The course contains a variety of features to help you learn. Following is an explanation of the features available and how to use them. We strongly encourage you to print these directions for reference as you move throughout the course.

Use the text links below to navigate the content in this section:

Printing the Course Materials
Using the Glossary
Practice Exercises
Video Footage from Insights Bank and Trust
Meeting Materials and Try This At Your Bank Exercises

Printing the Course Materials

Any of the material in the course can be printed for further review or for use as a reference. Use the Print This Page button in the upper right corner to print an entire page from your printer.

You can also use the print icon on your browser's tool bar to print any page.

Printer-Friendly Pages

Some pages contain additional content that is visible only within a specific interaction. These pages will contain a “View Printer-Friendly Version” button in place of the normal print button.

When you click the Printer-Friendly button, a new window will open that contains the complete text for the page. You can read or print this page as you would any other page in the course.

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Using the Glossary

The glossary provides an explanation of several terms related to the contents of this course. Glossary terms are linked from pages where each respective term appears in the text. In addition, you can access the entire glossary list through the Reference View page.

The entire glossary can be printed by clicking the “Print This Page” button in the top right corner of the glossary window. Use any “Back to Top” link in the glossary to get to the top of the glossary window.

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Practice Exercises

The Join the Meeting, Review the Reports, and The Board's Response tabs may have a subtopic labeled Practice. Here, you can use the review questions or application exercises to determine your mastery of the material. The questions are not graded; they're simply for your benefit to review the newly learned material. If you like, you can skip directly to the Practice sections of each lesson area to see how much you know before going through the detailed topics.

You may also find the Practice tab under a number of the Meeting Minutes items. These practice exercises work the same as those in the main course materials.

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Video Footage from Insights Bank and Trust

On various pages throughout the tool, we provide videos to enhance your learning experience. To watch the videos, make sure your computer meets the specifications indicated next to the video. (You may want to check your settings, if you have not done so already)

If your computer does not meet the technical specifications, there is always a link to the written transcript of the video that looks like this: If you are using a dial-up (telephone) internet connection, we strongly recommend that you read the transcript of this video clip instead.

To launch the video, click the white arrow.

White Arrow to Play Video

If you can't hear the video, be sure your computer speakers are connected and turned on and that the volume level is adequate.

If you need to stop the video, click the stop button.

Stop Button

Once the video is loaded, you can fast forward or rewind the video using the control bar at the bottom of the video screen. To fast forward or rewind the video, use your mouse pointer to drag the bar forward or in reverse. When you release the mouse button, the video will begin playing at the indicated location.

Slide Bar drags right to advance; Slide Bar drags left to reverse

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Meeting Materials and “ Try This At Your Bank” Exercises

On the pages within each agenda area, you will see a list of Meeting Materials and Try This At Your Bank exercises, as shown in the example below.

Meeting Materials items represent reference material or a supporting lesson related to the current agenda topic. Try This At Your Bank exercises show you how to apply the knowledge at your bank. While the meeting materials are always available from the links on the right side of the page, we provide recommendations inside the main lesson text that will tell you when Meeting Materials information or a Try This At Your Bank exercise would be most valuable for you to access.

When you move your mouse pointer over the items, they change color, much like the items in the Meeting Agenda, indicating which item you are about to select. To choose from the Meeting Materials or Try This At Your Bank exercises, use your mouse to select an item from the list. When you click on one of the items, a pop-up window, which is a smaller browser window, opens on top of the current page, providing more detailed information.

Note that the tabbed items inside of the meeting materials vary per lesson, but most include a What You Need to Know section, a Practice section and a For Your Reference section. Try This At Your Bank exercises are generally one page only and contain no additional tabs.

The picture below shows how clicking The Balance Sheet opens a corresponding pop-up window on top of the current lesson page:

This course only allows one pop-up window to open at a time for Meeting Materials and Try This at Your Bank exercises. If you make another selection from the Meeting Materials before closing the first pop-up, the pop-up for the second option opens and the pop-up for your first selection closes.

To close a pop-up window, click .

Note: If you simply click on the main window (any browser area outside of the pop-up), you'll notice that the pop-up seems to disappear. It can be handy to leave particular meeting materials open for reference. Depending on your computer's settings, if you look at your task bar next to the Start menu, you will see an icon for the pop-up window. It will look something like the picture below:

Click the item on the task bar to see the pop-up window again.