Webinar: Credit Union Bylaws: Understanding & Assessing Governance Documents
January 8, 2026 3:00 pm - 4:30 pm
A credit union’s bylaws are more than dusty legal documents on a shelf — they define how you govern, elect, and serve members and should reflect today’s realities.
In this session, credit union attorney David Reed will demystify bylaws and governance documents, helping you assess what’s working, what’s not, and where updates can make a meaningful difference.
KEY WEBINAR TAKEAWAYS
- The role of bylaws and other governance documents
- Top 10 bylaw provisions for accuracy and alignment
- NCUA commentary as a roadmap for modernization and improvement
- Key decision points in your bylaw maintenance
- Practical guidance for amending and adopting bylaw changes
- Avoiding governance landmines
BONUS MATERIALS
- Bylaws assessment checklist
- Sample amendment process guide
- Governance alignment matrix
- Latest NCUA standard bylaws
WEBINAR DETAILS
This insightful presentation will break down the purpose, structure, and evolving expectations of modern bylaws. Discover how strategic updates can strengthen governance, enhance board performance, and address ongoing challenges. We’ll also explore key decisions around board composition, election formats, and leadership development, plus learn how to apply the NCUA’s often-overlooked commentary to the standard bylaws to improve clarity, compliance, and effectiveness. By the end of this session, you will understand not only what your bylaws say, but what they should say to protect your credit union and support effective governance for the future.
WHO SHOULD ATTEND?
- Executives
- Board members
- Supervisory committee members
- Compliance staff
- Policy staff
- Internal auditors
TAKE-AWAY TOOLKIT
- Employee training log
- Interactive quiz
- PDF of slides and speaker’s contact info for follow-up questions
- Attendance certificate provided to self-report CE credits
Speaker: David A. Reed, Reed & Jolly, PLLC
Attorney, author, consultant, and nationally recognized trainer, 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.