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December 2020

Enterprise Risk Management Workshop (presenting with The Credit Union League of Connecticut)

December 16 @ 10:00 am - 2:00 pm
Webinar for Credit Unions

Are you creating your first ERM Program for your bank? Do you want to ensure your current program is complete yet keep it simple? If yes to either question, this workshop is for you! Risk Management is at the heart of banking and every bank…

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January 2021

Creating the Right Enterprise Risk Management (ERM) Program for YOUR Community Bank

January 26, 2021 @ 10:00 am - 11:30 am
Webinar for Banks

Are you creating your first ERM Program for your bank? Do you want to ensure your current program is complete yet keep it simple? If yes to either question, this webinar is for you! Risk Management is at the heart of banking and every bank…

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February 2021

Characteristics of Strong Risk Assessments and Tools to Monitor and Report Results

February 23, 2021 @ 10:00 am - 11:30 am
Webinar for Banks

Financial Institutions provide great value to the American economy. But that value comes with risks. Strategic-minded institutions do not strive to eliminate risk or even to minimize it – they strive to manage risk at the enterprise-wide level. These enterprises seek to manage risk exposure…

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March 2021

Three Key Risk Assessments in Your ERM Program: ERM, IT and Internal Controls

March 23, 2021 @ 10:00 am - 11:30 am
Webinar for Banks

The presenter will first conduct a basic review of what is ERM, the three key phases of ERM, and how Risk Assessments fit in. Then the presenter will explain how the Risk Assessment Process works and will specifically focus on three key Risk Assessments you…

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Treasury Management: A Powerful Tool to Increase Deposits and Fee Income

March 25, 2021 @ 1:30 pm - 3:00 pm
Webinar for Banks

During this basic course, we will review all the Treasury Management products and services that are available in the market. You will learn about the new products, technology, and authentication methods now available and decide which ones your business account holders may need based on…

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April 2021

Treasury Management Workshop (presenting with UFS Technology)

April 20, 2021 @ 9:00 am - 3:00 pm
Grafton, WI

During this workshop, we will review all the Treasury Management products and services that are available in the market. You will learn about the new products, technology, and authentication methods now available and decide which ones your business account holders may need based on their…

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