Series

2017 Director Series

Registration Options & Pricing

Please select your membership status.


Recorded Webinar Includes

  • Recording of the Live Webinar
  • Available six business days following Live date
  • Available for 6 months following Live
  • 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
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Webinars
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A series of 6 webinars designed to provide a year of training exclusively for community bank directors!

Note: If you are interested in live webinars or other registration options, please call 406.442.2585.

The ever-changing role of board members has never been more critical - and more scrutinized! Understanding their duties and responsibilities is paramount for directors. Even more important is having a strategy that will keep your financial institution on track with current education, training, and changes. The challenges are many, including managing shrinking margins, reduced fee income, and higher regulatory costs - while striving to enhance shareholder value. Ongoing training to enhance expertise and performance is vital to mitigating directors' increased responsibility and liability. Designed exclusively for directors, this series will ensure directors understand their management oversight and enterprise risk governance responsibilities.

Directors may register for the entire series or for individual sessions. By signing up for the entire series, you will receive 6 webinars for the price of 5. It's a simple, economical solution for directors to get the training they need.

Director Series Topics (all Director Series webinars are held in the morning)

Session Dates & Descriptions

8:00 am – 9:30 am Pacific
9:00 am – 10:30 am Mountain
10:00 am – 11:30 am Central
11:00 am – 12:30 pm Eastern

Click on presenters’ names below for more information.

January 26, 2017
Risk & Capital in Strategic Planning for the Board

Gary J. Young, Young & Associates, Inc.

Understanding and managing risk has never been more critical in the strategic planning process. The FDIC, OCC, and Federal Reserve are all examining banks' risk profile and the adequacy of capital to mitigate that risk. This webinar will:

  1. Go through the process of developing a capital plan based on your risk levels and direction
  2. Address the primary methodology in developing a capital contingency
  3. Review an actual strategic plan that uses these approaches

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March 29, 2017
The Board Evaluation Process: Steps, Tools & More

Jeffrey C. Gerrish, Gerrish McCreary Smith, Consultants & Attorneys

Service on a community bank's board of directors is much different than it was 15 years ago. The primary responsibility is the same - to enhance value for the shareholders. But the post-recession environment has ushered in a new era of responsibility for the board. Enterprise risk management, Basel III, cyber security, industry consolidation, and the like all require proactive, reasoned decision-making by each board member. Every member must pull his or her weight. How should a community bank go about assessing the effectiveness of its board? This webinar will explain how to inform directors of their duties and responsibilities and highlight industry expectations for the board. The presentation will provide an overview of best practices for evaluating the board as a whole, as well as individual directors.

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May 11, 2017
What the Board Needs to Know About Vendor Management

Branan Cooper, Venminder

Best practices dictate that the board must remain vigilant about hazards posed by outsourcing functions to third parties - or risk significant financial and reputational harm to their financial institution. This session will provide an overview of the key components of a comprehensive vendor management program and the vital role senior management and the board must play. You'll learn what board members need to understand about third-party risk and what should be expected regarding regular reporting and direct oversight. From risk assessments, to due diligence, to contract management, this webinar will address emerging trends in third-party risk and how they relate to the fundamentals. In addition, you will learn about regulatory guidance, recent enforcement actions, and new areas of focus that can be third-party related - particularly UDAAP.

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July 6, 2017
Raising Capital as an Independent Community Bank

Jeffrey C. Gerrish, Gerrish McCreary Smith, Consultants & Attorneys

Many community banks are considering raising additional capital for a number of reasons, including repurchasing shares from shareholders, supporting balance sheet growth, engaging in acquisitions, or pursuing other strategic initiatives. Regardless of the motivation, the rules and regulations applicable to raising capital are complex. This webinar will simplify these rules by providing a straightforward explanation of the various debt and equity capital raising options available to community banks. It will cover raising capital by leveraging the bank holding company, engaging in "private placements" of common stock, and registered offerings, as well as the pros and cons of each. This is a must-attend session for community banks who want to understand the options available for raising additional capital.

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September 27, 2017
Rules & Trends in Executive Compensation

Jeffrey C. Gerrish, Gerrish McCreary Smith, Consultants & Attorneys

Succession planning is a hot button issue. With so many community banks feeling the impact of an aging management team, attracting and keeping quality talent is a big concern - and it can include a big price tag. The reality is community banks must be willing to pay for talent. However, "pay" equals more than dollars and cents. This webinar will focus on how boards can ensure their institutions attract and keep a quality management team and employee base. The program will highlight industry compensation trends and various compensation structures, incentive alternatives, beneficial employment contract provisions, and employee ownership opportunities. It will also address the succession planning process and briefly discuss director compensation.

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November 21, 2017
Required Compliance for the Board & Senior Management

Dawn Kincaid, Brode Consulting Services, Inc.

Directors and senior management are responsible for forming a top-down compliance culture and establishing a strong compliance management system. The responsibility for regulatory compliance ultimately lies with the board. However, with dozens of regulations and thousands of pages of guidance and best practices, determining exactly what is required of you and your institution can be overwhelming.

This session will help you understand your regulatory responsibilities and liabilities. It will review the highest-risk areas and explain which information and reports need to be reviewed periodically to make informed compliance program decisions. Join us for this webinar to meet all your annual training requirements!

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Note: If you are interested in live webinars or other registration options, please call 406.442.2585.

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