Director Orientation Plan

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In order to better assist you in this important role, we are offering you an informational Directors Orientation Webinar. The Webinar lasts no more than one hour and are conducted through your computer and your telephone. These Webinars will be presented through Capitol University, which is the training hub for the entire Corporation. On the following page, are the dates for the upcoming sessions. Feel free to choose which session works best with your schedule.

Director Orientation I Will include a short history on the development of the company presented by Director of Corporate Relations, Linda Pavona, in addition to a review of materials that apply to your individual bank. Vice President, Office of Chairman, Rick James, will introduce you to the basics of how a bank makes money and explore some measures for judging a bank's performance. Rick will also touch on ways in which de novo banks are unique and how you, as directors, can help bolster the bottom line. George Mochmar of Bank Performance will be reviewing the CBC Glossary of Terms that each of you will receive. This will assist you in becoming more familiar with terms that are used and seen in board packet materials.

Director Orientation: Facts of Lending and ALCO Will be conducted by CBC Chief Credit Officer, Dave Fortune and Executive Vice President Jim Rose from First Carolina State Bank. ALCO will be presented by Missy Bowden, Vice President, Bank Performance. You will receive an overview of:

  • The 5 C's of Credit
  • Loan presentation template
  • Common Acronyms and "bank lingo"
  • ALCO - what is it and how it impacts your role as a Director

Director Orientation: Risk Management Conducted by Ken Myers, Director of Risk Management; Darryl Tenenbaum, VP/Corporate Auditor; Art Aguirre, VP/Corporate Loan Review Officer and Nancy Schoolman, VP/Corporate Compliance Officer. You will receive an overview of:

  • Why have sound compliance within the bank?
  • Federal Compliance 1 – 5 Rating System
  • CRA (Community Reinvestment Act)Evaluations and Ratings
  • Proactive measures for all Directors
  • Five essential components of an effective internal control system
  • Internal Controls and why we need them
  • How the Audit process impacts the role of the Director