Becoming a Strategic Board

RELEASE DATE: FEBRUARY 2, 2026
ESTIMATED DURATION: 75 MINUTES

Board’s do two useful things. 1). Ensure the credit union plans strategically and 2) Hire a competent CEO. Sounds so simple. But it can be quite a task. Partly because too many directors don’t fully grasp what it means to be a Strategic Board. This session will provide the simple steps to becoming a Strategic Board. This will help the Board see how they guide the success of the credit union without getting in the way. How to help foster innovation in your credit union. And how to monitor the success without overwhelming management with requests for reports. When you leave this session, you will be ready to make your Board a Strategic Board.

MEET THE SUBJECT MATTER EXPERT

Author, consultant and speaker Tim Harrington has worked with credit unions all over the world. His progressive ideas and broad knowledge of credit union issues has made Tim a valuable resource for credit unions nationwide. Since 1996, Tim has been President of TEAM Resources, a firm providing consulting, strategic planning, and training to credit unions from coast-to-coast. TEAM Resources’ clients range from a few million to the billions in assets. Tim’s book A Credit Union Guide to Strategic Governance has helped boards and CEOs keep a strategic focus at the board level, develop a system to help boards strengthen their governance skills, and while remaining on the Strategic Level, help push their credit union to greater success.

Tim was formerly a partner with the nation’s 3rd largest auditor of credit unions, known today as CliftonLarsonAllen. He has been working with credit unions since 1989 when he directed the internal audit of a large credit union in Tucson, Arizona. Prior to that, he was with a national accounting firm and has been practicing accounting and consulting since 1980. Tim was also appointed to the board of a troubled credit union. As chair, helped the credit union dig out losing $2 million per year to earning nearly $2 million a year within a short period of time.

LEARNING METHOD This training is available as an on-demand webinar, organized into chapters. Learners can choose to watch individual chapters or complete the entire program. Unlimited testing is provided as the last chapter. 

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