Board of Directors

Last Updated Tool Name
09/16/2022 Regulatory Change Management Tracker
07/28/2022 Regulatory Policy and Training Requirements
05/16/2022 Regulation O Annual Survey
12/07/2021 Board Reports Cheat Sheet
11/12/2021 Regulation O Policy
09/02/2020 Annual Acknowledgement and Certification of Compliance with Code of Conduct Policy
08/26/2020 HVCRE ADC Policy
08/13/2020 Compliance, Audit, & IT Board Reporting Checklist
06/19/2018 Board of Director’s Compliance Training
12/18/2017 New Branch Opening Checklist
12/08/2017 Expense Policy
12/01/2017 Board Reporting Template
03/30/2017 National Bank Lending Limits Flowchart
03/10/2017 Diversity and Inclusion Policy
03/03/2017 Rules for Banks with Assets over $1 Billion Cheat Sheet
01/27/2017 Board Succession Plan Policy
10/18/2016 National Bank and Savings Association Lending Limits Quick Reference Guide
09/29/2016 Written Business Continuity Plan (BCP) Basic Checklist
09/23/2016 Diversity Training Template
08/31/2016 Diversity Self-Assessment Template
03/24/2016 Board Resolution to Establish M & A Committee
10/08/2015 Board of Director’s Vendor Management Webinar
09/17/2015 Loan Originator Compensation Webinar
09/10/2015 Proposed Changes to Fair Labor Standards Act – Overtime and Minimum Wage Exemption
09/08/2015 Bank Vehicle Policy
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