Strengthen Your Oversight. Enhance Your Leadership.
This workshop is designed to equip current or aspiring committee members with the essential knowledge and skills needed to uphold strong governance and risk management practices. Whether you are new to your credit union’s Supervisory/Audit Committee or looking to refine your expertise, this workshop will provide a solid foundation in key responsibilities, legal and ethical obligations, and effective leadership.
What You’ll Gain:
- Clear Understanding of the Supervisory/Audit Committee’s Role – Learn the historical evolution of the committee and why it remains a vital function in today’s credit unions.
- Knowledge of Key Responsibilities – Identify core duties, legal and ethical obligations, and how to fulfill them effectively.
- Practical Skills for Effective Membership – Develop capabilities in task management, meeting facilitation, prioritization, and leadership.
- Risk Management & Real-World Application – Take a deep dive into the responsibilities of committee members, explore risk management strategies, and apply insights to case studies.
Enhance Your Experience!
Consider joining us for the CUES Supervisory/Audit Commitee Development Seminar after this workshop for even more valuable insights and networking opportunities.
Important Note: This workshop is independent of CUES Supervisory/Audit Committee Development Seminar—separate registration is required.
Register Today!
Building an Adaptable Structure
Breakfast & Registration
8:00–8:30 a.m.
Session
8:30–9:45 a.m.
Laying the Foundation – The Role & Impact of the Supervisory/Audit Committee
Ancin Cooley, Principal, Synergy Credit Union Consulting
It is important to understand the core purpose of the Supervisory Committee, recognizing its fundamental role within the organization. Examining its historical evolution and modern-day relevance provides valuable context for how the committee has adapted over time. Additionally, learning how committees can shift from passive oversight to proactive governance is key to maximizing their effectiveness and ensuring they add meaningful value in today’s dynamic environment.
Skills Developed:
- Clarity on the committee’s mission
- Understanding of how governance failures impact institutions
- Knowledge of how successful committees drive credit union performance
Morning Networking Break
9:45–10:00 a.m.
Session
10:00–11:45 a.m.
Constructing the Framework – Key Responsibilities of Supervisory/Audit Committee Members
Ancin Cooley, Principal, Synergy Credit Union Consulting
It is essential to identify and differentiate between the committee’s strategic and operational responsibilities to ensure clarity in its role and focus. Additionally, understanding the fiduciary, legal, and ethical obligations of committee members is critical to fulfilling their duties with integrity and accountability. Equally important is the ability to anticipate and manage regulatory expectations, allowing the committee to stay ahead of compliance requirements and support the organization's long-term success.
Skills Developed:
- Recognizing audit & risk oversight responsibilities
- Understanding NCUA expectations for Supervisory Committees
- Applying practical decision-making skills
Lunch
11:45 a.m.–12:45 p.m.
Session
12:45–2:00 p.m.
Strengthening the Beams – The Practical Work of a Supervisory/Audit Committee
Ancin Cooley, Principal, Synergy Credit Union Consulting
Learning how to conduct effective meetings with focused agendas is essential to ensuring productive discussions and meaningful outcomes. Mastering time management and prioritization helps committee members stay organized and efficiently handle their responsibilities. Additionally, developing skills for clear and actionable reporting is crucial for communicating insights, decisions, and progress in a way that drives informed action and supports overall governance effectiveness.
Skills Developed:
- Running high-impact meetings
- Understanding the audit process and key deliverables
- Improving communication between the committee and management
Afternoon Networking Break
2:00–2:15 p.m.
Session
2:15–4:00 p.m.
Reinforcing the Structure – Deep Dive into Key Responsibilities
Ancin Cooley, Principal, Synergy Credit Union Consulting
Gaining a deeper understanding of the committee’s duties in risk management is key to ensuring strong organizational oversight. Learning how to review and challenge audit findings effectively further strengthens the committee’s ability to safeguard the organization’s integrity. Additionally, understanding how to apply oversight through real-world case studies provides practical insights and helps translate knowledge into effective governance practices.
Skills Developed:
- Proactive risk management techniques
- Reviewing audit reports with confidence
- Navigating compliance challenges
Hotel
Williamsburg Lodge, Autograph Collection
310 South England Street
Williamsburg, Virginia, 23185
800.261.9530
The CUES discounted rate at Williamsburg Lodge, Autopgraph Collection is $219 per night for single/double occupancy. The discounted CUES rate will expire when the block is full or on Tuesday, August 26, 2025, whichever happens first. The group rate will be made available three (3) days (September 9-11, 2025) before the meeting dates and three (3) days (September 21-23, 2025) after the meeting dates if the hotel is selling rooms and subject to availability for the same room type.
Please make your hotel reservations prior to Tuesday, August 26, 2025, online or by calling the hotel at 800.261.9530 and mentioning CUES Director Seminars 2025. The hotel may accept reservations after August 26th; however, room rates and availability are not guaranteed, so early reservations are recommended. A credit card is required to hold the reservation.
*Remember that all hotel arrangements are strictly between you and the hotel. In the event you are unable to make the seminar (e.g. your flight is canceled), you are responsible for calling the hotel to cancel your room reservation.
