Board Reporting: Requirements, Timing, Delivery Options, Risks & Concerns - Details
Session Available from: Feb 22, 2021 12:00 to Oct 7, 2021 12:00

Session Options: Webinar, Recorded, Both Live/Recorded

Live Session Date: Apr 7, 2021

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Event description:

Board Reporting:

Requirements, Timing,

Delivery Options, Risks, Concerns

(90-minute webinar – recording also available)

Wednesday, April 7, 2021

12:00 PM Pacific       1:00 PM Mountain

2:00 PM Central       3:00 PM Eastern

De-stress or distress?  Reporting to the board is stressful enough by itself.  Now up the ante.  Examiners will be reviewing those reports to determine your board’s effectiveness.  This detailed webinar unpacks the intricacies of board reporting and provides the timelines, checklists, tools, red flags, and current information needed to engender accuracy, confidence, and calm.  


  • Use checklists to track whether corporate documents, policies, and reports are appropriately reviewed by the board
  • Review compliance exception reports
  • Define BSA responsibilities, including policy and risk assessment approval, training requirements, and reviewing audit/exam findings
  • Explain key information from lending reports, including tracking concentrations, stress testing, and LTV standards
  • Identify identity theft red flags


When examiners review your risk management program, they will evaluate the overall effectiveness of management and the board.  Specifically, they will look at:

  • Board and senior management oversight
  • Policies, procedures, and limits
  • Risk monitoring and management information systems
  • Internal controls

Examiners use board and subcommittee reports and minutes to ensure: 1) management effectively communicates with the board, and 2) the board has ample oversight over risk management, compliance, operations, and financials.  Therefore, clear, concise, complete reports are critical to the board’s decision-making.  In this valuable webinar, you’ll learn which reports should be in board packages, how the reports should be utilized, and how to recognize red flags in board reports.


This informative session is designed for directors, compliance officers, risk managers, senior management, board secretaries, and auditors. 


  • Sample policy and procedure approval schedule
  • Sample board report schedule
  • Sample risk assessments
  • Employee training log
  • Interactive quiz 


Board Secretary Training: Documenting Minutes, Corrections & Disagreements

on Wednesday, November 3, 2021 

Dawn Kincaid    MEET THE PRESENTER - Dawn Kincaid, Brode Consulting Services, Inc.

Dawn Kincaid began her banking career while attending The Ohio State University.  She has over 20 years’ experience in client service, operations, information technology, administrative and board relations, marketing, and compliance.  Most recently Dawn served as the Senior Vice President of Operations for a central-Ohio-based community bank, where she created and refined policies and procedures, conducted self-audits and risk assessments, and organized implementation of new products and services.  Dawn has served in the roles of Compliance, BSA/AML, CRA, Privacy, and Security Officer.  She has led training initiatives, prepared due diligence information, completed a variety of regulatory applications, coordinated internal and external audits and exams, and presented for numerous state associations.


1. Live Webinar Includes

  • Unlimited connections within your institution to the Live Webinar
  • Handout and Take-Away Toolkit
  • Available on desktop, mobile & tablet
  • Presenter’s contact info for follow-up 

2. Recorded Webinar Includes

  • Recording of the Live Webinar
  • Available two business days following Live date
  • Handout and Take-Away Toolkit
  • Available on desktop, mobile & tablet
  • Free Digital Download, yours to keep
  • Share link with anyone at your institution
  • Presenter’s contact info for follow-up

3. Purchase the BOTH Option to receive all the benefits listed above! Full registration descriptions can be found here.

Note: All materials are subject to copyright. Transmission, retransmission, or republishing this webinar to other institutions or those not employed by your financial institution is prohibited. Print materials may be copied for eligible participants only.



Registration options:
Add to cart Qty Ticket Name Ticket Price
Board Reporting: Requirements, Timing, Delivery Options, Risks & Concerns - Recorded Webinar + Free Digital Download - Member $290.00
( )
$ 290.00
Add to cart Qty Ticket Name Ticket Price
Board Reporting: Requirements, Timing, Delivery Options, Risks & Concerns - Recorded Webinar + Free Digital Download - Non-Member $350.00
( )
$ 350.00
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