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DTSTART;TZID=America/Chicago:20260416T140000
DTEND;TZID=America/Chicago:20260416T153000
DTSTAMP:20260416T193003Z
CREATED:20251028T001657Z
LAST-MODIFIED:20260416T193003Z
UID:1928-1776348000-1776353400@crowning-achievements.com
SUMMARY:Creating the Right Enterprise Risk Management (ERM) Program for YOUR Credit Union
DESCRIPTION: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! Enterprise Risk Management (ERM) is a comprehensive approach that helps organizations identify\, assess\, mitigate\, and monitor risks. Implementing an ERM program can be particularly beneficial for credit unions\, enabling them to navigate challenges and capitalize on opportunities. Key components of an effective ERM program include understanding its general background and definitions\, recognizing the building blocks of a complete program\, and integrating it into the credit union’s strategic plan. The program should also involve creating an ERM Committee Charter\, selecting appropriate committee members\, and understanding top risk categories and their interrelations. Additionally\, developing a Risk Management Appetite and Tolerance Statement and utilizing an ERM Risk Assessment Matrix are crucial steps in the process. \nThe three ongoing phases of ERM—identifying and assessing risk\, mitigating and eliminating risk\, and monitoring and reporting risk—are essential for maintaining a robust risk management framework. By increasing overall knowledge of ERM\, banks can better understand how to integrate various components into their strategic plans and complete necessary assessments. Establishing an ERM program not only provides a structured approach to risk management but also offers significant benefits\, such as improved decision-making and enhanced resilience. The webinar concludes with an ERM program flowchart that can help you visualize the process\, ensuring all steps are clearly defined and followed. \nTopics Covered:  \n\nUnlock the Essentials: ERM General Background and Key Definitions\nEmpower Credit Unions: How an ERM Program Can Help You Survive and Thrive\nBuild Your Foundation: Identifying the Key Components of a Complete ERM Program\nMaster the Three Key Phases of ERM:\nIdentifying and Assessing Risks\nMitigating and Eliminating Risks\nMonitoring and Reporting Risks\nCrafting an ERM Committee Charter and Selecting the Right ERM Committee Members\nStrategic Integration: Weaving the ERM Program into Your Strategic Plan\nNavigate the Top Risk Categories: Definitions and Interrelations\nMaster the ERM Risk Assessment Matrix: Definitions and Practical Examples\nDefine Your Boundaries: Crafting the Risk Management Appetite and Tolerance Statement\nReap the Rewards: Implementing Your ERM Program and Its Benefits\nVisualize Success: The ERM Program Flowchart\n\nKey Learning Objectives: \n\nElevate Your Expertise: Master the Fundamentals of ERM and the Power of an ERM Program\nNavigate the Essentials: Grasp the Three Dynamic Phases of ERM\nStrategic Synergy: Discover How ERM Integrates Seamlessly into Your Credit Union’s Strategic Plan\nHolistic Integration: Learn to Incorporate Additional ERM Components Effectively\nCrafting an Impactful ERM Committee Charter\nRisk Assessment Mastery: Complete the ERM Risk Assessment Matrix with Confidence\nUnlock the Benefits: Experience the Advantages of an Established ERM Program\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 \nFor more information and to register\, click here. \n[vc_video link=’https://youtu.be/2Q4YFgaF2PU’]
URL:https://crowning-achievements.com/event/creating-the-right-erm-program-for-your-credit-union-4/
LOCATION:Webinar for Credit Unions
CATEGORIES:Webinars for Credit Unions
ATTACH;FMTTYPE=image/jpeg:https://crowning-achievements.com/wp-content/uploads/20260416-02010-1.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250617T140000
DTEND;TZID=America/Chicago:20250617T153000
DTSTAMP:20250916T160525Z
CREATED:20241125T223328Z
LAST-MODIFIED:20250916T160525Z
UID:1764-1750168800-1750174200@crowning-achievements.com
SUMMARY:Creating a Unique Strategic Plan for Your Financial Institution
DESCRIPTION:Your credit union 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 a fluid and adaptable strategic plan. Additionally\, the industry faces numerous challenges\, new competitors\, and uncertainties\, which also present unprecedented opportunities. This highlights the need for a dynamic strategic plan that enables financial institutions to thrive and grow. Whether your institution lacks a cohesive strategy or wants to review existing plans\, this webinar will address critical questions about your institution’s vision\, employee alignment with that vision\, cultural and brand consistency\, risk identification\, and having the right people in the right roles. \nAfter attending this webinar\, you will be able to clarify your vision\, mission\, and core values\, understand the importance of a well-defined strategic plan structure\, and identify key components common to successful strategies. You will also learn about the role of enterprise risk mitigation and management in your strategic plan\, learn four key growth strategies\, establish best practices with board governance\, and manage the strategic planning and implementation process. Additionally\, you will gain tools and ideas to integrate your Enterprise Risk Management and Talent Management Programs into your strategic plan\, ensuring it is actively implemented and not just a document on the shelf. \nKey Learning Objectives:  \n\nDefine Your Path: Clarify Your Vision\, Mission\, and Core Values\nBlueprint for Success: Learn the Importance of a Clearly Defined Strategic Plan Structure\nUnlock Success: Identify Key Components Common to Winning Strategies\nRisk-Proof Your Plan: Understand the Role of Enterprise Risk Mitigation and Management\nGrowth Mastery: Identify and Implement Four Key Growth Strategies\nGovernance Excellence: Establish Best Practices with Board Governance\nStrategic Leadership: Develop and Manage the Strategic Planning Process\nRisk-Ready: Conduct a Strategic Risk Assessment for New Initiatives\nSeamless Integration: Incorporate Your Enterprise Risk Management Program into Your Strategic Plan\nTalent Alignment: Integrate Your Talent Management Program into Your Strategic Plan\nAction-Oriented: Ensure Your Strategic Plan is Actively Implemented\n\nWho Should Attend:  \nThis informative session is designed for the Board of Directors\, Leadership Team\, Supervisors with planning responsibilities\, and everyone involved in the Strategic Planning process. \nFor more information and to register\, click here.
URL:https://crowning-achievements.com/event/creating-a-unique-strategic-plan-for-your-financial-institution-2/
LOCATION:Webinar for Credit Unions
CATEGORIES:Webinars for Credit Unions
ATTACH;FMTTYPE=image/jpeg:https://crowning-achievements.com/wp-content/uploads/20250617-2.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250225T140000
DTEND;TZID=America/Chicago:20250225T153000
DTSTAMP:20250318T191758Z
CREATED:20241230T161617Z
LAST-MODIFIED:20250318T191758Z
UID:1789-1740492000-1740497400@crowning-achievements.com
SUMMARY:Treasury Management: A Powerful Tool to Increase Deposits and Fee Income
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.” Credit Unions 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. \nWebinar 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. \nFor more information and to register\, click here.
