The Supervisory Committee course is designed to help the busy volunteer go from no experience in the credit union space, to a capable and fully contributing member of a Supervisory Committee. We don’t just review concepts, but delve into the month-to-month inner workings of a Supervisory Committee.
By utilizing Ancin Cooley’s real-life examples as a regulator and examiner, you’ll receive insights and job aides that you can utilize and implement immediately. Whether you are a new Supervisory Committee Member or experienced and seeking to sharpen your skills and delve deeper into more complicated topics, this on demand course is designed for both!
Content: Current, industry specific and routinely updated throughout the year.
Flexibility: Access the course online 24/7 for up to a year from date of purchase
Affordability: Competitive pricing for individual or group rates
Takeaways: Applicable case studies and complementary job aides
Incentive: Benchmark quizzes and certification from Synergy Credit Union Consulting
Curriculum
Presented through brief video instructional modules, participants discover everything needed to be a high performance Supervisory Committee member. You’ll feel as as if Ancin were in the room talking directly to you but with the convenience of starting, stopping and rewinding as much as needed. Modules include key definitions, quizzes, and straight talk instructor insights you won’t get anywhere else!
Module 1: Your Role as a Supervisory Committee Member
- Understanding the Regulatory Environment
- Regulatory Expectations of Committee Members
- Your Core Roles as a Member
- Attributes of Strong Committee Members
Module 2: Understanding your Audit Universe
- What is Risk?
- Types of Risk in Credit Unions
- Keys to Creating an Effective Risk Assessment
Module 3: The Month to Month Work
- Working with Internal Auditors
- Working with External Auditors
Module 4: Supervisory Committee Chair Roles and Responsibilities
- Key Characteristics of an Effective Committee Chair
- Rules of Engagement
Module 5: Deep Dive – Understanding Your Audit Reports
- Reviewing IT Audit Reports
- Reviewing Branch Audit Reports
- Reviewing Loan Audit Reports
Bonus Content just added in 2022
- What is Outside your Scope of Responsibilities?
- What is the Three Lines of Defense?
- How Do You Know if you Did your Job and Did it Well?
LCUL partnered with Ancin Cooley to create this program from the ground up to make credit union supervisory committee volunteers a priority. We are confident this new program will align with credit union’s desire to enhance volunteers’ level of engagement!” – LCUL Executive Team
About the Instructor
Ancin Cooley is the Founder and Principal of Synergy Credit Union Consulting, Inc. Synergy helps credit unions grow and thrive by helping them manage risk, increase profits and serve members. Synergy accomplishes this through a suite of risk management services that includes supervisory committee training, director training, strategic planning, loan review, internal audits, and regulatory compliance reviews. As principal, Ancin manages a growing portfolio of clients throughout the United States. He brings more than 15 years of experience to the industry.
Ancin honed his skills while working at the US Treasury Dept. At the Treasury, he performed examinations for financial institutions ranging from $100 million to $8 billion in total assets. After leaving the Treasury Dept, Ancin worked for a regional accounting firm where he led internal audits, as well as loan and pre-regulatory examiner reviews.
Ancin designs and conducts trainings for the credit union industry and is a well sought-after expert contributor to a host of financial publications. He has most recently been featured in Forbes Magazine and Credit Union National Association. Ancin holds a Master’s of Accounting & Financial Management degree from Keller Graduate School and received a Bachelor of Science in Business from Morehouse College.
Educational Investment
See below pricing options. Once registration is complete, LCUL will reach out to obtain the registrants details. Unique email addresses for each registrant are needed to access the course. You will receive access within 48 hours of LCUL receiving the registrant(s) email address(s).
- $600 per individual
- $1,500 for 5 people
- $2,500 for 6 to 12 people
Testimonials
“Ancin is very knowledgeable in the subject matter. Topics were right on point and great for new and more senior supervisory committee members” – Scott Worthington, SC Chair Park Community CU
“Ancin did a wonderful job of getting into the weeks when necessary which helped me better understand my role on the Supervisory Committee” – Eric Iberson, SC Member Teachers FCU
“In depth detail, excellent course, Ancin held our attention and challenged our thought process”. – Mark Saliba, SC Member American 1st Credit Union.
Register Today!