The COVID-19 pandemic rocked the world… and the credit union industry. Now, as we begin to emerge from the pandemic, it’s critical that credit union boards and supervisory committees are strategically positioning their institutions for success in the future.
The New York Credit Union Association is proud to join with other leagues from the Northeast region to bring you a timely and informative discussion designed specifically for credit union volunteers.
Led by renowned credit union consultant Ancin Cooley, this webinar — which is being offered complimentary to your credit union as a benefit of membership in the New York Credit Union Association — will provide participants with a practical road map for knowing when to lead, when to partner, and when to stay out of the way.
In the session, we’ll discuss the following topics:
- Go back… then go forward…
- Reset Your Mission and Vision
- Strategy vs. Optimization
- Compensation, Bonuses, and When to Let Go
- Implement the Risk Appetite and Risk Tolerance statements
- Developing measurable strategic goals
This conference is being brought to you by the New York Credit Union Association in coordination with the Association of Vermont Credit Unions, Cooperative Credit Union Association, Credit Union League of Connecticut, CrossState Credit Union Association, and the Maine Credit Union League.
Educational Investment: $199 per credit union (Complimentary as a Benefit of Membership)
**Login instructions will be sent one day prior to the conference.**
Speaker: Ancin Cooley, CIA, CISA, Founder and Principal, Synergy Credit Union Consulting, Inc.
Ancin Cooley, is the Founder and Principal of Synergy Credit Union Consulting, Inc. Synergy helps credit unions grow and thrive by helping them manage risk, increase profits, and help members. Synergy accomplishes this thru a suite of services that includes: Director training, strategic planning, Enterprise Risk Management, internal audits, and regulatory compliance reviews. As principal, Ancin manages a growing portfolio of clients throughout the United States and Caribbean. He brings more than 20 years of experience to the financial services industry. Ancin honed his skills while working as an with US Treasury Dept. At the Treasury, he performed examinations for financial institutions ranging from $1 million to $8 billion in total assets. After leaving the Treasury Dept. Ancin worked for a regional accounting firm where he led internal audits, as well as loan and pre-regulatory examination reviews. When not advising clients, training for triathlons, or spending time with his family, Ancin designs and conducts trainings for the Credit union industry. In addition, he is a well sought-after expert contributor to a host of financial publications. He has most recently been featured in Forbes Magazine and the Credit Union National Association. Ancin is originally from New Orleans, LA. but, currently lives in Chicago.