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July 2022

Integrating Your Business Continuity Management into Your Enterprise Risk Management Program

July 28 @ 2:00 pm - 3:30 pm
Webinar for Banks

In this basic course, you will learn how to switch perspectives from having a Business Continuity Plan to an ongoing Business Continuity Management (BCM) system and how to integrate it into your Enterprise Risk Management (ERM) Program. Marci Malzahn will take you through the key…

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August 2022

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

August 10 @ 2:00 pm - 3:30 pm
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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Characteristics of Strong Risk Assessments and Tools to Monitor and Report Results

August 11 @ 10:00 am - 11:30 am
Webinar for Credit Unions

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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Strategies for Succession Planning and Talent Management

August 25 @ 2:00 pm - 3:30 pm
Webinar for Banks

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…

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September 2022

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

September 13 @ 1:30 pm - 3:00 pm
Webinar for Credit Unions

Your credit union is unique so your strategic plan should be unique as well. Too often, executives and directors will construct a strategic plan from old plans, use strategies that no longer work, or just brainstorm based on emotion or intuition. The environment for community…

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

September 20 @ 2:00 pm - 3:30 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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Creating the Right ERM Program for YOUR Community Bank

September 29 @ 2:00 pm - 3:30 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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October 2022

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

October 25 @ 2:00 pm - 3:30 pm
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…

Find out more »

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

October 27 @ 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, use strategies that no longer work, or just brainstorm based on emotion or intuition. The environment for community financial…

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Strategies for Succession Planning and Talent Management (presenting for WSDEF Symposium for Community Bank Directors)

October 31 @ 2:00 pm - 3:30 pm
The Westin Kierland Resort & Spa, 6902 E Greenway Pkwy,
Scottsdale, AZ 85254 United States
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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…

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