.

Bruce has been a frequent presenter at conferences around the country for over 20 years. He attended the University of Nevada in Reno and earned a Retail Banking Diploma from the American Institute of Banking.  

Session Descriptions

Effectively Managing Conflicts of Interest: Supervisory Committee Edition
March 15, 2017, 2:00 Eastern, 1:00 Central, 12:00 Mountain, 11:00 Pacific
David Reed
Having a conflict of interest does not make a volunteer a bad person or imply they are trying to do something wrong. It simply means they have a relationship that places them at risk of putting their own interest ahead of the credit union’s. Perhaps no single issue has caused more emotionally charged moments in a board room than conflicts of interest; yet they are relatively simple to recognize and even easier to deal with, IF you know what to do and when to do it. Unfortunately, if they are ignored they can lead to hurt feelings, distrust and even increased risk of liability. Join credit union attorney as he breaks down the issue of conflicts of interest and gives you the tools and techniques you need in order to avoid this potential governance landmine. 
This session will cover: 
• Creating a workable (and reusable) definition of a conflict of interest 
• Reviewing the conflicts specifically mentioned in bylaws and regulations 
• Appreciating a simple model of dealing with conflicts 
• Understanding the negative implications of ignoring conflicts 
• Items to consider in creating a conflict of interest policy

Register Here (Registration includes Live Event and Archive)

Redefining the Role of the Supervisory Committee in the Digital Age
May 10, 2017, 2:00 Eastern, 1:00 Central, 12:00 Mountain, 11:00 Pacific
Tim Harrington 
Supervisory committees were originally created in the 1930s. Information moved as fast as mail could deliver it. Telegraphs were still in use and telephones were a “new-fangled” invention. Cross-country flights in slow, two-engine airliners were just beginning. Back then, cash counts were king!

Unfortunately, too many supervisory committees are still affected by duties and functions that were defined in that long-ago time.  What should the credit union of the Digital Age be doing? As you can imagine it is very, very different than what it used to be, and frankly very different than what many committees are still doing today. This course is not about understanding cyber-security. No, this course is about how a supervisory committee can effectively manage the audit function and monitor the credit union’s internal controls in a world where expertise and speed are more important than ever. We will talk about how the supervisory committee can successfully carry out its role, provide an essential service to the credit union and make a difference for the members in the digital world.
Register Here (Registration includes Live Event and Archive)

Supervisory Committee Guide to Reviewing Checking & Investment Accounts
June 14, 2017, 2:00 Eastern, 1:00 Central, 12:00 Mountain, 11:00 Pacific
Susan Landauer
For the average credit union, investments are its second largest asset. That means it’s high on the list of importance for review for the supervisory committee. But do you know what to look for when reviewing them? And do you know that the staff is giving you is accurate information that truly represents the financial picture of your credit union? In this webinar Susan Landauer will show you how to dissect a normal reconciliation, and point out the red flags to look for in your review process. You will learn to spot things that may indicate something is not quite right!
Register Here (Registration includes Live Event and Archive)

Strategies that Produce an Exceptional ROA
July 24, 2017, 2:00 Eastern, 1:00 Central, 12:00 Mountain, 11:00 Pacific
Brett Christensen
If you want to guarantee your credit union’s growth and prosperity in this highly competitive industry of financial services, you need to have a high level of net income (i.e. earnings). In this session, Brett will teach you what your credit union must do strategically to generate an exceptional return on assets (ROA). 

Topics to be covered include: 
• The most common reasons why a loan-to-share ratio is low. 
• How to safely increase your average loan yield. 
Lending mistakes that result in high loan losses. 
• How to increase direct loan volume. 
• The importance of moving to a sales culture. 
• How to reduce the cost of producing loans. 
• Expense reduction strategies.
Register Here (Registration includes Live Event and Archive)

Lending 101 for Supervisory Committees: Answers to Questions You Haven’t Asked Management
September 18, 2017, 2:00 Eastern, 1:00 Central, 12:00 Mountain, 11:00 Pacific
Don Arkell
Regardless of your asset size, lending generates the vast majority of revenue for your credit union. Aside from generating revenue, this area of the business represents significant risk to your sustainability as a financial institution. In this one-hour, interactive and informative session Don Arkell addresses the top questions asked by volunteers about

Lending: 
• What is the Appropriate Role of the Volunteer? 
• What Do FICO Scores Really Mean? 
• What is the difference Risk-Based Pricing vs. Risk-Based Lending? 
• Are there Good Options for Lending Delivery Channels? 
• What is Indirect vs. Direct Lending? 
• What are the Significant Portfolio Risks?
Register Here (Registration includes Live Event and Archive)

For more information about the Supervisory Committee Academy contact Kevin Smith: ksmith@forteamresources.com