Comprehensive Credit Union Board Video Course

Please click on above video to meet Ancin Cooley and
learn more about the course.

A course designed to help you navigate your role as a
credit union board member.

Credit Union Board Certification Program Course Curriculum

Welcome
Module 1: Understanding Credit Unions
Module 2: Your Role as a Credit Union Board Member
Module 3: What Your Board Packet is Really Telling You
Module 4: Red Flags for Directors
Module 5: Board Chair Roles and Responsibilities
Module 6: Situational Strategies for Credit Union Boards
Module 7: Board Communication Skills

  Instructor: Ancin Cooley, CIA CISA
         Founder and Principal of Synergy Credit Union Consulting, Inc. 

Ancin Cooley, CIA CISA, 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 serve members.  Syngergy accomplishes this through a suite of services that includes: supervisory committee training, director training, strategic planning, loan review, internal audits and regulatory compliance reviews.  As principal, Ancin manages a growing portfolio of clients throughout the United States.  He brings more than 15 years of experience to the industry.  Ancin honed his skills while working at the U.S. Treasury Department.  At the Treasury, he performed examinations for financial institutions ranging from $100 million to $8 billion in total assets.  After leaving the Treasury Department 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 CFO Council.  Ancin currently teaches 4 Supervisory Committee schools.

In depth detail, excellent course, Ancin held our attention and challenged our thought process. - Mark Saliba, Supervisory Committee Member American 1st Credit Union

Ancin did a wonderful job of getting into the weeds when necessary which helped me better understand my role on the board.  - Eric Iberson, Supervisory Committee Member Teachers Federal Credit Union 

There's a significant gap in the credit union space: proactive education supported by a pragmatic curriculum. We're excited to partner with a progressive company such as Synergy Credit Union Consulting that makes credit union volunteers a priority.  We are confident this new program will align with the credit union's desire to enhance their level of engagement. - Bob Gallman, LCUL, President/CEO 

Pricing Options:
Individual:  Access to the Course for 1 person - $600.
3 to 5 Individuals: Access to the Course for 3 to 5 people - $2,400. (as low as $480. per person)
6 to 12 Individuals:  Access to the Course for 6 to 12 people - $3,500. (as low as $292. per person)
Registration provides access to course content for one year from date of registration.

Note: Payment by credit card is required during the registration process.
Thank you.

Note: During the registration process we ask that you submit the name of the credit union along with the Name, Title and Email Address of the individual(s) who will be taking the course.  If all participants are not known at the time of registration, those names can be provided to CCUA  within one year of initial registration to begin the course.    Please send to Bill Nagle - bnagle@ccua.org or Kevin Cole - kcole@ccua.org.  Thank you.  

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