9.03 Key Factors to Evaluate in Your Agreements

SECURE-U

Summary

This course will discuss some of the nuances with respect to evaluating agreements with third parties and the credit union’s own membership agreements.

Audience

This class is designed for CEOs and other credit union managers and decision makers.

Objectives

By the completion of this course, participants will have:
? A checklist of how to conduct vendor-risk assessments
? A checklist of important concerns regarding membership agreements

Topics

  • Considerations for vender evaluations
  • Member-agreement concerns

Course Schedule

Future times and dates are to be determined.