Event Calendar

Thursday, December 1, 2022

Webinar - Board Secretary Procedural & Compliance Responsibilities

Date(s): December 1, 2022

Time: 9:00 AM  MST - 10:30 AM  MST

The board secretary’s dynamic role is critical.  It involves and affects administration of corporate governance, director liability, communication with directors and management, oversight of policy/procedure reviews, obtaining and maintaining annual documentation, compliance issues, and more.
This session will provide the information and tools needed to be a successful board secretary.  It will review responsibilities and provide best practices to enhance administration of corporate governance, including establishing an agenda, delivering the board package, scribing contemporaneous meeting notes, and documenting details in the official minutes.  It will also review best practices for documenting “healthy debate” and discussion that may occur during a board meeting. Join us to receive guidance and tips for becoming more effective and efficient and get tools to facilitate success.

Webinar - Who Is Liable? Forgeries, Remotely Created/Deposited Items, Fraudulent ACH, Unauthorized Electronic Withdrawals & More

Date(s): December 1, 2022

Time: 1:00 PM  MST - 2:30 PM  MST

Account fraud has caused staggering losses to financial institutions and losses continue to rise.  Your institution’s liability for forged checks, ACH fraud, remotely created and deposited items, and unauthorized electronic items varies depending on the type of fraud, how it occurred, and whether it was a consumer or commercial account.  The multitude of applicable laws is mindboggling!  This webinar will explain which law applies in each type of account fraud situation, explain your institution’s liability, and what can be done to reduce risk.

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