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September 2020

Creating the Right ERM Program for Your Community Bank (presenting with the Wisconsin Bankers Association – Secur-I.T. Conference)

September 23 @ 10:00 am - 11:00 am
Virtual Event for Bankers

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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Leading Through Crisis: Resilient. Thankful. Happy. An Inspirational Journey. (presenting with Wisconsin Bankers Association – Secur-I.T. Conference)

September 23 @ 11:00 am - 11:45 am
Virtual Event for Bankers

The struggles and successes we experience throughout our lives are not just for us to learn from but for us to share them with others. In this talk, Marcia shares about her experiences and major life events that shaped her into the person she is…

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Treasury/Cash Management Workshop (presenting with the Wisconsin Bankers Association)

September 24 @ 9:00 am - 3:00 pm
WBA Office, 4721 S. BItmore Lane
Madison, WI United States
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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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Enterprise Risk Management Workshop (presenting with Wisconsin Bankers Association)

September 25 @ 9:00 am - 3:00 pm
WBA Office, 4721 S. BItmore Lane
Madison, WI United States
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Are you creating your first Enterprise Risk Management (ERM) Program for your institution? Do you want to ensure your current program is complete yet keep it simple? Do you have pieces of the puzzle but don’t know how to put it all together? If yes…

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Three Key Risk Assessments: ERM, IT, and Internal Controls

September 29 @ 1:00 pm - 2:30 pm
Webinar for Banks

This webinar will first take you through a basic review of what is ERM and the basic steps to develop strong Risk Assessments to address key areas of your institution. Then the presenter will specifically focus on three key Risk Assessments you must have as…

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October 2020

Strategic Planning for Financial Institutions – It’s All About Your Strategy (presenting with Independent Community Bankers of America)

October 14 @ 1:30 pm - 3:00 pm
Webinar for Banks

Your institution is unique so your Strategic Plan should be unique as well. Too often, executives and directors will construct a strategic plan from old plans, strategies found online or just brainstorming based on emotion or intuition. Financial services, however, has become a much faster-paced…

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Creating the Right ERM Program for YOUR Community Bank (presenting with the Graduate School of Banking)

October 15 @ 2:00 pm
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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Creating the Right Enterprise Risk Management (ERM) Program for YOUR Credit Union

October 16 @ 11:00 am - 12:30 pm

RESCHEDULED - Date Pending. Are you creating your first ERM Program for your credit union? 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…

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

October 19 @ 9:00 am - 3:00 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…

Find out more »

Strategic Planning for Financial Institutions – It’s All About Your Strategy

October 20 @ 1:30 pm - 3:00 pm
Webinar for Credit Unions

Your institution is unique so your Strategic Plan should be unique as well. Too often, executives and directors will construct a strategic plan from old plans, strategies found online or just brainstorming based on emotion or intuition. Financial services, however, has become a much faster-paced…

Find out more »
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