Is your typical board meeting the oft-cited “true definition of insanity” - are you doing the same thing every month and expecting a different result? Is your board meeting a well-structured and enjoyable use of your time or are you constantly fatigued? Does your current governance model, agenda, and rules of order create the most efficient process or set you up for frustration? Are you creating strategy, or are you “stuck in the weeds” of tactics? Many board members and executives are frustrated by the structure and format of their regular meetings, but don’t know how to change. Now is an excellent opportunity to expand your governance toolbox. From consent agendas to virtual meetings, internet board portals to committee structures, you have options! Join veteran financial services attorney David Reed as he examines the typical board meeting landmines, explores improvement options, and provides tips and techniques for building the perfect process for your institution. There are a great many simple improvements and variations which may serve your institution well… but you must be open to change!
AFTER THIS WEBINAR YOU’LL BE ABLE TO:
- Identify official meeting requirements
- Appreciate meeting options – from boardroom to offsite to virtual
- Understand consent agenda pros and cons
- Efficiently incorporate staff and committee reports
- Evaluate your rules of order
- Deploy meeting best practices
TAKE-AWAY TOOLKIT
- Sample board meeting agenda checklist
- Sample meeting conduct and remote attendance policy
- Regulatory guidance
- Meeting resources inventory
- Employee training log
- Interactive quiz
- PDF of slides and speaker’s contact info for follow-up questions
- Attendance certificate provided to self-report CE credits
WHO SHOULD ATTEND?
This informative session is designed for executives, board members, committee members, administrative staff, compliance staff, internal auditors, and anyone interested in enhancing meeting efficiency and governance.
NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your institution is prohibited. Print materials may be copied for eligible participants only.
MEET THE PRESENTER
David A. Reed, JD, Reed & Jolly, PLLC
Attorney, author, consultant, and nationally recognized trainer, David Reed is a partner in the law firm of Reed & Jolly, PLLC. He provides guidance to financial institutions on establishment and revision of policies and procedures, organizational compliance, collections, security, contractual agreements, regulatory matters, and corporate governance. His engaging speaking style has made him a nationwide lecturer on regulatory compliance, consumer lending, bankruptcy, and collections. A former trial attorney and vice president and general counsel of a large regional financial institution, David is also a Certified Fraud Examiner. He is particularly known as an expert in the areas of operations, bankruptcy, and collections. He has trained state and federal examination staff on numerous issues, including BSA, ID theft red flags, SAFE Act, third-party contract management, and bankruptcy.
THREE REGISTRATION OPTIONS – WHAT YOU GET
1. LIVE WEBINAR 2. ON-DEMAND WEBINAR 3. BUNDLE & SAVE
- Unlimited live connections with shareable access within your institution
- Available to view on desktop, mobile & tablet devices
- Take-away toolkit
- Live Q&A session & the presenter's contact info for follow-up questions
- Access the webinar training from your User Portal
- Unlimited and shareable access to the recording within your institution, starting two business days after the live date
- Available to view 24/7 on desktop, mobile & tablet devices
- Take-away toolkit
- Ability to download the webinar video and toolkit items
- Presenter's contact info for follow-up questions
- Access the webinar training from your User Portal
- Save when you Bundle the Live + On-Demand Webinar Registration
- Includes all the items listed above
- Full registration descriptions can be found here