URL:https://crowning-achievements.com/event/treasury-management-a-powerful-tool-to-increase-deposits-and-fee-income-23/
LOCATION:Webinar for Credit Unions
CATEGORIES:Webinars for Credit Unions
ATTACH;FMTTYPE=image/jpeg:https://crowning-achievements.com/wp-content/uploads/20250225-1.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240930T140000
DTEND;TZID=America/Chicago:20240930T153000
DTSTAMP:20241018T203934Z
CREATED:20231130T021903Z
LAST-MODIFIED:20241018T203934Z
UID:1505-1727704800-1727710200@crowning-achievements.com
SUMMARY:Three Key Risk Assessments in YOUR ERM Program: ERM\, IT\, and Internal Controls
DESCRIPTION:This webinar will first take you through a step-by-step process to develop three key risk assessments to address key areas of your institution. Then the presenter will specifically focus on three key Risk Assessments you must have as critical components of your ERM Program: the Enterprise Risk Management Risk Assessment\, Information Technology Risk Assessment\, and the Internal Controls Risk Assessment. You will walk away with practical tools and examples you can implement in your organization immediately. \nThis webinar is for participants who have a basic foundational knowledge of Enterprise Risk Management and are looking for specific examples on how to complete these three important Risk Assessments. The presenter will focus on how COVID-19 impacted each risk category\, the consequences\, and mitigating and monitoring tools credit unions can use to mitigate the effects of the Pandemic now and going forward. \nCovered Topics: \nPart I: \n\nERM quick overview and key definitions\nThree Key Phases of ERM and how Risk Assessments fit in\nThe Risk Assessment Process\nERM Risk Assessment– Complete example\n\nPart II: \n\nInformation Technology Risk Assessment\n\nDefinitions\nAreas Assessed\nCategories Included\n\n\nIT Risk Assessment – Complete example\n\nPart III: \n\nInternal Controls Risk Assessment\n\nDefinitions\nAreas Assessed\nCategories Included\n\n\nInternal Controls Risk Assessment – Complete example\n\nWho Should Attend: \nThis informative session is designed for Risk Managers and Risk Leaders\, Chief Risk Officers\, Compliance Officers\, Chief Operating Officer\, Chief Credit Officer\, Internal Auditors\, and the entire risk management team. \nFor more information and to register\, click here. \n[vc_video link=’https://youtu.be/3LQPbtaWUiA’]
URL:https://crowning-achievements.com/event/three-key-risk-assessments-in-your-erm-program-erm-it-and-internal-controls-11/
LOCATION:Webinar for Credit Unions
CATEGORIES:Webinars for Credit Unions
ATTACH;FMTTYPE=image/jpeg:https://crowning-achievements.com/wp-content/uploads/20240930-ytvp.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240711T133000
DTEND;TZID=America/Chicago:20240711T150000
DTSTAMP:20240725T211216Z
CREATED:20231004T184239Z
LAST-MODIFIED:20240725T211216Z
UID:1481-1720704600-1720710000@crowning-achievements.com
SUMMARY:A Passion for Women in Leadership - Encouraging the Next Generation of Women Leaders
DESCRIPTION:Join Us for an Inspiring Webinar: “A Passion for Women in Leadership – Encouraging the Next Generation of Women Leaders” \nDate: July 11\, 2024 \nTime: 1:30 pm – 3:00 pm \nAre you ready to take your leadership skills to the next level? This is your chance to hear from Marci Malzahn\, a trailblazer in the financial services industry\, who has navigated her journey as both an immigrant and a woman leader. Her story is one of resilience\, determination\, and triumph\, and she’s passionate about helping other women succeed in their leadership roles. In this motivational talk\, Marcia will share her personal experiences\, challenges\, and the lessons she’s learned along the way. You’ll leave inspired\, equipped with practical tips\, and ready to lead with boldness and confidence. \nWhat You’ll Learn: \n\nTraits of Successful Leaders: Discover the essential traits that make a great leader and learn how to be a successful follower.\nMotivation & Responsibility: Understand the importance of motivation\, taking responsibility\, maintaining a positive attitude\, and committing to life-long learning.\nAchieving Life Balance: Get ten actionable tips for balancing your professional and personal life.\nEffective Communication: Learn how strong communication skills can enhance your success and balance.\nSetting Limits & Boundaries: Find out how to discover your limits\, make informed commitments\, and establish boundaries at work and at home.\nKeys to Successful Leadership: Gain insights into the essential keys to becoming a successful woman leader.\n\n  \nWho Should Attend: \n\nEmerging Women Leaders: Those aspiring to grow and make an impact in their careers.\nFirst-Time Supervisors and Managers: Learn the ropes of leadership and set yourself up for success.\nExperienced Leaders: Share your wisdom and help guide the next generation of women leaders.\n\nDon’t miss this opportunity to be inspired and empowered! Register now and take the first step towards becoming the leader you were meant to be. \nFor more information and to register\, click here. \n[vc_video link=’https://youtu.be/HNPb_rOZQ3Q’]
URL:https://crowning-achievements.com/event/a-passion-for-women-in-leadership-encouraging-the-next-generation-of-women-leaders-4/
LOCATION:Webinar for Credit Unions
CATEGORIES:Webinars for Credit Unions
ATTACH;FMTTYPE=image/jpeg:https://crowning-achievements.com/wp-content/uploads/20240711-ytvp.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240620T140000
DTEND;TZID=America/Chicago:20240620T153000
DTSTAMP:20240625T161503Z
CREATED:20240123T161634Z
LAST-MODIFIED:20240625T161503Z
UID:1535-1718892000-1718897400@crowning-achievements.com
SUMMARY:Creating the Right ERM Program for Your Credit Union
DESCRIPTION: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 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 credit union’s Strategic Plan. \nHaving built an ERM program 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 credit union. 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 credit union’s assets while fulfilling your credit union’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 areas 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\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\nERM Program Flowchart\n\nWho Should Attend:  \nChief Risk Officers\, Risk Managers\, Chief Credit Officers\, Chief Financial Officers\, Compliance Officers\, Internal Auditors\, Board Directors who want to learn more about ERM\, 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 credit union. This webinar will help your institution 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 institution. Increase overall awareness of ERM in your credit union. \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 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\nPresenting with America’s Credit Union. \nFor more information and to register\, click here. \n[vc_video link=’https://youtu.be/jQ2Bm-zhRQg’]
URL:https://crowning-achievements.com/event/creating-the-right-erm-program-for-your-credit-union-3/
LOCATION:Webinar for Credit Unions
CATEGORIES:Webinars for Credit Unions
ATTACH;FMTTYPE=image/jpeg:https://crowning-achievements.com/wp-content/uploads/20240620-ytvp.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240401T140000
DTEND;TZID=America/Chicago:20240401T153000
DTSTAMP:20240402T194829Z
CREATED:20231004T175556Z
LAST-MODIFIED:20240402T194829Z
UID:1477-1711980000-1711985400@crowning-achievements.com
SUMMARY:Creating the Right Enterprise Risk Management (ERM) Program for YOUR Credit Union
DESCRIPTION: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 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 credit union’s Strategic Plan. \nHaving built an ERM program 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 credit union. 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 credit union’s assets while fulfilling your credit union’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 areas 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\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\nERM Program Flowchart\n\nWho Should Attend: \nChief Risk Officers\, Risk Managers\, Chief Credit Officers\, Chief Financial Officers\, Compliance Officers\, Internal Auditors\, Board Directors who want to learn more about ERM\, 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 credit union. This webinar will help your institution 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 institution. Increase overall awareness of ERM in your credit union. \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 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\nFor more information and to register\, click here. \n[vc_video link=’https://youtu.be/Vw8Xo1hKGjc’]
URL:https://crowning-achievements.com/event/creating-the-right-enterprise-risk-management-erm-program-for-your-credit-union-3/
LOCATION:Webinar for Credit Unions
CATEGORIES:Webinars for Credit Unions
ATTACH;FMTTYPE=image/jpeg:https://crowning-achievements.com/wp-content/uploads/20240401-ytvp.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20230821T140000
DTEND;TZID=America/Chicago:20230821T153000
DTSTAMP:20230822T172441Z
CREATED:20221013T184908Z
LAST-MODIFIED:20230822T172441Z
UID:1334-1692626400-1692631800@crowning-achievements.com
SUMMARY:Strategic Planning for Credit Unions - It's All About Your Strategy!