Check-in time is 4:00pm and check-out time is 11:00am. The hotel’s policy requires a credit card swipe and authorization upon check-in.
A variety of ground transportation options are available at the Newport News/Williamsburg International Airport, including shuttles, taxis, and ride-share services.
CUES has negotiated a discount when you book with Enterprise and National for this meeting. You can take advantage of our discounted rates by booking online using the below links. Be sure to reference account number OSMB44A when making all reservations.
Enterprise Reservations | National Reservations
We also invite you to enroll in the Emerald Club loyalty program. As an Emerald Club member, you can bypass the counter and choose your own vehicle, earn free rental days, receive arrival & return alerts, receive e-receipts, and maximize benefits while still enjoying our CUES corporate discount. Click here to enroll in Emerald Club (Emerald Club benefits applicable to both Enterprise & National reservations).
The hotel offers self-parking for $20 per day for registered hotel guests. Parking charges are subject to change and are subject to applicable taxes.
FAQ
Your registration fee includes:
- All educational sessions and materials
- Breakfast & Lunch
- Refreshment breaks
ALL CANCELLATIONS MUST BE IN WRITING. (cues@cues.org)
- Prior to 60 days – full refund
- 31-60 days before start of event – 50% refund
- 0-30 days before start of event – no refunds or credits for future events given
Due to financial obligations incurred by CUES, no refunds or credits will be issued on cancellation requests less than 30 days prior to the start of the event. Substitute attendees are welcome, subject to eligibility.
CUES reserves the right to cancel or reschedule the event due to unforeseen circumstances, and will refund fees if the event is rescheduled or location is changed and you are unable to attend.
Right here! It contains everything you need to know about attend this event, including:
- Where to stay
- What airport to fly into, and other transportation information
- When to arrive
- What to pack
- Spouse/guest information, if applicable
The comfort and well-being of our attendees is of utmost importance to us; we will make every effort to make sure you are comfortable at our events!
Please email events@cues.org as soon as you know you’re attending a CUES event. Be sure to include your name, credit union, the CUES event you are registered for, and everything we need to know to accommodate your request.
We’ll be in touch with any questions we have, and let you know how we can help.
Plan on business casual attire. We suggest you bring a sweater or jacket along in case you find the meeting room temperature chilly.
Meal Plan Option (separate registration required):
Your companion is welcome to join you for breakfast, lunch, and afternoon break.
The cost for the meal plan is $165. A badge is required for these meal functions.
Strengthen Your Oversight. Enhance Your Leadership.
This workshop is designed to equip current or aspiring committee members with the essential knowledge and skills needed to uphold strong governance and risk management practices. Whether you are new to your credit union’s Supervisory/Audit Committee or looking to refine your expertise, this workshop will provide a solid foundation in key responsibilities, legal and ethical obligations, and effective leadership.
What You’ll Gain:
- Clear Understanding of the Supervisory/Audit Committee’s Role – Learn the historical evolution of the committee and why it remains a vital function in today’s credit unions.
- Knowledge of Key Responsibilities – Identify core duties, legal and ethical obligations, and how to fulfill them effectively.
- Practical Skills for Effective Membership – Develop capabilities in task management, meeting facilitation, prioritization, and leadership.
- Risk Management & Real-World Application – Take a deep dive into the responsibilities of committee members, explore risk management strategies, and apply insights to case studies.
Enhance Your Experience!
Consider joining us for the CUES Supervisory/Audit Commitee Development Seminar after this workshop for even more valuable insights and networking opportunities.
Important Note: This workshop is independent of CUES Supervisory/Audit Committee Development Seminar—separate registration is required.
Register Today!
Building an Adaptable Structure
Breakfast & Registration
8:00–8:30 a.m.
Session
8:30–9:45 a.m.
Laying the Foundation – The Role & Impact of the Supervisory/Audit Committee
Ancin Cooley, Principal, Synergy Credit Union Consulting
It is important to understand the core purpose of the Supervisory Committee, recognizing its fundamental role within the organization. Examining its historical evolution and modern-day relevance provides valuable context for how the committee has adapted over time. Additionally, learning how committees can shift from passive oversight to proactive governance is key to maximizing their effectiveness and ensuring they add meaningful value in today’s dynamic environment.
Skills Developed:
- Clarity on the committee’s mission
- Understanding of how governance failures impact institutions
- Knowledge of how successful committees drive credit union performance
Morning Networking Break
9:45–10:00 a.m.
Session
10:00–11:45 a.m.
Constructing the Framework – Key Responsibilities of Supervisory/Audit Committee Members
Ancin Cooley, Principal, Synergy Credit Union Consulting
It is essential to identify and differentiate between the committee’s strategic and operational responsibilities to ensure clarity in its role and focus. Additionally, understanding the fiduciary, legal, and ethical obligations of committee members is critical to fulfilling their duties with integrity and accountability. Equally important is the ability to anticipate and manage regulatory expectations, allowing the committee to stay ahead of compliance requirements and support the organization's long-term success.
