Board-Approved Policies: Managing, Updating, Record Retention & More

Where does staff go to find a board-approved policy? Is there a central “vault”? Is it electronic? How will they know they’ve found the latest version? Who updates and manages them all? Do you have a catalog or curator? This issue is important to the board, management, and all employees. This webinar will provide tips and tools to streamline your process.


  • Understand the importance of communicating board-approved policy changes
  • Recognize critical policy identification information
  • Maintain version control of a policy
  • Develop an annual policy review schedule
  • Quickly identify policy changes

Does your job description include managing board-approved policies? While it may seem like a simple task, it requires knowledge and action to maintain a well-organized library of board-approved policies. This webinar will include tips and tools to assist with managing the numerous policies that must be updated and approved by the board annually. Policies must be readily available and accurately document the board’s expectations in order to guide staff in fulfilling their responsibilities. The role of the policy librarian is critical and requires a well-organized process.

This webinar will address how to manage the annual review process and provide suggestions on how to easily recognize changes, maintain version control, and communicate policy updates to applicable staff. In addition, tips on formatting, inclusion of critical content, and a record-retention process will be shared. Join us to gain tips and tools designed to streamline the continuous process of maintaining a library of board-approved policies.

This informative session will best suit employees responsible for updating and maintaining the library of board-approved policies, such as the compliance officer, operations manager, or board secretary.


  • Sample list of board-approved policies
  • Examples of board policy formats
  • Annual review schedule template
  • PDF of slides and speaker’s contact info for follow-up questions
  • Attendance certificate provided to self-report CE credits
  • Employee training log
  • Interactive quiz

NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your agency is prohibited. Print materials may be copied for eligible participants only.

MEET THE PRESENTER – Molly Stull, Brode Consulting Services, Inc.
Molly Stull began her career as a teller while working on her undergraduate degree and has continued working in the financial industry ever since. She has experienced the growth of a hometown bank, branch mergers, charter changes, name changes, etc. Stull has activated business resumption plans, performed secondary market quality control reviews, processed wires, filed SARs, and coordinated reviews with external auditors and examiners. Her favorite role has always been educating staff and strongly believes that if staff understands the reason for a process, they will be more compelled to follow the procedures. Stull holds a bachelor’s from the University of Akron and an MBA from Ashland University.


  • $245 – Live Webinar Access
  • $245 – OnDemand Access + Digital Download
  • $320 – Both Live & On-Demand Access + Digital Download


Mar 08 2022


2:00 pm - 3:00 pm



More Info