Inspiring and Educating Financial Services Leaders™
Your institution is unique and so should be your strategic plan. The environment for community financial institutions has changed drastically in the past five years due to shifts in interest rates, emerging technologies, evolving consumer preferences, market changes, and recent bank failures. These factors necessitate...
This 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...
Unlock the potential of Treasury Management with our basic yet comprehensive course designed to elevate your financial institution’s success in increasing business core deposits and fee income. Discover the primary Treasury Management services available in the market and learn strategies to offer the right services...
Every company, regardless of industry, is striving to attract and retain the right talent while achieving its strategic goals and vision. This session will explore how succession planning fits into your Talent Management Program and provide strategies to integrate it with your company’s Strategic Plan....
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 identify, assess, mitigate, and monitor risks. Implementing an ERM...
Unlock your potential as a future banking leader in this interactive webinar with Marci! Understanding how a bank operates as a business is essential for young bankers aiming to lead the industry. Marci will guide you through the interconnected areas of banking, their impact on...
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. This webinar will...
This workshop is designed for leaders in banking to help you master the skill of delegation. The goal of 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...
Unlock the potential of Treasury Management with our basic yet comprehensive course designed to elevate your financial institution’s success in increasing business core deposits and fee income. Discover the primary Treasury Management services available in the market and learn strategies to offer the right services...
Leadership skills are essential for guiding your own career, inspiring others to achieve greatness, and stepping out of your comfort zone to explore new opportunities. Courage is a key component of leadership, enabling you to take these bold steps and negotiate effectively for yourself in...