DESCRIPTION: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 a fluid document. In addition\, the industry is impacted by many more forces\, challenges\, new competitors\, and with uncertainty leading the way. At the same time\, these challenges may also present more opportunities than ever before. These drivers highlight the need for every financial institution to design a living\, breathing strategic plan to thrive and grow. \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 credit union?\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\nAfter this Webinar 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\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\, Board of Directors\, and everyone involved in Strategic Planning process. \nFor more information and to register\, click here. \n[vc_video link=’https://youtu.be/LNeXE0ROXBg’]
URL:https://crowning-achievements.com/event/strategic-planning-for-credit-unions-its-all-about-your-strategy/
LOCATION:Webinar for Credit Unions
CATEGORIES:Webinars for Credit Unions
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20230718T140000
DTEND;TZID=America/Chicago:20230718T153000
DTSTAMP:20230721T160130Z
CREATED:20221013T183942Z
LAST-MODIFIED:20230721T160130Z
UID:1332-1689688800-1689694200@crowning-achievements.com
SUMMARY:Treasury Management: A Powerful Tool to Increase Deposits and Fee Income
DESCRIPTION: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 their industry. You will learn strategies to cross-sell the right Treasury Management products your business account holders need from the start. \nThe loan officers of today must be “lenders” as well as “deposit gatherers.” Community financial institutions 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 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 risk assessments on new products\, and learn strategies to increase core deposits. You’ll also bring ideas back to your institution on how to market Treasury Management products and services to your 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 products and services. \nWebinar Overview: \n\nWhat’s in it for you and your financial institution\nPart I – Foundational Knowledge\nPart II – Marketing & Sales Process\nPart III – Product Implementation\nPart IV – The Future of Treasury Management\n\nTopics Covered: \n\nMaximizing the Account Analysis statement as a tool to cross-sell and identify new fee income opportunities\nQuick overview of all Treasury Management products and identifying enhancements focusing on each product’s benefits to businesses—the value\nIdentifying new products available that your business members are asking for that you may be missing\nHow to determine which products you need to offer to your business members based on industry\nHow Treasury Management integrates with technology\, operations\, marketing and sales teams\nIdeas on how to market and brand your Treasury Management products\nThe ideal organizational design for Treasury Management and how to incentivize the sales teams\nProcess to implement Treasury Management products\nHow to choose the right digital payment strategy for your business members\nIdentifying new authentication methods to enhance your products’ security\n\nWho Should Attend: \nCommercial loan officers who want to learn about Treasury Management products and their benefits to business members\, 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 commercial lending\, IT\, and deposit operations teams. You will also learn about the future products your institution should offer to your members 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 members\nLearn how Treasury Management is integrated with the institution’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 fee opportunities\, how to market and brand your Treasury Management products\, and ideas on how to sell more products by meeting your members’ 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 financial services industry. Cash Management services and products include all the services financial institutions offer to business members 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 members who use the products. Therefore\, it is crucial for both institutions and business members to get educated on which Cash Management products are available\, what their risks are\, and how they can be used to maximize the management of the business’ daily cash to improve profits. \nFor more information and to register\, click here. \n[vc_video link=’https://youtu.be/hFQbZ7nPRhU’]
URL:https://crowning-achievements.com/event/treasury-management-a-powerful-tool-to-increase-deposits-and-fee-income-15/
LOCATION:Webinar for Credit Unions
CATEGORIES:Webinars for Credit Unions
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20230523T133000
DTEND;TZID=America/Chicago:20230523T150000
DTSTAMP:20230531T012858Z
CREATED:20221013T180858Z
LAST-MODIFIED:20230531T012858Z
UID:1326-1684848600-1684854000@crowning-achievements.com
SUMMARY:Strategies for Succession Planning and Talent Management
DESCRIPTION:**This live event has been cancelled by the event organizer\, but a previous recording is available for purchase below.*** \nAre 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 insightful webinar\, where Marcia Malzahn will reveal how succession planning plays a vital role in your talent management program and share strategies to seamlessly integrate your talent management program with your Credit Union’s strategic plan. Registration Link: https://www.cuwebinars.com/strategies-for-succession-planning-and-talent-management-75cuus236018g In this engaging webinar\, you’ll discover strategies to prevent losing top talent and establish a straightforward yet effective talent management program. You’ll also learn about the nine essential competencies successors must possess and gain practical tactics you can immediately apply to your Credit Union. \nLearning Objectives: \n✅ Uncover the key elements of a robust talent management program \n✅ Learn how to conduct a talent assessment within your organization \n✅ Discover a step-by-step process for integrating your talent management program into your strategic plan \n✅ Explore strategies to retain top talent and attract the right candidates \n✅ Understand the significance of succession planning and how to initiate it at all levels \n✅ Identify the nine competencies your successors must possess \n  \nWho Should Attend: \nThis webinar is designed for Human Resources personnel\, including HR Directors\, managers\, supervisors\, senior leadership\, and Board of Directors. \nDon’t miss this opportunity to learn how to attract and retain top talent while achieving your Credit Union’s strategic goals – register now! \nFor more information and to register\, click here.
