Inspiring and Educating Financial Services Leaders™
De-Risking the Deal: How a Complete ERM Program Powers Smarter M&A shows community bank board members and executives how a complete, enterprise-wide risk management program turns risk from a compliance burden into a strategic advantage – especially when evaluating a merger or acquisition. Drawing on...
Panel: Scaling GRC with a Lean Team Top 6 Key Topics We’ll Discuss: What “doing more with less” really looks like in GRC We’ll talk about the real day-to-day pressures lean teams face as expectations keep rising while headcount often stays the same. How to...
Your institution is unique and so should be your strategic plan. The environment for community financial institutions has changed drastically in the past five years due to shifts in interest rates, emerging technologies, evolving consumer preferences, market changes, and recent bank failures. These factors necessitate...
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...
Unlock the Power of Talent with Marcia’s Inspirational Keynote! Join us for Marcia’s energizing keynote, “Bring YOUR Shoes – How to Lead by Maximizing Talent,” designed to ignite the leadership potential in emerging leaders, new managers, and supervisors. In today’s competitive landscape, successful leaders know the secret...
Community Banks nationwide are struggling to retain and attract new core deposits. Treasury Management business customers are one of the best sources of core deposits. Additionally, if community banks don’t get up to speed and offer the suite of TM services that businesses expect, they...
The Treasury Management Forum will provide an investment for you and your bank’s future by offering a platform and opportunity for Treasury Management Officers, and other team members who sell, support, or market TM products and services to business customers, to exchange ideas freely, dissect...
Unlock the potential of Treasury Management with our basic yet comprehensive course designed to elevate your financial institution’s success in increasing business core deposits and fee income. Discover the primary Treasury Management services available in the market and learn strategies to offer the right services...
Are you creating your first ERM Program for your bank? Do you want to ensure your current program is complete yet keep it simple? If yes to either question, this webinar is for you! Enterprise Risk Management (ERM) is a comprehensive approach that helps organizations identify, assess, mitigate, and monitor risks. Implementing an ERM...
Unlock your potential as a future banking leader in this interactive webinar with Marci! Understanding how a bank operates as a business is essential for young bankers aiming to lead the industry. Marci will guide you through the interconnected areas of banking, their impact on...