Corporate Governance: Utilizing an Effective Board Agenda

Overview

The Board of Directors plays a pivotal role in the effective governance of the private family trust company. Along with the management team, the board members should ensure that the trust company is operating in a safe and sound manner and complying with applicable laws and regulations. Board members fulfill their responsibilities, in part, by holding regular meetings that utilize a comprehensive agenda. A vital tool for an effective Board meeting is the meeting agenda. Here, ten suggestions are provided for developing and utilizing meeting agendas that will lead to more productive, efficient, and educational board meetings.

Advisor Thinking