URL:https://crowning-achievements.com/event/strategies-for-succession-planning-and-talent-management-10/
LOCATION:Webinar for Credit Unions
CATEGORIES:Webinars for Credit Unions
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20230411T133000
DTEND;TZID=America/Chicago:20230411T150000
DTSTAMP:20230411T192625Z
CREATED:20221013T163743Z
LAST-MODIFIED:20230411T192625Z
UID:1322-1681219800-1681225200@crowning-achievements.com
SUMMARY:The Art of Optimal Risk Taking: Characteristics of Strong Risk Assessments and Tools to Monitor and Report Results
DESCRIPTION: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 so that\, at any given time\, they incur just enough of the right kind of risk—no more\, no less—to effectively pursue their strategic goals. This is referred to as “Optimal Risk-Taking.” This webinar will take you through the characteristics of strong Risk Assessments to ensure you address key areas of your institution. The presenter will share her experience in developing an enterprise-wide process to conduct Risk Assessments in a practical\, sustainable\, and easy way to understand. You will walk away with practical tools and examples you can implement in your organization immediately. This webinar will help you strengthen your existing Risk Assessments and create new ones for other areas as needed. \nTopics Covered: \n\nOverall view of Enterprise Risk Management and key components\nThe three key phases of ERM and how Risk Assessments fit in\nThe Risk Assessment Process to enhance existing Risk Assessments\nRisk Assessment Characteristics of strong Risk Assessments and goals\nWhat is a Risk Assessment System (RAS) and its relationship to CAMELS rating\nThe top eight risks and other important ones\nHow to conduct an ERM Risk Assessment using a Matrix – The core of risk assessments\nThe various types of risk assessments based on the area of risk and what they consist of\nSpecial COVID-19 Risk Assessment\nExamples of ongoing Monitoring and Reporting tools\n\nWho Should Attend: \nThis informative session is designed for Risk Managers/Leaders\, Chief Risk Officers\, Compliance Officers\, Internal Auditors\, Chief Operating Officer\, Chief Credit Officer\, and the entire risk management team. \nFor more information and to register\, click here. \n[vc_video link=’https://youtu.be/V4Tlp-D-P6E’]
URL:https://crowning-achievements.com/event/characteristics-of-strong-risk-assessments-and-tools-to-monitor-and-report-results-9/
LOCATION:Webinar for Credit Unions
CATEGORIES:Webinars for Credit Unions
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20230202T100000
DTEND;TZID=America/Chicago:20230202T113000
DTSTAMP:20230210T003117Z
CREATED:20221013T160909Z
LAST-MODIFIED:20230210T003117Z
UID:1316-1675332000-1675337400@crowning-achievements.com
SUMMARY:Creating the Right Enterprise Risk Management (ERM) Program for YOUR Credit Union
DESCRIPTION: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 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 credit union’s Strategic Plan. \nHaving built an ERM program 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 credit union. 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 credit union’s assets while fulfilling your credit union’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 areas 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\nERM Program Flowchart\n\nWho Should Attend: \nChief Risk Officers\, Risk Managers\, Chief Credit Officers\, Chief Financial Officers\, Compliance Officers\, Internal Auditors\, Board Directors who want to learn more about ERM\, 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 credit union. This webinar will help your institution 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 institution. Increase overall awareness of ERM in your credit union. \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 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\nFor more information and to register\, click here. \n[vc_video link=’https://youtu.be/XSvGPXJLI10′]
URL:https://crowning-achievements.com/event/creating-the-right-erm-program-for-your-credit-union/
LOCATION:Webinar for Credit Unions
CATEGORIES:Webinars for Credit Unions
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20220913T133000
DTEND;TZID=America/Chicago:20220913T150000
DTSTAMP:20220929T182143Z
CREATED:20211110T182127Z
LAST-MODIFIED:20220929T182143Z
UID:1180-1663075800-1663081200@crowning-achievements.com
SUMMARY:Strategic Planning for Financial Institutions: It’s All About Your Strategy!
DESCRIPTION: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 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 Webinar 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 credit union?\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. \n[vc_video link=’https://youtu.be/Eebm84CCRDw’]
URL:https://crowning-achievements.com/event/strategic-planning-for-financial-institutions-its-all-about-your-strategy-10/
LOCATION:Webinar for Credit Unions
CATEGORIES:Webinars for Credit Unions
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20220811T100000
DTEND;TZID=America/Chicago:20220811T113000
DTSTAMP:20220819T165743Z
CREATED:20211110T232042Z
LAST-MODIFIED:20220819T165743Z
UID:1185-1660212000-1660217400@crowning-achievements.com
SUMMARY:Characteristics of Strong Risk Assessments and Tools to Monitor and Report Results
DESCRIPTION: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 so that\, at any given time\, they incur just enough of the right kind of risk—no more\, no less—to effectively pursue their strategic goals. This is referred to as “Optimal Risk-Taking.” This webinar will take you through the characteristics of strong Risk Assessments to ensure you address key areas of your institution. The presenter will share her experience in developing an enterprise-wide process to conduct Risk Assessments in a practical\, sustainable\, and easy way to understand. You will walk away with practical tools and examples you can implement in your organization immediately. This webinar will help you strengthen your existing Risk Assessments and create new ones for other areas as needed. \nTopics Covered: \n\nOverall view of Enterprise Risk Management and key components\nThe three key phases of ERM and how Risk Assessments fit in\nThe Risk Assessment Process to enhance existing Risk Assessments\nRisk Assessment Characteristics of strong Risk Assessments and goals\nWhat is a Risk Assessment System (RAS) and its relationship to CAMELS rating\nThe top eight risks and other important ones\nHow to conduct an ERM Risk Assessment using a Matrix – The core of risk assessments\nThe various types of risk assessments based on the area of risk and what they consist of\nSpecial COVID-19 Risk Assessment\nExamples of ongoing Monitoring and Reporting tools\n\nWho Should Attend:  \nThis informative session is designed for Risk Managers/Leaders\, Chief Risk Officers\, Compliance Officers\, Internal Auditors\, Chief Operating Officer\, Chief Credit Officer\, and the entire risk management team. \nWhy You Should Attend:  \nTo obtain a better understanding on how to strengthen your existing Risk Assessments and create/develop enterprise-wide risk assessments for new areas. To understand the Risk Assessment System and how it works together with the CAMELS rating from the regulatory perspective. Learn about how to identify unique risks to your institution that are beyond the regulators’ top risk categories. Learn about the various risk assessments and the areas you need to assess in your banks. \nKey Learning Objectives: \n\nHigh level review of ERM and its three phases\nLearn about the Risk Assessment Process and key steps to strengthen existing Risk Assessments\nHow to identify and assess your bank’s risks enterprise-wide\nCharacteristics and goals of Risk Assessments based on industry best practices\nHow to develop appropriate Risk Assessment Criteria\nAnnual Risk Assessments recommended\nHow to use examples of monitoring and reporting tools\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. \nRisk Assessments are at the core of the ERM Program. Financial Institutions need to conduct Risk Assessments in multiple areas. In this session\, we focus on how to develop strong enterprise-wide risk assessments. \nFor more information and to register\, click here. \n[vc_video link=’https://youtu.be/MP5q7ctZ8ZM’]
