Inspiring and Educating Financial Services Leaders™
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...
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...
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...
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...
Marcia will be a panelist at this year's annual conference. The theme for this year’s conference is “Empower Yourself” and will have an all-star line up of speakers and panelists to help you do just that. This LIVE virtual experience will be filled with inspiring...
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...
The struggles and successes we experience throughout our lives are not just for us to learn from but for us to share them with others. In this talk, Marcia shares about her experiences and major life events that shaped her into the person she is...
During this workshop, 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...
Are you creating your first Enterprise Risk Management (ERM) Program for your institution? Do you want to ensure your current program is complete yet keep it simple? Do you have pieces of the puzzle but don’t know how to put it all together? If yes...
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...