Join Strategic Partner, Aprio, for an Aug. 1 Webinar on Improving Board Meetings
July 17, 2018
Credit unions large and small often struggle to make board meetings better and to get more return from the effort to organize and facilitate them. Hear from Point West Credit Union on how they found their innovation backbone and turned board meetings around.
Today, Point West directors arrive more prepared, attend more often, and spend more time engaging in strategic discussion and productive decisions. West Point President/CEO, Amy Nelson, credits much of their gains to drawing on the right technology to improve board engagement, evolving how meetings are run, and reducing meeting preparation effort and hassle.
Register for Better Board Meetings – Lessons from Point West here.
About our Presenters
President & CEO, Point West Credit Union
Amy Nelson is President and CEO of $105-million Point West Credit Union, based in Portland with a focus for serving microenterprise businesses, immigrants, minority, and unbanked consumers. During the Great Recession, Amy played a pivotal leadership role in bringing Point West back from the brink of closure, and transforming it to a thriving, values-driven cooperative serving highly underserved markets today.
Amy evolved from Training Manager at Point West in 2007, to CEO in 2014. During that time, she championed a number of redefining milestones. Point West became community-chartered, Low-income Designated, and a Community Development Financial Institution (CDFI), with 61 percent of its lending activity serving low-income populations. Beyond Point West, Amy engages in credit union regulatory and political advocacy work via the Northwest Credit Union Association. She is a member of the CFPB’s Credit Union Advisory Council and CUNA’s Consumer Protection Subcommittee as a voice for marginalized consumers. Amy is a Board Member with Metropolitan Family Service and has been a Financial Literacy Educator to youth since 2007 via non-profit Financial Beginnings.
President & CEO, Aprio Inc.
Ian Warner is President and CEO of Aprio Inc., the creators of board portal software that makes good governance simple and affordable for credit unions large and small. With standout service, Aprio is the preferred choice of credit unions to simplify meeting preparation, efficiently engage directors, and achieve well-run board meetings. PointWest Credit Union, Hawaii State Federal Credit Union, VA Desert Pacific Federal Credit Union and Kitsap Credit Union are among Aprio’s global clients. Ian is an accomplished executive with experience both participating in and chairing boards. Prior to Aprio, Ian was Chief Operating Officer of Vancity, Canada’s largest credit union. He also spent five years at Vancity’s subsidiary Citizens Bank of Canada, including four years as CEO and a board member. Ian holds a degree in Finance from the University of British Columbia and certification from Harvard Business School’s Advanced Management Program.
Posted in Business Solutions.