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DTSTART;TZID=America/Chicago:20260409T140000
DTEND;TZID=America/Chicago:20260409T153000
DTSTAMP:20260416T192901Z
CREATED:20251028T001931Z
LAST-MODIFIED:20260416T192901Z
UID:1929-1775743200-1775748600@crowning-achievements.com
SUMMARY:Three Key Risk Assessments in Your ERM Program: ERM\, IT and Internal Controls
DESCRIPTION:This webinar is designed for participants with a foundational knowledge of Enterprise Risk Management (ERM) who seek specific examples on completing three critical Risk Assessments. You will gain a high-level overview of ERM\, its three key phases\, and how Risk Assessments fit into the process. The webinar will then delve into the Risk Assessment Process\, focusing on three essential assessments: Enterprise Risk Management Risk Assessment\, Information Technology Risk Assessment\, and Internal Controls Risk Assessment. You will learn about the consequences of not implementing controls and explore practical tools and examples for mitigating and monitoring various risk categories\, which you can immediately apply in your institution. \nThe webinar covers a quick overview of ERM and its key definitions\, the three key phases of ERM\, and the Risk Assessment Process. It includes complete examples of ERM Risk Assessment\, Information Technology Risk Assessment\, and Internal Controls Risk Assessment\, detailing definitions\, areas assessed\, and categories included. Key learning objectives include understanding ERM key definitions and phases\, mastering the Risk Assessment Process\, identifying and assessing risks using the ERM Risk Assessment Matrix\, recognizing industry best practices for Risk Assessments\, prioritizing identified risks\, and completing examples of both IT and Internal Controls Risk Assessments. \nKey Learning Objectives: \n\nGet Up to Speed: A Quick Overview of ERM Key Definitions and Its Three Dynamic Phases\nUnlock the Secrets: Master the Risk Assessment Process and Key Steps\nRisk Radar: Identify and Assess Your Institution’s Risks with the ERM Risk Assessment Matrix\nBest in Class: Discover the Characteristics of Industry-Best Practices Risk Assessments\nPrioritize Your Risks: Learn How to Rank Your Institution’s Top Risks Effectively\nLearn how to complete the IT Risk Assessment with Confidence\nLearn how to complete the Internal Controls Risk Assessment\n\nWho Should Attend:  \nThis informative session is designed for Risk Managers and Risk Leaders\, Chief Risk Officers\, Compliance Officers\, Chief Operating Officer\, Chief Credit Officer\, Internal Auditors\, and the entire risk management team. \nPurchase this webinar on-demand here. \n[vc_video link=’https://youtu.be/SX5O99WM8JE’]
URL:https://crowning-achievements.com/event/three-key-risk-assessments-in-your-erm-program-erm-it-and-internal-controls-16/
LOCATION:Webinar for Community Banks
CATEGORIES:Webinars for Community Banks
ATTACH;FMTTYPE=image/jpeg:https://crowning-achievements.com/wp-content/uploads/20260409-02003-1.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260331T133000
DTEND;TZID=America/Chicago:20260331T150000
DTSTAMP:20260416T192845Z
CREATED:20251027T215352Z
LAST-MODIFIED:20260416T192845Z
UID:1924-1774963800-1774969200@crowning-achievements.com
SUMMARY:Vendor Management - How Model Risk Fits In
DESCRIPTION:With financial institutions increasingly relying on third-party providers to offer their products and services\, the associated risks also rise. This educational session will guide you through best practices for developing a simple yet comprehensive Vendor Management Program and a Model Risk Management Program. This webinar will help you understand the depth of due diligence required\, starting with your core system and extending to all technology-dependent banking products. You will gain practical insights into integrating these programs within your ERM framework\, ensuring robust risk management. Additionally\, you will gain a deeper knowledge of the OCC SR Letter 11-7\, detailing guidance on Model Risk Management. By the end of the session\, you will have a clearer understanding of how Vendor Management and Model Risk Management fit within your ERM program. \nKey learning objectives include understanding how the Vendor Management Program fits within ERM\, its components\, policies\, and procedures\, conducting vendor due diligence\, and performing vendor risk assessments. You will also learn about monitoring and reporting assessment results\, defining Model Risk\, and establishing your own Model Risk Management Program with practical examples. This session will equip you with the knowledge to