URL:https://crowning-achievements.com/event/characteristics-of-strong-risk-assessments-and-tools-to-monitor-and-report-results-7/
LOCATION:Webinar for Credit Unions
CATEGORIES:Webinars for Credit Unions
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20220428T133000
DTEND;TZID=America/Chicago:20220428T150000
DTSTAMP:20220426T125824Z
CREATED:20211110T181146Z
LAST-MODIFIED:20220426T125824Z
UID:1178-1651152600-1651158000@crowning-achievements.com
SUMMARY:Creating the Right Enterprise Risk Management (ERM) Program for YOUR Credit Union
DESCRIPTION: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 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 credit union’s Strategic Plan. Having built an ERM program 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 credit union. 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 credit union’s assets while fulfilling your credit union’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\n\n\nThe three key areas 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\nERM Program Flowchart\n\nWho Should Attend:  \nChief Risk Officers\, Risk Managers\, Chief Credit Officers\, Chief Financial Officers\, Compliance Officers\, Internal Auditors\, Board Directors who want to learn more about ERM\, 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 credit union. This webinar will help your institution 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 institution. Increase overall awareness of ERM in your credit union. \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 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\nFor more information and to register\, click here. \n[vc_video link=’https://youtu.be/F1-U-GkfmGU’]
URL:https://crowning-achievements.com/event/creating-the-right-enterprise-risk-management-erm-program-for-your-credit-union-2/
LOCATION:Webinar for Credit Unions
CATEGORIES:Webinars for Credit Unions
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20211005T140000
DTEND;TZID=America/Chicago:20211005T153000
DTSTAMP:20210824T230539Z
CREATED:20210115T020037Z
LAST-MODIFIED:20210824T230539Z
UID:1060-1633442400-1633447800@crowning-achievements.com
SUMMARY:Strategic Planning for Financial Institutions - It's All About Your Strategy
DESCRIPTION: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. \nYour 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\, strategies found online\, or just brainstorming based on emotion or intuition. Financial Institutions\, however\, have become much faster-paced organizations than they were 10 years ago—or even a few months ago! \nCommunity Financial Institutions (CFIs) are impacted by many more forces\, regulations\, competitors\, and now the Pandemic. There are more challenges than ever before but there are new opportunities as well. These drivers highlight the need for every institution to have a living\, breathing strategic plan to thrive and grow. It’s all about your strategy! \nThis important and timely webinar will address:  \n\nThe importance of a clearly defined strategic plan structure\nKey components common to successful strategies\nThe role of Enterprise Risk mitigation and management in an institution’s strategic plan\nEstablishing ‘best practices’ with Board Governance\nDeveloping\, implementing\, and managing the strategic planning process in your institution\nStrategic 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.\n\nWho Should Attend:  \nAny professionals in the Leadership Team\, Executives\, Directors and Supervisors with planning responsibilities\, Chief Risk Officers\, and Board of Directors involved in Strategic Planning process. \nFor more information and to register\, click here.
URL:https://crowning-achievements.com/event/strategic-planning-for-financial-institutions-its-all-about-your-strategy-5/
LOCATION:Webinar for Credit Unions
CATEGORIES:Webinars for Credit Unions
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20210921T133000
DTEND;TZID=America/Chicago:20210921T150000
DTSTAMP:20210831T211831Z
CREATED:20201210T030149Z
LAST-MODIFIED:20210831T211831Z
UID:1035-1632231000-1632236400@crowning-achievements.com
SUMMARY:Strategies for Succession Planning and Talent Management
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 webinar. 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. 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\n\nWho Should Attend: \nHuman Resources personnel including HR Director\, managers\, supervisors\, senior leadership of any organization. \nFor more information and to register\, click here.
URL:https://crowning-achievements.com/event/strategies-for-succession-planning-and-talent-management-2/
LOCATION:Webinar for Credit Unions
CATEGORIES:Webinars for Credit Unions
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20210830T133000
DTEND;TZID=America/Chicago:20210830T150000
DTSTAMP:20210707T164044Z
CREATED:20201210T025836Z
LAST-MODIFIED:20210707T164044Z
UID:1034-1630330200-1630335600@crowning-achievements.com
SUMMARY:Strategic Planning for Financial Institutions - It's All About Your Strategy!
DESCRIPTION: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\, strategies found online or just brainstorming based on emotion or intuition. Financial services\, however\, has become a much faster-paced industry than it was 15 or 20 years ago and is impacted by many more forces\, challenges\, competitors\, and opportunities than ever before. These drivers highlight the need for every credit union to have a living\, breathing strategic plan to thrive and grow. \nThis important and timely banking webinar will address:  \n\nThe importance of a clearly defined strategic plan structure\nKey components common to successful strategies\nThe role of Enterprise Risk mitigation and management in a credit union’s strategic plan\nEstablishing ‘best practices’ with Board Governance\nDeveloping\, implementing and managing the strategic planning process in your credit union\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 credit union?\nDo your employees know your vision\, and can they articulate it?\nDoes the culture and brand of your credit union (everything from your electronic signature on your emails to the look of your lobby) reflect the vision of where you want to take your credit union?\nDo you know your risks—the risks that are unique to your credit union?\nDo you have the right people\, and are they in the right places to fulfill the vision of your credit union?\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.\n\nWho Should Attend:  \nAny professionals in the Leadership Team\, Executives\, Directors and Supervisors with planning responsibilities\, Chief Risk Officers\, and Board of Directors involved in Strategic Planning process. \nFor more information and to register\, click here.
