Board Approved Policies: Tips & Samples to Streamline Your Process

On-Demand Webinar
StreamedMay 8, 2024Duration60 minutes
  • Unlimited & shareable access starting two business days after live stream
  • Available on desktop, mobile & tablet devices 24/7
  • Take-away toolkit
  • Ability to download webinar video
  • Presenter's contact info for questions
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The board’s policies must accurately document their expectations and be readily available because these decisions guide staff in fulfilling daily responsibilities.

Thus, it follows that the role of the policy librarian is critical, and a detailed process to manage the constant evolution of policy changes is a must. Attend this program to gain tips and tools designed to streamline the continuous process of maintaining a library of board-approved policies.

  • Develop an annual policy review schedule
  • Use tools to identify policy changes
  • Create a stakeholder review process
  • Recognize critical policy identification information
  • Maintain policy version control
  • Effectively document policy approval
  • Understand the importance of communicating board-approved policy changes


Does your financial institution have a streamlined process for managing board-approved policies? While it may seem simple, maintaining a current library of board-approved policies is an important responsibility because those policies are the backbone of employees’ daily decisions. 

This webinar will provide tips and tools to assist with managing the numerous policies that must be updated and approved annually, including how to involve stakeholders in the review process. It will address how to manage the annual review process and offer suggestions on how to easily recognize changes, maintain version control, and communicate policy updates to applicable staff. In addition, formatting tips, inclusion of critical content, and a record-retention process will be included.


This informative session will best suit employees responsible for updating and maintaining the library of board-approved policies, such as compliance officers, operations managers, or board secretaries.


  • Sample list of board-approved policies
  • Examples of board policy formats
  • Annual review schedule template
  • Sample minutes documenting board approval
  • Employee training log
  • Interactive quiz
  • PDF of slides and speaker’s contact info for follow-up questions
  • Attendance certificate provided to self-report CE credits

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

Presented By

Molly StullMolly Stull
Brode Consulting Services, Inc.