Live Webinar: 90 Minutes

Their actions or inactions, particularly with board minutes, can potentially expose your financial institution to litigation, loss, and reputational damage. This thorough training will address proper procedure, compliance, and minute-taking, and include sample policy review and a training schedule among the take-away tools.

The board secretary’s role goes far beyond being the “note taker” at board meetings. The job often entails being the chief organizer, ensuring compliance requirements are met, understanding governance issues, planning meetings, developing reports, and preserving corporate records. Many of the duties involve ensuring the board is meeting its responsibilities.

This session will provide the information and tools needed to be a successful board secretary. It will review essential tasks and provide best practices to enhance administration of corporate governance, including establishing an agenda, delivering the board package, scribing contemporaneous meeting notes, and documenting the details in the official minutes. It will also review best practices for documenting “healthy debate” and discussion that may occur during a board meeting and provide guidance and tips for becoming more effective and efficient. Tools will be provided to enhance organization.