The Directors Education Series: Policies, Procedures, and Processes – What Does the Board Need to Do?

Your Board is responsible for everything that goes on in your institution. However, the Board hires management to carry out the day to day duties. Most institutions have more policies and procedures than are required. Additionally, most policies contain too many details and are actually ineffective. Policies are used by the Board to explain the "What" and the "Why". Procedures should then be developed by management to carry out the "Who, Where, When and How" of these policies. Complete this course to help you understand what policies are required and how much detail (or little) they should contain.

Specific Topics Include:

  • Policies
  • Procedures
  • Processes
  • Creation, Detail, Review, Approval and More.

Subscribe to The Directors Education Series and provide your leaders with the guidance and tools needed to navigate the complexities of today's banking environment.

training features:

  • Includes Audio, Video and Powerpoint.
  • PDF Handouts
  • Discussion Questions
  • 20-25 minutes in length (Perfect to show at your monthly board meeting!)
This program is a breakout session from the Directors Education Series, which is a subscription based Library containing over 50 trainings specifically for your Board of Directors. For more information on the Directors Education Series click on or go to You can email questions to or talk with a representative by calling 1-800-831-0678.

Who Should Attend?

This program is recommended for your Executive staff including every member on your Board of Directors.

We are loving the program for our Directors. Training has now become a more regular event and the format and timing of the training is just right for the BOD. They have found the information very helpful in understanding their roles as directors.” — Maureen Daehn, CFO, Maple Bank

After 42 years in Banking and now a Director, the series enables me to continue my knowledge in this ever changing industry! You're never too old to learn, and being a Director it's our responsibility to continue to learn for the good of our organizations.” — Gerald Schmidt, Board Member, Stephenson National Bank and Trust