manage risks associated with third-party providers and models effectively\, ensuring your institution’s resilience and compliance with regulatory standards. \nKey Learning Objectives:  \n\nIntegrate Vendor Management within Enterprise Risk Management\nUnderstand Vendor Management Program Components\nDevelop Vendor Management Policies and Procedures\nConduct Effective Vendor Due Diligence\nPerform Vendor Risk Assessments with Examples\nMonitor and Report Assessment Results\nDefine Model Risk and Its Impact on Your Institution\nFollow OCC SR Letter 11-7 with Step-by-Step Guidance\nEstablish a Model Risk Management Program\nIdentify Examples of Model Risk and Their Effects\nExample of Model Risk Assessment\n\nWho Should Attend:  \nVendor Management Program Managers\, Chief Risk Officers\, Risk Managers/Leaders\, Chief Credit Officers\, Chief Financial Officers\, Compliance Officers\, Internal Auditors\, IT personnel\, Presidents involved in the risk management process and their ERM program \nFor more information and to register\, click here. \n[vc_video link=’https://youtu.be/Ttvc7hvixt0′]
URL:https://crowning-achievements.com/event/vendor-management-how-model-risk-fits-in-12/
LOCATION:Webinar for Community Banks
CATEGORIES:Webinars for Community Banks
ATTACH;FMTTYPE=image/jpeg:https://crowning-achievements.com/wp-content/uploads/20260331-2.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260312T140000
DTEND;TZID=America/Chicago:20260312T153000
DTSTAMP:20260416T192826Z
CREATED:20251027T215104Z
LAST-MODIFIED:20260416T192826Z
UID:1922-1773324000-1773329400@crowning-achievements.com
SUMMARY:Characteristics of Strong Risk Assessments and Tools to Monitor and Report Results
DESCRIPTION:Developing strong risk assessments for all key areas of a financial institution is crucial. Strategic-minded institutions aim to manage risk at an enterprise-wide level\, striving for “Optimal Risk-Taking\,” where they incur just enough of the right kind of risk to effectively pursue their strategic goals. This webinar will guide you through the characteristics of strong risk assessments\, helping you develop an enterprise-wide process that is practical\, sustainable\, and easy to understand. You will gain practical tools and examples to implement immediately\, strengthening your existing risk assessments and creating new ones as needed. \nThe webinar covers an overall view of Enterprise Risk Management (ERM) and its key components\, the three key phases of ERM\, and how risk assessments fit in. It will delve into the risk assessment process\, the characteristics of strong risk assessments\, and the relationship between the Risk Assessment System (RAS) and CAMELS rating. You will learn about the top eight risks\, how to conduct an ERM risk assessment using a matrix\, and the various types of risk assessments based on the area of risk. Additionally\, the webinar will provide examples of ongoing monitoring and reporting tools\, helping you understand the goals and characteristics of risk assessments based on industry best practices. \nTopics Covered:  \n\nComprehensive Overview of Enterprise Risk Management (ERM) and Its Essential Elements\nUnveiling the Three Key Phases of ERM and the Role of Risk Assessments\nEnhancing Your Risk Assessments: A Step-by-Step Process\nDefining the Purpose of Risk Assessments for Strategic Success\nKey Traits of Effective Risk Assessments\nUnderstanding the Risk Assessment System (RAS) and Its Link to CAMELS Rating\nIdentifying the Top Eight Risks and Other Critical Risk Categories\nMastering ERM Risk Assessments with a Matrix: The Foundational Risk Assessment\nExploring Various Types of Risk Assessments Tailored to Specific Risk Areas\nShowcasing Examples of Continuous Monitoring and Reporting Tools\n\nKey Learning Objectives:  \n\nDive into a High-Level Overview of ERM and Its Three Dynamic Phases\nUnlock the Secrets of the Risk Assessment Process to Strengthen Your Existing Risk Assessments\nMaster the Art of Identifying and Assessing Risks Across Your Entire Institution\nDiscover the Key Traits and Goals of Industry-Leading Risk Assessments\nLearn How to Craft the Appropriate Risk Assessment Criteria for Your Organization\nEmbrace the Power of Annual Risk Assessments Recommended for Continuous Improvement\nHarness the Potential of Monitoring and Reporting Tools with Real-World Examples\n\nWho Should Attend:  \nThis informative session is designed for Risk Managers/Leaders\, Chief Risk Officers\, Compliance Officers\, Internal Auditors\, Chief Operating Officer\, Chief Credit Officer\, and the entire risk management team. \nPurchase the on-demand webinar here.
