Events Calendar

Webinar: Crisis Considerations for Annual & Board Meetings: Reschedule? Virtual? Cancel?
Tuesday, March 31, 2020, 03:00pm - 04:30pm

What impact will the coronavirus pandemic have on your annual meeting? Will regular board meetings be affected? What if you must cancel or postpone due to circumstances beyond your control? What are the governance and compliance implications? Learn the options and requirements now!


  • Official meeting requirements
  • Board meeting options – from offsite to virtual
  • Annual meeting and election options
  • Dealing with postponement details
  • Managing membership notice issues
  • Reviewing technologies


Is your annual meeting around the corner? Is the pandemic likely to lead to postponement or cancellation? Are you prepared? Do you know how? What are the notice requirements? What about regular board meetings? Few compliance issues draw examiners’ gaze more than failing to properly administer governance responsibilities. Whether it is notice of annual elections or board meeting attendance, examiners are keen on ensuring a fully compliant governance process for your members.

Whether prompted by convenience or a pandemic, the ability for volunteers and staff to meet remotely can provide much-needed flexibility and peace of mind. There’s never been a better time to explore the ins and outs of remote meetings. Now is an excellent opportunity to expand your credit union’s governance toolbox. The flexibility of bylaws, combined with the emergence of technological tools and a common-sense regulatory approach, offer numerous options for remote meetings. Using remote access technologies and a solid compliance plan will not only satisfy regulatory requirements but also create a robust, interactive meeting experience. Join us to learn more about the available options for remote meeting access and potential annual meeting postponements, with an eye towards gaining flexibility and avoiding landmines.


This informative session is designed for senior management, directors, volunteers, marketing personnel, compliance staff, internal auditors, and anyone involved with compliance, volunteers, or credit union governance.


  • NCUA guidance on emergencies
  • Remote attendance policy
  • Board participation policy
  • Notice language for rescheduling annual meetings
  • Employee training log
  • Interactive quiz

SPEAKER:  David A. Reed, Reed & Jolly, PLLC

Attorney, author, consultant, and nationally-recognized speaker, David Reed is a partner in the law firm of Reed & Jolly, PLLC. He provides guidance to financial institutions on establishment and revision of policies and procedures, organizational compliance, collections, security, contractual agreements, regulatory matters, and corporate governance. His engaging speaking style has made him a nationwide lecturer on regulatory compliance, consumer lending, bankruptcy, and collections.

A former trial attorney and vice president and general counsel of a large regional financial institution, David is also a Certified Fraud Examiner. He is particularly known as an expert in the areas of operations, bankruptcy, and collections. He has trained state and federal examination staff on numerous issues, including BSA, ID theft red flags, SAFE Act, third-party contract management, and bankruptcy.