Board Approved Policies: Tips & Samples to Streamline Your Process
May 8, 2024
Live Webinar
DateMay 8, 2024Duration60 minutes
08:00 AM PDT09:00 AM MDT
10:00 AM CDT11:00 AM EDT
- Unlimited connections for your institution
- Available on desktop, mobile & tablet
- Take-away toolkit
- Presenter’s contact info for questions
On-Demand Webinar
- 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
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.
Presented By
Brode Consulting Services, Inc.
© 2024 FINANCIAL EDUCATION & DEVELOPMENT, INC
