Security Officer Reports to the Board: Timing, Contents & Requirements
On-Demand Webinar
StreamedApr 22, 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
This insightful program will cover best practices for training, inspections, and identifying foreseeable events that the security officer must report to the board.
It will include a multitude of
tools to assist in reporting. You’ll learn how to properly prepare, present,
and document the annual written security report — not just to satisfy
regulators, but to safeguard your institution in the event of litigation.
AFTER THIS
WEBINAR YOU’LL BE ABLE TO:
- Identify information that should be reported to the board annually
- Report foreseeable events that could bring liability against the board
- Present major problems to the board with limited time
- Explain why the security officer/risk management department should report to the board in person
- Understand what is included in the security function
- Keep records that will make board reporting easier
WEBINAR DETAILS
Many financial institutions focus solely on
regulatory compliance in board reports. But a board report missing key details
can become a major liability if legal action is taken against the security
officer, risk manager, management, or board members. The information regulators
review is vastly different from what would be scrutinized in court.
Attendees will gain essential insights into
structuring an effective report, presenting it with confidence, and ensuring it
includes critical details to protect the institution. Security officers will
also receive valuable resources with statistics, facts, and strategies to help
reduce liability. Don’t wait until an incident occurs! Learn how to make your
security report a true asset in both compliance and risk management.
WHO SHOULD ATTEND?
This informative session
was designed for auditors, compliance officers, security officers, risk
management staff, senior management, and board members responsible for the
security function.
TAKE-AWAY TOOLKIT
- Sample annual board report
- Sample top sheet for board reporting
- Special report form
- Incident report form
- Security tips
- 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.
TESTIMONIALS
"Barry is absolutely a wealth of knowledge. We look forward to any training that he hosts."
- Tina, Hyden Citizens Bank
Presented By

Thompson Consulting Group, LLC
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