Board Approved Policies:  Tips & Samples to Streamline Your Process 

Wednesday, May 8, 2024
11:00 am – 12:00 pm Eastern

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

SPEAKER

Molly Stull, Brode Consulting Services, Inc.

Molly Stull began her career as a teller while working on her undergraduate degree and has continued working in the financial industry ever since. She has experienced the growth of a hometown bank, branch mergers, charter changes, name changes, etc. Molly has activated business resumption plans, performed secondary market quality control reviews, processed wires, filed SARs, and coordinated reviews with external auditors and examiners. Her favorite role has always been educating staff and strongly believes that if staff understands the reason for a process, they will be more compelled to follow the procedures. Molly holds a bachelor’s from the University of Akron and an MBA from Ashland University.

Attendance verification for CE credits provided upon request.

Webinar Sponsored by Financial Education & Development

If you are having issues with registering online, please contact CBAO's Education, Training & Special Events Coordinator, Malia Widder, (614) 610-1877.