Uncategorised

Productive Board of Directors Work

The Board of Directors are expected to provide direction and oversight over a wide range of business issues. To accomplish this they must be engaged in productive tasks. This includes making decisions and completing committee work and effectively managing meetings. It also involves evaluating existing methods and introducing new ones that improve efficiency, productivity and …

Productive Board of Directors Work Read More »

How to Manage Documents and Finances

Manage your finances and documents The trust department of a financial institution is often tasked with managing a variety of important documents. This includes powers of attorney, conservatorship documents and investment portfolios, bank statements, and bill payment. All of these documents have to meet strict requirements for compliance. This means they must be tracked, and …

How to Manage Documents and Finances Read More »