Board 360 Content

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Timely, relevant content specifically geared to the learning needs of credit union board members.

Board 360's credit union board courses, assessments, videos, and webinars have been developed and are maintained in conjunction with credit union regulators and experts. You can be confident that it is accurate, practical, and comprehensive.

Courses and Assessments (Quizzes)

Board 360's credit union board courses are detailed, yet engaging, and cover topics ranging from financial literacy to Canadian credit union legislation.

The accompanying assessment (quiz) for each course tests what the board member has learned. Experienced directors can skip the course and simply challenge the assessment.

Board 360's course library consists of 30 online courses and associated quizzes, with new topics added regularly.


Onboarding
  • Welcome to Credit Unions
  • Credit Union Structure and the Board
  • Board Evaluations and Performance
  • Credit Union Operations
  • Regulatory Environment
Financial Literacy
  • Financial Literacy
  • Financial Management Reporting
  • Reading Financial Reports
  • Ratios and Trends
  • Audit and Compliance
  • IFRS 9
  • Securitization
Leadership & Risk
  • Governance and Ethics
  • Leadership and Communications
  • Strategic Planning
  • Risk Management - Assets and Liabilities
  • Risk Management - Capital
  • Risk Management - Liquidity and Credit
Compliance & Security
  • AML for Directors
  • AML and the Risk-Based Approach
  • FATCA and CRS
  • CSEC for Directors
  • Schemes, Scams, and Spies
Operating Legislation
  • Privacy
  • CASL
  • Health and Safety
  • Workplace Violence and Harassment
  • Accessibility Standards
  • Collection Laws and Regulations

Assessments

Board 360's self-assessments provide credit unions with the tools to determine their board members' knowledge and identify where additional training may be required. A board assessment also enables board members to provide feedback about their board's performance. Insightful reports identify the competencies each individual brings to your board, and pinpoint any gaps.

Our assessments are based on those created by Deposit Insurance Corporation of Ontario, and Stabilization Central Credit Union of BC.

General
Self-Assessment

Directors indicate their knowledge of nine core competencies by selecting statements organized into four levels of difficulty. Credit unions can use directors’ responses to identify where training may be required.

  • Basic Assessment
  • Good Assessment
  • Strong Assessment
  • Expert Assessment
Deposit Insurance Corporation of Ontario
Self-Assessment

Based on assessments created by DICO, these can be used to determine directors’ knowledge of nine core competencies, identify gaps in competency requirements, and highlight areas where additional training may be required.

  • Introduction to Self-Assessment
  • Audit and Compliance
  • Board and CEO Performance
  • Credit Union Operations
  • Financial Literacy
  • Governance and Ethics
  • Leadership and Communication
  • Regulatory Environment
  • Risk Management
  • Strategic Planning
Stabilization Central of BC
Board Assessment

Directors can use these assessments to compare their board’s performance to SCCU’s six Principles of Good Governance. Credit unions can use this feedback to address where knowledge is lacking and training may be required.

  • Principles of Good Governance
  • Principle 1 - Role Responsibilities
  • Principle 2 - Risk Governance
  • Principle 3 - Strategy Planning
  • Principle 4 - Effective Team
  • Principle 5 - Accountability
  • Principle 6 - Co-operation

Videos

Short, value-packed Just A Minute videos make it easy for your board members to access the valuable information provided by our advisory team of industry experts. Here's a sampling of some of Board 360's videos:


Internal Audit

Presented by Fred Zdan of PRA Group


Personal Liability of Directors

Presented by Peter J. Brown of EKB


Board Education

Presented by John Close of UpCloseTeam

We're constantly adding to our library of videos. While all videos discuss topics pertinent to the financial industry, and in particular, credit unions, many have been produced in response to questions posed from Board 360 members.


  • Board Education
  • Consent Agenda
  • Credit Union Director Leadership Role
  • Leadership Responsibilities
  • Financial Management for Boards
  • Director Obligations
  • Privacy Considerations
  • Communications Regarding New Services
  • Anti-Spam Legislation Communications
  • Canada’s Anti-Spam Legislation
  • Non-Competition Agreements
  • Terminating Executive Employees
  • Supervising Management
  • Personal Liability of Directors
  • Owing Duties
  • Duties of CU Directors, Part 1
  • Duties of CU Directors, Part 2
  • Regulatory Expectations
  • Allocating Limited Resources
  • Institute of Internal Auditors
  • Internal Audit Performance
  • Audit Committee Packages
  • Internal Audit Function Performance
  • Asset Liability Management
  • Liquidity Contingency Planning
  • Preparing for a Regulatory Examination
  • Low Board Turnover
  • Creating Value with ERM
  • In Control
  • Monitoring Liquidity
  • Capital Contingency Planning
  • Monitoring Capital
  • Stress Testing
  • Differences in Approach
  • Succession Planning
  • Strategic Planning
  • Internal Audit
  • Enterprise Risk Management
  • Three Lines of Defence

Webinars

Our webinars are deep dives into topics of current interest to those in the financial industry. Webinars are presented live, then recorded. As a Board 360 member, you can attend the live webinar, or view the recorded session at any time. Here is a sampling of a few screens from several of our recent webinars:


IFRS 9 Made Easy

Presented by Jannine Scheurmann, Independent Consultant

The CEO's Governance Role

Presented by John Close of UpClose Team

We're adding new titles to our webinar library all the time. Watch for new titles on topics trending in the financial industry.


  • 2019 AML Update for Board Members
  • DICO Director Training and Qualification Assessment Coaching
  • Securitization
  • IFRS 9 Made Easy for Directors and Senior Management
  • CEOs: What's Your Role on the Governance as Leadership Process?
  • How a Risk-Based Supervision Framework Affects Board Governance

Ready to see Board 360 in action?


Interested in learning more about Board 360's credit union board courses, assessments, videos, and webinars? Contact us for a live demo and to discuss how Board 360 can meet the training needs of your board.


Request a demo