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A Direct Line Blog

Checking All the Boxes

September 20, 2023 7:30 am

By Donya Parrish, MCU VP- Risk Management

While talking to credit unions and board members across the state, there are a couple of consistent themes that emerge. One is a need for assistance with succession planning (both for your management team and for the board itself) and another is ensuring you are compensating your CEO at a competitive level. Those topics are paired with a desire for continuing education and convenient training in a new virtual series we are bringing you!

Starting in November, we have Yvonne Evers (SUCCESSIONapp, LLC) bringing you a robust training package – “The PEAK Credit Union Board Performance Directors Series.”

We’ll start with an informational webinar on November 14 at 2:00 p.m. MST to learn how you can bring your board’s performance to the PEAK.

The series is an annual subscription which includes all of the following:

  • Five on-demand videos on the Key Strategies to Effective Credit Union Board Performance
    1. Accept Nothing Less Than Trust and Respect
    2. Take a Proactive Approach to Board Member Succession
    3. Ensure the CEO Compensation Package Shows Value
    4. Plan for the Right Leader
    5. Know Your Board Responsibilities
  • Quarterly live question & answer sessions with Yvonne and other governance experts, plus an archive of all past Q&A sessions
  • A downloadable copy of Yvonne’s e-book, PEAK Credit Union Board Performance: 5 Key Strategies to Reach the Top
  • Board self-assessments
  • Various other downloadable resources: video transcripts, templates, outlines, and additional video resources

Learn more about the series here and register to join us for the conversation on Nov. 14.

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