Inspiring and Educating Financial Services Leaders™
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...
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...
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...
RESCHEDULED - Date Pending. 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! Risk Management is at the heart...
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 treasury management training 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...
We need strong women leaders. During this talk, Marci shares her successes and struggles as she navigated through the business world in America, not only as an immigrant but as a woman leader. She shares why she is so passionate about helping other women leaders...
