Governance excellence begins with sound judgment and responsible oversight
A forward-thinking board is always seeking new ways to improve corporate governance; collaborate with management and exemplify a positive attitude towards change. As your credit union's board reassesses and reworks a governance framework CU Solutions Group partners with you to develop an action plan to refine best practices so you can devote more time to high-priority activities such as strategic planning, compliance, performance, risk management and talent acquisition and retention.
Programs to help you make sound, informed decisions and enhance governance efficiency
We offer subject-matter expertise on the following professional development services:
- Board Financial Training – An NCUA regulation requires credit union board members to "have at least a working familiarity with basic finance and accounting practices." We educate boards on how to meet this requirement and provide in-person or on-demand training. Let us help you with the training and onboarding of new board members.
- Board Governance Training & Maintenance – We help your board focus on board of director best practices that will benefit your membership. We reduce the length of board meetings, give more time and attention to your staff and help you develop a code of conduct that encourages appropriate behavior, inclusivity and diversity. We can help your credit union rewrite policies to clarify roles, streamline the lines of authority and decrease liability for your board and CEO.
- Board & Management Self-Assessment Survey – We help your credit union evaluate its success and determine what it needs to focus on in the future. Our self-assessment survey allows you to determine where performance can be enhanced. We then provide useful tools to take governance to the next level.
Free and useful resources for your credit union board
Strategic Advisory Services | Leadership, Coaching & Speaking | Strategic Planning | Risk Management & Compliance