Level Five strategic partners inc.

February 22, 2012

Level Five offers a unique combination of consulting, education and participative forums for credit union directors, CEO's, managers and staff. We have the experience and depth to deal with countless credit union issues including asset-liability management, strategic planning, board governance and mergers. Over the years, we have become trusted advisors in helping credit unions to achieve success in a highly competitive and challenging environment. read more...

News & Information:

November 25, 2011
Enterprise Risk Management Ontario Group (ERM OG) is made up of 13 credit unions ranging in asset sizes from $50 million to $800 million, held its first meeting.
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November 2011
Douglas MacPherson joins Level Five
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October 2011
Director competencies and the new DICO Guideline have received input from the credit unions
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June 2011
Congratulations to the 2011 PCG School ‘Team Building’ winners
Week 1 – Introduction to Retail Lending
Week 2 – Advanced Retail Lending & Advanced Mortgage Lending Strategies
Check out the video...

February 2011
Level Five's Credit Union Director Program "Hits the Mark"
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January 2011
Policy Changes Required after Government Insured Mortgage Changes Announced
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	Directors have a choice when it comes to getting the training they need... read more...
	An alternative way to get effective board training... read more... PDP School Brochure
	Interest rate forecasts, risk positioning, liquidity measures are just a few of the topics to be covered at this year's TALM KE 2011. read more...

Upcoming Events & Calendar Dates

Legal Series

Date of Event:

Series I

Trust Accounts - November 9, 2011   PM
Opening Personal & Business Accounts - November 10, 2011   AM
Current Account Signing Authorities - November 10, 2011   PM

Series II

Management Of Estates - November 23, 2011   AM

Series III

Common Law Relationship, Marriage
Break-Down & Support Orders - November 24, 2011   AM
Garnishments & Requirements to Pay - November 24, 2011   PM

Location:
Homewood Suites & Hampton Inn, Toronto

Click here to download the brochure

Treasury and ALM Knowledge Exchange - TALM KE

Date of Event:	November 7, 8, 9, 2011
Location:	Kingbridge Centre King City, Ontario

Professional Directors Program (PDP)

Date of Event:

PDP Series III - Operational - January 28, 29, 2011

Elective - Commercial Lending - April 15, 2011
Elective - Strategic Planning - June, 2011
Elective - Advanced Ethics - June, 2011

PDP Series IV - Strategy - May 27-29, 2011
PDP Series I - Governance - June 10, 11, 12, 2011
PDP Series II - Financial - September 16, 17, 2011

Location:

Mississauga, Ontario

Directors Knowledge Exchange

Date of Event:	March 25 - 27, 2011
Location:	Kingbridge Centre King City, Ontario

Strategic Partners

Consulting Services:

TLi Training and Education:

Award Programs:

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