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DTSTART;TZID=America/Chicago:20260519T090000
DTEND;TZID=America/Chicago:20260519T153000
DTSTAMP:20260628T092221
CREATED:20251028T002614Z
LAST-MODIFIED:20260512T153950Z
UID:1932-1779181200-1779204600@crowning-achievements.com
SUMMARY:Treasury Management Seminar
DESCRIPTION: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 they provide. In today’s banking landscape\, bankers must be both “lenders” and “deposit gatherers.” Community banks are seeking ways to increase core deposits and non-interest fee income\, and Treasury Management is the key. This course will deepen your understanding of how Sales\, Treasury Management\, IT\, Marketing\, and Deposit Operations teams must collaborate to successfully sell and implement business products and services. We will also cover the ideal organizational design for Treasury Management and how to incentivize your sales team effectively. \nBy the end of this course\, you will have a thorough knowledge of Treasury Management\, be able to conduct a TM Needs Assessment on your business account holders\, and learn strategies to boost core deposits. You’ll gain insights into marketing Treasury Management services to your ideal business customers and discover ways to enhance team collaboration\, knowing how critical each area is to the success of implementing and selling these services. Additionally\, we will discuss pricing and challenges your bank may face when selling TM services\, providing you with practical tools and strategies you can implement immediately to drive growth and profitability. \nSeminar Overview:  \n\nPart I – Foundational Knowledge\nPart II – Marketing & Sales Process\nPart III – Product Implementation\nPart IV – The Future of Treasury Management\n\nKey Learning Objectives:  \n\nUnlock Revenue Potential: Maximize the Account Analysis Statement to Cross-Sell and Identify New Fee Income Opportunities\nComprehensive Insight: Understand the Treasury Management Services Available in the Market\nValue-Driven Enhancements: Identify Service Enhancements Focusing on Business Benefits\nCustomer-Centric Solutions: Discover the TM Services Your Business Customers Are Asking For\nTailored Offerings: Determine Which Services to Offer Based on Industry Needs\nCollaborative Success: Learn How Treasury Management Teams Work with Technology\, Operations\, Marketing\, and Sales\nBranding Brilliance: Implement Innovative Ideas to Market and Brand Your Treasury Management Services\nOptimal Structure: Understand the Ideal Organizational Design for Treasury Management and How to Incentivize Sales Teams\nSeamless Implementation: Establish a Process to Implement Treasury Management Products\nDigital Strategy: Choose the Right Digital Payment Strategy for Businesses\nEnhanced Security: Identify New Authentication Methods to Boost Product Security\n\nThese objectives are designed to captivate your audience and emphasize the strategic importance of each element in your Treasury Management Program. \nWho Should Attend: \nBusiness bankers who want to learn about Treasury Management services and their benefits to business clients\, Treasury Management sales officers/specialists\, Deposit Operations personnel\, IT\, and Marketing staff. This course is also designed for Presidents/CEOs who are looking for the ideal organizational structure for Treasury Management and looking for additional non-interest fee income as well as new core deposits. \nFor more information and to register\, click here. \n[vc_video link=’https://youtu.be/6ehrsJkf6Kw’]
URL:https://crowning-achievements.com/event/treasury-management-seminar/
LOCATION:Minnesota Bankers Association\, 8050 Washington Ave S\, Eden Prairie\, MN\, 55344\, United States
CATEGORIES:Seminar
ATTACH;FMTTYPE=image/jpeg:https://crowning-achievements.com/wp-content/uploads/20260519-02009-1.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Indiana/Indianapolis:20260414T090000
DTEND;TZID=America/Indiana/Indianapolis:20260414T150000
DTSTAMP:20260628T092221
CREATED:20251028T002250Z
LAST-MODIFIED:20260416T192924Z
UID:1930-1776157200-1776178800@crowning-achievements.com
SUMMARY:Treasury Management Forum (Indiana Bankers Association)
DESCRIPTION:The IBA Treasury Management Forum is 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 problems\, and discuss important issues with your Treasury Management peers. Group size is limited so be sure to get registered today!!\n\nBenefits of the Forums:\n\nLearn to overcome the current challenges community banks are facing when selling Treasury Management (“TM”) services.\nImprove your sales approach by “selling the value” of your TM services.\nLearn how other community banks approach pricing the various services.\nSolve your most pressing concerns regarding TM services such as how to deal with core system providers and other vendors of TM services.\nGain a thorough understand on how to maximize Account Analysis System\nGain ideas on where to find talent for Treasury Management\nDiscuss ideas on how to turn TM services “from free to fee”\n\nPossible Forum Topics:\n\nThe need for Treasury Management – Address two major concerns for your bank: how to increase/attract new core deposits from businesses (low cost of funds) and how to increase Non-Interest Income\nEstablishing the vision for a strong Treasury Management team\nStrategies to attract larger business customers who need TM services How to train business/commercial bankers to sell TM services\nOrganizational design for TM (where does it belong in the Organizational Structure?)\nWhere to find talent for TM? (skills and experience to look for\, where do candidates come from?)\nHow to manage TM risks\nDefining the various roles in Treasury Management: TM Director\, TM Sales Officer (TMSO)\, TM Operations Manager\, TM Product Manager\, TM Specialist\nDifficulty obtaining detailed costs from core providers and other TM vendors to help price TM services appropriately\nUnderstanding the Account Analysis Statement and System (how to choose the right AAS from the various providers)\nHow to improve your TM Customer Service\nHow to improve your website to show TM services\nHow to establish a TM sales\, onboarding\, and ongoing maintenance and support processes\nAnd more…\n\nMore groups will be formed as demand allows. Please contact the Indiana Bankers Association at the link below to let them know you are interested in the Treasury Management Forum.\nPresenting with Indiana Bankers Association. \nFor more information and to register\, click here.
