Inspiring and Educating Financial Services Leaders™
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...
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...
Relationships with third-party vendors are commonplace and many provide a strategic advantage; however, the rewards aren’t without risk to your bank. Intense regulatory scrutiny and variations in third-party service application are challenging the risk management practices utilized by today’s financial institutions. This session will offer...
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...
This short 30-minute training is designed for Board of Directors to understand their role in Enterprise Risk Management (ERM) setting the “tone at the top” and the process to create your ERM Program from beginning to end in a simple yet complete way. Marci shares...
Understanding how a bank is run as a business is crucial for the success of young bankers who are the future leaders. Preparing as you gain experience, including making valuable connections along the way, will propel you and equip you to either run a successful...
Successful leaders surround themselves with talented individuals that complement their strengths. But as a leader, how do you get there? Complementary talent just doesn’t show up, it has to be sought out. As an employee, Marcia encourages attendees to discover their talents and maximize them...
During this workshop, we will review the primary Treasury Management services available in the market. You will learn strategies to offer the right Treasury Management services your business customers need based on the value these services provide to businesses. The bankers of today must be...
During this workshop, we will review the primary Treasury Management services available in the market. You will learn strategies to offer the right Treasury Management services your business customers need based on the value these services provide to businesses. The bankers of today must be...
The Indiana Bankers Association hosts Treasury Management Forums, aimed at enhancing your professional development and the future prosperity of your bank. Led by Marcia Malzahn (Malzahn Strategic), this forum allows Treasury Management (TM) Officers, as well as other team members involved in the selling, supporting,...