Inspiring and Educating Financial Services Leaders™
2020 brought unexpected change, uncertainty, and fear to the entire world due to the Pandemic. Community Financial Institutions must quickly adapt and so does your Strategic Plan. Your institution is unique so your Strategic Plan should be unique as well. Too often, executives and directors...
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! Credit Unions have to have processes, policies, and procedures in...
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...
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...
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! Credit Unions have to have processes, policies, and procedures in...
Credit Unions 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...
**This live event has been cancelled by the event organizer, but a previous recording is available for purchase below.*** Are you struggling to attract and retain the right talent for your Credit Union while trying to achieve your strategic plan's objectives and vision? Join our...
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...
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...
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! Credit Unions have to have processes, policies, and procedures in...