Inspiring and Educating Financial Services Leaders™
2020 brought unexpected change, uncertainty, and fear to the entire world due to the Pandemic. Community Financial Institutions must quickly adapt and so does your Strategic Plan. Your institution is unique so your Strategic Plan should be unique as well. Too often, executives and directors...
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...
As a Christian working woman, you may have wondered what to do when God calls you to sacrifice. But how do you that? How do you find your Kingdom calling? Is your workplace your mission field? What if you need to connect and integrate your...
The bankers of today must be “lenders” as well as “deposit gatherers.” Community banks are searching for ways to increase non-interest fee income and core deposits: Treasury Management (TM) is the answer. In this session, you will gain a deeper understanding of how each of...
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...
2020 brought unexpected change, uncertainty, and fear to the entire world due to the Pandemic. Community Financial Institutions must quickly adapt and so does your Strategic Plan. Your institution is unique so your Strategic Plan should be unique as well. Too often, executives and directors...
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...
The presenter will first conduct a basic review of what is ERM, the three key phases of ERM, and how Risk Assessments fit in. Then the presenter will explain how the Risk Assessment Process works and will specifically focus on three key Risk Assessments you...
2020 brought unexpected change, uncertainty, and fear to the entire world due to the Pandemic. With continued uncertainty, community financial institutions must quickly adapt as does your Strategic Plan. Your institution is unique so your Strategic Plan should be unique as well. Too often, executives and...
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...