OM Financial - CU Conferences' Strategic Partner

Wednesday, August 24, 2022: 2:00 - 3:00 p.m. Eastern

In a relay race, even though you may have the four fastest runners, if you drop the baton once in the handoff, you will fall behind your competitors. The same issue exists in succession planning, the transition between your leaders is essential to a continued pattern of growth and ultimately success for your organization.

During this presentation, Executive Benefit Consultant and former Bethpage FCU CEO, Kirk Kordeleski, will cover best practices of succession planning to include:

• Anticipating an upcoming change – what do you need to know?

• The conversation between the executive and the board members

• Details needed to ensure everyone’s interests are considered and ultimately aligned

• Stories from the real world

Not available on this date and time? No worries. Those who sign up will be emailed a link to the Webinar recording to watch at your convenience.

Wednesday, September 21, 2022 - 2:00 - 3:00 p.m. Eastern

Tim Quinn, President, Success from the Inside Out

This Webinar Fulfills the
Requirement for Annual Director Education on BSA.

All Credit Unions must be in compliance with the Bank Secrecy Act (BSA) and the board of directors is ultimately responsible for ensuring that the credit union maintains an effective internal control structure, including suspicious activity monitoring and reporting. This Webinar outlines the act, it’s purpose, it’s requirements, current updates and reporting procedures that all credit union directors are required to be familiar with. Money is the fuel for all kinds of activities, both good and “not so good”. Make sure that your credit union has the systems in place to monitor transactions and is in compliance with these Federal requirements.

Not available on this date and time? No worries. Those who sign up will be emailed a link to the Webinar recording to watch at your convenience.

Wednesday, October 26, 2022 - 2:00 - 3:00 p.m. Eastern

Tom Glatt, Jr., Consultant, Glatt Consulting Group, Inc.

Leadership teams have a certain center of gravity, or profile with respect to how they approach and make decisions involving risk. Why does this matter? Teams asked to do things that go against their natural profile will more than likely fail at the task, in particular if the team is unaware of their profile in the first place. For teams to make effective decisions involving risk they must both be aware of their risk profile, and know how to work with it.

In this webinar Glatt Consulting Group's, Tom Glatt, will define the concept of team risk profiles using a tool called the Risk Type Compass. Tom will then show you how you can utilize the Risk Type Compass to both build team profile awareness and drive effective decision making when risk is at play - whether your "team" is the board of directors, management team, a department within your credit union, or some combination of all of the above.

Not available on this date and time? No worries. Those who sign up will be emailed a link to the Webinar recording to watch at your convenience.