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Supervisory Committee Development Seminar

July 24 - 25, 2017

Hyatt Centric Fisherman's Wharf
San Francisco, CA

Your price:


CUES Member$1,295.00

Director Member$1,295.00


Registration will be from 7:30 – 8:00am.  The Seminar starts each day at 8:00 a.m. and continues until 4:00 p.m.

Day One Agenda – 8:00am to 4:00pm

Module 1.   Welcome & Introduction

  • Quick Agenda Review
  • Table Exercise:  Table Introductions & Your Objectives?

Module 2.   Opening Hypothetical – Setting the Stage for the Next Two Days

  • Hypothetical Exercise: “A Challenging Meeting!”
  • Discussion of Hypothetical

Module 3.   Fundamental Cooperative & Credit Union Governance Principles

  • Historical Cooperative Principles (The Credit Union Movement)
  • Credit Union Governance – The “Three Legged Stool”
  • Basic Roles & Responsibilities of Credit Union:
    • Boards
    • Board Members & Officers
    • CEOs & Senior Management
    • Board Committees & Task Forces

Module 4.   The Unique Role of Credit Union Supervisory Committees

  • Central Principles, Goals & Responsibilities
  • Video Exercise: NCUA Quick Overview Video & Discussion
  • Credit Union Financial Statements & Audits
    • Understanding Credit Union Financial Statements
    • Internal & External Audits
    • Types of Credit Union Audits and Audit Requirements
    • Review of Sample Audit Reports
    • Verification of Member Accounts
    • Monitoring Management Activities
    • Governance Oversight – Really?
    • Other Regulatory Responsibilities
    • A New Trend: Enterprise Risk Management


Module 5.   Day One Final Thoughts & “Homework Assignment!”

Day Two Agenda – 8:00am to 4:00pm

Module 6.   Day Two Opening

  • iClicker Interactive Exercise – Quick Special Topics
  • Key Questions Supervisory Committees Should Ask

Module 7.   Credit Union Accounting & Regulatory Fundamentals

  • Exercise:  Fundamental Accounting Concepts
  • The Dynamic Credit Union Regulatory Environment
    • The Regulators (NCUA, PCAOB, FDIC, CPFB, State & Other Regulatory Agencies)
    • Risk Based Capital Issues
    • Secondary Capital Issues
    • Other Emerging Issues

Module 8.   The Supervisory Committee of the Future

  • Exercise:  Key Credit Union Challenges
  • Historical & Emerging Challenges
  • Future Possibilities

Module 9.  Credit Union Supervisory – “Grab Bag” Topics!

  • Exercise: Prioritization of “Grab Bag” Topics
  • Discussion of Priority (chosen by participants) “Grab Bag” Topics

Module 10.   Day Two – Final Thoughts of Participants

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