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Finance

Improve fiscal oversight.

 

FINANCE LEARNING PLANS

Videos

Kari Wilfong
Kari Wilfong, CFO/CAO, CO-OP Financial Services

What lens does your board use currently when it looks at your credit union's financial situation? Enterprise health? Risk management? Compliance? Something else? Is your current lens the best one?

How do you balance innovation with compliance? What governance tweaks would make it better?

Published Information

Ask two questions: ‘Does it connect to your strategy and risk appetite?’ and ‘Where does it leave you vulnerable?’

Connect your financial plan to strategy by answering these key questions.

Potential board members must understand the three categories of fiduciary duty, when to ask for counsel and the three facets of the “big picture.”