Educational Investment: $699 per credit union (unlimited attendees within your credit union)
Looking for a practical way to onboard new Supervisory Committee members or provide a refresher for your current team? The recording of our two-part Supervisory Committee Training with David Reed is still available for purchase and download.
Designed specifically for Supervisory Committee members, this comprehensive training covers the critical responsibilities, regulatory expectations, and best practices needed to effectively fulfill the committee’s oversight role within the credit union.
Led by nationally recognized attorney and credit union expert David Reed of Reed & Jolly, PLLC, this training serves as an excellent ongoing resource for both new and experienced committee members.
Topics Covered Include:
PART ONE
Roles and Responsibilities of the Supervisory Committee
• Key functions and fiduciary duties
• Ensuring compliance with regulations and internal policies
• Monitoring and responding to member complaints
Regulatory Requirements and Compliance
• Overview of regulatory agencies and key compliance areas
• Importance of the annual audit and collaboration with external auditors
• Understanding reporting requirements and timelines
PART TWO
Risk Management and Internal Controls
• Identifying and assessing risk
• Evaluating the effectiveness of internal controls
• Safeguarding against fraud and promoting operational efficiency
Collaboration with Management and External Auditors
• Building effective working relationships
• Understanding the audit process
• Maintaining independence and objectivity
This recording is a valuable resource for:
• Onboarding new Supervisory Committee members
• Annual refresher training
• Strengthening governance and oversight practices
• Training future committee leadership
Each purchase includes downloadable access to both recorded sessions, allowing your credit union to revisit the material anytime as an ongoing training resource.
To order the recording, click the button below.
