Board-Level Policies: What Is Required & Why

An essential element of risk management is a critical understanding of the role of policies, from board action to creation to implementation.  But what exactly is a policy and how do you ensure the right ones are in place for your institution’s “size and complexity”? 

From investments to lending and anti-harassment to information security, your policies are only as strong as their craftsmanship and deployment.  This session will explore the basics of policies, from creation to amendment to retirement.  Join former general counsel, David Reed, as he takes an enlightening look at which policies are required by regulation, explains the difference between operational policies and board policies, and offers best practices for maintaining a perfectly perfected policy pool.