URL:https://crowning-achievements.com/event/treasury-management-forum-2/
LOCATION:IBA Headquarters\, 8425 Woodfield Crossing Blvd. Suite 155E\, Indianapolis\, IN\, 46240\, United States
CATEGORIES:Seminar
ATTACH;FMTTYPE=image/jpeg:https://crowning-achievements.com/wp-content/uploads/2026-iba-forum-promo.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260306T130000
DTEND;TZID=America/Chicago:20260306T135000
DTSTAMP:20260628T092221
CREATED:20260129T215448Z
LAST-MODIFIED:20260309T191611Z
UID:1985-1772802000-1772805000@crowning-achievements.com
SUMMARY:How to Strategically Enhance Your Treasury Management Department to Increase Deposits and Fee Income (ICBA LIVE Learning Lab)
DESCRIPTION:Community Banks nationwide are struggling to retain and attract new core deposits. Treasury Management business customers are one of the best sources of core deposits. Additionally\, if community banks don’t get up to speed and offer the suite of TM services that businesses expect\, they will not be able to retain nor acquire new business customers and thus their deposits. \nThis educational program is designed to help community banks enhance their competitive edge and relevance in the market. By offering a comprehensive suite of Treasury Management (TM) services\, banks can attract new core deposits\, increase non-interest fee income\, and retain existing business customers. To support this level of growth\, your bank needs a strong infrastructure to sell\, implement the right services\, and support your business customers. The learning lab emphasizes the importance of leadership support\, the right dedicated staff\, and effective systems\, processes\, and providers. It outlines a strategic vision for TM starting with the implementation of a strong infrastructure. \nThe program also covers the ideal process to develop or enhance your TM department\, from obtaining Board and leadership support to implementing the plan and training the entire team. By understanding key systems\, partnering with the right TM service providers\, and understanding the risks involved\, banks can achieve measurable results and effectively support their TM business customers. \nKey Learning Takeaways: \n\nLearn why it is crucial for community banks to offer a comprehensive suite of Treasury Management (TM) services and develop a strategic vision for your TM department.\nUnderstand the essential components to develop or enhance your TM department and learn the ideal process to achieve your desired deposit growth and fee income results.\nUnderstand the importance of integrating key systems and partnering with the right TM service providers to ensure seamless operations.\n\nFor more information and to register\, click here. \n[vc_video link=’https://youtu.be/IY7tEe9-CnA’]
URL:https://crowning-achievements.com/event/how-to-strategically-enhance-your-treasury-management-department-to-increase-deposits-and-fee-income-icba-live-learning-lab/
LOCATION:San Diego Convention Center\, 111 Harbor Dr.\, San Diego\, CA\, 92101\, United States
CATEGORIES:Seminar
ATTACH;FMTTYPE=image/jpeg:https://crowning-achievements.com/wp-content/uploads/20260306-02029-1.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20251202T090000
DTEND;TZID=America/Chicago:20251202T150000
DTSTAMP:20260628T092221
CREATED:20240807T143325Z
LAST-MODIFIED:20260416T191755Z
UID:1650-1764666000-1764687600@crowning-achievements.com
SUMMARY:Treasury Management Forum (Indiana Bankers Association)
DESCRIPTION: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 problems\, and discuss important issues with your Treasury Management peers. Group size is limited so be sure to get registered today!! \nBenefits of the Forums: \n\nLearn to overcome the current challenges community banks are facing when selling Treasury Management (“TM”) services.\nImprove your sales approach by “selling the value” of your TM services.\nLearn how other community banks approach pricing the various services.\nSolve your most pressing concerns regarding TM services such as how to deal with core system providers and other vendors of TM services.\nGain a thorough understand on how to maximize Account Analysis System\nGain ideas on where to find talent for Treasury Management\nDiscuss ideas on how to turn TM services “from free to fee”\n\nPossible Forum Topics: \n\nThe need for Treasury Management – Address two major concerns for your bank: how to increase/attract new core deposits from businesses (low cost of funds) and how to increase Non-Interest Income\nEstablishing the vision for a strong Treasury Management team\nStrategies to attract larger business customers who need TM services How to train business/commercial bankers to sell TM services\nOrganizational design for TM (where does it belong in the Organizational Structure?)\nWhere to find talent for TM? (skills and experience to look for\, where do candidates come from?)\nHow to manage TM risks\nDefining the various roles in Treasury Management: TM Director\, TM Sales Officer (TMSO)\, TM Operations Manager\, TM Product Manager\, TM Specialist\nDifficulty obtaining detailed costs from core providers and other TM vendors to help price TM services appropriately\nUnderstanding the Account Analysis Statement and System (how to choose the right AAS from the various providers)\nHow to improve your TM Customer Service\nHow to improve your website to show TM services\nHow to establish a TM sales\, onboarding\, and ongoing maintenance and support processes\nAnd more…\n\nMore groups will be formed as demand allows. Please contact the Indiana Bankers Association at the link below to let them know you are interested in the Treasury Management Forum. \nPresenting with Indiana Bankers Association. \nFor more information on managing Treasury Management in your community bank\, we invite you to explore The TMClarity Framework™ The Framework helps community banks transform Treasury Management departments to their full potential. Our comprehensive and transformative treasury management training and business management system leads to greater sales success\, higher margins\, and increased customer retention in a competitive marketplace.
URL:https://crowning-achievements.com/event/treasury-management-treasury-executives-network-forum-indiana-bankers-association-4/
LOCATION:IBA Headquarters\, 8425 Woodfield Crossing Blvd. Suite 155E\, Indianapolis\, IN\, 46240\, United States
CATEGORIES:Seminar
ATTACH;FMTTYPE=image/jpeg:https://crowning-achievements.com/wp-content/uploads/treasury-executives-network.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20251119T090000
DTEND;TZID=America/Chicago:20251119T150000
DTSTAMP:20260628T092221
CREATED:20241125T230719Z
LAST-MODIFIED:20260416T191159Z
UID:1773-1763542800-1763564400@crowning-achievements.com
SUMMARY:Community Bank Treasury Management Seminar
DESCRIPTION: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 they provide. In today’s banking landscape\, bankers must be both “lenders” and “deposit gatherers.” Community banks are seeking ways to increase core deposits and non-interest fee income\, and Treasury Management is the key. This course will deepen your understanding of how Sales\, Treasury Management\, IT\, Marketing\, and Deposit Operations teams must collaborate to successfully sell and implement business products and services. We will also cover the ideal organizational design for Treasury Management and how to incentivize your sales team effectively. \nBy the end of this course\, you will have a thorough knowledge of Treasury Management\, be able to conduct a TM Needs Assessment on your business account holders\, and learn strategies to boost core deposits. You’ll gain insights into marketing Treasury Management services to your ideal business customers and discover ways to enhance team collaboration\, knowing how critical each area is to the success of implementing and selling these services. Additionally\, we will discuss pricing and challenges your bank may face when selling TM services\, providing you with practical tools and strategies you can implement immediately to drive growth and profitability. \nWorkshop Overview:  \n\nPart I – Foundational Knowledge\nPart II – Marketing & Sales Process\nPart III – Product Implementation\nPart IV – The Future of Treasury Management\n\nKey Learning Objectives:  \n\nUnlock Revenue Potential: Maximize the Account Analysis Statement to Cross-Sell and Identify New Fee Income Opportunities\nComprehensive Insight: