CWB-Management Proxy Circular-2024-EN

DIRECTOR DEVELOPMENT AND ASSESSMENT

NEW DIRECTOR ORIENTATION

We provide each new director with multi-day orientation programming where the director meets with senior management. During these meetings, management provides the new director with an overview of our business, strategic direction, operations, initiatives, and risk management framework. New directors receive an orientation package, which includes all Board and committee mandates as well as key CWB policies and other reference material about us and the banking industry. We encourage each new director to attend at least one meeting of each Board committee during their first year as a director of CWB.

ONGOING DIRECTOR EDUCATION

Our continuing education program assists directors to maintain and enhance their knowledge, skills, and abilities. In 2022, the GCR Committee approved the Director Education Policy. We provide directors an educational allowance of $2,500 annually to support the cost of external educational opportunities. Expenses for one-time courses or designations are supported to a maximum of either one-third the total cost or $7,500, whichever is less. Directors are encouraged to participate in external programs related to Board governance. To assist directors in such participation, we maintain a group membership with the ICD. We also make internal employee training available to our directors. Directors are provided opportunities to complete certain training modules on cybersecurity, the Code and ethical conduct, and unconscious bias and inclusion. Directors are kept informed through reports and presentations at the quarterly Board meetings as to matters that impact or may impact our operations, and that are specific to the Board’s oversight responsibilities, including cybersecurity developments, and economic and regulatory updates. The presentations provided to the Board and/or its committees during fiscal 2023 follow.

Date

Provided To

Topic

Presented By

Vice President, Enterprise Risk Management EVP, Banking

November 30, 2022

Board

New Initiative Risk Assessment Process Deep Dive

November 30, 2022

Board

AIRB Education Session: SME Risk Rating Tool

SVP, Risk Management Programs

Group Head, CS&SB

December 1, 2022

Board

Deposits Deep Dive

SVP, Client Solutions

December 1, 2022

Board

CWB Trust Services Opportunities

President, CWB Trust Services

Vice President, Credit Risk Management

February 22, 2023

Board

Real Estate Industry Review Deep Dive

SVP, Real Estate Lending

CIO

April 5, 2023

Board

Cyber Security Table Top Exercise

SVP & Chief Information Security Officer

Mandiant

CFO

April 5, 2023

Board

Liquidity and Funding

SVP & Treasurer

Head, Sustainability Strategy

April 5, 2023

Board

Greenhouse Gas Scope 3 Emissions

CFO

April 5, 2023

Board

Economic Outlook

Chief Economist & Strategist, National Bank of Canada

President & CEO

April 6, 2023

Board

CWB Strategic Direction Update

CFO

Vice President, Strategy & Investor Relations

CRO

May 24, 2023

Board

Focus on Driving AIRB Operating Model Adoption

SVP & Chief Internal Auditor

EVP, Banking

May 25, 2023

Board

Business Transformation & Operations Deep Dive

Group Head, CPW

August 30, 2023

Board

Institutional Custody Presentation

President, CWB Trust Services

August 30, 2023

Board

Digital & Payments Presentation

VP, Digital

25 | Canadian Western Bank- Management Proxy Circular

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