URL:https://crowning-achievements.com/event/strategic-planning-for-financial-institutions-its-all-about-your-strategy-4/
LOCATION:Webinar for Credit Unions
CATEGORIES:Webinars for Credit Unions
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20210513T133000
DTEND;TZID=America/Chicago:20210513T150000
DTSTAMP:20210409T152457Z
CREATED:20201210T025411Z
LAST-MODIFIED:20210409T152457Z
UID:1033-1620912600-1620918000@crowning-achievements.com
SUMMARY:Treasury Management: A Powerful Tool to Increase Deposits and Fee Income
DESCRIPTION: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 their industry. You will learn strategies to cross-sell the right Treasury Management products your business account holders need from the start. \nThe loan officers of today must be “lenders” as well as “deposit gatherers.” Community financial institutions 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 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 risk assessments on new products\, and learn strategies to increase core deposits. You’ll also bring ideas back to your institution on how to market Treasury Management products and services to your 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 products and services. \nWebinar Overview:  \n\nPart I – Foundational Knowledge\nPart II – Marketing & Sales Process\nPart III – Product Implementation\nPart IV – The Future of Cash Management\n\nTopics Covered:  \n\nMaximizing the Account Analysis statement as a tool to cross-sell and identify new fee income opportunities\nQuick overview of all Treasury Management products and identifying enhancements focusing on each product’s benefits to businesses—the value\nIdentifying new products available that your business members are asking for that you may be missing\nHow to determine which products you need to offer to your business members based on industry\nHow Treasury Management integrates with technology\, operations\, marketing and sales teams\nIdeas on how to market and brand your Treasury Management products\nThe ideal organizational design for Treasury Management and how to incentivize the sales teams\nProcess to implement Treasury Management products\nHow to choose the right digital payment strategy for your business clients or members (including Blockchain)\nIdentifying new authentication methods to enhance your products’ security\n\nWho Should Attend: \nCommercial loan officers who want to learn about Treasury Management products and their benefits to business members\, 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 commercial lending\, IT\, and deposit operations teams. You will also learn about the future products your institution should offer to your members 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 members\nLearn how Treasury Management is integrated with the institution’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 fee opportunities\, how to market and brand your Treasury Management products\, and ideas on how to sell more products by meeting your members’ 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 financial services industry. Cash Management services and products include all the services financial institutions offer to business members 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 members who use the products. Therefore\, it is crucial for both institutions and business members to get educated on which Cash Management products are available\, what their risks are\, and how they can be used to maximize the management of the business’ daily cash to improve profits. \nFor more information and to register\, click here.
URL:https://crowning-achievements.com/event/treasury-management-a-powerful-tool-to-increase-deposits-and-fee-income-5/
LOCATION:Webinar for Credit Unions
CATEGORIES:Webinars for Credit Unions
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20210412T133000
DTEND;TZID=America/Chicago:20210412T150000
DTSTAMP:20210409T152225Z
CREATED:20201210T024815Z
LAST-MODIFIED:20210409T152225Z
UID:1032-1618234200-1618239600@crowning-achievements.com
SUMMARY:Vendor Management: How Model Risk Fits In
DESCRIPTION: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 members that depend on technology\, how in depth should your due diligence be? In this educational session\, the presenter provides best practices based on the FFIEC IT Examination Handbook to help you develop a simple yet comprehensive Vendor Management Program. \nIn addition\, along with Vendor Management\, which includes all the third-party providers of systems and software\, comes yet another risk—Model Risk. The presenter will explain step by step the OCC SR Letter 11-7 following their guidance on Model Risk Management. You will walk away with a clearer understanding of where Vendor Management and Model Risk Management fit it within your ERM program. \nTopics Covered:  \n\nHow Vendor Management Program fits in within Enterprise Risk Management\nVendor Management Program Components\nVendor Management Policy and Procedures\nVendor Due Diligence\nExample of Vendor Risk Assessment\nMonitoring and Reporting Assessment Results\nDefinition of Model Risk and how it applies to your Institution\nThe OCC SR Letter 11-7 – A Step by step explanation\nExamples of Model Risk – How it affects your institution\nExample of Model Risk Assessment\nHow to establish your own Model Risk Management Program\n\nWho Should Attend: \nChief Risk Officers\, Risk Managers/Leaders\, Chief Credit Officers\, Chief Financial Officers\, Compliance Officers\, Internal Auditors\, IT personnel\, Presidents involved in the risk management process and their ERM program \nWhy You Should Attend: \nTo learn what Vendor Management is about\, obtain tools and take initial steps to create a complete yet simple Vendor Management Program in your institution. This webinar will help your institution identify key vendor relationships and conduct the appropriate due diligence. In addition\, you will learn how Model Risk fits in the Vendor Management and how model risk affects your institution from a simple Excel spreadsheet to the more complex reports produced by your core system. \nKey Learning Objectives: \n\nIncrease overall knowledge of Vendor Management and what it means to have a Vendor Management Program\nUnderstand how Vendor Management is part of your ERM Program\nHow to complete the Model Risk Assessment which is part of the ERM Risk Assessment\nBenefits of having a Vendor Management Program established\nBenefits of having a Model Risk Management Program in place\n\nFor more information and to register\, click here. \n 
URL:https://crowning-achievements.com/event/vendor-management-how-model-risk-fits-in-2/
LOCATION:Webinar for Credit Unions
CATEGORIES:Webinars for Credit Unions
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20210330T100000
DTEND;TZID=America/Chicago:20210330T113000
DTSTAMP:20210409T152004Z
CREATED:20210115T001017Z
LAST-MODIFIED:20210409T152004Z
UID:1047-1617098400-1617103800@crowning-achievements.com
SUMMARY:IT Excellence: 8 Ways to Improve Responsiveness and Results in Information Technology - Credit Unions
DESCRIPTION:Are you struggling with managing Information Technology (IT) and getting results in IT? Do you want to bring IT further into alignment with the business plan? If yes to either question\, this webinar is for you! \nInformation Technology underpins modern banking and every bank has to have a comprehensive and modern IT practice in place to not only support staff\, but to come along side the business to drive technology further into the organization. Tim shares the fundamental pieces of a modern\, customer service-oriented IT Department\, how each of these pieces relate to each other\, and how to integrate them into your current IT operations. \nHaving built a strong customer-centric IT service organization\, Tim describes each component designed to improve results and drive customer centric practices into your IT Department. In this educational session designed for Information Technology leadership (IT Directors\, IT Managers\, and those in similar positions) and those on the senior leadership team whom Information Technology reports up through\, you will learn the eight critical components of a modern IT Department and how to put them into use with systems you may already have in place. Tim shares practical implementation examples at each step\, pulling on his over 30 years of IT experience to help your team implement these components. \nCovered Topics: \n\nInformation Technology and Talent Management – why having the right people in the right seat is critical to IT success\nStrategies for building professionalism and accountability into the IT organization\nKeeping your institution on the technology forefront – expanding and refining technology to meet both internal and customer needs\nStrategic planning\, budgeting\, and driving alignment between IT and the business.\nRisk Management\, understanding where internal expertise ends and strategies for outsourcing and managing vendors\nUnderstanding why tracking IT metrics is important and the critical measurements you need to be tracking right now\nStrategies for building an organizational “IT Best Practices” system and how to align IT with those best practices\nWhy having everyone on the “same page” as how to resolve service requests can drive efficiencies and reduce service time\nModern project management and strategies for controlling scope and costs\nHow to build a modern service request system resulting in timely resolutions and increased end user communications\nDeveloping a modern and responsive internal IT Department issues resolution process\n\nWho Should Attend: \nIT Managers\, IT Directors\, Chief Technology Officer\, Chief Information Officer\, Chief Financial Officer\, Chief Operating Officer\, Presidents\, and any other senior leader who has Information Technology reporting up through them. This webinar is also a great primer for those in technical roles looking to move into IT management in the near future. \nFor more information and to register\, click here.