Understand the Treasury Management Services Available in the Market\nValue-Driven Enhancements: Identify Service Enhancements Focusing on Business Benefits\nCustomer-Centric Solutions: Discover the TM Services Your Business Customers Are Asking For\nTailored Offerings: Determine Which Services to Offer Based on Industry Needs\nCollaborative Success: Learn How Treasury Management Teams Work with Technology\, Operations\, Marketing\, and Sales\nBranding Brilliance: Implement Innovative Ideas to Market and Brand Your Treasury Management Services\nOptimal Structure: Understand the Ideal Organizational Design for Treasury Management and How to Incentivize Sales Teams\nSeamless Implementation: Establish a Process to Implement Treasury Management Products\nDigital Strategy: Choose the Right Digital Payment Strategy for Businesses\nEnhanced Security: Identify New Authentication Methods to Boost Product Security\n\nThese objectives are designed to captivate your audience and emphasize the strategic importance of each element in your Treasury Management Program. \nWho Should Attend:  \nBusiness bankers who want to learn about Treasury Management products and their benefits to business clients\, Treasury Management sales officers/specialists\, Deposit Operations personnel\, IT\, and Marketing staff. This course is also designed for Presidents/CEOs who are looking for the ideal organizational structure for Treasury Management and looking for additional non-interest fee income as well as new core deposits. \nPresenting with ICBA. \nThis event was not recorded. For more information on managing Treasury Management in your community bank\, we invite you to explore The TMClarity Framework™ The Framework helps community banks transform Treasury Management departments to their full potential. Our comprehensive and transformative treasury management training and business management system leads to greater sales success\, higher margins\, and increased customer retention in a competitive marketplace. \n[vc_video link=’https://youtu.be/tme2sdUzFck’]
URL:https://crowning-achievements.com/event/treasury-management-workshop-a-powerful-tool-to-increase-deposits-and-fee-income-2/
LOCATION:Webinar for Community Banks
CATEGORIES:Seminar,Webinars for Community Banks
ATTACH;FMTTYPE=image/jpeg:https://crowning-achievements.com/wp-content/uploads/20251119-02009-1.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20251015T141500
DTEND;TZID=America/Chicago:20251015T153000
DTSTAMP:20260628T092221
CREATED:20250828T143741Z
LAST-MODIFIED:20260416T161408Z
UID:1890-1760537700-1760542200@crowning-achievements.com
SUMMARY:Mastering Delegation: How to Effectively Delegate to Accomplish Your Vision through an Empowered Team (BankIn Minnesota's LEAD Conference)
DESCRIPTION:This educational session is designed for emerging leaders in banking to help you master the skill of delegation. The goal in becoming a master delegator is to free up your time to focus on strategy for your institution and for the specific area you lead. During this session you will learn delegation techniques and strategies that will help you develop and empower your team. You will learn how to transition from being a “doer” to an “overseer” and incorporate delegation into your succession plan. You will walk away encouraged and armed with new strategies to accomplish your bank’s vision through your team. \nKey Learning Objectives: \n\nLearn delegation techniques and strategies\nDevelop your team\nFind opportunities to mentor your employees using delegation\nDevelop trust in your team members\nLearn how to empower your employees\nMaximize everyone’s talents by delegating appropriately\nLearn the difference between leadership talent and management skill\nLearn the tasks that you cannot delegate as the leader\nIncorporating delegation into your succession plan\nTransition from being a “doer” to an “overseer”\nHow mastering delegation can help you achieve work/life balance\n\nWho Should Attend\nThis workshop is designed for emerging leaders in community banks\, including managers\, supervisors\, and team leads who want to strengthen their leadership skills. It is especially valuable for bankers transitioning from being individual contributors to taking on broader leadership responsibilities\, and for those preparing for succession into senior roles. \nFor more information and to register\, click here.
URL:https://crowning-achievements.com/event/mastering-delegation-how-to-effectively-delegate-to-accomplish-your-vision-through-an-empowered-team-bankin-minnesotas-lead-conference/
LOCATION:The Park Event Center\, 500 Division Street\, Waite Park\, MN\, 56387-1334\, United States
CATEGORIES:Seminar
ATTACH;FMTTYPE=image/jpeg:https://crowning-achievements.com/wp-content/uploads/20251015-01010-1.jpg
ORGANIZER;CN="BankIn Minnesota":MAILTO:Info@Minnesota.Bank
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250819T090000
DTEND;TZID=America/Chicago:20250819T150000
DTSTAMP:20260628T092221
CREATED:20240807T143019Z
LAST-MODIFIED:20250916T160652Z
UID:1649-1755594000-1755615600@crowning-achievements.com
SUMMARY:Treasury Management Forum (Indiana Bankers Association)
DESCRIPTION:The Indiana Bankers Association hosts the Treasury Management Forum\, aimed at enhancing your professional development and the future prosperity of your bank. Led by Marcia Malzahn (Malzahn Strategic)\, this forum allows Treasury Management (TM) Officers\, as well as other team members involved in the selling\, supporting\, or marketing of TM products and services to business customers\, to openly share ideas\, analyze challenges\, and converse on pertinent issues with their TM peers. Participants are grouped according to their bank’s size and market\, ensuring similarities in experiences and concerns. These groups convene thrice a year\, and the membership size is kept to a manageable number to encourage meaningful dialogue and interaction. \nBenefits of the Forums: \n\nDevelop strategies to tackle the prevailing difficulties faced by community banks in marketing Treasury Management products and services.\nEnhance your sales tactics by emphasizing the unique benefits of your Treasury Management products and services.\nGain insights into pricing strategies used by other community banks for their various offerings.\nAddress crucial issues related to Treasury Management services\, such as navigating relationships with core system providers and other vendors.\nUnderstand how to fully utilize an Account Analysis System for maximum benefit.\nExplore different avenues for recruiting skilled Treasury Management professionals.\nAccess insights and advice from highly regarded industry experts.\nEngage in discussions with peers about effective and less effective sales and customer service practices for Treasury Management customers.\n\nTreasury Management Topics for Forum: \n\nUnderstand the importance of Treasury Management in addressing two key banking concerns: attracting new business-driven core deposits (low-cost funds) and increasing non-interest fee income.\nLearn how to create a vision for a robust Treasury Management Department.\nDiscover strategies for attracting larger businesses that require Treasury Management products and services.\nLearn methods for training lenders to sell Treasury Management products and services\, encouraging business bankers to engage in this process.\nUnderstand the optimal organizational structure for integrating Treasury Management.\nExplore where to source skilled and experienced Treasury Management professionals and what qualifications to look for.\nLearn techniques to transition Treasury Management services from being free to generating fees.\nDiscover strategies to manage risks associated with Treasury Management.\nUnderstand the distinct roles within Treasury Management\, including the Treasury Management Director\, Treasury Management Sales Officer (TMSO)\, Treasury Management Operations Manager\, Treasury Management Product Manager\, and Treasury Management Specialist.\nLearn how to effectively communicate the value of each Treasury Management product and service to business clients.\nUnderstand the strategies to appropriately price Treasury Management products and services.\nAnd more…\n\nMore groups will be formed as demand allows. Please contact the Indiana Bankers Association at the link below to let them know you are interested in the Treasury Management Forum. \nFor more information and to register\, click here.
