The Board Secretary Role: Organizing, Planning, Tracking & Maintaining Accurate Board Meeting Records
October 23, 2025
Live Webinar
DateOct 23, 2025Duration90 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 secretary’s dynamic role is key to ensuring that the board meets their responsibilities.
It involves and affects
administration of corporate governance, director liability, communication with
directors and management, policy review oversight, obtaining and maintaining
annual documentation, compliance issues, and more. Get the lowdown with this
upbeat, detailed program.
AFTER THIS
WEBINAR YOU’LL BE ABLE TO:
- Detail the daily, monthly, quarterly, and annual responsibilities of a board secretary
- Document board oversight of your institution’s risk management program
- Effectively establish the agendas and distribute the board package
- Track items for board review
- Use provided tips and best practices to craft your board minutes
- Understand the benefits of electronic board packages
WEBINAR DETAILS
The board secretary’s
role goes far beyond just being the “note taker” at board meetings. The job
often entails being the chief organizer, ensuring compliance requirements are
met, understanding governance issues, planning meetings, developing reports,
and preserving corporate records.
This session will provide
the information and tools needed to be a successful board secretary. It will
review responsibilities and provide best practices to enhance administration of
corporate governance, including establishing an agenda, delivering the board
package, scribing contemporaneous meeting notes, and documenting the details in
the official minutes. In addition, it will provide guidance and tips for
becoming more effective and efficient, provide tools to facilitate success, and
detail best practices for documenting “healthy debate” and discussion that
occurs during a board meeting.
WHO SHOULD ATTEND?
This informative session
is designed for board secretaries, corporate secretaries, senior management,
and directors.
TAKE-AWAY TOOLKIT
- Board training documentation record
- Sample policy review and training schedule
- Sample electronic board package policy language and procedures
- 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.
© 2025 FINANCIAL EDUCATION & DEVELOPMENT, INC