Inspiring and Educating Financial Services Leaders™
Your institution is unique so strategic planning for your community bank should be unique as well. The environment for community financial institutions has changed drastically in the past 5 years – especially in the aftermath of the Pandemic, new and emerging technologies, evolving consumer preferences,...
During this Treasury Management seminar, we will review the primary Treasury Management services available in the market. You will learn strategies to offer the right Treasury Management services your business customers need based on the value these services provide to businesses. The bankers of today...
Are you creating the right Enterprise Risk Management (ERM) Program for your bank? Are you creating your first ERM program? 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...
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...
This 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 key risk assessments. The presenter will first conduct a basic review of what is ERM, the three key...
Your institution is unique so your strategic plan should be unique as well. The environment has changed drastically in the past 5 years – especially in the aftermath of the Pandemic, new and emerging technologies, evolving consumer preferences, market shifts, and the recent bank failures...
Understanding how a bank is ran 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...
Risk Assessments are at the core of a strong ERM Program. Therefore, developing strong risk assessments for all key areas of the financial institution is crucial. Financial Institutions provide great value to the American economy. But that value comes with risks. Strategic-minded institutions do not...
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...
This webinar is for risk managers at community banks who have a basic foundational knowledge of Enterprise Risk Management and are looking for specific examples on how to complete these three key Risk Assessments. Marci will begin by providing a foundational overview of Enterprise Risk...
