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Last update: 08/27/14

Board of Directors Training Program on Portfolio Activities Video

The ICBA Board Investment Activity Trainingy Program can help you understand and meet your investment oversight responsibilities in just a few hours time.

The program addresses the following subjects:

  • Definition of suitable securities for the bank's portfolio
  • Pre-purchase and post-purchase stress testing
  • Exemption of certain securities from stress testing
  • Risk management definitions and limits 
  • Risk management processes
  • Quarterly and annual board reporting
  • Policies and procedures
  • Internal controls

Length: 2 hours

Written and produced by Jim Reber, ICBA Securities

Price

Order Online   Order by Fax
ICBA Members:
Nonmembers:
BDP Participants*:
  $395
$695
$295
   

* ICBA Member/Non-Member/BDP Participants; To receive the BDP price, please order by fax or call ICBA Education at 800-422-7285.






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