URL:https://crowning-achievements.com/event/treasury-management-forum-indiana-bankers-association-3/
LOCATION:IBA Headquarters\, 8425 Woodfield Crossing Blvd. Suite 155E\, Indianapolis\, IN\, 46240\, United States
CATEGORIES:Seminar
ATTACH;FMTTYPE=image/jpeg:https://crowning-achievements.com/wp-content/uploads/treasury-management-forum.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250529T143000
DTEND;TZID=America/Chicago:20250529T153000
DTSTAMP:20260628T092221
CREATED:20250117T163742Z
LAST-MODIFIED:20250916T160401Z
UID:1808-1748529000-1748532600@crowning-achievements.com
SUMMARY:Bring YOUR Shoes: How to Lead by Maximizing Talent
DESCRIPTION:Successful leaders build high-performing teams by surrounding themselves with individuals whose talents complement their own. In this interactive breakout session\, participants will explore Marcia’s personal journey of discovering her strengths and helping her team uncover their unique gifts. Based on her leadership book\, Bring YOUR Shoes – A Fresh Perspective for Leaders with Big Shoes to Fill\, this session provides practical guidance for emerging leaders. Marcia will share strategies to identify and maximize personal and team talents\, fostering a collaborative and effective environment. Attendees will leave inspired and equipped with actionable tools to elevate their leadership skills. \nPresenting at Indiana Bankers Association Mega Conference. \nFor more information and to register\, click here. \n[vc_video link=’https://youtu.be/nEq8jQzSBmI’]
URL:https://crowning-achievements.com/event/bring-your-shoes-how-to-lead-by-maximizing-talent/
LOCATION:Indiana Bankers Association Mega Conference\, Indiana Convention Center\, at 100 S. Capitol Ave.\, Indianapolis\, IN\, 46225\, United States
CATEGORIES:Seminar
ATTACH;FMTTYPE=image/jpeg:https://crowning-achievements.com/wp-content/uploads/20250529-2.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250529T090000
DTEND;TZID=America/Chicago:20250529T100000
DTSTAMP:20260628T092221
CREATED:20250117T163442Z
LAST-MODIFIED:20250916T160325Z
UID:1806-1748509200-1748512800@crowning-achievements.com
SUMMARY:Treasury Management for Business Bankers
DESCRIPTION:This session explores how bankers can excel at both lending and deposit gathering\, with Treasury Management as the key to boosting core deposits and non-interest fee income. Participants will learn about essential Treasury Management services\, strategies for tailoring solutions to business customers\, and aligning offerings with industry needs. The session covers the ideal organizational structure\, effective sales team incentives\, and leveraging the Account Analysis Statement as a sales tool. Additionally\, it highlights the importance of Positive Pay in fraud prevention and provides practical tips for selling this valuable service to business customers. Unlock new revenue potential through Treasury Management excellence. \nPresenting at Indiana Bankers Association Mega Conference. \nFor more information or to register\, click here. \n[vc_video link=’https://youtu.be/nEq8jQzSBmI’]
URL:https://crowning-achievements.com/event/treasury-management-for-business-bankers/
LOCATION:Indiana Bankers Association Mega Conference\, Indiana Convention Center\, at 100 S. Capitol Ave.\, Indianapolis\, IN\, 46225\, United States
CATEGORIES:Seminar
ATTACH;FMTTYPE=image/jpeg:https://crowning-achievements.com/wp-content/uploads/20250529-2.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250422T090000
DTEND;TZID=America/Chicago:20250422T150000
DTSTAMP:20260628T092221
CREATED:20240807T142906Z
LAST-MODIFIED:20250916T160032Z
UID:1648-1745312400-1745334000@crowning-achievements.com
SUMMARY:Treasury Management Peer Group (Indiana Bankers Association)
DESCRIPTION:The Indiana Bankers Association hosts Treasury Management Forums\, also called a Treasury Management Peer Group\, aimed at enhancing your professional development and the future prosperity of your bank. Led by Marcia Malzahn (Malzahn Strategic)\, this forum allows Treasury Management (TM) Officers\, as well as other team members involved in the selling\, supporting\, or marketing of TM products and services to business customers\, to openly share ideas\, analyze challenges\, and converse on pertinent issues with their TM peers. Participants are grouped according to their bank’s size and market\, ensuring similarities in experiences and concerns. These groups convene thrice a year\, and the membership size is kept to a manageable number to encourage meaningful dialogue and interaction. \nBenefits of the Forums: \n\nDevelop strategies to tackle the prevailing difficulties faced by community banks in marketing Treasury Management products and services.\nEnhance your sales tactics by emphasizing the unique benefits of your Treasury Management products and services.\nGain insights into pricing strategies used by other community banks for their various offerings.\nAddress crucial issues related to Treasury Management services\, such as navigating relationships with core system providers and other vendors.\nUnderstand how to fully utilize an Account Analysis System for maximum benefit.\nExplore different avenues for recruiting skilled Treasury Management professionals.\nAccess insights and advice from highly regarded industry experts.\nEngage in discussions with peers about effective and less effective sales and customer service practices for Treasury Management customers.\n\nTreasury Management Topics for Forum: \n\nUnderstand the importance of Treasury Management in addressing two key banking concerns: attracting new business-driven core deposits (low-cost funds) and increasing non-interest fee income.\nLearn how to create a vision for a robust Treasury Management Department.\nDiscover strategies for attracting larger businesses that require Treasury Management products and services.\nLearn methods for training lenders to sell Treasury Management products and services\, encouraging business bankers to engage in this process.\nUnderstand the optimal organizational structure for integrating Treasury Management.\nExplore where to source skilled and experienced Treasury Management professionals and what qualifications to look for.\nLearn techniques to transition Treasury Management services from being free to generating fees.\nDiscover strategies to manage risks associated with Treasury Management.\nUnderstand the distinct roles within Treasury Management\, including the Treasury Management Director\, Treasury Management Sales Officer (TMSO)\, Treasury Management Operations Manager\, Treasury Management Product Manager\, and Treasury Management Specialist.\nLearn how to effectively communicate the value of each Treasury Management product and service to business clients.\nUnderstand the strategies to appropriately price Treasury Management products and services.\nAnd more…\n\nMore groups will be formed as demand allows. Please contact the Indiana Bankers Association at the link below to let them know you are interested in the Treasury Management Forum. \nFor more information and to register\, click here.
URL:https://crowning-achievements.com/event/treasury-management-peer-group-forum-indiana-bankers-association-2/
LOCATION:IBA Headquarters\, 8425 Woodfield Crossing Blvd. Suite 155E\, Indianapolis\, IN\, 46240\, United States
CATEGORIES:Seminar
ATTACH;FMTTYPE=image/jpeg:https://crowning-achievements.com/wp-content/uploads/treasury-management-peer-group.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250313T110000
DTEND;TZID=America/Chicago:20250313T120000
DTSTAMP:20260628T092221
CREATED:20250211T170757Z
LAST-MODIFIED:20250318T195125Z
UID:1818-1741863600-1741867200@crowning-achievements.com
SUMMARY:Strategic Succession: Preparing Your Community Bank for Leadership Changes
DESCRIPTION:ICBA LIVE 2025 Breakout Session: Strategic Succession – Building a Strong Future for Your Bank \nChange is inevitable\, but with the right plan in place\, leadership transitions don’t have to be stressful. Is your community bank prepared for the future? \nJoin Marcia for a thoughtful discussion on how to create a smooth and sustainable succession plan that aligns with your bank’s long-term goals. She’ll explore how succession planning fits into your overall talent strategy\, ways to retain and attract top talent\, and how to implement a transition plan that supports everyone involved. \nWhether you’re just getting started or refining an existing plan\, this session will provide practical strategies to ensure stability and continuity for your bank’s leadership – now and in the years to come. \nLet’s build the future of community banking together at ICBA LIVE 2025! \nSee you there! \nFor more information and to register\, click here.
