Board Reporting Series: Red Flags In Board Reports - Details
Session Available from: Jan 28, 2019 12:00 to Dec 31, 2019 12:00

Session Options: Webinar, Recorded, Both Live/Recorded

Live Session Date: Mar 28, 2019

 
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Event description:

Board Reporting Series:

Red Flags in Board Reports

Webinar OR Recorded Webinar + Free Digital Download

Thursday, March 28, 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

As a director, how do you review your board report packet and identify potential red flags in tandem with your fiduciary responsibility?  Recognizing red flags starts with examining the list of reports and their contents, then extends to management’s presentation and timeliness.  Although not all red flags have a negative consequence, their appearance should alert you to ask questions that either resolve the issue or mitigate the situation before it turns into an exception item on your next examination report.  Attend this webinar and enhance your ability to recognize potential red flags.

HIGHLIGHTS

  • Types of reports commonly included in board packages
  • Potential red flags categorized by board report topic
  • Are complaints and other warning signs on the board’s radar?
  • Recognizing audit and exam exceptions as potential red flags
  • Importance of performing board evaluations to evaluate director interactions
  • TAKE-AWAY TOOLKIT
    • List of red flags by report area
    • Sample board agenda
    • Complaint log
    • Audit/exam exception tracking log
    • New product/service risk assessment
    • Sample BSA/AML officer report
    • Performance evaluation to use as a board self-assessment tool
    • 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 board members, senior management, and board secretaries.

Please note:  The live webinar option allows you to have one telephone connection for the audio portion and one Internet connection (from a single computer terminal) to view online visuals as the presentation is delivered.  You may have as many people as you like listen from your office speaker phone.

Molly Stull     ABOUT THE PRESENTER – 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, acquisitions of branches, 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.

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. 

  1. 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. 

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

Options 1 and 2 described above.

 AFFORDABLE, PROFESSIONAL TRAINING, WHEN AND WHERE YOU CHOOSE

Registration options:
Add to cart Qty Ticket Name Ticket Price
Board Reporting Series: Red Flags in Board Reports - Recorded Webinar + Free Digital Download - Member $290.00
( )
$ 290.00
Add to cart Qty Ticket Name Ticket Price
Board Reporting Series: Red Flags in Board Reports - Recorded Webinar + Free Digital Download - Non-Member $350.00
( )
$ 350.00
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Our Certified Frontline Professional program gives your customer-facing employees the long-term training they need to excel and grow your business.

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Bank regulations are ever-changing. Get the up-to-date information you need to guide and structure your in-bank compliance program. Our system gives you 24/7 access to some of the best compliance experts in the industry.

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We’re giving today’s brightest young independent bankers the skills, educational resources, and networking opportunities they need to be tomorrow’s leaders.

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Enroll in one of our educational sessions to keep your bank up-to-date on financial trends, regulatory changes, and required annual training. We add new live sessions on a regular basis.

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