Corporate Governance
Conducting a Thorough Needs Analysis and Developing a Solid Compliance Training Program
The compliance culture of an organization is really important. Having a solid training program goes a long way in setting the tone. We will discuss how to conduct a needs analysis and show the benefits of doing so. Areas CoveredIntroductionNew HiresExisting staffRefresh, refresh, refreshWho Should AttendAnyone in complianceWhy Should You Attend Whenever conducting a needs analysis there are certain steps th..
Dealing with Imposter Syndrome
On this webinar you will:Understand what impostor syndrome is and how it can hold you backIdentify your type of impostor syndrome personalityLearn the 5 key principles to work through the mental and emotional blocks holding you backBe introduced to my holistic approach to managing and overcoming feelings triggered by impostor syndromeStart to learn how to build the resilience and strength to deal with uncer..
Dealing with Underperforming Directors
One of the biggest tests of the unity and collective efficacy of a board is when a fellow director is underperforming. That underperformance can manifest itself in many ways, but it inevitably has a negative impact on the wider board, the bad apple syndrome. The challenge of an underperforming director needs to be handled firmly, quickly, and sensitively as it can escalate into a wider conflict issue. This ..
Documenting Employee Problems: Effective and Defensible Documentation
You’ve heard the statement, “If it’s not written down, it didn’t happen.” The human resources mantra to managers and supervisors is to "document, document, document," because disciplinary actions can often give rise to claims of discrimination, leading to high costs of litigation. But do your managers and supervisor know how, when, and what to document? Although it may seem like a headache to write a report..
Effective Boardroom Leadership
Across the world, business cultures have the important topic of board leadership exactly backwards. For most jobs, we vet candidates based on their experience, training and previous success for a position. Only after rising to the top through a tough winnowing process do we name the final candidate to the role. Over the past century, we’ve developed an infrastructure of business schools, MBA programs, profe..
Employee Monitoring in 2022: The High Tech Tools vs The Legal Rules
This program will discuss the various scalable options for employee monitoring, including tools for on-location time tracking, biometric collection for information security, and remote access monitoring tools. Many of these tools attach to programs you probably already use, such as Google®, Microsoft Teams® and many other popular apps. This program also will explore the legal issues that arise with th..
Evaluating Your Board
The membership, structures, and functions of most boards of directors come about by happenstance and continue through inertia. Members are named through ownership, networking, and personal or family connections. Board operations likewise are structured to meet basic legal requirements, but too often ignore structural, support and meeting practices that could nurture the most value from membership. Only with..
PCI Compliance – What Your Company Needs to Do to Get There
Your company must be PCI compliant if it receives payments in the form of credit cards, checks and wires? As our technology base in the world has improved and made our lives easier, so has the threat of having our identities stolen. Each year we hear of several companies that have experienced data breaches and the major negative impact it has on all consumers. Data breaches are not only detrimental to consu..
Personalized Development Touchstone Tool
Our “Personalized Development Touchstone” Tool helps you to reflect and start to live your life with purpose, clarity and direction by taking daily action through a series of focused and tailored activities on the Core Focus Areas of your life that really matter to you.The PDT tool will help you to take daily action through a series of focused and tailored activities to get you moving forwards, achieving yo..
Planning and Managing Organizational Change
Turn change into a positive force!Change is inevitable. But when changes are made, many employees lack the broader knowledge of why new systems and structures are necessary. As a result, frontline managers and human resources professionals must partner together and help organizations lead and manage change. This case-study-based seminar will prepare managers responsible for facilitating or implementing chan..
Regulatory Compliance on Deposits
During this session, we will explore consumer compliance regulations for deposits in our current regulatory climate and the impact they have on institutions and clients. Specifically, we will go over the following regulations:Regulation D: Reserve RequirementsRegulation DD: Truth in Savings ActRegulation CC: Funds Availability ActRegulation E: Electronic Funds Transfer ActAreas CoveredNecessary plan updates..
Risk Management and Compliance Functions
The presentation will be prefaced by a review of the risk consequences that risk management and compliance functions are intended to prevent or at least, modify.This follows with a review of how risk management and compliance functions differ and then interrelate.Firstly, the presentation examines the roles and responsibilities of the compliance function. Specifically, it focuses on the function being respo..
The Best Practice Boardroom
The corporate board model was never designed to do real business work, so it fails time and again. This is the Big Secret of corporate boards that none of us want to admit. It originated as a ceremonial legal body, but now we increasingly demand to fulfill a very functional role. The odds are very much against the board of directors doing its job effectively.Our program will help you even those odds. ..
The Effective Board Leader
Across the world, business cultures have the important topic of board leadership exactly backward. For most jobs, we vet candidates based on their experience, training, and previous success for a position. Only after rising to the top through a tough winnowing process do we name the final candidate for the role. Over the past century, we’ve developed an infrastructure of business schools, MBA programs, prof..
The Keys to an Effective NPO Board of Directors : Legal and Management Roles and Responsibilities
Today's non-profit organizations, from large community hospitals to small community arts groups, must gear their operation to an atmosphere of rapid change, their chosen goals ever open to evaluation, their methods flexible, and their programs and services responsive to the needs of their constituencies. An effective and well-trained Board ofDirectors is an essential key for the long-term success of t..