Year End Wrap Up Webinar PowerPoint

Updated 01/01/2015

The webinar covers what should be addressed at the final Board meeting of the year including committee organization, strategic planning and budgeting as well as several other important requirements. We will also touch on the annual review and approval of Bank policies. The webinar continues as it address training, audit and exam planning for the coming year as well as ensuring the programs are closed out for the present year. The largest portion of the webinar will focus on individual operational area requirements that must be done or revisited annually within programs such as the Bank Secrecy Act, Bank Protection Act, Vendor Management and many more. We will close the webinar with two short sections covering human resources concerns such as employee evaluations and shareholder responsibilities such as dividends and annual reporting requirements. This webinar is worth .75 CRCM credits.

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