URL:https://crowning-achievements.com/event/strategic-succession-preparing-your-community-bank-for-leadership-changes/
LOCATION:Gaylord Opryland Resort & Covention Center\, 2800 Opryland Drive\, Nashville\, TN\, 37214
CATEGORIES:Seminar
ATTACH;FMTTYPE=image/jpeg:https://crowning-achievements.com/wp-content/uploads/20250313-1.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250128T083000
DTEND;TZID=America/Chicago:20250128T104500
DTSTAMP:20260628T092221
CREATED:20240719T175236Z
LAST-MODIFIED:20250205T181027Z
UID:1636-1738053000-1738061100@crowning-achievements.com
SUMMARY:Mastering Delegation: How to Effectively Delegate to Accomplish Your Vision through an Empowered Team
DESCRIPTION:This workshop is designed for bank women CEOs and Presidents to help you master the skill of delegation. The goal in becoming a master delegator is to free up your time to focus on strategy for your institution. During this workshop you will learn delegation techniques and strategies that will help you develop and empower your leadership team. You will learn how to transition from being a “doer” to an “overseer” and incorporate delegation into your succession plan. You will walk away encouraged and armed with new strategies to accomplish your bank’s vision through your team. \nKey Learning Objectives: \n\nLearn delegation techniques and strategies\nDevelop your team\nFind opportunities to mentor your emerging leaders using delegation\nDevelop trust in your team members\nLearn how to empower your executive leadership team so they can too delegate to others\nMaximize everyone’s talents by delegating appropriately\nLearn the difference between leadership talent and management skill (what you cannot delegate)\nIncorporating delegation into your succession plan\nTransition from being a “doer” to an “overseer”\nHow mastering delegation can help you achieve work/life balance\n\nFor more information and to register\, click here.
URL:https://crowning-achievements.com/event/mastering-delegation-how-to-effectively-delegate-to-accomplish-your-vision-through-an-empowered-team/
LOCATION:Marriott Sanibel Harbour Resort and Spa\, 17260 Harbour Pointe Drive\, Fort Myers\, FL\, 33908\, United States
CATEGORIES:Seminar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20241203T090000
DTEND;TZID=America/Chicago:20241203T150000
DTSTAMP:20260628T092221
CREATED:20231130T190406Z
LAST-MODIFIED:20250106T173449Z
UID:1513-1733216400-1733238000@crowning-achievements.com
SUMMARY:Treasury Management Forum
DESCRIPTION:The Indiana Bankers Association hosts Treasury Management Forums\, aimed at enhancing your professional development and the future prosperity of your bank. Led by Marcia Malzahn (Malzahn Strategic)\, this forum allows Treasury Management (TM) Officers\, as well as other team members involved in the selling\, supporting\, or marketing of TM products and services to business customers\, to openly share ideas\, analyze challenges\, and converse on pertinent issues with their TM peers. Participants are grouped according to their bank’s size and market\, ensuring similarities in experiences and concerns. These groups convene thrice a year\, and the membership size is kept to a manageable number to encourage meaningful dialogue and interaction. \nBenefits of the Forums: \n\nDevelop strategies to tackle the prevailing difficulties faced by community banks in marketing Treasury Management products and services.\nEnhance your sales tactics by emphasizing the unique benefits of your Treasury Management products and services.\nGain insights into pricing strategies used by other community banks for their various offerings.\nAddress crucial issues related to Treasury Management services\, such as navigating relationships with core system providers and other vendors.\nUnderstand how to fully utilize an Account Analysis System for maximum benefit.\nExplore different avenues for recruiting skilled Treasury Management professionals.\nAccess insights and advice from highly regarded industry experts.\nEngage in discussions with peers about effective and less effective sales and customer service practices for Treasury Management customers.\n\nTreasury Management Topics for Forum: \n\nUnderstand the importance of Treasury Management in addressing two key banking concerns: attracting new business-driven core deposits (low-cost funds) and increasing non-interest fee income.\nLearn how to create a vision for a robust Treasury Management Department.\nDiscover strategies for attracting larger businesses that require Treasury Management products and services.\nLearn methods for training lenders to sell Treasury Management products and services\, encouraging business bankers to engage in this process.\nUnderstand the optimal organizational structure for integrating Treasury Management.\nExplore where to source skilled and experienced Treasury Management professionals and what qualifications to look for.\nLearn techniques to transition Treasury Management services from being free to generating fees.\nDiscover strategies to manage risks associated with Treasury Management.\nUnderstand the distinct roles within Treasury Management\, including the Treasury Management Director\, Treasury Management Sales Officer (TMSO)\, Treasury Management Operations Manager\, Treasury Management Product Manager\, and Treasury Management Specialist.\nLearn how to effectively communicate the value of each Treasury Management product and service to business clients.\nUnderstand the strategies to appropriately price Treasury Management products and services.\nAnd more…\n\nMore groups will be formed as demand allows. Please contact the Indiana Bankers Association at the link below to let them know you are interested in the Treasury Management Forum. \nPresenting with Indiana Bankers Association. \nFor more information click here.
