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Board 360 Content

Board 360 board-specific learning content is timely, relevant, and updated regularly. Whether presented as a course, a video, or a webinar, all Board 360 material is focused on board-required credit union topics, and specifically geared to the learning needs of credit union board members.

All learning content is developed in conjunction with credit union regulators and experts, so you can be confident that it is accurate, practical, and comprehensive. Board members can complete content individually, or as a group, to facilitate discussion on topics of concern to your credit union.

Courses and Quizzes

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

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

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

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


Board 360's assessments are questionnaires that credit unions can use to help directors learn more about the credit union system. These assessments are consistent with those used by provincial oversight agencies. Currently, Board 360 contains assessments approved by the Deposit Insurance Corporation of Ontario, and Stabilization Central Credit Union of BC. Additional assessments from other provincial agencies will be added in the near future.

Deposit Insurance Corporation of Ontario
Intro 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
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


Board 360's 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. Directors can also pose questions to experts through the Ask An Advisor feature, with answers becoming part of our video library, and shared with all Board 360 credit unions. Here's a sampling of some of our videos:

Internal Audit

Presented by Fred Zdan of PRA Group


Personal Liability of Directors

Presented y 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 through its "Ask An Advisor" feature.

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
Internal Audit
Enterprise Risk Management
Three Lines of Defence


Board 360's webinars are deep dives into topics of current interest to those in the financial industry. Our 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.

IFRS 9 Made Easy for Directors and Senior Management
CEO's: What's Your Role on the Governance as Leadership Process
How a Risk-Based Supervision Framework Affects Board Governance
Securitization 101 for Board Members

Learn more about Board 360

Ready to see Board 360 in action?
Contact us for a live demo and to discuss how Board 360 can meet the training needs of your board.