URL:https://crowning-achievements.com/event/it-excellence-8-ways-to-improve-responsiveness-and-results-in-information-technology-credit-unions/
LOCATION:Webinar for Credit Unions
CATEGORIES:Webinars for Credit Unions
ATTACH;FMTTYPE=image/jpeg:https://crowning-achievements.com/wp-content/uploads/IT-Excellence-8-Ways-to-Improve-Responsiveness-and-Results-in-IT-at-your-Credit-Union-WEB.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20210318T133000
DTEND;TZID=America/Chicago:20210318T150000
DTSTAMP:20210409T151843Z
CREATED:20201210T024309Z
LAST-MODIFIED:20210409T151843Z
UID:1031-1616074200-1616079600@crowning-achievements.com
SUMMARY:Three Key Risk Assessments in Your ERM Program: ERM\, IT\, and Internal Controls
DESCRIPTION:This webinar will first take you through a step-by-step process to develop strong Risk Assessments to address key areas of your institution. Then the presenter will specifically focus on three key Risk Assessments you must have as critical components of your ERM Program: the Enterprise Risk Management Risk Assessment\, Information Technology Risk Assessment\, and the Internal Controls Risk Assessment. You will walk away with practical tools and examples you can implement in your organization immediately. \nThis webinar is for participants who have a basic foundational knowledge of Enterprise Risk Management and are looking for specific examples on how to complete these three important Risk Assessments. The presenter will focus on how COVID-19 impacted each risk category\, the consequences\, and mitigating and monitoring tools credit unions can use to mitigate the effects of the Pandemic now and going forward. \nCovered Topics:  \nPart I:  \n\nERM quick overview and key definitions\nThree Key Phases of ERM and how Risk Assessments fit in\nThe Risk Assessment Process\nERM Risk Assessment– Complete example\n\nHow COVID-19 affected each Risk Category\n\n\n\nPart II:  \n\nInformation Technology Risk Assessment\n\nDefinitions\nAreas Assessed\nCategories Included\n\n\nIT Risk Assessment – Complete example\nHow COVID-19 affected IT Security and Cyber Risk\n\nPart III:  \n\nInternal Controls Risk Assessment\n\n Definitions\nAreas Assessed\nCategories Included\n\n\nInternal Controls Risk Assessment – Complete example\nHow COVID-19 affected Internal Controls\, Processes\, and Procedures\n\nWho Should Attend:  \nThis informative session is designed for Risk Managers and Risk Leaders\, Chief Risk Officers\, Compliance Officers\, Chief Operating Officer\, Chief Credit Officer\, Internal Auditors\, and the entire risk management team. \nFor more information and to register\, click here.
URL:https://crowning-achievements.com/event/three-key-risk-assessments-in-your-erm-program-erm-it-and-internal-controls-6/
LOCATION:Webinar for Credit Unions
CATEGORIES:Webinars for Credit Unions
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20210211T100000
DTEND;TZID=America/Chicago:20210211T113000
DTSTAMP:20210409T151715Z
CREATED:20201210T023724Z
LAST-MODIFIED:20210409T151715Z
UID:1030-1613037600-1613043000@crowning-achievements.com
SUMMARY:Characteristics of Strong Risk Assessments and Tools to Monitor and Report Results
DESCRIPTION: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 so that\, at any given time\, they incur just enough of the right kind of risk—no more\, no less—to effectively pursue their strategic goals. This is referred to as “Optimal Risk-Taking.” This webinar will take you through the characteristics of strong Risk Assessments to ensure you address key areas of your institution. The presenter will share her experience in developing an enterprise-wide process to conduct Risk Assessments in a practical\, sustainable\, and easy way to understand. You will walk away with practical tools and examples you can implement in your organization immediately. This webinar will help you strengthen your existing Risk Assessments and create new ones for other areas as needed. \nTopics Covered:  \n\nOverall view of Enterprise Risk Management and key components\nThe three key phases of ERM and how Risk Assessments fit in\nThe Risk Assessment Process to enhance existing Risk Assessments\nRisk Assessment Characteristics of strong Risk Assessments and goals\nWhat is a Risk Assessment System (RAS) and its relationship to CAMELS rating\nThe top eight risks and other important ones\nHow to conduct an ERM Risk Assessment using a Matrix – The core of risk assessments\nThe various types of risk assessments based on the area of risk and what they consist of\nSpecial COVID-19 Risk Assessment\nExamples of ongoing Monitoring and Reporting tools\n\nWho Should Attend:  \nThis informative session is designed for Risk Managers/Leaders\, Chief Risk Officers\, Compliance Officers\, Internal Auditors\, Chief Operating Officer\, Chief Credit Officer\, and the entire risk management team. \nFor more information and to register\, click here.
URL:https://crowning-achievements.com/event/characteristics-of-strong-risk-assessments-and-tools-to-monitor-and-report-results-4/
LOCATION:Webinar for Credit Unions
CATEGORIES:Webinars for Credit Unions
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20210114T133000
DTEND;TZID=America/Chicago:20210114T150000
DTSTAMP:20210409T151504Z
CREATED:20201210T023248Z
LAST-MODIFIED:20210409T151504Z
UID:1029-1610631000-1610636400@crowning-achievements.com
SUMMARY:Creating the Right ERM Program for YOUR Credit Union
DESCRIPTION: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 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 credit union’s Strategic Plan. Having built an ERM program 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 credit union. 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 credit union’s assets while fulfilling your credit union’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 areas 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\nERM Program Flowchart\n\nWho Should Attend:  \nChief Risk Officers\, Risk Managers\, Chief Credit Officers\, Chief Financial Officers\, Compliance Officers\, Internal Auditors\, Board Directors who want to learn more about ERM\, 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 credit union. This webinar will help your institution 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 institution. Increase overall awareness of ERM in your credit union. \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 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\nFor more information and to register\, click here.
