A Direct Line Blog

With the continued threat of COVID in much of Montana and many credit unions keeping their lobbies closed, your board might be continuing to meet remotely. Whether you are using the phone or a technology like Zoom, there are some differences from meeting across the table.

Kevin Smith of TEAM Resources has written a great article that can help. The Board Chair’s Guide to Zoom Meetings provides helpful suggestions to proactively set the tone and instruct the rest of the board on how the meeting will run. As Kevin notes, “you’re going to need to manage the group in a more calculated way with more overt rules to keep things running smoothly.”

After having multiple Zoom meetings over the last several months, I can honestly say I keep learning the features. Some of the meetings where I have been the attendee have given me a new insight into keeping things running smoothly, which I have implemented on the next meeting I hosted. At the end of the day, we are all doing the best we can, and providing patience and grace to those struggling with technology can go a long way to keeping the meeting flowing and the tone positive.

Good luck, and let me know if you want to consider a Zoom training for your board on the Bank Secrecy Act. I would be happy to oblige!