You'll Be in Good Company

Over the last decade, we've provided training for over 10 credit union leagues

Here's What They Say

Testimonials

by Committee Member at 2 Billion Institution

"The presentation you did was outstanding!!!"

by Committee Member at 2 Billion Institution

The presentation you did was outstanding!!!! Your style and delivery kept me engaged. I'd recommend your instruction to any credit union supervisory committee in need of really learning the basics AND those looking for deeper technical knowledge.
Committee Member at a small credit union

I feel better equipped to do the job

Committee Member at a small credit union

After watching Ancin I have a better understanding of the committee's purpose. Moreover, I feel better equipped to actually do the job
Committee Member at a Large Credit Union

I had fun taking this course

Committee Member at a Large Credit Union

I thought taking a Supervisory Committee course was going to be absolutely boring honestly.... I had fun taking this course and I learned a lot
Committee Member at a medium sized credit union

I loved the real life stories!!!

Committee Member at a medium sized credit union

I loved the real life stories Ancin told during the course. The stories kept me engaged and provide context for the technical aspect of the instruction.

Video

Course curriculum

  • 1

    Welcome to The Comprehensive Supervisory Committee Course

    • Course Welcome
    • How to use this course
    • A message from the instructor
    • Before we begin...
  • 2

    Module 1: Your Role As A Supervisory Committee Member

    • Module 1 Overview
    • Unit 1: Understanding the Regulatory Environment
    • Unit 2: Regulatory Expectations For Supervisory Committee Members
    • Unit 3: Your Core Roles as a Supervisory Committee Member
    • Unit 4: Attributes of a Strong Supervisory Committee Member
    • Key Unit 1 Definitions
    • Module 1: Quiz
    • Bonus Content: Instructor Insights
  • 3

    Module 2: Understanding Your Audit Universe

    • Module 2 Overview
    • Unit 1: What is Risk?
    • Unit 2: Types of Risk in Credit Unions
    • Unit 3: Keys to Creating an Effective Risk Assessment
    • Module 2: Key Definitions
    • Module 2: Quiz
    • Bonus Content: Instructor Insights
  • 4

    Module 3: The Month to Month Work

    • Module 3 Overview
    • Unit 1: Working with Internal Audit
    • Unit 2: Working with External Audit
    • Module 3: Key Definitions
    • Module 3: Quiz
    • Bonus Content: Instructor Insights
    • Module 3 Slides For Printing
  • 5

    Module 4: Supervisory Committee Chair Roles and Responsibilities

    • Module 4 Overview
    • Unit 1: Key Characteristics of An Effective Supervisory Committee Chair
    • Unit 2: Rules of Engagement
    • Module 4: Key Definitions
    • Module 4: Quiz
    • Bonus Content: Instructor Insights
  • 6

    Module 5: Deep Dive: Understanding Your Audit Reports

    • Module 5 Overview
    • Unit 1: Reviewing IT Audit Reports
    • Unit 2: Reviewing Branch Audit Reports
    • Unit 3: Reviewing Loan Audit Reports
    • Module 5: Key Definitions
    • Module 5: Quiz
    • Bonus Content: Instructor Insights
  • 7

    2022 Bonus Content

    • What is Out of the Scope of Your Responsibilities?
    • Understanding The Three Lines of Defense
    • How Do You Know If You Did Your Job?

Instructor

Ancin Cooley

Principal

Ancin Cooley

Ancin Cooley, CIA CISA, is the Founder and Principal of Synergy Credit Union Consulting, Inc. Synergy helps credit unions grow and thrive by helping them manage risk, increase profits, and serve members. Synergy accomplishes this through a suite of services that includes: supervisory committee training, director training, strategic planning, loan review, internal audits, and regulatory compliance reviews. As principal, Ancin manages a growing portfolio of clients throughout the United States. He brings more than 15 years of experience to the industry. Ancin honed his skills while working at the US Treasury Dept. At the Treasury, he performed examinations for financial institutions ranging from $100 million to $8 billion in total assets. After leaving the Treasury Dept. Ancin worked for a regional accounting firm where he led internal audits, as well as loan and pre-regulatory examination reviews. When not advising clients, training for triathlons, or spending time with his family, Ancin designs and conducts trainings for the Credit union 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 Credit Union National Association. Ancin currently teaches 4 Supervisory Committee schools.

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