You'll Be in Good Company

Over the last decade, we've provided training for over 10 credit union leagues

Here's What They Say

Testimonials

"The presentation you did was outstanding!!!"

by Committee Member at 2 Billion Institution

The presentation you did was outstanding!!!! Your style and delivery kept me engaged. I'd recommend your instruction to any credit union supervisory committee in need of really learning the basics AND those looking for deeper technical knowledge.

I feel better equipped to do the job

Committee Member at a small credit union

After watching Ancin I have a better understanding of the committee's purpose. Moreover, I feel better equipped to actually do the job

I had fun taking this course

Committee Member at a Large Credit Union

I thought taking a Supervisory Committee course was going to be absolutely boring honestly.... I had fun taking this course and I learned a lot

I loved the real life stories!!!

Committee Member at a medium sized credit union

I loved the real life stories Ancin told during the course. The stories kept me engaged and provide context for the technical aspect of the instruction.

Course curriculum

    1. Course Welcome!

    2. How to Use this Course

    3. About the Instructor

    4. Lean Into Your Role

    5. Between, Me, You and The Fence Post Introduction

    1. Welcome

    2. History Credit Unions

    3. Understanding The Regulatory Environment

    4. Extra Credit: When Should You Lace up and Fight

    5. Between Me, You and the Fence Post: Thoughts on the Current Cooperative Movement (Optional)

    6. Module Quiz

    1. Module Opener

    2. Crafting Your Mission and Vision

    3. Keys to Understanding Credit Union Governance

    4. Board Committees

    5. Board Performance Management

    6. Board Succession Planning

    7. Strategic Planning

    8. CEO Performance Management

    9. 2022 Update: Make Your Own Decisions About Diversity, Equity, and Inclusion

    10. Between Me, You, and the Fence post: Governance

    11. Bonus Content(Not required): Elements of a Strategic Plan

    12. Bonus Content (Not Required): Board Performance Management Part 2

    13. Bonus Content (Not required): Board Succession Planning Part 2

    14. Module 2: Quiz

    1. Understanding Risks in Credit Unions

    2. Board Packet Fundamentals

    3. Using Peer Data

    4. Understanding Key Ratios

    1. Financial Red Flags

    2. Management Red Flags

    3. Module 4: Quiz

    1. Key Characteristics of An Effective Board Chair

    2. Module 5: Quiz

About this course

  • $1.00
  • 44 lessons
  • 6 hours of video content

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.