Rising Expectations in a Complex Regulatory Environment
As the economic landscape evolves and regulatory scrutiny intensifies around credit risk management, the expectations placed on credit unions continue to rise. It’s no longer enough for management alone to have a firm grasp of the financial implications of these risks—board and supervisory committee members must also be equipped to ask the right questions, interpret key financial signals, and provide meaningful oversight.
Ongoing, structured financial education—guided by experienced advisors—ensures volunteers are not only informed, but confident in their role, ultimately strengthening governance and positioning the credit union for long-term success.
Sheila Balzer, Credit Union Service Lead at SingerLewak, knows that deeper financial understanding across leadership roles is even more vital.
“We’re in an era of complexity,” Sheila says. “Having a deeper understanding influenced by complex financial instruments, changing regulation, and expanded governance requires a Board and Supervisory Committee that understand more than the basics.”
Customized Training Built Around Your Credit Union
To meet that need, Sheila works with volunteers in the form of a tailored 2-to-3-hour financial literacy training session—delivered onsite or virtually. The content is fully customized based on your credit union’s priorities, from rising rates and CECL, to audit risk and financial reports. It’s part of SingerLewak’s service first philosophy along with following the credit union credo of “people helping people.”
“There’s no such thing as a one-size-fits-all session,” Sheila explains. “We build around goals, budget, and the unique concerns facing your institution’s governance.”
This individualized approach is especially timely. As Boards and Committees evolve, Sheila helps volunteers, regardless of financial background, gain the confidence to ask questions and make informed decisions.
What Clients Are Saying
“Sheila makes complex topics clear,” says Greg Viergutz, Audit Committee Chair for Colorado Credit Union. “She meets people where they are—and that’s powerful.”
Richard Bollig, Chair of the Audit Committee for Partner Colorado Credit Union, agrees:
“She knows her stuff and delivers it in a way that sticks. I don’t hesitate to recommend her training.”
Turn Financial Literacy Into a Strategic Advantage
Now is the time to equip your leadership with the tools they need to navigate today’s financial challenges. Financial literacy on Boards and Committees is more than helpful; it’s become a necessary strategic advantage.
Contact Sheila today to talk about scheduling a fully customized financial literacy training session for your volunteers.
Sheila Balzer
Partner, Assurance & Advisory
Credit Union Service Lead
SingerLewak
720.330.8160
[email protected]
