Apr 16

Board Reporting Series: Security Officer Reports to the Board: Fulfilling Your Annual Requirement

Registration Options & Pricing

Please select your membership status.

Recorded Webinar Includes

  • Recording of the Live Webinar
  • Available 6 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 bank
  • Presenter’s contact info for follow-up

12:00 pm – 1:30 pm PT
1:00 pm – 2:30 pm MT
2:00 pm – 3:30 pm CT
3:00 pm – 4:30 pm ET

The security officer is required to provide annual reports to the board on the implementation, administration, and effectiveness of the security program. Some institutions are satisfied if regulators don’t take issue with the board report or security program. Don’t wait for a lawsuit against the security officer, management, and the board (both jointly and individually) to learn the report was missing several key items.

This program will review best practices relating to training, inspections, and foreseeable events that should be reported to the board. Learn how the annual written report should be prepared, presented, and reported. Security officers and board members will garner valuable resources that can provide statistics, facts, and information to reduce liability.

Attendance certificate provided to self-report CE credits.

Save with this series!


  • How to report foreseeable events that could bring criminal liability against the board
  • Information that should be reported to the board annually
  • Presenting major problems to the board with limited time
  • Why the security officer should report to the board in person
  • New technology such as “interactive teller machines” that may present physical security problems
  • Pod branches that could impact your security program

    • Sample top sheet for board reporting
    • Sample annual board report
    • Special report form
    • Incidents report form
    • Security tips
    • Employee training log
    • NEW: Interactive Quiz to measure staff learning


This informative session will best suit directors, security officers, risk management staff, auditors, and senior management responsible for the security function.


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


Thompson Consulting Group, LLC
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