The most effective board is an educated board!
Purchase this series of 4 webinars to learn how to
maximize your impact as a director at your financial institution.
Purchase Webinars Individually or Purchase the Series to Save 10%!
Whether you are new to your role as a director or are a seasoned board member, your expertise in areas such as credit, security, audit, and capital planning is more valuable than ever. Regulators expect directors to have a reasonable understanding of many functions that traditionally have been left to senior management and staff. Round out your knowledge of today’s hot-button issues with this informative series of 4 webinars.
Whether you are just getting started or have years of experience, this series has tips, tools, and takeaways for everyone! You may register for individual sessions, or sign up for the entire series and save 10%.
- Directors’ Role & Responsibilities When a Data Breach Occurs
- Strategic Planning Years 1, 3 & 5: Scope, Techniques & Drafting Your Plan
- Regulator Expectations in Capital Planning
- Assessing Credit Risk for Directors
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.
February 13, 2018
Directors’ Role & Responsibilities When a Data Breach Occurs
Randall J. Romes, CliftonLarsonAllen LLP
Cybersecurity risk continues to evolve at a rapid pace. New data breaches are publicized every week. A core component of cybersecurity risk management is a well-thought-out incident response program. Directors’ responsibilities include staying abreast of the changing risk environment, while providing governance and oversight of the risk management program. This session will summarize the latest information on cybersecurity risks and provide guidance to directors on how to positively impact the incident response program.
April 11, 2018
Strategic Planning Years 1, 3 & 5: Scope, Techniques & Drafting Your Plan
Jeffrey C. Gerrish, Gerrish Smith Tuck, PC, Consultants & Attorneys
Much has changed in the community banking industry over the past few years. Enhanced regulatory scrutiny, a new administration, continued mergers and acquisitions, new capital rules, increased competition… the list goes on. With all these moving pieces, strategic planning has become more critical than ever. To ensure continued success and profitability, every community bank board and management team should engage in intentional, “big picture” planning and formalize the process and results into a well-written strategic plan. This webinar will provide an overview of the strategic planning process and address its scope and substantive considerations. In addition, it will cover how to prepare an agenda, outline various techniques used in drafting the written plan, and address the elements of a well-documented strategy.
Capital adequacy requirements have changed. Community bankers need to understand, plan, then implement the changes to risk-based capital outlined in Basel III. Regulators expect senior management and the board to determine their institution’s capital adequacy based on the specific risks at their bank. Management needs to develop a capital policy, together with a contingency plan that demonstrates adequate capital in a stressed scenario. This webinar will cover the specifics of regulatory changes with an emphasis on practical applications to effectively and efficiently develop a robust capital policy and contingency plan.
One of the most challenging jobs for board members is to analyze, evaluate, and then approve or deny loans. Board members often have limited experience in making loans, yet the board is asked to approve the largest and most complex credits. This webinar will address the most important criteria in making credit decisions with a thorough analysis of the key components and ratios of a strong credit. After this webinar, you will be more knowledgeable and better equipped to make tough credit decisions.