Date/Time

This is an ACCCE On Demand, available for immediate viewing!

Level

Intermediate

Learning Objectives

  • Key data to benchmark your cannabis banking program;
  • Best practices for delivering effective board oversight of cannabis banking risk, and identifying how to apply several of those practices in common situations; and
  • Tools for your oversight, such as questions to ask and red flags to watch for

Who Should Attend

  • Members of the Board of Directors
  • Risk Managers
  • Compliance Officers
  • Executives
  • Regulators

Region

  • US
  • Canada

Industry

  • Financial Institutions
  • Commercial Cannabis Businesses

Handout

Cannabis Banking Lead Director Skills and Tasks

This webinar provides financial institution directors, executives, and officers in-depth training to move forward with considering cannabis banking or expanding their cannabis banking program. We will cover key data to benchmark your cannabis banking program with best practices for cannabis banking board oversight. Walk away with handouts that provide practical guidance and resources to bring back to your own boardroom.

Our expert panel includes Joe Bonner, an experienced Community Bank CEO, Andy Montgomery an experienced Bank CEO, and Carole McCormick the Chief Compliance Officer at North Bay Credit Union. The panel will provide information about the fundamentals of effective communication to the financial institution’s board of directors on cannabis banking. We will introduce key regulatory expectations, identify questions that management should answer for the board of directors, and provide red flags where the board should consider further actions.

This is an ACCCE On Demand video available immediately.

Continuing Education: 2 hours

moderator

Brion Nazzaro, CCCE

President - ACCCE

Bio

speakers

Joe Bonner

Founder - J. Bonner Consulting, LLC

Bio

Andy Montgomery

Chief Executive Officer - HDCS

Bio