Montana’s Credit Unions has forged a strong collaboration with Ancin Cooley of Synergy Credit Union Consulting. You’ve heard him present at numerous conferences and workshops (both in-person and virtually), and we’ve heard your overwhelming requests for more of his direct and relatable credit union knowledge.
We’re excited to announce that together we have created high-quality on-demand training for Credit Union Board and Supervisory Committee members. These two programs offer robust and engaging online training that not only instructs but also gives board and supervisory committee members access to the video content and resources for a full year. It’s user-friendly, concise, and imparts the wisdom and insights you want to hear from this industry expert.
CU Board Certification
The presence of strong Board leadership creates a sustainable advantage for a credit union. However, in the absence of Board leadership, a credit union will likely suffer financially and ultimately hurt its members. Finding the right balance between Board and management leadership is essential to creating a sustainable culture, reducing risk, and providing value to members. This course is for the novice and the experienced.
Watch this video to see an overview of the program
The online training includes seven (7) instructional modules
Welcome
1. Understanding Credit Unions
2. Your Role as a Credit Union Board Member
3. What Your Board Packet is Really Telling You
4. Red Flags for Directors
5. Board Chair Roles and Responsibilities
6. Situational Strategies for Credit Union Boards
7. Board Communication Skills
Plus Bonus Content and Extra Credit Lessons
Each module contains multiple short and easy-to-comprehend video units; printable key definitions and takeaways; a quiz; and a bonus video containing instructor insight – which is a quick, informal, conversational summary and some parting wisdom from Ancin Cooley.
Want a sneak peek?Check out this excerpt from the course where Ancin answers a question about management compensation.
Educational Investment
See below for pricing options. Unique email addresses for each registrant are needed to access the course. You will receive access within 48 hours of MCU receiving the registrant(s) email address(s). Registration provides access to course content for one year from the date of registration.
$600 per individual
$2,400 for 3 to 5 people
$3,500 for 6 to 12 people
To register, email Ranel, and provide the name of your credit union along with the name, title, and email address of the individual(s) who will be taking the course, and your our preferred payment option (invoice or deduct MCCU account).
Cover your entire organization when you bundle this course with the Supervisory Committee Certification Program. Discounts are available when you enroll in both programs.
Scholarships Available: Credit unions with assets of less than $35 million at year-end 2021 can apply for an Education Scholarship from MCUCD. Apply here.
Supervisory Committee Certification
The Supervisory Committee course is designed to help the busy volunteer go from no experience, in the credit union space, to a capable and fully contributing member of a Supervisory Committee. We accomplish this by not only reviewing concepts, but also by delving into the month-to-month inner workings of a Supervisory Committee. By utilizing my real-life examples as a consultant and examiner, you’ll receive job aides that you can utilize and implement immediately. We also offer more advanced topics for experienced Supervisory Committee Members looking to sharpen their skills and delve deeper into more complicated topics. This course is for the novice and the experienced.
Watch this video to see an overview of the program
The online training includes (5) instructional modules
Welcome
1. Your Role as a Supervisory Committee Member
2. Understanding Your Audit Universe
3. The Month to Month Work
4. Supervisory Committee Chair Roles and Responsibilities
5. Deep Dive: Understanding Your Audit Reports
Plus Bonus Content and Extra Credit Lessons
Each module contains multiple short and easy-to-comprehend video units; printable key definitions and takeaways; a quiz; and a bonus video containing instructor insight – which is a quick, informal, conversational summary and some parting wisdom from Ancin Cooley.
Learn more about this course by watching this video of Q&As from Ancin.
Educational Investment:
See below for pricing options. Unique email addresses for each registrant are needed to access the course. You will receive access within 48 hours of MCU receiving the registrant(s) email address(s). Registration provides access to course content for one year from the date of registration.
$600 per individual
$1,500 for 3 to 5 people
$2,500 for 6 to 12 people
To register, email Ranel, and provide the name of your credit union along with the name, title, and email address of the individual(s) who will be taking the course, and your our preferred payment option (invoice or deduct MCCU account).
Cover your entire organization when you bundle this course with our Credit Union Board Certification Program. Discounts are available when you enroll in both programs.
Scholarships Available: Credit unions with assets of less than $35 million at mid-year of the previous fiscal year can apply for an Education Scholarship from MCUCD.
Your Instructor — Ancin Cooley, CIA, CISA
Mr. Ancin Cooley is the founder and principal of Synergy Credit Union Consulting, Inc. Synergy provides a suite of risk management services to financial institutions, which include loan reviews, information technology audits, internal audits, directors’ exams, and regulatory compliance reviews. As principal, Ancin manages a growing portfolio of clients with assets ranging from $100 million to over $800 million dollars.
Ancin brings more than 10 years of experience to the industry. He gained deep, first-hand knowledge while serving as an examiner at the Office of the Comptroller of the Currency (OCC). During his tenure at the OCC, he performed safety and soundness examinations at community and mid-size banks that ranged from $100 million to $8 billion dollars in total assets. After leaving the OCC, Ancin worked for a regional accounting firm where he led internal audits, as well as loan and pre-regulatory examiner reviews.
When not advising clients, training for triathlons, or spending time with his young son, Ancin designs and conducts training for the banking 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 Independent Banker.
Ancin holds a Master’s of Accounting and Financial Management degree from Keller Graduate School and received a Bachelor of Science in Business from Morehouse College.
Associations
Risk Management Association (RMA)
Appraisal Institute, Institute of Internal Auditors (IIA)
Information Systems Audit Control Association (ISACA)
To learn more about these programs, contact MCU VP Relationship Management, Ranel Smith, OR email Ancin directly.
Mr. Ancin Cooley is the founder and principal of Synergy Credit Union Consulting, Inc. Synergy provides a suite of risk management services to financial institutions, which include loan reviews, information technology audits, internal audits, directors’ exams, and regulatory compliance reviews. As principal, Ancin manages a growing portfolio of clients with assets ranging from $100 million to over $800 million dollars.