URL:https://crowning-achievements.com/event/characteristics-of-strong-risk-assessments-and-tools-to-monitor-and-report-results-16/
LOCATION:Webinar for Community Banks
CATEGORIES:Webinars for Community Banks
ATTACH;FMTTYPE=image/jpeg:https://crowning-achievements.com/wp-content/uploads/20260312-02002-1.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260306T130000
DTEND;TZID=America/Chicago:20260306T135000
DTSTAMP:20260309T191611Z
CREATED:20260129T215448Z
LAST-MODIFIED:20260309T191611Z
UID:1985-1772802000-1772805000@crowning-achievements.com
SUMMARY:How to Strategically Enhance Your Treasury Management Department to Increase Deposits and Fee Income (ICBA LIVE Learning Lab)
DESCRIPTION: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 will not be able to retain nor acquire new business customers and thus their deposits. \nThis educational program is designed to help community banks enhance their competitive edge and relevance in the market. By offering a comprehensive suite of Treasury Management (TM) services\, banks can attract new core deposits\, increase non-interest fee income\, and retain existing business customers. To support this level of growth\, your bank needs a strong infrastructure to sell\, implement the right services\, and support your business customers. The learning lab emphasizes the importance of leadership support\, the right dedicated staff\, and effective systems\, processes\, and providers. It outlines a strategic vision for TM starting with the implementation of a strong infrastructure. \nThe program also covers the ideal process to develop or enhance your TM department\, from obtaining Board and leadership support to implementing the plan and training the entire team. By understanding key systems\, partnering with the right TM service providers\, and understanding the risks involved\, banks can achieve measurable results and effectively support their TM business customers. \nKey Learning Takeaways: \n\nLearn why it is crucial for community banks to offer a comprehensive suite of Treasury Management (TM) services and develop a strategic vision for your TM department.\nUnderstand the essential components to develop or enhance your TM department and learn the ideal process to achieve your desired deposit growth and fee income results.\nUnderstand the importance of integrating key systems and partnering with the right TM service providers to ensure seamless operations.\n\nFor more information and to register\, click here. \n[vc_video link=’https://youtu.be/IY7tEe9-CnA’]
URL:https://crowning-achievements.com/event/how-to-strategically-enhance-your-treasury-management-department-to-increase-deposits-and-fee-income-icba-live-learning-lab/
LOCATION:San Diego Convention Center\, 111 Harbor Dr.\, San Diego\, CA\, 92101\, United States
CATEGORIES:Seminar
ATTACH;FMTTYPE=image/jpeg:https://crowning-achievements.com/wp-content/uploads/20260306-02029-1.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260223T133000
DTEND;TZID=America/Chicago:20260223T150000
DTSTAMP:20260223T170212Z
CREATED:20251027T214844Z
LAST-MODIFIED:20260223T170212Z
UID:1921-1771853400-1771858800@crowning-achievements.com
SUMMARY:Treasury Management: A Powerful Tool to Increase Deposits and Fee Income
DESCRIPTION: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 they provide. In today’s banking landscape\, bankers must be both “lenders” and “deposit gatherers.” Community banks are seeking ways to increase core deposits and non-interest fee income\, and Treasury Management is the key. This course will deepen your understanding of how Sales\, Treasury Management\, IT\, Marketing\, and Deposit Operations teams must collaborate to successfully sell and implement business products and services. We will also cover the ideal organizational design for Treasury Management and how to incentivize your sales team effectively. \nBy the end of this course\, you will have a thorough knowledge of Treasury Management\, be able to conduct a TM Needs Assessment on your business account holders\, and learn strategies to boost core deposits. You’ll gain insights into marketing Treasury Management services to your ideal business customers and discover ways to enhance team collaboration\, knowing how critical each area is to the success of implementing