URL:https://crowning-achievements.com/event/treasury-management-forum/
LOCATION:IBA Headquarters\, 8425 Woodfield Crossing Blvd. Suite 155E\, Indianapolis\, IN\, 46240\, United States
CATEGORIES:Seminar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240917T090000
DTEND;TZID=America/Chicago:20240917T150000
DTSTAMP:20260628T092221
CREATED:20240515T184809Z
LAST-MODIFIED:20240917T193804Z
UID:1604-1726563600-1726585200@crowning-achievements.com
SUMMARY:Community Bank Treasury Management Seminar
DESCRIPTION:During this Treasury Management seminar\, 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. \nThe bankers of today must be “lenders” as well as “deposit gatherers.” Community banks are searching for ways to increase core deposits and non-interest fee income: Treasury Management is the answer. In this course\, you will gain a deeper understanding of how the Sales\, Treasury Management\, IT\, Marketing\, and Deposit Operations team members must collaborate to successfully sell and implement the business products and services at your institution. We will cover the ideal organizational design for Treasury Management and how to incentivize the sales team. \nYou will walk away from this course with a deeper knowledge of Treasury Management\, learn to conduct a TM Needs Assessment on your business account holders\, and learn strategies to increase core deposits. You’ll also bring ideas back to your institution on how to market Treasury Management services to your ideal business account holders and ways your team can work better together knowing how critical each area is to the success of the implementation and sale of these services. \nSeminar Overview:  \n\nPart I – Foundational Knowledge\nPart II – Marketing & Sales Process\nPart III – Product Implementation\nPart IV – The Future of Treasury Management\n\nAfter this webinar you’ll be able to:  \n\nMaximize the Account Analysis statement as a tool to cross-sell and identify new fee income opportunities\nUnderstand the Treasury Management services available in the market\nIdentify enhancements to services focusing on the benefits of each service to businesses—the value\nIdentify TM services your business customers are asking for that you may be missing\nDetermine which services you need to offer to businesses based on industry\nLearn how the Treasury Management team collaborates with technology\, operations\, marketing and sales teams\nImplement ideas on how to market and brand your Treasury Management services\nUnderstand the ideal organizational design for Treasury Management and how to incentivize the sales teams\nEstablish a process to implement Treasury Management products\nChoose the right digital payment strategy for businesses\nIdentify new authentication methods to enhance your products’ security\n\nWho Should Attend: \nBusiness bankers who want to learn about Treasury Management products and their benefits to business clients\, Treasury Management sales officers/specialists\, Deposit Operations personnel\, IT\, and Marketing staff. This course is also designed for Presidents/CEOs who are looking for the ideal organizational structure for Treasury Management and looking for additional non-interest fee income as well as new core deposits. \nWhy You Should Attend: \nTo obtain a better understanding of the value of Treasury Management products and using them as a core deposit growth and increased fee income strategy. To learn more in-depth how Treasury Management interacts with the business banking\, IT\, and deposit operations teams. You will also learn about the future products your institution should offer to your clients and how new payment systems may affect your institution. \nKey Learning Objectives: \n\nGain a deeper understanding of Treasury Management\nGain knowledge of Treasury Management products and how they help your business clients\nLearn how Treasury Management collaborates with the Bank’s Technology\, Operations\, Marketing\, and Sales teams and how they can work together better\nLearn about risks that Treasury Management products pose to the institution\nIdentify new non-interest fee opportunities\, how to market and brand your Treasury Management products\, and ideas on how to sell more products by meeting your clients’ needs\nLearn about a sales process and how to customize it for your institution\nLearn about the future of Treasury Management and how your institution can prepare\n\nTopic Background: \nThe Cash Management services have been around for over forty years. In recent years\, the name was changed to Treasury Management. However\, both terms are used interchangeably in the banking industry. Treasury Management services and products include all the banking services financial institutions offer to business clients to help them handle their cash on a daily basis. With increased new technology-based products come increased risk for both the financial institutions and the business clients who use the products. Therefore\, it is crucial for both institutions and business clients to get educated on which Treasury Management services are available\, what their risks are\, and how they can be used to maximize the management of the business’ daily cash to improve profits. \nPresenting with ICBA. \nFor more information and to register\, click here. \n[vc_video link=’https://youtu.be/R72YSXJfgAI’]
URL:https://crowning-achievements.com/event/community-bank-treasury-management-seminar/
LOCATION:CA
CATEGORIES:Seminar
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240315T070000
DTEND;TZID=America/New_York:20240315T075000
DTSTAMP:20260628T092221
CREATED:20240116T005647Z
LAST-MODIFIED:20240319T000522Z
UID:1529-1710486000-1710489000@crowning-achievements.com
SUMMARY:Selling the Value of Treasury Management
DESCRIPTION:The bankers of today must be “lenders” as well as “deposit gatherers.” Community banks are searching for ways to increase core deposits and non-interest fee income: Treasury Management is the answer. In this course\, you will gain a deeper understanding of how each of the most popular TM services bring value to your business clients and how to focus on the value versus features. We will cover the ideal organizational design for Treasury Management and how to incentivize the sales team. \nYou will walk away from this course with a deeper knowledge of Treasury Management and learn strategies to increase core deposits and non-interest fee income. You will learn ideas on how to market Treasury Management services to your business customers. \nTopics Covered \nPart I – What’s in it for YOU! \n\nBenefits to you and your Institution\nProvide Business Transformation Strategies to your business clients\nHow you get started\nGetting to results\nIncreasing Your Income\n\nPart II – Knowledge \n\nThe Treasury Management Framework\nMaximize the Account Analysis statement as a tool to cross-sell products and increase deposits\nLearn the benefits and value of most popular TM services available in the market\nHow to match the value of each service to your business customer’s needs by asking the right discovery questions\nDetermine which services to offer based on your business clients’ industry\n\nPart III – The Sales Process \n\nSales Process\nThe right Sales Process for your Institution\nTreasury Management Needs Assessment\nIncentive Program for sales team\nOrganizational Design\n\nKey Learning Objectives \n\nGain a deeper understanding of the value of Treasury Management\nGain knowledge of Treasury Management services and how they help your business clients\nIdentify new non-interest fee opportunities\, how to market and brand your Treasury Management services\, and ideas on how to sell more services by meeting your clients’ needs\nLearn about a sales process and how to customize it for your institution\n\nWho Should Attend \nBusiness bankers/sales team who want/need to learn about Treasury Management services and their benefits to business clients\, Treasury Management sales officers/specialists\, Treasury Services personnel who support the TM clients\, and Marketing staff. This course is also designed for Presidents/CEOs who are looking for the ideal organizational structure for Treasury Management and looking for additional non-interest fee income as well as new core deposits. \nPresenting at ICBA Live 2024\, Learning Lab \nFor more information and to register\, click here. \n[vc_video link=’https://youtu.be/BnJSjPouuU4′]
