Board Reporting Series:
Essential Board Reporting:
Requirements, Timing, Delivery Options, Risks & Concerns

Webinar OR Recorded Webinar + Free Digital Download

 Tuesday, March 5, 2019

12:00 pm – 1:30 pm Pacific

1:00 pm – 2:30 pm Mountain

2:00 pm – 3:30 pm Central

3:00 pm – 4:30 pm Eastern

Clear, concise, complete information is critical to a board’s decision making.  Examiners closely scrutinize board packages to confirm the board is receiving necessary information.  This session will cover the safety and soundness and compliance areas reviewed by examiners.  Learn which reports should be included in board packets, how they should be used, and how to recognize red flags.  Participants will receive a checklist to ensure board packets cover all policy, report, and risk assessment requirements throughout the year.

HIGHLIGHTS

• Compliance policies and risk assessment approvals, including fair lending, UDAAP, and others
• BSA policy, risk assessment, annual training, audit findings, and exam results
• Compliance exception reporting
• Safety and soundness issues (ground rules for loan presentations, loan review items, lending concentrations, etc.)
• Commercial real estate concentrations, stress testing, and more
• Summary of loans exceeding regulatory guidelines for LTV
• Red flags for ID theft, including seven annual reporting areas
• Examiners’ rules for effective board meetings

• TAKE-AWAY TOOLKIT
  • Policy, report, and risk assessment schedule that includes everything that should be reported to the board
  • Sample risk assessments (risk categories, new products, fair lending)
  • Employee training log
  • Quiz to measure staff learning and a separate answer key

Attendance verification for CE credits provided upon request.

WHO SHOULD ATTEND?

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

Please note:  The live webinar option allows you to have one internet connection (from a single computer terminal).  You may have as many people as you like listen and watch from your office computer.

    ABOUT THE PRESENTER – Ann Brode-Harner, Brode Consulting Services, Inc.

Ann Brode-Harner began her career in 1973 and has continued her service as a consultant to regional and community financial institutions through a wide range of areas including strategic planning, lending, deposits, marketing, training, compliance, and management.  Ann is a well-respected presenter and has spoken to audiences across the country for over 30 years.  She has presented sessions for numerous state associations and has taught at the School of Banking Administration at the University of Wisconsin as well as many other state banking schools.  Ann is the author of The Bank Deposit Documentation Manual for Front-Line Personnel published by Bankers Publishing Company, and is well represented in numerous industry publications.

THREE REGISTRATION OPTIONS 

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.

1.  LIVE WEBINAR

The live webinar option allows you to have one internet connection from a single computer terminal.  You may have as many people as you like listen and watch from your office computer.  Registrants receive a website address and passcode that allows entrance to the seminar.  The session will be approximately 90 minutes, including question and answer sessions.  Seminar materials, including instructions, passcode, and handouts will be emailed prior to the broadcast.  You will need the most-current version of Adobe Reader available free at www.adobe.com.

2. RECORDED WEBINAR + FREE DIGITAL DOWNLOAD

Can’t attend the live webinar?  This option provides a recording of the live event, including audio, visuals, and handouts.  We even provide the presenter’s email address for follow-up questions. You will receive an email with the recorded webinar link, which can be viewed anytime 24/7, beginning 6 business days after the webinar.  You will also receive instruction on how to download a free digital copy of the webinar to your PC, which you may keep and use indefinitely.

The recorded webinar may ONLY be ordered for 6 months following the live webinar.  In addition, the download must be completed within 6 months of the live webinar date.

3. BOTH LIVE WEBINAR & RECORDED WEBINAR + FREE DIGITAL DOWNLOAD

Options 1 and 2 described above.

 AFFORDABLE, PROFESSIONAL TRAINING, WHEN AND WHERE YOU CHOOSE