Supervisory Committee Foundations Training

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In this course, designed for board members and senior leadership, participants will hear from Attorney David Reed of Reed & Jolly, PLLC about the duties and oversight responsibilities of an effective supervisory committee.

The core responsibilities of a credit union’s supervisory committee include overseeing internal controls, monitoring compliance with policies, ensuring financial statement accuracy, and handling member complaints. This course will help credit unions ensure their supervisory committees are effectively meeting those minimum requirements.

After listening to David’s presentation, participants will be well versed in:

• The core duties of the credit union’s supervisory committee,
• The fiduciary responsibilities of those board members serving on the committee,
• NCUA regulatory requirements applicable to the committee,
• Supervisory committee governance considerations, and
• Details regarding financial statement audits.

Visit the InfoSight360 Learning Academy to register.

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Meet your instructor!

Attorney, author, consultant and nationally recognized speaker, David A. Reed is a partner in the law firm of Reed and Jolly, PLLC and founder of CUDoctor, a full service credit union consulting practice.  Through Reed & Jolly, Mr. Reed provides guidance to credit unions concerning a variety of matters including the establishment and revision of credit union policies and procedures, organizational compliance, collections, security, contractual agreements, regulatory matters and corporate governance.  His engaging speaking style has garnered him status as a regular lecturer nationwide on topics such as regulatory compliance, consumer lending, bankruptcy and collections.