URL:https://crowning-achievements.com/event/creating-the-right-erm-program-for-your-credit-union-2/
LOCATION:Webinar for Credit Unions
CATEGORIES:Webinars for Credit Unions
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20201216T100000
DTEND;TZID=America/Chicago:20201216T140000
DTSTAMP:20210409T151401Z
CREATED:20200827T163011Z
LAST-MODIFIED:20210409T151401Z
UID:955-1608112800-1608127200@crowning-achievements.com
SUMMARY:Enterprise Risk Management Workshop (presenting with The Credit Union League of Connecticut)
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 workshop 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 thriv\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\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.
URL:https://crowning-achievements.com/event/enterprise-risk-management-workshop-presenting-with-the-credit-union-league-of-connecticut/
LOCATION:Webinar for Credit Unions
CATEGORIES:Webinars for Credit Unions
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20201020T133000
DTEND;TZID=America/Chicago:20201020T150000
DTSTAMP:20210409T151104Z
CREATED:20200420T160439Z
LAST-MODIFIED:20210409T151104Z
UID:706-1603200600-1603206000@crowning-achievements.com
SUMMARY:Strategic Planning for Financial Institutions - It's All About Your Strategy
DESCRIPTION: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\, strategies found online or just brainstorming based on emotion or intuition. Financial services\, however\, has become a much faster-paced industry than it was 15 or 20 years ago and is impacted by many more forces\, challenges\, competitors and opportunities than ever before. These drivers highlight the need for every institution to have a living\, breathing strategic plan to thrive and grow. \nThis important and timely webinar will address: \n\nThe importance of a clearly defined strategic plan structure\nKey components common to successful strategies\nThe role of Enterprise Risk mitigation and management in an institution’s strategic plan\nEstablishing ‘best practices’ with Board Governance\nDeveloping\, implementing and managing the strategic planning process in your institution\nStrategic 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.\n\nWho Should Attend: \nAny professionals in the Leadership Team\, Executives\, Directors and Supervisors with planning responsibilities\, Chief Risk Officers\, and Board of Directors involved in Strategic Planning process. \nFor more information and to register\, click here.
URL:https://crowning-achievements.com/event/strategic-planning-for-financial-institutions-its-all-about-your-strategy-3/
LOCATION:Webinar for Credit Unions
CATEGORIES:Webinars for Credit Unions
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20200812T140000
DTEND;TZID=America/Chicago:20200812T153000
DTSTAMP:20210409T150320Z
CREATED:20200630T202718Z
LAST-MODIFIED:20210409T150320Z
UID:869-1597240800-1597246200@crowning-achievements.com
SUMMARY:Creating the Right ERM Program for Your Credit Union (presenting with the Cornerstone Credit Union League)
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\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.
URL:https://crowning-achievements.com/event/creating-the-right-erm-program-for-your-credit-union-presenting-with-the-cornerstone-credit-union-league/
LOCATION:Webinar for Credit Unions
CATEGORIES:Webinars for Credit Unions
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20200609T140000
DTEND;TZID=America/Chicago:20200609T153000
DTSTAMP:20210409T145822Z
CREATED:20200330T193923Z
LAST-MODIFIED:20210409T145822Z
UID:673-1591711200-1591716600@crowning-achievements.com
SUMMARY:Three Key Risk Assessments in Enterprise Risk Management
DESCRIPTION:This webinar will first take you through a basic review of what is ERM and the basic steps to develop strong Risk Assessments to address key areas of your institution. Then the presenter will specifically focus on three key Risk Assessments you must have as critical components of your ERM Program: the Enterprise Risk Management Risk Assessment\, Information Technology Risk Assessment\, and the Internal Controls Risk Assessment. You will walk away with practical tools and examples you can implement in your organization immediately. \nThis webinar is for participants who have a basic foundational knowledge of Enterprise Risk Management and are looking for specific examples on how to complete these three important Risk Assessments. \nCovered Topics: \nPart I: \n\nERM quick overview and key definitions\nThree Key Phases of ERM and how Risk Assessments fit in\nThe Risk Assessment Process\nERM Risk Assessment– Complete example\n\nPart II: \n\nInformation Technology Risk Assessment\n\nDefinitions\nAreas Assessed\nCategories Included\n\n\nIT Risk Assessment – Complete example\n\nPart III: \n\nInternal Controls Risk Assessment\n\nDefinitions\nAreas Assessed\nCategories Included\n\n\nInternal Controls Risk Assessment – Complete example\n\nWho Should Attend: \nThis informative session is designed for Risk Managers and Risk Leaders\, Chief Risk Officers\, Compliance Officers\, Chief Operating Officer\, Chief Credit Officer\, Internal Auditors\, and the entire risk management team. \nWhy You Should Attend: \nTo learn more in-depth how to complete these three key risk assessments for ERM\, IT\, and Internal Controls. \nKey Learning Objectives: \n\nQuick overview of ERM key definitions and the three ongoing phases\nLearn about the Risk Assessment Process and key steps\nHow to identify and assess your institution’s risks using the ERM Risk Assessment Matrix\nCharacteristics of Risk Assessments based on industry best practices\nHow to prioritize your institution’s risks once identified\nHow to complete the IT Risk Assessment\nHow to complete the Internal Controls Risk Assessment\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. \nRisk Assessments are at the core of the ERM Program. Financial Institutions need to conduct Risk Assessments in multiple areas. In this session\, we focus on three key risk assessments. \nFor more information and to register\, click here.
URL:https://crowning-achievements.com/event/three-key-risk-assessments-in-enterprise-risk-management/
LOCATION:Webinar for Credit Unions
CATEGORIES:Webinars for Credit Unions
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DTSTART;TZID=America/Chicago:20200602T130000
DTEND;TZID=America/Chicago:20200602T143000
DTSTAMP:20210409T144206Z
CREATED:20200501T024000Z
LAST-MODIFIED:20210409T144206Z
UID:722-1591102800-1591108200@crowning-achievements.com
SUMMARY:Creating the Right Enterprise Risk Management (ERM) Program for YOUR Credit Union
DESCRIPTION: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! 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\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 Progra\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.
URL:https://crowning-achievements.com/event/creating-the-right-enterprise-risk-management-erm-program-for-your-credit-union/
LOCATION:Webinar for Credit Unions
CATEGORIES:Webinars for Credit Unions
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