Mar 5

Board Reporting Series: Essential Board Reporting: Requirements, Timing, Delivery Options, Risks & Concerns

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

Clear, concise, complete information is critical to a board’s decision making. Examiners closely scrutinize board packages to confirm the board is receiving necessary information. This session will cover the safety and soundness and compliance areas reviewed by examiners. Learn which reports should be included in board packets, how they should be used, and how to recognize red flags. Participants will receive a checklist to ensure board packets cover all policy, report, and risk assessment requirements throughout the year.

Attendance certificate provided to self-report CE credits.

Save with this series!


  • Compliance policies and risk assessment approvals, including fair lending, UDAAP, and others
  • BSA policy, risk assessment, annual training, audit findings, and exam results
  • Compliance exception reporting
  • Safety and soundness issues (ground rules for loan presentations, loan review items, lending concentrations, etc.)
  • Commercial real estate concentrations, stress testing, and more
  • Summary of loans exceeding regulatory guidelines for LTV
  • Red flags for ID theft, including seven annual reporting areas
  • Examiners’ rules for effective board meetings

    • Policy, report, and risk assessment schedule that includes everything that should be reported to the board
    • Sample risk assessments (risk categories, new products, fair lending)
    • Employee training log
    • Quiz to measure staff learning and a separate answer key


This informative session is designed for directors, compliance officers, risk managers, senior management, board secretaries, and auditors.


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.


Brode Consulting Services, Inc.
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