TEAM Resources and its speakers offer a wide range of topics for training and development opportunities. Most of these topics can be offered in person or via webinar. We also offer custom development of programs.

Below you’ll find a list of the TEAM Resources topics and you can click each title to learn more.

“Did an excellent job of introducing new ideas. Keeping our group focused on best practices.”

-Event Attendee

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)

Audience: Supervisory Committee Members

Of course, every board is different. We’re talking about humans after all. But there are reliable & researched “rules of thumb” that raise the performance of boards. Hear about practices that are tried and proven across a variety of board sizes and types. Make sure that you’re working smart and efficiently for your members and for the credit union.

Audience: Board Members, Supervisory Committee Members, CEOs, Senior Executives

Alignment is Not Just for Tires

Credit union boards spend plenty of time in discussion and debate. It’s familiar territory. But what if the board could go through a regular alignment process that would reduce friction, increase performance and create a more efficient group? Through the calibration process, boards can quickly and easily map out where members are in relation to each other on critical issues of governance and oversight, then have calculated conversations make sure that everyone has the same vision and direction for the organization.

In this session you will:

  • Learn three evaluation approaches for creating alignment;
  • Review common obstacles to alignment & methods for avoiding them; and
  • Discuss best practices for alignment maintenanc

Audience: directors, volunteers, supervisory committee members, CEOs

How well does your board function? In the words of board expert Richard Chait, “Effective governance by a board is a relatively rare and unnatural act.” An effective board is very difficult to establish and sometimes more difficult to maintain. So … what can you do to “build a better board?” In this course you will learn ways to focus the board on governance, and understand the distinction between governance and management. You will look at the planning process, reporting systems and meetings to identify ways to focus your board on the things that will have the greatest impact for the members, allow you to appropriately stay out of management’s way, and have better insight to what is being accomplished by the entire organization.

Audience: Board Members, Supervisory Committee Members, CEOs

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.

Audience: Supervisory Committee Members

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.

Audience: Any

Over 125 people step onto a field in unison, then start playing different parts and moving in different directions. They’re executing a strategic plan to a grand, explosive visual and auditory effect. That’s a team working with great leadership.

We all love a great sports analogy, but in terms of leadership and team development, the marching band offers all lessons: mentorship, succession planning, diversity of roles, execution in synchrony, communication, competition, and more! And they are working together with purpose. And c’mon, a basketball team has, what, 10 people? Only half of which are playing at the same time.

This session offers the insights of a self-proclaimed “band geek.” Lighthearted though it may be, the lessons are real, and inspiring.

Audience: Board Members, Supervisory Committee Members, CEOs, Senior Executives, Staff

Understanding financial statements and reports is vital for many people in the credit union. However, many volunteers and employees come from non-financial backgrounds and do not fully grasp the nature of accounts, relationships between accounts and the importance of critical financial statement elements. In this course we will make financial statements simple; everyone will come away grasping them as they never did before. We will review examples of the statement of financial condition, income statement, as well as other key reports and key ratios.

Audience: Board Members, Supervisory Committee Members

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)

Audience: Supervisory Committee Members, Internal Auditors

It’s a tightrope walk … being the board chair. You have to lead, without dominating, be willing to have difficult conversations. You’re a visionary, but also one of a group of peers. And you’re the navigation point to the all communication to the CEO and staff. And of course, you’re chief cat-herder. The chairperson’s job is an extremely important one with a great deal of influence over how effective the credit union can be. In this session, we’ll review a range of competencies for the chair. We’ll consider how to “read” your board for its style and personality in order to employ the most effective techniques. And finally, we’ll discuss what has worked for attendees and ways to share our collective experience.

Audience: Board Members, Supervisory Committee Members, CEOs

Fear of public speaking is right up there with fear of heights and fear of snakes. But we all have to do it some of the time. With a little practice and a few tips, a well-delivered presentation could be the difference between a big project going forward, a major deal getting closed, or even a significant promotion. Sharpen your skills and leverage them for the good of your organization and your career. This course will cover research-based approaches to help you establish credibility and rapport with any audience. It will provide guidance on the use of graphics and how to avoid creating PowerPoint presentations that cure insomnia.

