May 8, 2024
Thus, it follows that the role of the policy librarian is critical, and a detailed process to manage the constant evolution of policy changes is a must. Attend this program to gain tips and tools designed to streamline the continuous process of maintaining a library of board-approved policies.
Does your financial institution have a streamlined process for managing board-approved policies? While it may seem simple, maintaining a current library of board-approved policies is an important responsibility because those policies are the backbone of employees’ daily decisions.
This webinar will provide tips and tools to assist with managing the numerous policies that must be updated and approved annually, including how to involve stakeholders in the review process. It will address how to manage the annual review process and offer suggestions on how to easily recognize changes, maintain version control, and communicate policy updates to applicable staff. In addition, formatting tips, inclusion of critical content, and a record-retention process will be included.
May 8, 2024
Webinar begins - 11:00 AM EST
Sample list of board-approved policies
Examples of board policy formats
Annual review schedule template
Sample minutes documenting board approval
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
Develop an annual policy review schedule
Use tools to identify policy changes
Create a stakeholder review process
Recognize critical policy identification information
Maintain policy version control
Effectively document policy approval
Understand the importance of communicating board-approved policy changes
Molly Stull
BRODE CONSULTING SERVICES, INC
This informative session will best suit employees responsible for updating and maintaining the library of board-approved policies, such as compliance officers, operations managers, or board secretaries.
Live : $510.00
OnDemand: $510.00
Live + OnDemand: $750.00