Building the Best Possible Board Meeting:
From Agenda to Action

(90-minute webinar – recording also available)

Wednesday, September 16, 2020

12:00 PM Pacific                 1:00 PM Mountain

2:00 PM Central                 3:00 PM Eastern

Want to take your board meetings from stagnant to stellar? Examine improvement options and learn tips and techniques for building better, more-satisfying meetings. 

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

• Identify the official meeting requirements
• Use different meeting options – from boardroom to offsite to virtual
• Explain consent agenda pros and cons
• Incorporate staff and committee reports
• Review your rules of order
• Employ meeting best practices

WEBINAR DETAILS

Many board members are frustrated by the structure and format of their regular meetings, but don’t know how to change. Are your board meetings well-structured and enjoyable or are you constantly fatigued? Do your current governance model, agenda, and rules of order create the most efficient processes or cause frustration? Are you creating strategy or “stuck in the weeds” of tactics?

You have options! From consent agendas to virtual meetings, and internet board portals to committee structure, there are many simple improvements that may help – if you’re open to change. This informative session will examine the typical board meeting landmines, explore improvement options, and provide tips and techniques for building the perfect process for your bank.

WHO SHOULD ATTEND?

This informative session is designed for senior management, directors, marketing, compliance staff, internal auditors, and anyone involved with compliance, committees, or bank governance. 

TAKE-AWAY TOOLKIT

• Remote attendance policy
• Board participation policy
• Employee training log
• Interactive quiz 

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    MEET THE PRESENTER - David A. Reed, JD, Reed & Jolly, PLLC

Attorney, author, consultant, and nationally recognized speaker, 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 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.

AFFORDABLE, PROFESSIONAL TRAINING, WHEN AND WHERE YOU CHOOSE