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Thursday, October 8, 2020

Board Secretary Training: Documenting Board Training , Minutes, Corrections, & More

Start Date: 4/8/2020 1:00 PM MDT
End Date: 10/8/2020 2:30 PM MDT


Organization Name: Independent Bankers of Colorado

Contact:
Tara F. Hunter
Email: thunter@ibcbanks.org
Phone: (303) 832-2000

Board Secretary Training: Documenting Board Training , Minutes, Corrections, & More
1:00 pm – 2:30 pm MT

The board secretary’s role is vital!  When was the last time your board secretary attended a training?  Is he/she up to date on the dos and don’ts?  Does the board understand the secretary’s responsibilities?  Time for a training tune up?
 
AFTER THIS WEBINAR YOU’LL BE ABLE TO:

  • Define the board secretary’s responsibilities
  • Use checklists to track board review of corporate documents, policies, and reports
  • Establish meeting agendas and distribute the board package efficiently
  • Craft minutes and supporting documentation to serve as the official corporate record
  • Explain benefits and compliance considerations of electronic board package delivery
WEBINAR DETAILS
A board secretary is so much more than a scribe and meeting planner.  This crucial role involves communication with directors and management, corporate governance administration, oversight of policy and procedure review, maintaining training documentation, compliance issues, and managing relationships between shareholders, directors, and management.  This program will detail the board secretary’s responsibilities, teach best practices, cover the dos and don’ts, and provide sample policy and tools. 
 
WHO SHOULD ATTEND?
This informative session is designed for board secretaries, senior management, and directors.
 
TAKE-AWAY TOOLKIT
  • Board attendance log
  • Sample policies and procedures approval schedule
  • Sample board report schedule
  • Sample agendas
  • Electronic media board package considerations and sample procedures
  • Employee training log
  • Interactive quiz
 
DON’T MISS THESE RELATED WEBINARS!
Board Essentials
Monday, July 1, 2019
 
Building the Best Possible Board Meeting: From Agenda to Action
Wednesday, September 16, 2020
 
Regulatory Requirements for the Board: A Comprehensive Checklist
Thursday, October 15, 2020
 
   MEET THE PRESENTER
Deborah Crawford, Gettechnical Inc.
Deborah Crawford is the President of Gettechnical Inc., a Baton Rouge-based firm, specializing in the education of financial institutions across the nation.  Her 30+ years of experience began at Hibernia National Bank in New Orleans.  She graduated from Louisiana State University with both her bachelor’s and master’s degrees. 
 
Debbie specializes in the education of financial institution employees and officers in the areas of deposit account laws, new account documentation, insurance, complex compliance regulations, and IRAs.
 


THREE REGISTRATION OPTIONS – WHAT YOU GET
1. Live Webinar Includes
  • One connection to the Live Webinar
  • Handout and Take-Away Toolkit
  • Available on desktop, mobile & tablet
  • Presenter’s contact info for follow-up
2. Recorded Webinar Includes
  • Available 6 business days following Live date
  • Handout and Take-Away Toolkit
  • Available on desktop, mobile & tablet
  • Free Digital Download, yours to keep
  • Share link with anyone at your institution
  • Presenter’s contact info for follow-up
3. Purchase the BOTH Option to receive all the benefits listed above!