Building the Best Possible Board Meeting: From Agenda to Action

9:00 am – 10:30 am HST
12:00 pm – 1:30 pm PT
1:00 pm – 2:30 pm MT
2:00 pm – 3:30 pm CT
3:00 pm – 4:30 pm ET

Want to take your board meetings from stagnant to stellar? Examine improvement options and learn tips and techniques for building better, more-satisfying meetings.

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

• Identify the official meeting requirements
• Use different meeting options – from boardroom to offsite to virtual
• Explain consent agenda pros and cons
• Incorporate staff and committee reports
• Review your rules of order
• Employ meeting best practices

WEBINAR DETAILS

Many volunteers are frustrated by the structure and format of their regular meetings, but don’t know how to change. Are your board meetings well-structured and enjoyable or are you constantly fatigued? Do your current governance model, agenda, and rules of order create the most efficient processes or cause frustration? Are you creating strategy or “stuck in the weeds” of tactics?

You have options! From consent agendas to virtual meetings, and internet board portals to committee structure, there are many simple improvements that may help – if you’re open to change. Whether prompted by convenience or a pandemic, the ability for directors and staff to attend important meetings remotely or to have a more refined agenda can provide much-needed flexibility and peace of mind. This informative session will examine the typical board meeting landmines, explore improvement options, and provide tips and techniques for building the perfect process for your credit union.

Attendance certificate provided to self-report CE credits.

WHO SHOULD ATTEND?

This informative session is designed for senior management, directors, volunteers, marketing, compliance staff, internal auditors, and anyone involved with compliance, committees, or credit union governance.

TAKE-AWAY TOOLKIT

• Regulatory guidance on annual meetings changes and emergencies
• Remote attendance policy
• Board participation policy
• Sample agenda
• Employee training log
• Interactive quiz

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.