eAdvisory

Let us help you standardize and modernize governance.

Credit unions exercise governance through instituting policies and standards of transparency, compliance and accountability. If you need to speak to an advisor, we are here.

BOARD GOVERNANCE

Board Duties and Responsibilities

Understand key duties and responsibilities and learn to mitigate director liability while ensuring a successful future. (20 minutes)

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Board Financial Literacy: Basics

Revisit the fundamentals of asset liability management and the financial oversight of the board. (15 minutes)

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Financial Literacy: Ratios and Performance

Revisit the fundamentals of asset liability management. Understand key ratios and performance metrics critical to the credit union. (40 minutes)

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$250

MSA: Modernizing Board Governance

Discover where your credit union stands and the steps you may need to take to make changes for a stronger future.

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What is Governance?

Boards must strike the right balance between hope and realism while continuing to ensure accountability, fairness and transparency. (20 minutes)

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WHAT OUR CLIENTS SAY

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"I am reading the review of the Board Governance Manual. The credit union has done a very good job with the Governance Manual. Working with Strategic Advisory was a great choice to review what we have, enhancing it and putting everything in one place!"

Carol Galizia, LA Financial

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"Great job on the webinar! A tremendous amount of rich content, insight, and call to action for all of us who attended! The dialogue among participants was awesome!"

Mike Reuter, WOCCU

VIRTUAL CONSULTING

Our client-centric approach helps you overcome strategic challenges. See our complete listing of webinars, videos and eSchools.

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