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What Your Board Packet is Really Telling You

Board reports help directors assess their credit union’s condition and determine if the level of risk taken conforms to the board’s policies and risk appetite. To see the true picture, directors must ask the right questions and be able to look at the trend and level of individual measures, and the inter relationships among capital, asset quality, earnings, liquidity, market risk, and balance sheet growth.

In this session, Ancin Cooley will help you understand what the board report data really means and the questions you should be asking, as he discusses:

  • Details:  Your committee minutes
  • Are you getting the right reports? Is Less really more?
  • Loan Committee best practices, including loan approvals, reports, and exceptions tracking
  • Asset/liability Committee best practices, including internal audit reports, loan review reports, and examination findings
  • Audit Committee best practices, including internal audit reports, loan review reports, and examination findings
  • Critical conversations with management
  • What board reports won’t tell you

Who should attend?

  • Supervisory Committee
  • Board of Directors
  • CEO

Meet the presenter:
As Founder and Principal of Synergy Credit Union Consulting, Inc., Ancin Cooley, CIA, CISA, provides a suite of training and services, including loan reviews, information technology audits, internal audits, directors’ exams, and regulatory compliance reviews.

Ancin brings deep, first-hand experience gained from working for the Office of the Comptroller of the Currency (OCC) as an examiner, performing safety and soundness examinations at community and mid-size financial institutions. After leaving the OCC, he worked at a regional accounting firm where he led loan reviews and internal audits.

Registration Investment: $195 for League Member
You must be a member of your state league to attend this presentation.
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Webinar to participate in: eTrain: What Your Board Packet is Really Telling You
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