Building the Best Board Meeting: From Agenda to Action Steps
On-Demand Webinar
StreamedMay 29, 2025Duration90 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
Join veteran financial services attorney David Reed as he examines the typical board meeting landmines, explores improvement options, and provides tips and techniques for building the perfect process for your institution.
There are a great many simple
improvements and variations which may serve your institution well… but you must
be open to change!
AFTER THIS
WEBINAR YOU’LL BE ABLE TO:
- Identify official meeting requirements
- Appreciate meeting options – from boardroom to offsite to virtual
- Understand consent agenda pros and cons
- Efficiently incorporate staff and committee reports
- Evaluate your rules of order
- Deploy meeting best practices
WEBINAR DETAILS
Is your typical board meeting the oft-cited “true
definition of insanity” - are you doing the same thing every month and
expecting a different result? Is your board meeting a well-structured and
enjoyable use of your time or are you constantly fatigued? Does your current
governance model, agenda, and rules of order create the most efficient process
or set you up for frustration? Are you creating strategy, or are you “stuck in
the weeds” of tactics? Many board members and executives are frustrated by the
structure and format of their regular meetings, but don’t know how to change. Now
is an excellent opportunity to expand your governance toolbox. From consent
agendas to virtual meetings, internet board portals to committee structures, you
have options!
WHO SHOULD ATTEND?
This
informative session is designed for executives, board members, committee
members, administrative staff, compliance staff, internal auditors, and anyone
interested in enhancing meeting efficiency and governance.
TAKE-AWAY TOOLKIT
- Sample board meeting agenda checklist
- Sample meeting conduct and remote attendance policy
- Regulatory guidance
- Meeting resources inventory
- 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

Reed & Jolly, PLLC
Other Webinars That Might Interest You

How Artificial Intelligence Changes Customer Service
by Jonathan Conradt

Job-Specific BSA Training for Operations
by Dawn Kincaid

Call Report Series: Call Report Fundamentals for New Preparers & Reviewers
by Michael Gordon

Today’s Board Essentials

Conducting a Physical Security Review & Risk Assessment
by Barry Thompson

UPDATED Financial Industry Essentials Module 8: Identity Theft, Red Flags & Fraud
by Molly Stull

The Board Secretary Role: Organizing, Planning, Tracking & Maintaining Accurate Board Meeting Records
by Dawn Kincaid

Creating the Right Enterprise Risk Management (ERM) Program
by Marcia Malzahn

FDIC Sign Compliance: Deadline May 1, 2025 (Complimentary)
by Molly Stull

Consumer RE Appraisals: Ordering, Controls, Thresholds, USPAP Requirements & Compliance
by Dawn Kincaid
© 2025 FINANCIAL EDUCATION & DEVELOPMENT, INC