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The State of Credit Union Governance
2023 Report is Here!

You’ll discover vital information on board member roles & responsibilities, trust, engagement, accountability, and how and why boards and management continue to be misaligned on governance.

This biennial report is co-authored by
Quantum Governance, and researchers at the University of North Carolina at Chapel Hill and published in partnership with CUES.

We encourage you to share this free report with your peers, directors and other leadership. 

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The State of Credit Union Governance 2023 Report. 

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Does Your Board Have a Succession Plan?

You may be aware of the recent proposal by the NCUA Board to regulate Board Succession Planning for federally chartered credit unions. We are pleased to see that this important issue has the attention of the NCUA and that they recognize how vital it is for credit union Boards to have a succession plan in place. While regulations can feel burdensome, we are offering resources and support to you and your Board so that burden is lifted and your Board can ensure the continued success of your credit union's vision and mission. Below are quick links to read about the proposed rule, our response and how to receive a free copy of our Board Renewal Policy to help you get started.
new policies graphic

Quantum Governance, L3C has spent nearly a decade writing and developing an extensive library of Board-level policies, procedures, job descriptions and charters designed to ensure that your credit union has the most contemporary tools to support the Board, Senior Management and Supervisory/Audit Committees in the pursuit of governance excellence. Our library includes more than 60 documents available to purchase individually or in thoughtfully curated packages for efficiency in fulfilling your credit union's vision and mission.

In the latest report in The State of Credit Union Governance series authored by Quantum Governance, the David and Sharon Johnston Centre and CUES, Covid-19 and DEI: Revolution & Evolution Come to the Credit Union Community, it was revealed that effective DEI initiatives require active, enduring structures and processes. More than just a well-articulated, public-facing policy statement, DEI initiatives must be a part of an organization's culture, indeed embedded in their very DNA. An initial first step toward changing the DEI culture of your organization is to understand what it is currently.

DEI Assessment: Our proprietary online survey is designed to probe areas such as your organization's DEI vision and alignment, Board and Management, people and operations, culture and public-facing opportunities.

DEI Policy Work: Does your organization have a DEI policy? Quantum will work with you to update your current policy or develop a contemporary one that will help guide your leadership on all future issues.

Workshops and Consulting: Have a unique problem or need help just starting the conversation about DEI at the Board and Senior Management level? We can help you to do all of that with guided workshops and one-on-one consulting.

Contact us today to learn more!

Here are a few ways in which we can help, but we are always innovating to meet your needs:

Governance, Strategy, Director Skills Inventory, DEI, Peer-to-Peer, Pre/Post Merger, CEO Evaluation, Supervisory Committee, Board of the Future, Board Renewal, Benchmarking and More.

Quantum Governance, L3C is a dynamic team of experts in governance, strategy and fundraising designed to partner with your organization 100% virtually if necessary to help you reach your full leadership potential.

The Quantum Governance team has always operated remotely; conducting all of our work virtually with the exception of Board retreats and conference presentations. We are headquartered in northern Virginia but spread out along the East Coast from New Hampshire to North Carolina. We have built our practice on innovations in communication and technology that bring us face-to-face with clients every day. We can asses the governance and leadership culture of your nonprofit, corporation, credit union, foundation or association through virtual communication technologies and custom but independent online assessments fine-tuned through years of experience. We will never lose sight of the importance of the human element. Our coaching and mentoring services, workshops, trainings and other practices aimed at professional and leadership development remain face-to-face through the brilliance of video conferencing.


Co-authored by Quantum Governance, L3C and The David and Sharon Johnston Centre for Corporate Governance Innovation of the Rotman School of Management and published by CUES. 

Building on The State of Credit Union Governance 2021, 2020, 2018 Reports offers a look at current trends in credit union governance and leadership that credit unions can use to strengthen their boards.

We're Here To Help You

Our goal is quite simply to strengthen your organization and its leaders. How can we help you?

Connect with us!