Security Officer Reports to the Board: Timing, Contents & Requirements

April 22, 2025
Live Webinar:
DateApr 22, 2025Duration90 minutes
12:00 PM PDT01:00 PM MDT
02:00 PM CDT03:00 PM EDT
  • Unlimited connections for your institution
  • Available on desktop, mobile & tablet
  • Take-away toolkit
  • Presenter’s contact info for questions
On-Demand Webinar:
  • 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
See Registration Options

This insightful program will cover best practices for training, inspections, and identifying foreseeable events that the security officer must report to the board.

It will include a multitude of tools to assist in reporting. You’ll learn how to properly prepare, present, and document the annual written security report — not just to satisfy regulators, but to safeguard your institution in the event of litigation.
 
AFTER THIS WEBINAR YOU’LL BE ABLE TO:
  • Identify information that should be reported to the board annually
  • Report foreseeable events that could bring liability against the board
  • Present major problems to the board with limited time
  • Explain why the security officer/risk management department should report to the board in person
  • Understand what is included in the security function
  • Keep records that will make board reporting easier

WEBINAR DETAILS

Many financial institutions focus solely on regulatory compliance in board reports. But a board report missing key details can become a major liability if legal action is taken against the security officer, risk manager, management, or board members. The information regulators review is vastly different from what would be scrutinized in court.

Attendees will gain essential insights into structuring an effective report, presenting it with confidence, and ensuring it includes critical details to protect the institution. Security officers will also receive valuable resources with statistics, facts, and strategies to help reduce liability. Don’t wait until an incident occurs! Learn how to make your security report a true asset in both compliance and risk management.

WHO SHOULD ATTEND?

This informative session was designed for auditors, compliance officers, security officers, risk management staff, senior management, and board members responsible for the security function.

TAKE-AWAY TOOLKIT

  • Sample annual board report
  • Sample top sheet for board reporting
  • Special report form
  • Incident report form
  • Security tips
  • 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.

Presented By

Barry Thompson, CRCMBarry Thompson
Thompson Consulting Group, LLC
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