Board Approved Policies: Tips & Samples to Streamline Your Process

Compliance Directors Human Resources Senior Management Sales & Specials Senior Management & Directors

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.

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

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

WEBINAR DETAILS

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.

WHO SHOULD ATTEND?

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.

TAKE-AWAY TOOLKIT

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.