2019 Board Reporting Series

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Recorded Webinar Includes

  • Recording of the Live Webinar
  • Available 6 business days following Live date
  • Handout and Take-Away Toolkit
  • Available on Desktop, Mobile & Tablet
  • Free Digital Download, yours to keep
  • Share link with anyone at your credit union
  • Presenter’s contact info for follow-up

4-Part Series

Communication is key to effective, efficient board decisions. Good decisions begin with good information. This series will explain what board members should look for in reports from various sources.

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Board members receive various reports that are critical to providing the information needed to fulfill their fiduciary and oversight responsibilities. Board reports must evolve along with today's technology, risks, and rules changes. This series will address the content of key reports, reporting risks, and delivery options.

Board Reporting Series Topics

Session Dates & Descriptions

Click on presenters' names below for more information.

February 13, 2019
Board Secretary Procedural & Compliance Responsibilities

Dawn Kincaid, Brode Consulting Services, Inc.

The board secretary's role is critical in today's dynamic industry involving corporate governance, compliance, and director liability. That role also includes communication with directors and management, administration of corporate governance, oversight of policy/procedure reviews, obtaining and maintaining annual documentation, and compliance issues. Examiners routinely ask for and conduct an in-depth review of board minutes as a part of their regular exam request memo. What are the dos and don'ts of this important role? How can the board secretary be more effective? This session will provide the answers to these questions and more.

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March 6, 2019
Essential Board Reporting: Requirements, Timing, Delivery Options, Risks & Concerns

Ann Brode-Harner, Brode Consulting Services, Inc.

Clear, concise, complete information is critical to a board's decision making. Examiners closely scrutinize board packages to confirm the board is receiving necessary information. This session will cover the safety and soundness and compliance areas reviewed by examiners. Participants will receive a checklist to ensure board packets cover all policy, report, and risk assessment requirements throughout the year.

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March 26, 2019
Red Flags in Board Reports

Molly Stull, Brode Consulting Services, Inc.

As a director, how do you review your board report packet and identify potential red flags in tandem with your fiduciary responsibility? Recognizing red flags starts with examining the list of reports and their contents, then extends to management's presentation and timeliness. Although not all red flags have a negative consequence, their appearance should alert you to ask questions that either resolve the issue, or mitigate the situation before it turns into an exception item on your next examination report. Attend this webinar and enhance your ability to recognize potential red flags.

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April 9, 2019
Security Officer Reports to the Board: Fulfilling Your Annual Requirement

Barry Thompson, Thompson Consulting Group, LLC

The security/risk management function of the credit union should report to the board at least annually. This fast-moving program will focus on what issues should be reported to the board about physical security. Don't let the industry standards stated in NCUA letter 02-CU-12 and 12 CFR Part 748 take you by surprise.

This program will review best practices relating to training, inspections, and foreseeable events that should be reported to the board. Learn how the annual written report should be prepared, presented, and reported. Security officers and board members will garner valuable resources that can provide statistics, facts, and information to reduce liability.

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