SAS Operational Resources

Board of Directors Orientation

This information should be viewed as a starting point for gathering materials for your board of directors. This information should not be viewed as an all inclusive collection of orientation materials.

• Board of Directors Guide (Federally-Chartered CUs)
• Board of Directors Guide (State-Chartered CUs)
• Conflict of Interest Resolution
• Confidentiality Policy

InfoSight360

InfoSight360 is a free compliance resource available to affiliated credit unions through MCUL.

Access simplified guidance across 14 compliance areas, state-specific information for all 50 states, compliance checklists, videos, and a regulatory calendar. Designed for every role at the credit union—not just compliance staff.

Learn more and access InfoSight360

*InfoSight360 is available only to credit unions affiliated with their state league/association.

Operational Worksheets

The worksheets below are offered as resource tools for your use. The Michigan Credit Union League (MCUL) makes these available solely for research and information purposes and not as legal or regulatory advice.

• Strategic Discussion - Changing to a Community Charter
• Capital Analysis by Hand
• Excel Capital Analysis
  • Sample Capital Analysis
• Two Minute Profitability

Mergers, Charter Conversion and Field of Membership Expansion

Michigan’s Department of Insurance and Financial Service Office of Credit Unions makes available on its website forms for credit unions looking to convert from a federal to state charter, merge with another credit union and expand their fields of membership.

• DIFS Forms for Mergers, Charter Conversions and Field of Membership Expansions