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The Board Secretary Role: Organizing, Planning, Tracking & Maintaining Accurate Records

The board secretary’s role goes far beyond just being the “notetaker” at meetings. They must be the chief organizer, ensuring compliance requirements are met, understanding governance issues, planning meetings, developing reports, and preserving corporate records. Get the information and tools you need for success in this role in 2026.

Upcoming
DATE

Friday, May 22, 2026
11:00 am - 1:00 pm

INSTRUCTOR

Dawn Kincaid

FORMAT

Webinar

$299.00 or 1 Token

Includes: Live Access, 30 Days OnDemand Playback, Presenter Materials and Handouts

  • Compliance
  • General Compliance
  • Senior Management

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In this webinar, we'll provide what you need to become efficient and effective as a board secretary. We'll review responsibilities and provide best practices to enhance administration of corporate governance, including establishing an agenda, delivering the board package, scribing contemporaneous meeting notes, and documenting the details in the official minutes. We will also review best practices for documenting “healthy debate” and discussion that may occur during a board meeting.

What You'll Learn

  • Discuss recent scams involving AI technology and how to educate your consumers and staff to avoid losses
  • Detail how to update your policies and risk assessment to address AI-related risks
  • Review FinCEN guidance and incorporate best practices into your BSA/AML/CFT program
  • Learn how AI tools can enhance your suspicious activity monitoring and fraud detection efforts

Who Should Attend

This informative webinar is ideal for board secretaries, members of senior management, and directors.

Dawn Kincaid

Instructor Bio

Dawn Kincaid began her banking career while attending The Ohio State University. She has 19 years of experience in client service, operations, information technology, administrative and board relations, marketing, and compliance. Most recently Dawn served as the Senior Vice President of Operations for a central-Ohio-based community bank, where she created and refined policies and procedures, conducted self-audits and risk assessments, and organized the implementation of new products and services. Dawn has served in the roles of Compliance, BSA/AML, CRA, Privacy, and Security Officer. She has led training initiatives, prepared due diligence information, completed a variety of regulatory applications, coordinated internal and external audits, and exams, and presented for numerous state associations.

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