URL:https://crowning-achievements.com/event/selling-the-value-of-treasury-management/
LOCATION:Orlando World Center Marriott\, 8701 World Center Drive\, Orlando\, FL\, 32821\, United States
CATEGORIES:Seminar
ATTACH;FMTTYPE=image/jpeg:https://crowning-achievements.com/wp-content/uploads/20240314-ytvp.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240314T130000
DTEND;TZID=America/New_York:20240314T134000
DTSTAMP:20260628T092221
CREATED:20240116T005209Z
LAST-MODIFIED:20240319T000421Z
UID:1527-1710421200-1710423600@crowning-achievements.com
SUMMARY:The Value of Treasury Management: What Directors Need to Know
DESCRIPTION:As a board director\, you know that community banks are seeking ways to increase core deposits and non-interest fee income. Treasury management is a key source of additional income and business core deposits and could be the answer! Learn how treasury management services can bring value to your bank and to your business customers. When you understand your business customers’ cash management needs and the treasury management solutions available\, you will be able to provide the right solutions while increasing revenue and decreasing cost of funds. In this session\, you will learn how implementing a world-class treasury management department will become a competitive advantage to your bank. \nPresenting at ICBA Live 2024 in Orlando\, FL – Bank Directors Current Issues Seminar \nFor more information and to register\, click here. \n[vc_video link=’https://youtu.be/BnJSjPouuU4′]
URL:https://crowning-achievements.com/event/the-value-of-treasury-management-what-directors-need-to-know/
LOCATION:Orlando World Center Marriott\, 8701 World Center Drive\, Orlando\, FL\, 32821\, United States
CATEGORIES:Seminar
ATTACH;FMTTYPE=image/jpeg:https://crowning-achievements.com/wp-content/uploads/20240314-ytvp.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20230522T080000
DTEND;TZID=America/Chicago:20230522T140000
DTSTAMP:20260628T092221
CREATED:20230227T215425Z
LAST-MODIFIED:20240223T171511Z
UID:1387-1684742400-1684764000@crowning-achievements.com
SUMMARY:Treasury Management Forums
DESCRIPTION:The Indiana Bankers Association hosts Treasury Management Forums\, aimed at enhancing your professional development and the future prosperity of your bank. Led by Marcia Malzahn (Malzahn Strategic)\, this forum allows Treasury Management (TM) Officers\, as well as other team members involved in the selling\, supporting\, or marketing of TM products and services to business customers\, to openly share ideas\, analyze challenges\, and converse on pertinent issues with their TM peers. Participants are grouped according to their bank’s size and market\, ensuring similarities in experiences and concerns. These groups convene thrice a year\, and the membership size is kept to a manageable number to encourage meaningful dialogue and interaction. \nBenefits of the Forums \n\nDevelop strategies to tackle the prevailing difficulties faced by community banks in marketing Treasury Management products and services.\nEnhance your sales tactics by emphasizing the unique benefits of your Treasury Management products and services.\nGain insights into pricing strategies used by other community banks for their various offerings.\nAddress crucial issues related to Treasury Management services\, such as navigating relationships with core system providers and other vendors.\nUnderstand how to fully utilize an Account Analysis System for maximum benefit.\nExplore different avenues for recruiting skilled Treasury Management professionals.\nAccess insights and advice from highly regarded industry experts.\nEngage in discussions with peers about effective and less effective sales and customer service practices for Treasury Management customers.\n\nTreasury Management Topics for Forum \n\nUnderstand the importance of Treasury Management in addressing two key banking concerns: attracting new business-driven core deposits (low-cost funds) and increasing non-interest fee income.\nLearn how to create a vision for a robust Treasury Management Department.\nDiscover strategies for attracting larger businesses that require Treasury Management products and services.\nLearn methods for training lenders to sell Treasury Management products and services\, encouraging business bankers to engage in this process.\nUnderstand the optimal organizational structure for integrating Treasury Management.\nExplore where to source skilled and experienced Treasury Management professionals and what qualifications to look for.\nLearn techniques to transition Treasury Management services from being free to generating fees.\nDiscover strategies to manage risks associated with Treasury Management.\nUnderstand the distinct roles within Treasury Management\, including the Treasury Management Director\, Treasury Management Sales Officer (TMSO)\, Treasury Management Operations Manager\, Treasury Management Product Manager\, and Treasury Management Specialist.\nLearn how to effectively communicate the value of each Treasury Management product and service to business clients.\nUnderstand the strategies to appropriately price Treasury Management products and services.\nAnd more…\n\nMore groups will be formed as demand allows. Please contact the Indiana Bankers Association at the link below to let them know you are interested in the Treasury Management Forum. \nFor more information click here.
URL:https://crowning-achievements.com/event/treasury-management-forums/
LOCATION:IBA Headquarters\, 8425 Woodfield Crossing Blvd. Suite 155E\, Indianapolis\, IN\, 46240\, United States
CATEGORIES:Seminar
ATTACH;FMTTYPE=image/jpeg:https://crowning-achievements.com/wp-content/uploads/community-bank-treasury-management-training-tw.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20230207T151500
DTEND;TZID=America/Chicago:20230207T163000
DTSTAMP:20260628T092221
CREATED:20221116T164316Z
LAST-MODIFIED:20230210T003149Z
UID:1362-1675782900-1675787400@crowning-achievements.com
SUMMARY:Creating the Right Enterprise Risk Management (ERM) Program for Your Community Bank (presenting at Iowa Bankers Assoc. Bank Management and Policy Conference)
DESCRIPTION: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 has to have processes\, policies\, and procedures in place in order to assess and manage the risks on their balance sheet. Marci shares the fundamental pieces of the ERM puzzle\, how they relate to each other\, and how to integrate your ERM program into the bank’s Strategic Plan. Having built an ERM program for a community bank from scratch\, Marci describes the various components of a strong ERM program. In this educational session\, you will learn how to put your program together using all the parts you already have in your bank. Marci shares how you can make the process fun and how your team will become closer as they work together with the common goal of protecting the bank’s assets while fulfilling your bank’s vision. \nTopics Covered: \n\nERM general background and key definitions\nHow implementing an ERM Program can help Financial Institutions survive and thrive\nIdentifying the specific building blocks/components of a simple yet complete ERM Program\nThe three key ongoing Phases of ERM:\n\nIdentifying and Assessing Risk\nMitigating and Eliminating Risk\nMonitoring and Reporting Risk\n\n\nCreating an ERM Committee Charter and choosing the right ERM Committee members\nIntegrating the ERM Program into your Strategic Plan\nHow COVID-19 impacted all risk categories\nTop Risk Categories and Definitions\nERM Risk Assessment Matrix – Definitions and example\nCreating the Risk Management Appetite and Tolerance Statement – Description of Process\nImplementing your ERM Program and benefits\nERM Program Flowchart\n\nWho Should Attend: \nChief Risk Officers\, Risk Managers/Leaders\, Chief Credit Officers\, Chief Financial Officers\, Compliance Officers\, Internal Auditors\, Presidents involved in the risk management process and their ERM program \nWhy You Should Attend: \nTo learn what ERM is about\, obtain tools and take initial steps to create a complete yet simple ERM Program in your community bank. This webinar will help your bank identify the key members of the ERM team and clarify the Board’s responsibilities versus the leadership team’s responsibilities. Although we will cover the ERM Risk Assessment\, this webinar does not cover completing Risk Assessments for all the various areas of the bank. Increase overall awareness of ERM in your bank. \nKey Learning Objectives: \n\nIncrease overall knowledge of ERM and what it means to have an ERM Program\nUnderstand the three ongoing phases of ERM\nUnderstand how ERM is integrated into the bank’s Strategic Plan\nHow to integrate other ERM components into it\nHow to create an ERM Committee Charter\nHow to complete the ERM Risk Assessment Matrix\nBenefits of having an ERM Program established\n\nTopic Background: \nEnterprise Risk Management has been around since the 1980’s but it has now become more prominent in the banking industry due to increased global risks. Banks that have an ERM Program established are better positioned to grow successfully. The ERM Program based on best practices ensures banks have a strong foundation and solid infrastructure which helps them foresee and prepare for future risks while achieving their organization’s vision. In this session\, we focus on assessing what pieces of the puzzle you already have and how to complete the ERM Program at your institution. \nFor more information and to register\, click here. \n[vc_video link=’https://youtu.be/f1o8uokYc4Q’]
