To adequately perform your function as a credit union volunteer, as well as to minimize the risk of lawsuit, you must regularly attend and actively participate in board meetings. Upon completion of this course, you will be able to identify major types of financial reports that should be included in the monthly board packet, as well as their purposes. You will also understand the need for and major components of other types of board and committee reports.
Contents:
• Using Reports Effectively
• Major Financial Reports
• Major Management Reports
• Major Committee Reports

By successfully completing the optional exam, you can earn 2 credits for the CUNA Volunteer Certification Program (Level 1, Board Operations & Development) toward your Certified Credit Union Volunteer designation.