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Learning Plans

Use the learning plans below to increase board knowledge. Each plan will direct you to relevant videos, articles and whitepapers developed by subject matter experts. Use the plans’ end-of-session questions to help spur board meeting discussions.

Essential Resources for Today’s Board Chair

Learning Objectives:

  • Understand the responsibilities of board chairmanship, including setting the appropriate tone, establishing ethical decision making practices, managing the relationship with the CEO and the work of the board, board meetings facilitation, colleague development, coaching, and fostering a strong board culture.
  • Assess and develop criteria for board chair effectiveness.
  • Evaluate and consider improving meeting facilitation.
  • Determine the advantages of board self assessment.

 

 
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Introduction to Governance

Learning Objectives:

  • Understand the definition of board governance and have a clear understanding of where the board's authority comes from.
  • Understand the nature of board work and how that work is addressed at your credit union.
  • Understand the fiduciary role of the board and how fiduciary responsibilities apply to specific functions in the credit union.
  • Describe the specific responsibilities of the board.
  • Define board authority and accountability, as well as issues that can undermine board accountability.
 
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Introduction to Fiduciary Duties

Learning Objectives:

  • Describe the fiduciary role of the board and how fiduciary responsibilities apply to specific functions in the credit union.
  • List the nine specific responsibilities of the board.
  • Name common traps that hinder effectively meeting fiduciary responsibility.
  • Describe the key risk management functions of the board of directors.
 
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Revitalizing Your Board

Learning Objectives:

  • Understand the important balance of continuity and rejuvenation for your board.
  • Evaluate and consider improving your credit union’s board renewal process.
  • Assess and develop criteria for new director qualifications and develop a plan to recruit new director candidates.
  • Determine the advantages and disadvantages of term limits to your credit union.
 
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Board Meeting Management

Learning Objectives:

  • Understand how board meeting effectiveness can impact board performance.
  • Describe several examples for improving board productivity.
  • Understand how creating better structure before, during and after meetings can help the board be more productive.
  • Describe how the board’s focus on strategic issues impacts meetings.
 
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