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Starting with our "Welcome aBoard" post, our weekly blog addresses issues and topics of interest for Montana credit union board members.

Embark CU Board of Director/Volunteer Manual

In last week’s blog about helping newly elected board members get up-to-speed, we referenced the orientation process that Deb Evans, president and CEO of Embark CU in Great Falls, has instituted at her credit union. Deb developed a manual (see the table of contents below) that she gives to newly-elected board members as soon as they are elected. She then personaly sits down with each board member to go through the manual and answer any questions they might have. Deb says, “I think it is good if they have time to go through it ahead of time if they want to. Then, we set a time to work through the manual — maybe two sessions depending on the number of questions or the board member’s preference or schedule.”

Deb has been doing this for about five years, “refining the manual a little more each time.” Two years ago, she decided to expand the process to include Supervisory Committee members. 

Resource:

Manual’s Current Table of Contents. 

Section 1: Volunteer Information

  • Credit Union Byloaws
  • Table of Contents from Embark Board Policy Manual
  • Board or Volunteer-related Policies (organizations, committees, training and education, expense reimbursement)
  • Insurance Information

Section 2: Embark CU Information

  • Overivew and History (document outlineing our 79-year history and membership)
  • Organzational Chart
  • 2014 Budget and 5-year Plan
  • NCUA exam
  • 2013 Financial Audit
  • Employee Contact List (key responsibilities)

Section 3: Credit Union Industry

  • Credity Unions versus Banks
  • NCUA
  • Federal Credit Union Handbook (from NCUA)

Section 4: Miscellaneous

  • Embark Website
  • Other Board Related Sites or References
  • Acronymns

Below, you'll find links to past blog posts organized (loosely) into four categories. Feel free to browse. The blogs are all fairly short and provide food for thought in the areas of directors' duties and responsibilities, advocacy, working with the CEO, and ideas for strategic planning.  

 

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