Event Calendar

Wednesday, July 20, 2022

Things That Keep Boards Up at Night Webinar

Start Date: 7/20/2022 1:00 PM MDT
End Date: 7/20/2022 2:30 PM MDT

Event Website: https://financialedinc.com/things-that-keep-boards-up-at-night

Organization Name: Independent Bankers of Colorado

Maelynn Lewis
Email: mlewis@ibcbanks.org
Phone: (720) 607-7937

Counting sheep? Do your duties and responsibilities as a board member keep you awake at night? But… are you counting the right sheep? Do you know the risks, regulations, and financial realities that should be top of mind at your bank? Learn more about today’s top risks and how to guide your institution accordingly. There was a time when there was no safer place to be than in the boardroom. But the time-honored tradition of service is getting tougher all the time and the concept of a safe haven is long gone. Today’s boards are faced with increasing pressure to stay informed of the complex regulatory and business realities of the financial services marketplace. From new regulations being crafted daily to balance sheet pressures caused by an eroding economy, there are landmines everywhere for an unprepared board member. As class action litigation continues to spread, there is always a risk that someone will attempt to hold directors liable for actions taken on behalf of the financial institution. The concept of risk is foundational to financial institution operations. The regulators know it; institutions are evaluated based on a risk-focused examination program. The executive team knows it; key operational elements require regular risk assessments. Risk simply means the probability of something bad happening. But without risk, there is no reward. Rather than shy away from all risk, a well-run institution will evaluate the risk and design its strategy accordingly. Join veteran financial services attorney David Reed as he reviews the top emerging risks directors should consider as they guide their institutions toward new opportunities.

  • Appreciate essential board governance concepts
  • Prepare yourself to be an effective board member
  • Understand duties of care and loyalty
  • Avoid governance landmines and deploy best practices
  • Consider consequences for lack of performance
  • Maximize insurance and indemnification options
  • Regulatory guidance on board service
  • Board risk worksheet
  • Industry resources checklist
  • 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
This informative session is designed for directors, executives, senior management, compliance staff, internal auditors, and anyone involved in risk management.
Board-Level Policies: What Is Required & Why, recording available
Building a Better Board, recording available
BSA Essentials for the Board & Senior Management, Thursday, November 17, 2022
NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your agency is prohibited. Print materials may be copied for eligible participants only.
David A. Reed, JD, Reed & Jolly, PLLC
Attorney, author, consultant, and nationally recognized trainer, David Reed is a partner in the law firm of Reed & Jolly, PLLC. He provides guidance to financial institutions on establishment and revision of policies and procedures, organizational compliance, collections, security, contractual agreements, regulatory matters, and corporate governance. His engaging speaking style has made him a nationwide lecturer on regulatory compliance, consumer lending, bankruptcy, and collections. A former trial attorney and vice president and general counsel of a large regional financial institution, David is also a Certified Fraud Examiner. He is particularly known as an expert in the areas of operations, bankruptcy, and collections. He has trained state and federal examination staff on numerous issues, including BSA, ID theft red flags, SAFE Act, third-party contract management, and bankruptcy. 

1. Live Webinar Includes
  • Unlimited connections within your institution to the Live Webinar
  • Handout and Take-Away Toolkit
  • Available on desktop, mobile & tablet
  • Presenter’s contact info for follow-up
 2. On-Demand Webinar Includes
  • Recording of the Live Webinar
  • Available two 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! Full registration descriptions can be found here.