Building the Best Board Meeting: From Agenda to Action Steps

Explore board meeting strategies with David Reed in this webinar by Community Bankers Webinar Network. Learn more on WebinarCafe

Management and Leadership Webinar Benefits

Join veteran financial services attorney David Reed as he examines the typical board meeting landmines, explores improvement options, and provides tips and techniques for building the perfect process for your institution.

There are a great many simple improvements and variations which may serve your institution well… but you must be open to change!

 AFTER THIS WEBINAR YOU’LL BE ABLE TO:

• Identify official meeting requirements

• Appreciate meeting options – from boardroom to offsite to virtual

• Understand consent agenda pros and cons

• Efficiently incorporate staff and committee reports

• Evaluate your rules of order

• Deploy meeting best practices

WEBINAR DETAILS

Is your typical board meeting the oft-cited “true definition of insanity” - are you doing the same thing every month and expecting a different result? Is your board meeting a well-structured and enjoyable use of your time or are you constantly fatigued? Does your current governance model, agenda, and rules of order create the most efficient process or set you up for frustration? Are you creating strategy, or are you “stuck in the weeds” of tactics? Many board members and executives are frustrated by the structure and format of their regular meetings, but don’t know how to change. Now is an excellent opportunity to expand your governance toolbox. From consent agendas to virtual meetings, internet board portals to committee structures, you have options!

WHO SHOULD ATTEND?

This informative session is designed for executives, board members, committee members, administrative staff, compliance staff, internal auditors, and anyone interested in enhancing meeting efficiency and governance.

TAKE-AWAY TOOLKIT

• Sample board meeting agenda checklist

• Sample meeting conduct and remote attendance policy

• Regulatory guidance

• Meeting resources inventory

• 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: David A. Reed, Reed & Jolly, PLLC