Description
RELEASE DATE: AUGUST 31, 2026
DURATION: 30 MINUTES
At the heart of every credit union is a relationship of special trust—a fiduciary bond where members rely on the discretion and expertise of employees and volunteers. This session explores the critical intersection of legal mandates and ethical standards, providing a comprehensive overview of the duties of Care, Loyalty, and Obedience. Attendees will learn how to balance the interests of individual members with the welfare of the membership as a whole, specifically addressing how to navigate complex scenarios where clear regulations may not exist. Gain the tools needed to uphold your overriding duty: guarding the assets and confidence of the members you serve.
Attendees will learn:
- Defining fiduciary duty
- Fiduciary responsibilities of staff, management, and volunteers
- Potential liability for failure to meet fiduciary obligations
ABOUT THE SUBJECT MATTER EXPERT
Kristen Tatlock is a dynamic, nationally recognized speaker and trusted compliance consultant with more than 36 years of hands-on experience in the credit union world. Known for her deep expertise, Kristen helps credit unions navigate the complex landscape of regulatory compliance—from advertising rules and social media policies to Regulation E, Regulation Z, the Bank Secrecy Act, Fair Lending, and just about every other compliance challenge out there.
She’s a prolific writer and editor, having authored countless articles, white papers, and compliance manuals, and she’s the creative force behind many widely used training programs. Kristen holds national certifications in Compliance and the Bank Secrecy Act and is a sought-after trainer at both national and state-level events, where she shares her knowledge with clarity, energy, and real-world insight.
LEARNING METHOD This is an on-demand e-learning program requiring learners to interact and actively engage throughout the training.
EXPIRY NOTE: eTrain reserves the right to expire program links that may include information no longer valid such as regulation and rule changes. In most cases, we will expire a program the same day an updated version is being released.