URL:https://crowning-achievements.com/event/creating-the-right-enterprise-risk-management-erm-program-for-your-community-bank-presenting-at-iowa-bankers-assoc-bank-management-and-policy-conference/
LOCATION:Hilton Downtown Des Moines\, 435 Park Street\, Des Moines\, IA\, 50309\, United States
CATEGORIES:Seminar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Phoenix:20221031T140000
DTEND;TZID=America/Phoenix:20221031T153000
DTSTAMP:20260628T092221
CREATED:20220602T203129Z
LAST-MODIFIED:20221110T220452Z
UID:1279-1667224800-1667230200@crowning-achievements.com
SUMMARY:Strategies for Succession Planning and Talent Management (presenting for WSDEF Symposium for Community Bank Directors)
DESCRIPTION: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 achieving your objectives and fulfilling your vision? Marci Malzahn shares how succession planning fits into your Talent Management Program. She also gives you strategies and ideas on how to integrate your Talent Management Program with your company’s Strategic Plan. \nIn this workshop\, you will learn strategies to avoid losing your top talent\, and how to establish a simple yet successful Talent Management Program\, which in turn integrates into your Strategic Plan. The presenter will cover nine competencies your successors must possess and you will walk away with strategies and tactics you can implement in your institution immediately. \nLearning Objectives: \n\nLearn about the key components of a strong Talent Management Program\nHow to conduct a talent assessment in your organization\nA step by step process of how to integrate your Talent Management Program into your Strategic Plan\nStrategies on how to retain your top talent and attract the right talent\nThe importance of succession planning and how to get started at all levels\nThe nine competencies your successors must possess\n\nWho Should Attend: \nHuman Resources personnel including HR Director\, managers\, supervisors\, senior leadership of any organization and Board of Directors as well as ownership. \nFor more information and to register\, click here. \n[vc_video link=’https://youtu.be/WSv_HYtf37A’]
URL:https://crowning-achievements.com/event/strategies-for-succession-planning-and-talent-management-presenting-for-wsdep-symposium-for-community-bank-directors/
LOCATION:The Westin Kierland Resort & Spa\, 6902 E Greenway Pkwy\,\, Scottsdale\, AZ\, 85254\, United States
CATEGORIES:Seminar
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20220908T080000
DTEND;TZID=America/Chicago:20220908T160000
DTSTAMP:20260628T092221
CREATED:20220706T171952Z
LAST-MODIFIED:20220929T182117Z
UID:1288-1662624000-1662652800@crowning-achievements.com
SUMMARY:Strategic Planning for Your Community Bank - It's All About Your Strategy (presenting with Minnesota Bankers Association at Bank Financial Officers Conference)
DESCRIPTION:[vc_video link=’https://youtu.be/UPYLPdjvrHw’]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 institutions\, however\, has become a much faster-paced industry than it was 5 or 10 years ago (or even 1 year ago before the Pandemic). In addition\, the industry is impacted by many more forces\, challenges\, new competitors\, and also opportunities than ever before. These drivers highlight the need for every financial institution to design a living\, breathing strategic plan to thrive and grow. \nAfter this Workshop\, you’ll be able to:  \n\nClarify your vision\, mission\, and core values\nLearn the importance of a clearly defined strategic plan structure\nIdentify key components common to successful strategies\nUnderstand the role of enterprise risk mitigation and management in an institution’s strategic plan\nIdentify and implement four key growth strategies\nEstablish “best practices” with board governance\nDevelop and manage the strategic planning and implementation process in your institution\nConduct a Strategic Risk Assessment for New Initiatives\n\nWhether your institution lacks a cohesive strategy\, or just wants to review existing plan(s)\, this webinar will address questions including:  \n\nWhat is your vision for the future of your institution?\nDo your employees know your vision\, and can they articulate it?\nDoes the culture and brand of your institution (everything from your electronic signature on your emails to the look of your lobby) reflect the vision of where you want to take your institution?\nDo you know your risks—the risks that are unique to your institution?\nDo you have the right people\, and are they in the right places to fulfill the vision of your institution?\n\nYou will walk away with tools and ideas to:  \n\nIntegrate your Enterprise Risk Management Program into your Strategic Plan\nIntegrate your Talent Management Program into your Strategic Plan\, and\nEnsure your Strategic Plan doesn’t sit on the shelf and gets implemented.\nIdentify and implement four key growth strategies.\n\nWho Should Attend:  \nThis informative session is designed for the Leadership Team\, Executives\, Supervisors with planning responsibilities\, Chief Risk Officers\, Board of Directors\, and everyone involved in Strategic Planning process. \nFor more information and to register\, click here.
URL:https://crowning-achievements.com/event/strategic-planning-for-your-community-bank-its-all-about-your-strategy-presenting-with-minnesota-bankers-association-at-bank-financial-officers-conference/
LOCATION:Hyatt Regency Bloomington\, MN\, 3200 E. 81st Street\, Bloomington\, MN\, 55424\, United States
CATEGORIES:Seminar
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DTSTART;VALUE=DATE:20220506
DTEND;VALUE=DATE:20220507
DTSTAMP:20260628T092221
CREATED:20220420T205510Z
LAST-MODIFIED:20220502T013706Z
UID:1263-1651795200-1651881599@crowning-achievements.com
SUMMARY:Increasing Non-Interest Fee Income by Increasing your Treasury Management Customer Penetration (presenting with the Bank Holding Company Association at the Spring Seminar)
DESCRIPTION:As Net Interest Margin continues to compress and competition increases\, Community Banks are searching for ways to increase non-interest income. Treasury Management is one of the top income sources you must tap into. In this session\, you will gain a deeper understanding of how the most popular Treasury Management products and services bring value to your business clients and how to focus on the value versus features. We will cover the ideal organizational design for Treasury Management and how to incentivize the sales team. \nYou will walk away from this session with a deeper knowledge of Treasury Management and why it is vital that you enhance your TM offerings to business clients. You will learn strategies to increase non-interest fee income\, which also secures core deposits\, by increasing your existing business customer penetration. TM is the glue that retains business clients at your bank! \nFor more information and to register\, click here. \n[vc_video link=’https://youtu.be/YXL2KpTxFYM’]
URL:https://crowning-achievements.com/event/increasing-non-interest-fee-income-by-increasing-your-treasury-management-customer-penetration-presenting-with-the-bank-holding-company-association-at-the-spring-seminar/
LOCATION:Omni Viking Lakes Hotels\, 2611 Nordic Way\, Eagan\, MN\, 55121\, United States
CATEGORIES:Seminar
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