The Board's training officer will provide for an orientation program for new directors to be accomplished within 60 days of election or appointment. Management will assist in creating/maintaining an effective orientation program.

The objectives are:

• To familiarize them with key people
• To familiarize them with essential corporate records
• Teach them to read and be familiar with the financial statements and other key reports.

The Orientation program will include the following:

• Documents (either on paper or CD) will consist of:
  • The President/CEO's contract/position description
  • Director's position description
  • Bylaws and Board policies
  • Corporate mission, vision, and current strategic plan
  • A copy of Credit Union Board of Directors Handbook
  • Copy of most recent strategic planning meeting notes
  • Annual board calendar

• A meeting with the:
  • CEO
  • CFO
  • Supervisory Committee Chair
• A tour of the Credit Union's Oxon Hill facilities.
• A tour of the NRL and Waldorf Branches (recommended by not required within the first six weeks.)

Training during a Director's first year on the board will consist of:

• Completion of the following Volunteer Achievement Program (VAP) modules (or equivalent i.e. CUES U)
  • History and Philosophy
  • Financial Management
  • Board/ CEO Relations
  • Board of Directors Duties and Responsibilities