Board of Directors and Executive Officers

Last Updated Tool Name
12/29/2023 UBPR Capital Ratios Cheat Sheet
12/19/2023 Asset & Liability Management (ALCO) Committee Charter
11/15/2023 Mergers and Acquisitions Regulatory Compliance Cheat Sheet
10/16/2023 Investment Policy
09/01/2023 Dividend Calculator Worksheet
07/20/2023 Oil and Gas Lending Policy Template
05/04/2023 Summary of 2023 LIBOR Transition Interim Final Rule
01/24/2023 Environmental, Social, and Governance (ESG) Policy
01/17/2023 Diversity Training Template
01/10/2023 Board of Director’s Compliance Training Suite (ZIP file)
11/10/2022 Regulation F Interbank Liabilities Procedures
10/31/2022 Action Plan for Implementing New Regulatory Requirements Training
10/24/2022 Three Lines of Defense and CMS Overview Cheat Sheet
08/17/2022 Audit Committee Independence Questionnaire
07/28/2022 Regulatory Policy and Training Requirements
05/16/2022 Regulation O Annual Survey
12/23/2021 Board Reports Cheat Sheet
11/12/2021 Regulation O Policy
04/27/2021 Enterprise Risk Management Policy
01/05/2021 Assessments Determination After Removal of Double Counting of the Current Expected Credit Losses (CECL) Methodology from the Optional Regulatory Capital Transitions
11/14/2020 Work From Home Risk Assessment
09/02/2020 Annual Acknowledgement and Certification of Compliance with Code of Conduct Policy
08/26/2020 Other Real Estate Owned Audit Worksheet
08/26/2020 HVCRE ADC Policy
08/13/2020 Compliance, Audit, & IT Board Reporting Checklist
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