A FRESH PERSPECTIVE FOR AN EVOLVING ECONOMY
In an economy marked by volatility, concerns about inflation, and shifting regulatory demands, credit unions are being asked to do more than ever before, often with fewer resources. Operational realities are evolving, credit unions are altering plans, adjusting budgets and redefining objectives. Understanding how that impacts member service, the institution’s strategy, as well as oversight, is becoming even more paramount. And it’s not only C-Suite executives that need to be in the loop. Boards of Directors and Supervisory Committees should be up to speed.
Sheila Balzer, Credit Union Services Partner 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”.
To meet that need, Sheila offers free, tailored 2-to-3 hour financial literacy training sessions, 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.
“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.”
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.
To schedule a free training session, contact:
Sheila Balzer
Partner, Assurance & Advisory
SingerLewak
720.330.8160
[email protected]
