Inspiring and Educating Financial Services Leaders™
Every company, regardless of industry, is striving to attract and retain the right talent while achieving their strategic goals and vision. This two-part workshop series is designed to help community banks establish a robust succession planning process. Participants will learn how to create a comprehensive...
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! Enterprise Risk Management (ERM) is a comprehensive approach that helps organizations...
Unlock the potential of Treasury Management with our basic yet comprehensive course designed to elevate your financial institution’s success. Discover the primary Treasury Management services available in the market and learn strategies to offer the right services to your business customers based on the value...
Developing strong risk assessments for all key areas of a financial institution is crucial. Strategic-minded institutions aim to manage risk at an enterprise-wide level, striving for “Optimal Risk-Taking,” where they incur just enough of the right kind of risk to effectively pursue their strategic goals....
With financial institutions increasingly relying on third-party providers to offer their products and services, the associated risks also rise. This educational session will guide you through best practices for developing a simple yet comprehensive Vendor Management Program and a Model Risk Management Program. This webinar...
This webinar is designed for participants with a foundational knowledge of Enterprise Risk Management (ERM) who seek specific examples on completing three critical Risk Assessments. You will gain a high-level overview of ERM, its three key phases, and how Risk Assessments fit into the process....
The Treasury Management Forum will provide an investment for you and your bank’s future by offering a platform and opportunity for Treasury Management Officers, and other team members who sell, support, or market TM products and services to business customers, to exchange ideas freely, dissect...
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! Enterprise Risk Management (ERM) is a comprehensive approach that helps organizations...
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! Enterprise Risk Management (ERM) is a comprehensive approach that helps...
Join us for an inspiring keynote where Marcia shares her journey of triumph and leadership in the financial services world, breaking barriers as an immigrant and a woman leader. Championing Women in Leadership: Marcia’s passion for empowering women leaders shines through as she recounts her...