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Board and Supervisory Committee Assessments

  • 1.  Board and Supervisory Committee Assessments

    Posted Aug 26, 2019 06:26 PM

    We do Board (Board, Peer and Self) assessments and the Audit (Supervisory) Committee (Committee, Peer and self) assessments at Unitus Community Credit Union in Portland, OR.  I am seeking formation about vendors or organizations you may use for assessments for your Board and/or Supervisory Committee  Have you used the CUES assessments and what do you think? We currently use a local vendor that has helped us put together, administers and evaluates the assessments and may be looking to possibly change in the future and get different perspectives and seek other approaches.

    Thank you in advance for your guidance!

    Frank Chinn
    Unitus Community CU
    Portland OR

  • 2.  RE: Board and Supervisory Committee Assessments

    Posted Aug 30, 2019 04:36 PM
    Hi Frank- can you clarify assessment for me?  Are you have the committees assessed for effectiveness?  This sounds interesting but I am slightly confused on how you present the question.  Thank you- KM, Pacific Service Credit union

    Kyle Matson
    AVP/Internal Audit/Compliance
    Pacific Service CU
    Walnut Creek CA

  • 3.  RE: Board and Supervisory Committee Assessments

    Posted Oct 29, 2019 06:57 AM
    Good Tuesday morning, Frank.  Were you able to identify a Supervisory Committee assessment tool?  We are looking at doing similar work.

    Mike Arguelles
    Supervisory Committee member
    Firefighters First Credit Union
    Los Angeles, CA

    Mike Arguelles
    Firefighters First CU
    Pipe Creek TX