Board Liaison Workshop

Starts:  Sep 4, 2019 8:00 AM (PT)
Ends:  Sep 5, 2019 3:00 PM (PT)

As a credit union board liaison, you have a wide variety of responsibilities, from coordinating the logistical details of board meetings, materials, communications and retreats, to helping ensure that your credit union’s board and governance structure are operating as effectively as possible.  As the complexity of issues facing the leadership of credit unions grows each day, the job of a board liaison is becoming more and more vital. 

This two-day training will include interactive hypotheticals, small group exercises, best practice examples and tips from fellow board liaisons. You’ll also benefit from a helpful set of digital templates, including a draft board liaison job description and relevant guides and examples, to aid you and your credit union’s governance efforts. 

From outlining the unique role and responsibilities of a board liaison to developing effective board packets, meeting agendas, committee charters, board portals, and more, this event will offer advice that’s practical and actionable.

We’ll cover: 

  • Building Better Board Meetings
  • Board Governance 
  • Board Succession Planning
  • Assessments
  • Strategy
  • Building Relationships


Schools First FCU
15442 Newport Avenue
Tustin, CA 92780