Board Approved Policies: Tips & Samples to Streamline Your Process
On-Demand Webinar:
StreamedMay 8, 2024Duration60 minutes
- 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’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
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.
TESTIMONIALS
"Molly was very clear and gave good examples."
- Lisa, Cal-Com Federal Credit Union
Presented By

Brode Consulting Services, Inc.
Other Webinars That Might Interest You

Mortgage Servicing Rules for Small Servicers
by Dawn Kincaid

Deposit Reg Series: Regulation CC
by Deborah L. Crawford

HELOC How-To In-Depth
by Molly Stull

Simplifying the Compliance Function: Tools & Checklists to Stay on Track
by Molly Stull

Managing the Repossession Process, Including Notice & Sale
by David A. Reed

Telephone Consumer Protection Act Compliance
by David A. Reed

Safe Deposit Issues: Drilling, Unpaid Rent, Death & Unclaimed Property
by Elizabeth Fast

Dishonored, Corrected & Contested ACH Returns
by Kari Kronberg

Overdraft Programs & Disclosures: 12 Ways to Avoid Exam Issues
by Dawn Kincaid

Credit Analysis & Lending Series: C&I Lending for CRE Lenders
by Robert L. Viering
© 2025 FINANCIAL EDUCATION & DEVELOPMENT, INC