Three Keys To Redefining Your Credit Union’s Culture

Wednesday | 9:30am – 11am
Ancin Cooley, CIA, CISA, Founder and Principal, Synergy Credit Union Consulting, Inc.
Marbella 1,  Lower Level


In this session, Synergy Credit Union Consulting will discuss how you can improve income and  effectively manage risk by setting your institution’s risk appetite, improving talent management, and understanding your institution biases.

Session Highlights:

  • Learn how to define your institution’s risk appetite.
  • Develop policies and procedures that support your risk management framework
  • Effectively manage talent risk.
  • Learn how Identify and confront the common biases that affect you credit union’s decisions.


About the Speaker:
Ancin Cooley, CIA, CISA, is the Founder and Principal of Synergy Credit Union Consulting, Inc. Synergy provides a range of risk management services to financial institutions, which include strategic planning, board training, loan reviews, ALLL consulting, MBL Process improvement, and regulatory exam remediation. As Principal, Ancin manages a growing portfolio of clients throughout the United States. He brings more than 10 years of experience to the industry. Ancin honed his skills while working as a regulatory examiner for the US Treasury. As an examiner, he performed safety and soundness examinations for community and mid size institutions ranging from $100 million to $15 billion in total assets. After leaving regulatory work, Ancin worked for a regional accounting firm where he led internal audits, as well as loan and pre-regulatory examiner reviews.