Release date: December 7, 2017
Duration: 90 Minutes
You’ve seen the news stories. Every day, it seems that some manager somewhere has been caught embezzling member funds, and another credit union bites the dust.
As a board member, you’re in the hot seat. It’s your job to be the watchdog for your members. Each month, you receive a huge packet filled with tons of information regarding your credit union. By now, you probably know how to read the financial reports and “dashboard” reports on performance, but, how do you spot potential problems?
In this informative seminar, with examples pulled from the headlines, we’ll examine sample Board Report and learn to spot the potential issues.
MEET THE PRESENTER
A nationally-recognized speaker, writer, and communications professional, Diane Reed is President of CUDoctor, a full-service credit union consultancy, assisting credit unions nationwide with human resources, marketing, community relations, compliance, sales, training, and executive support. Previously, she was VP of Administration for a mid-sized credit union for 10+ years, where she oversaw the HR, marketing, business development, community relations, training, compliance, and sales functions.
As part of her credit union’s community outreach, she brought five in-school branches to area schools, three in high schools, and two in elementary schools. One of her high school branches was featured on Dateline NBC. In addition, Diane has received numerous awards and has written articles for industry publications. She graduated from George Mason University with a Bachelor’s in Speech Communication.