Skills Developed:
- Recognizing audit & risk oversight responsibilities
- Understanding NCUA expectations for Supervisory Committees
- Applying practical decision-making skills
Lunch
11:45 a.m.–12:45 p.m.
Session
12:45–2:00 p.m.
Strengthening the Beams – The Practical Work of a Supervisory/Audit Committee
Ancin Cooley, Principal, Synergy Credit Union Consulting
Learning how to conduct effective meetings with focused agendas is essential to ensuring productive discussions and meaningful outcomes. Mastering time management and prioritization helps committee members stay organized and efficiently handle their responsibilities. Additionally, developing skills for clear and actionable reporting is crucial for communicating insights, decisions, and progress in a way that drives informed action and supports overall governance effectiveness.
Skills Developed:
- Running high-impact meetings
- Understanding the audit process and key deliverables
- Improving communication between the committee and management
Afternoon Networking Break
2:00–2:15 p.m.
Session
2:15–4:00 p.m.
Reinforcing the Structure – Deep Dive into Key Responsibilities
Ancin Cooley, Principal, Synergy Credit Union Consulting
Gaining a deeper understanding of the committee’s duties in risk management is key to ensuring strong organizational oversight. Learning how to review and challenge audit findings effectively further strengthens the committee’s ability to safeguard the organization’s integrity. Additionally, understanding how to apply oversight through real-world case studies provides practical insights and helps translate knowledge into effective governance practices.
Skills Developed:
- Proactive risk management techniques
- Reviewing audit reports with confidence
- Navigating compliance challenges
Hotel
Williamsburg Lodge, Autograph Collection
310 South England Street
Williamsburg, Virginia, 23185
800.261.9530
The CUES discounted rate at Williamsburg Lodge, Autopgraph Collection is $219 per night for single/double occupancy. The discounted CUES rate will expire when the block is full or on Tuesday, August 26, 2025, whichever happens first. The group rate will be made available three (3) days (September 9-11, 2025) before the meeting dates and three (3) days (September 21-23, 2025) after the meeting dates if the hotel is selling rooms and subject to availability for the same room type.
Please make your hotel reservations prior to Tuesday, August 26, 2025, online or by calling the hotel at 800.261.9530 and mentioning CUES Director Seminars 2025. The hotel may accept reservations after August 26th; however, room rates and availability are not guaranteed, so early reservations are recommended. A credit card is required to hold the reservation.
*Remember that all hotel arrangements are strictly between you and the hotel. In the event you are unable to make the seminar (e.g. your flight is canceled), you are responsible for calling the hotel to cancel your room reservation.
Check-in time is 4:00pm and check-out time is 11:00am. The hotel’s policy requires a credit card swipe and authorization upon check-in.
A variety of ground transportation options are available at the Newport News/Williamsburg International Airport, including shuttles, taxis, and ride-share services.
CUES has negotiated a discount when you book with Enterprise and National for this meeting. You can take advantage of our discounted rates by booking online using the below links. Be sure to reference account number OSMB44A when making all reservations.
Enterprise Reservations | National Reservations
We also invite you to enroll in the Emerald Club loyalty program. As an Emerald Club member, you can bypass the counter and choose your own vehicle, earn free rental days, receive arrival & return alerts, receive e-receipts, and maximize benefits while still enjoying our CUES corporate discount. Click here to enroll in Emerald Club (Emerald Club benefits applicable to both Enterprise & National reservations).
The hotel offers self-parking for $20 per day for registered hotel guests. Parking charges are subject to change and are subject to applicable taxes.
FAQ
Your registration fee includes:
- All educational sessions and materials
- Breakfast & Lunch
- Refreshment breaks
ALL CANCELLATIONS MUST BE IN WRITING. (cues@cues.org)
- Prior to 60 days – full refund
- 31-60 days before start of event – 50% refund
- 0-30 days before start of event – no refunds or credits for future events given
Due to financial obligations incurred by CUES, no refunds or credits will be issued on cancellation requests less than 30 days prior to the start of the event. Substitute attendees are welcome, subject to eligibility.
CUES reserves the right to cancel or reschedule the event due to unforeseen circumstances, and will refund fees if the event is rescheduled or location is changed and you are unable to attend.
Right here! It contains everything you need to know about attend this event, including:
- Where to stay
- What airport to fly into, and other transportation information
- When to arrive
- What to pack
- Spouse/guest information, if applicable
The comfort and well-being of our attendees is of utmost importance to us; we will make every effort to make sure you are comfortable at our events!
Please email events@cues.org as soon as you know you’re attending a CUES event. Be sure to include your name, credit union, the CUES event you are registered for, and everything we need to know to accommodate your request.
We’ll be in touch with any questions we have, and let you know how we can help.
Plan on business casual attire. We suggest you bring a sweater or jacket along in case you find the meeting room temperature chilly.
Meal Plan Option (separate registration required):
Your companion is welcome to join you for breakfast, lunch, and afternoon break.
The cost for the meal plan is $165. A badge is required for these meal functions.