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Board-Approved Policies: Tools to Streamline Your Process

Mar 10 2:00 PM - Mar 10, 2022 3:00 PM
Mar 10, 2022 2:00 PM - 3:00 PM
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Where does staff go to find a board-approved policy? Is there a central “vault”? Is it electronic? How will they know they’ve found the latest version? Who updates and manages them all? Do you have a catalog or curator? This issue is important to the board, management, and all employees. This webinar will provide tips and tools to streamline your process.

Learning Objectives

  • Understand the importance of communicating board-approved policy changes
  • Recognize critical policy identification information
  • Maintain version control of a policy
  • Develop an annual policy review schedule
  • Quickly identify policy changes

Does your job description include managing board-approved policies? While it may seem like a simple task, it requires knowledge and action to maintain a well-organized library of board-approved policies. This webinar will include tips and tools to assist with managing the numerous policies that must be updated and approved by the board annually. Policies must be readily available and accurately document the board’s expectations in order to guide staff in fulfilling their responsibilities. The role of the policy librarian is critical and requires a well-organized process.

This webinar will address how to manage the annual review process and provide suggestions on how to easily recognize changes, maintain version control, and communicate policy updates to applicable staff. In addition, tips on formatting, inclusion of critical content, and a record-retention process will be shared. Join us to gain tips and tools designed to streamline the continuous process of maintaining a library of board approved policies.

Agenda

Speakers

Molly Stull, Brode Consulting Services, Inc.

Molly Stull began her career as a teller while working on her undergraduate degree and has continued working in the financial industry ever since. She has experienced the growth of a hometown bank, branch mergers, charter changes, name changes, etc. Molly has activated business resumption plans, performed secondary market quality control reviews, processed wires, filed SARs, and coordinated reviews with external auditors and examiners. Her favorite role has always been educating staff and strongly believes that if staff understands the reason for a process they will be more compelled to follow the procedures. Molly holds a bachelor’s from the University of Akron and an MBA from Ashland University.

Location

Fees

$259.00 

Live and recorded webinar, handouts, quiz with answer key and training log are included.

Your registration includes unlimited locations (until further notice), making it easier to share and learn with remote staff during the coronavirus crisis. Training materials will be available to download the day of the event.

Additional Info

Event Type

Webinar

Topics Covered

  • Compliance
  • Live Webinars
  • Board Governance