Thursday
Mar 10
2022

Board-Approved Policies: Managing, Updating, Record Retention & More

Registration Options & Pricing

Please select your membership status.


Live Webinar Access Includes:

  • Unlimited Connections to Virtually Attend the Live Webinar
  • Handout & Take-Away Toolkit
  • Available on Desktop, Mobile & Tablet
  • Presenter’s Contact Info for Follow-Up

On-Demand Access Includes:

  • Unlimited Access to Webinar Recording
  • Can be viewed anytime 24/7, beginning 2 business days after the webinar
  • 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
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This is a 60-minute webinar.

10:00 am – 11:00 am HST
12:00 pm – 1:00 pm PT
1:00 pm – 2:00 pm MT
2:00 pm – 3:00 pm CT
3:00 pm – 4:00 pm ET

Where does staff go to find a board-approved policy? Is there a central “vault”? Is it electronic? How will they know they’ve found the latest version? Who updates and manages them all? Do you have a catalog or curator? This issue is important to the board, management, and all employees. This webinar will provide tips and tools to streamline your process.

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

  • Understand the importance of communicating board-approved policy changes
  • Recognize critical policy identification information
  • Maintain version control of a policy
  • Develop an annual policy review schedule
  • Quickly identify policy changes

WEBINAR DETAILS

Does your job description include managing board-approved policies? While it may seem like a simple task, it requires knowledge and action to maintain a well-organized library of board-approved policies. This webinar will include tips and tools to assist with managing the numerous policies that must be updated and approved by the board annually. Policies must be readily available and accurately document the board’s expectations in order to guide staff in fulfilling their responsibilities. The role of the policy librarian is critical and requires a well-organized process.

This webinar will address how to manage the annual review process and provide suggestions on how to easily recognize changes, maintain version control, and communicate policy updates to applicable staff. In addition, tips on formatting, inclusion of critical content, and a record-retention process will be shared. Join us to gain tips and tools designed to streamline the continuous process of maintaining a library of board-approved policies.

Attendance certificate provided to self-report CE credits.

WHO SHOULD ATTEND?

This informative session will best suit employees responsible for updating and maintaining the library of board-approved policies, such as the compliance officer, operations manager, or board secretary.

TAKE-AWAY TOOLKIT

  • Sample list of board-approved policies
  • Examples of board policy formats
  • Annual review schedule template
  • PDF of slides and speaker’s contact info for follow-up questions
  • Attendance certificate provided to self-report CE credits
  • Employee training log
  • Interactive quiz

DON'T MISS THESE RELATED WEBINARS!

"Board-Level Policies: What Is Required & Why"
Thursday, April 21, 2022

"Board Secretary Procedural & Compliance Responsibilities "
Thursday, December 1, 2022

 

NOTE:  All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your financial institution is prohibited. Print materials may be copied for eligible participants only.

MEET THE PRESENTER

Brode Consulting Services, Inc.
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