The Board Evaluation Process: Steps, Tools & More

Registration Options & Pricing

Please select your membership status.

Recorded Webinar Includes

  • Recording of the Live Webinar
  • Can be viewed anytime 24/7, beginning 2 business days after the webinar
  • 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

Serving 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.

Recorded Wednesday, March 29, 2017

Attendance certificate provided to self-report CE credits.


  • A director’s real job
  • Directors’ specific duties, responsibilities, and role in the current regulatory environment
  • Building an effective board
  • Evaluation best practices
  • Succession planning for the board

    • Sample evaluation forms for directors, chairpersons, and CEOs
    • Article on board evaluation and succession
    • Employee training log
    • Quiz you can administer to measure staff learning and a separate answer key


This informative session is designed for directors and senior officers of community banks.


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.


Gerrish Smith Tuck, PC
You might be interested in:

We provide bank webinars on compliance, lending, regulations, security, operations, new accounts, collections, fraud, security & other topics. For more information on bank education and online training opportunities, join our mailing list.