Training and Events
“Always be exciting, always be encouraging, and always be learning something new.”
- Zig Ziglar
Our personalized and affordable training options can be provided onsite or virtually at a date and time that works best for you and your team. Available training sessions are listed below.
- Board Governance
- BSA/OFAC
- Financial Literacy (Basic ALM)
Workshops
Dates and Locations TBD – Content will consist of current concerns and issues as deemed relevant and appropriate. Visit the website frequently for updated workshops.
Webinars
Please check back with us soon for the next webinar opportunity.
Board Duties and Responsibilities
As new members join the board, it is essential that they understand their role and how they fit into the organization’s success. This training is excellent for new volunteers and a great refresher for tenured board members.
Bank Secrecy Act/Anti-Money Laundering (BSA/AML) for Volunteers
The Board is ultimately responsible for providing adequate oversight of the credit union’s BSA/AML compliance program and should be appropriately trained and updated in this area at least annually. This high-level training will provide your credit union directors with the knowledge and resources they need to properly fulfill this requirement.
ALM
As new members join the board, it is essential that they understand their role and how they fit into the organization’s success. This training is excellent for new volunteers and a great refresher for tenured board members.