Audience: This course is targeted for novice to mid-level performers, ideal for younger developing staff, or those who are, or hope to change rolls and grow professionally.

How do you think of rapport? For many it’s a vague “connection” with others, or a mysterious “feeling” in a group dynamic. The truth is that rapport is much more powerful than most realize. (Did you know that it will show up on an MRI?) Knowing and understanding this powerful force can help you influence a single person or an entire room full. But rapport can also be the lynchpin in creating an effective team, the difference between simply moving projects forward, and charging ahead with gangbuster success. In this session, we’ll discuss the science behind rapport, and practical ways to harness it in every aspect of daily life.

Audience: Any

Alternate Titles:
     Governance at the Speed of the 21st Century
     Re-conceptualizing the Work of the Credit Union Board

In an age of Instagram, instant messaging, and on-demand everything, the work of the board of directors typically plods along at the speed of the steam locomotive. It’s time that we say “What if?” What if … the board’s role could be reframed and re-conceptualized to create dynamic movement in the organization? What if … the board could effectively work at the pace of the modern world without spending any more time than they already do, or maybe even less? You know … work smarter, not harder. It’s possible. This is not a technology problem, though it involves technology. This is not a theoretical problem, though it involves theory. Hear how you can take on the mantle of leadership for your organization, and set the strategy, as you should, in a more efficient way that matches the pace of the world … to the ultimate benefit of your members.

Audience: Board Members, Supervisory Committee Members, CEOs, Senior Executives

Just Who are Those People in the Board Room with Me?

Just how well do you know your colleagues in the boardroom? Sure you know their kids’ names and golf handicap, but how well do you know their working style. After all, you may be volunteers, but what you do in the boardroom is work. Organizations often recognize the need for deliberate team development at the staff level but ignore it at the top. In this session we will use the WorkPlace Big 5 model to consider how your team’s personalities line up in a way that you can use to get higher performance. Find out where your colleagues get their energy, and where they become drained; who needs reflection before a decision, and who needs to “talk it through.”

In this session you will:

  • Consider regular development of the board as team;
  • Learn the fundamentals of the WorkPlace Big 5 model; and
  • Discuss options for capitalizing on the variety of personalities on the board.

Audience: directors, volunteers, supervisory committee members, CEOs

Supercharging the Team sessions can be presented in a variety of formats, keynote, breakout, as well as extended development sessions/programs. Longer sessions incorporate the full WorkPlace Big Five assessments and reports and have a separate pricing model. Extended sessions are perfect for team building and professional development programs.

(Or, Just Who are Those People in the Room with Me?)

Just how well do you know your colleagues? Sure you know their kids’ names and golf handicap, but how well do you know their working style. Organizations often recognize the need for deliberate team development at the staff level but ignore it at the top. In this session we will use the WorkPlace Big 5 model to consider how your team’s personalities line up in a way that you can use to get higher performance. Find out where your colleagues get their energy, and where they become drained; who needs reflection before a decision, and who needs to “talk it through.”

In this session you will:

  • Consider regular development of any team;
  • Learn the fundamentals of the WorkPlace Big 5 model; and
  • Discuss options for capitalizing on the variety of personalities in any working group.

Audience: any

*Supercharging the Team sessions listed above can be presented in a variety of formats, keynote, breakout, as well as extended development sessions/programs. Longer sessions incorporate the full WorkPlace Big Five assessments and reports and have a separate pricing model. Extended sessions are perfect for team building and professional development programs.

Leveraging the Cooperative Principles to Standout in Your Market

Does your credit union look like every other financial institution for miles around? Or is your sole differentiator unnoticed, great customer service? In this session we’ll examine the seven cooperative principles and learn how you can use them to set yourself apart in a crowded financial services market. Let’s face it banks, payday lenders, peer-to-peer lenders, and the like can’t touch these principles. Credit unions ARE different, but we’re often too humble to make that known.

Audience: Board Members, Supervisory Committee Members, CEOs, Senior Executives, Staff

Questions? For more information or to schedule a training, contact us here.

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