Events Calendar

Webinar: Building the Best Possible Board Meeting: From Agenda to Action
Thursday, September 17, 2020, 03:00pm - 04:30pm

Want to take your board meetings from stagnant to stellar? Examine improvement options and learn tips and techniques for building better, more-satisfying meetings.


  • Identify the official meeting requirements
  • Use different meeting options – from boardroom to offsite to virtual
  • Explain consent agenda pros and cons
  • Incorporate staff and committee reports
  • Review your rules of order
  • Employ meeting best practices


Many volunteers are frustrated by the structure and format of their regular meetings, but don’t know how to change. Are your board meetings well-structured and enjoyable or are you constantly fatigued? Do your current governance model, agenda, and rules of order create the most efficient processes or cause frustration? Are you creating strategy or “stuck in the weeds” of tactics?

You have options! From consent agendas to virtual meetings, and internet board portals to committee structure, there are many simple improvements that may help – if you’re open to change. Whether prompted by convenience or a pandemic, the ability for directors and staff to attend important meetings remotely or to have a more refined agenda can provide much-needed flexibility and peace of mind. This informative session will examine the typical board meeting landmines, explore improvement options, and provide tips and techniques for building the perfect process for your credit union.


This informative session is designed for senior management, directors, volunteers, marketing, compliance staff, internal auditors, and anyone involved with compliance, committees, or credit union governance.


  • Regulatory guidance on annual meetings changes and emergencies
  • Remote attendance policy
  • Board participation policy
  • Sample agenda
  • Employee training log
  • Interactive quiz

SPEAKER:  David A. Reed, Reed & Jolly, PLLC

Attorney, author, consultant, and nationally-recognized speaker, David Reed is a partner in the law firm of Reed & Jolly, PLLC. He provides guidance to financial institutions on establishment and revision of policies and procedures, organizational compliance, collections, security, contractual agreements, regulatory matters, and corporate governance. His engaging speaking style has made him a nationwide lecturer on regulatory compliance, consumer lending, bankruptcy, and collections.

A former trial attorney and vice president and general counsel of a large regional financial institution, David is also a Certified Fraud Examiner. He is particularly known as an expert in the areas of operations, bankruptcy, and collections. He has trained state and federal examination staff on numerous issues, including BSA, ID theft red flags, SAFE Act, third-party contract management, and bankruptcy.