- Work with management to develop the budget and recommend approval of the budget to the CUNA Board of Directors and the CUNA Strategic Services, Inc. Board of Directors for the coming year.
- Periodically review financial performance and recommend revisions to the long-term financial objectives, including investment and operating reserve policies to the Board of Directors.
- Provide oversight of the association's investment policy and monitor performance and recommend changes as necessary.
|Credit Union National Association
|City and County Credit Union
|St. Paul, MN
|1st Gateway CU
|Mississippi Credit Union Association
|Spokane Media Federal Credit Union
|South Carolina Federal Credit Union
|N. Charleston, SC