You'll Be in Good Company 

Over the last decade, we've provided training for over 10 Caribbean Credit Union Leagues

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Certification Course Curriculum

    1. Course Welcome

    2. How to use this course

    3. About the Instructor

    1. Module 1: Welcome

    2. Unit 1: Mission

    3. Unit 2: Strategy

    4. Module 1 Quiz

    5. (Bonus Job Aid) Mission-vs-Vision

    6. Bonus: Personal Strategic Planning (Business Model You Preview)

    7. (Board Member Bonus) Ten Basics for Boards

    1. Intro to Risk Appetite Part 1

    2. Intro to Risk Appetite Part 2

    3. Key Steps in Developing Your Institution's Risk Appetite

    4. Module 2 Quiz

    5. Additional Reading (not required) Implementing Your Risk Appetite

    1. Loan Policy is the Expression of Your Institution Risk Appetite

    2. Loan Policy Do's and Don'ts

    3. Discussion on Loan Policy Exceptions

    4. Review example Loan Policy Checklist

    5. Review Example Board Exception Review (Bonus)

    6. (Please Read) Policy Exceptions Matter as a Rule

    7. Example Consumer Loan Policy Checklist

    1. Conducting the Preliminary Member Assessment

    2. Repayment Source Analysis

    3. Approve or Deny: Keys to Effective Loan Recommendations

    4. Quiz

    1. FaceBook and Instagram Marketing Best Practices

    2. Final Thoughts on Marketing

About this course

  • Free
  • 34 lessons
  • 5 hours of video content

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Instructor

Principal Ancin Cooley

Ancin Cooley, CIA CISA, 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 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 examination reviews. When not advising clients, training for triathlons, or spending time with his family, Ancin designs and conducts trainings for the Credit union industry. In addition, he is a well sought-after expert contributor to a host of financial publications. He has most recently been featured in Forbes Magazine and the Credit Union National Association. Ancin currently teaches 4 Supervisory Committee schools.