Inspiring and Educating Financial Services Leaders™
During this basic course, we will review the primary Treasury Management services available in the market. You will learn strategies to offer the right Treasury Management services your business customers need based on the value these services provide to businesses. The bankers of today must...
With financial institutions increasingly relying on third-party providers to offer their products and services comes increased risk. Starting with the core system, should you outsource it or keep it in-house? And following with the rest of all the banking products you offer to your business...
Your institution is unique so your strategic plan should be unique as well. The environment for community financial institutions has changed drastically in the past 5 years – and especially in the last 3 years since the Pandemic. Therefore, your Strategic Plan must be a...
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...
During this basic course, we will review the primary Treasury Management services available in the market. You will learn strategies to offer the right Treasury Management services your business customers need based on the value these services provide to businesses. The bankers of today must...
In this basic course, you will learn how to switch perspectives from having a static Business Continuity Plan to an ongoing dynamic Business Continuity Management (BCM) system and how to integrate it into your Enterprise Risk Management (ERM) Program. The presenter will take you through...
Every company, regardless of industry, is trying to figure out how to attract and retain the right talent. Organizations are also striving to achieve their goals and fulfill their vision described in their strategic plan. But how do you achieve all—attracting and retaining talent while...
Your credit union is unique so your strategic plan should be unique as well. The environment for community financial institutions has changed drastically in the past 5 years – and especially in the last 2 years since the Pandemic. Therefore, your Strategic Plan must be...
In this inspirational keynote, Marcia takes you on an emotional journey – sharing her experiences and major life events that shaped her into the person she is today. Discover how an immigrant who came to America with nothing more than her values leveraged resiliency, thankfulness and...
Your community bank is unique so your strategic plan should be unique as well. The environment for community financial institutions has changed drastically in the past 5 years – and especially in the last 3 years since the Pandemic. Therefore, your Strategic Plan must be...