WEBINAR CATALOG OF PROGRAMS
Board of Directors Fiduciary Oversight and Education
Audience: Board Members, Bank Audit or Compliance, Bank Executives serving on Trust Committee
- Have you had turnover in the Trust Committee/Directors Trust committee and now have members new to Trust oversight?
- Have the regulators suggested more Board level education about their responsibilities in Trust Oversight?
- Have questions arisen regarding the trust departments performance and/or staffing that have led to debate about “what should it look like”?
- Have topics arisen in strategic planning that the Board needs some high-level information to make informed decisions?
If the answer to any of these questions is yes, READ ON!
Pohl Consulting and Training is pleased to offer a cost-effective solution to your board education needs. Take advantage of our knowledge, experience and expertise and give your governance team the necessary education they require.
- Training is presented live and is interactive. Webinar versions of the sessions are recorded and can be provided to those who were unable to participate in a particular session.
- Each program is self-contained and does not require pre-work by the participants or completion of another course. In some cases, we will request information from your organization prior to delivery.
- The topics listed in the catalog on the next page are those often requested and delivered. If you have a different specific topic you want to address, we are willing to customize a program for your needs.
Investment Options:
- Webinar Program:
Pick any of our Board and Executive Education webinars and we will deliver them to your organization at a time that works for your team and ours. The investment for each webinar is $2950. $2500 for retainer clients. - Webinar Series Package:
Pick 3 or more of the programs and we will deliver them in a series of webinars over a range of time you determine (weekly or monthly, for example). We recommend Module 1 or 2 as a base and then choose at least 2 other topics to include in your package. The investment for this program is $6500 for the first 3 programs and $1950 for each additional program.
NOTE: These webinars are not pre-scheduled or recurring—they are hosted on-demand, custom-scheduled to suit your company’s timeline, and tailored exclusively for your company when you partner with Pohl Consulting and Training.
1) Board of Directors Fiduciary Responsibilities Training
Strengthen your Board’s understanding of fiduciary duties, ethical leadership, and Regulation 9 compliance in this foundational webinar. Equip your team to protect beneficiaries, mitigate reputational risks, and meet regulatory expectations. As part of the broader catalog, this session ensures your Board is prepared to lead with confidence and clarity.
2) The Regulatory Landscape for Trust Departments
Demystify key regulations governing trust departments with an in-depth look at Regulation 9 and the OCC’s Trust and Asset Management Handbook. Perfect for new members or seasoned leaders needing a refresher, this session supports effective oversight and compliance. Part of our larger catalog, this webinar sets the stage for robust governance.
3) Understanding the Conflicts of Interest Rules
Navigate the complexities of conflicts of interest with this critical webinar. Learn to identify, mitigate, and disclose conflicts while fostering transparency and fairness in decision-making. A vital part of our education catalog, this program empowers your team to uphold the highest ethical standards.
4) Key Issues in Trust Risk Management, Compliance, and Audit
Prepare your Board and Trust team to assess and manage operational, reputational, and compliance risks with this essential session. Learn about governance roles, auditing principles, and risk mitigation strategies. This program, part of our catalog, provides actionable insights to safeguard your trust operations.
5) Trust Governance/Committee Structure – Are You Evolving Your Oversight?
Modernize your governance structure with this dynamic webinar. Explore strategies for diversifying trust management and aligning committee roles with regulatory expectations. Included in our catalog, this program offers practical guidance for evolving oversight structures to meet today’s challenges.
6) Understanding Trust/Wealth Financial Performance and Potential
Benchmark your organization against top performers with this results-driven webinar. Analyze key metrics, discover growth opportunities, and align your strategic goals with industry trends. Part of the catalog, this session is a must for teams focused on maximizing revenue and operational success.
7) So, You Want to Buy an RIA?
Gain critical insights into acquiring a Registered Investment Advisory Firm with this comprehensive program. From strategic planning to risk assessment, explore the challenges and opportunities of non-organic growth. As part of the catalog, this webinar supports your team’s journey toward informed decision-making and sustainable expansion.
8) Addressing the Trust and Brokerage Interactions at a Strategic Level
Optimize your Wealth Management operations by integrating Trust and Brokerage services. This webinar, part of our catalog, tackles channel conflicts, delivery models, and profitability strategies, equipping your team to enhance efficiency and client satisfaction.
9) Assessing a Non-Organic Growth Strategy
Explore non-organic growth strategies, from acquisitions to partnerships, in this insightful webinar. Address challenges like cultural fit, valuation, and market opportunities. A critical addition to our catalog, this program empowers your team to execute growth initiatives with precision and foresight.
Each webinar offers a deep dive into critical topics while being part of the comprehensive Board Education Catalog. Tailor your learning experience by selecting individual sessions or bundling for maximum impact. Let us help your leadership team thrive!
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