and selling these services. Additionally\, we will discuss pricing and challenges your bank may face when selling TM services\, providing you with practical tools and strategies you can implement immediately to drive growth and profitability. \nWebinar Overview:  \n\nPart I – Foundational Knowledge\nPart II – Marketing & Sales Process\nPart III – Product Implementation\nPart IV – The Future of Treasury Management\n\nKey Learning Objectives:  \n\nUnlock Revenue Potential: Maximize the Account Analysis Statement to Cross-Sell and Identify New Fee Income Opportunities\nComprehensive Insight: Understand the Treasury Management Services Available in the Market\nValue-Driven Enhancements: Identify Service Enhancements Focusing on Business Benefits\nCustomer-Centric Solutions: Discover the TM Services Your Business Customers Are Asking For\nTailored Offerings: Determine Which Services to Offer Based on Industry Needs\nCollaborative Success: Learn How Treasury Management Teams Work with Technology\, Operations\, Marketing\, and Sales\nBranding Brilliance: Implement Innovative Ideas to Market and Brand Your Treasury Management Services\nOptimal Structure: Understand the Ideal Organizational Design for Treasury Management and How to Incentivize Sales Teams\nSeamless Implementation: Establish a Process to Implement Treasury Management Products\nDigital Strategy: Choose the Right Digital Payment Strategy for Businesses\nEnhanced Security: Identify New Authentication Methods to Boost Product Security\n\nThese objectives are designed to captivate your audience and emphasize the strategic importance of each element in your Treasury Management Program. \nWho Should Attend: \nBusiness bankers who want to learn about Treasury Management services and their benefits to business clients\, Treasury Management sales officers/specialists\, Deposit Operations personnel\, IT\, and Marketing staff. This course is also designed for Presidents/CEOs who are looking for the ideal organizational structure for Treasury Management and looking for additional non-interest fee income as well as new core deposits. \nFor more information and to register\, click here. \n[vc_video link=’https://youtu.be/kX41o37yrXs’]
URL:https://crowning-achievements.com/event/treasury-management-a-powerful-tool-to-increase-deposits-and-fee-income-24/
LOCATION:Webinar for Community Banks
CATEGORIES:Webinars for Community Banks
ATTACH;FMTTYPE=image/jpeg:https://crowning-achievements.com/wp-content/uploads/20260223-02008-1.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260203T133000
DTEND;TZID=America/Chicago:20260203T150000
DTSTAMP:20260205T224643Z
CREATED:20251027T214139Z
LAST-MODIFIED:20260205T224643Z
UID:1916-1770125400-1770130800@crowning-achievements.com
SUMMARY:Creating the Right ERM Program for YOUR Community Bank
DESCRIPTION: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 program can be particularly beneficial for community banks\, enabling them to navigate challenges and capitalize on opportunities. Key components of an effective ERM program include understanding its general background and definitions\, recognizing the building blocks of a complete program\, and integrating it into the bank’s strategic plan. The program should also involve creating an ERM Committee Charter\, selecting appropriate committee members\, and understanding top risk categories and their interrelations. Additionally\, developing a Risk Management Appetite and Tolerance Statement and utilizing an ERM Risk Assessment Matrix are crucial steps in the process. \nThe three ongoing phases of ERM—identifying and assessing risk\, mitigating and eliminating risk\, and monitoring and reporting risk—are essential for maintaining a robust risk management framework. By increasing overall knowledge of ERM\, banks can better understand how to integrate various components into their strategic plans and complete necessary assessments. Establishing an ERM program not only provides a structured approach to risk management but also offers significant benefits\, such as improved decision-making and enhanced resilience. The webinar concludes with an ERM program flowchart that can help you visualize the process\, ensuring all steps are clearly defined and followed. \nTopics Covered:  \n\nUnlock the Essentials: ERM General Background and Key Definitions\nEmpower Community Banks: How an ERM Program Can Help You Survive and Thrive\nBuild Your Foundation: Identifying the Key Components of a Complete ERM Program\nMaster the Three Key Phases of ERM:\nIdentifying and Assessing Risks\nMitigating and Eliminating Risks\nMonitoring and Reporting Risks\nCrafting an ERM Committee Charter and Selecting the Right ERM Committee Members\nStrategic Integration: Weaving the ERM Program into Your Strategic Plan\nNavigate the Top Risk Categories: Definitions and Interrelations\nMaster the ERM Risk Assessment Matrix: Definitions and Practical Examples\nDefine Your Boundaries: Crafting the Risk Management Appetite and Tolerance Statement\nReap the Rewards: Implementing Your ERM Program and Its Benefits\nVisualize Success: The ERM Program Flowchart\n\nKey Learning Objectives: \n\nElevate Your Expertise: Master the Fundamentals of ERM and the Power of an ERM Program\nNavigate the Essentials: Grasp the Three Dynamic Phases of ERM\nStrategic Synergy: Discover How ERM Integrates Seamlessly into Your Bank’s Strategic Plan\nHolistic Integration: Learn to Incorporate Additional ERM Components Effectively\nCrafting an Impactful ERM Committee Charter\nRisk Assessment Mastery: Complete the ERM Risk Assessment Matrix with Confidence\nUnlock the Benefits: Experience the Advantages of an Established ERM Program\n\nWho Should Attend: \nChief Risk Officers\, Risk Managers/Leaders\, Chief Credit Officers\, Chief Financial Officers\, Compliance Officers\, Internal Auditors\, Presidents involved in the risk management process and their ERM program \nFor more information and to register\, click here.
URL:https://crowning-achievements.com/event/creating-the-right-erm-program-for-your-community-bank-9/
LOCATION:Webinar for Community Banks
CATEGORIES:Webinars for Community Banks
ATTACH;FMTTYPE=image/jpeg:https://crowning-achievements.com/wp-content/uploads/20260203-02001-1.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260122T090000
DTEND;TZID=America/Chicago:20260122T110000
DTSTAMP:20260123T203538Z
CREATED:20251027T213610Z
LAST-MODIFIED:20260123T203538Z
UID:1915-1769072400-1769079600@crowning-achievements.com
SUMMARY:Succession Planning for Community Banks Virtual Workshop Series (part 2)
DESCRIPTION:Every company\, regardless of industry\, is striving to attract and retain the right talent while achieving their strategic goals and vision. This two-part workshop series is designed to help community banks establish a robust succession planning process. Participants will learn how to create a comprehensive succession plan\, conduct talent assessments to identify skills gaps\, and develop personalized development plans for their successors\, with a focus on leadership\, management\, and technical skills. \nPart 2: Developing Your Successor \nWhat You’ll Learn: \n\nNurturing Tomorrow’s Leaders: Creating Personal Development Plans for your identified successors in the various areas. Leverage AI to help you create individual plans.\nFrom Potential to Performance: Developing a Leadership Talent Development Program and Management Skills Training Program for the successors based on their personal needs.\nEmpowering Successors: Establishing a Technical and Job Skills Enhancement Program to prepare your successors to take on their new jobs at the right time and to retain your top talent.\n\nWho Should Attend:  \nSenior Executives and Board Members\, Human Resources Managers\, Department Heads and Managers\, and potential successors (individuals being groomed for leadership positions should understand the succession planning process and their role in it). \nPresenting with Mass Bankers Association. \nFor more information and to register\, click here. \n[vc_video link=’https://youtu.be/ekWSLdisa4o’]
URL:https://crowning-achievements.com/event/succession-planning-for-community-banks-virutal-workshop-series-part-2/
LOCATION:Webinar for Community Banks
CATEGORIES:Webinars for Community Banks
ATTACH;FMTTYPE=image/jpeg:https://crowning-achievements.com/wp-content/uploads/20260115-1.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20260115T090000
DTEND;TZID=America/Chicago:20260115T110000
DTSTAMP:20260123T203513Z
CREATED:20251128T143628Z
LAST-MODIFIED:20260123T203513Z
UID:1964-1768467600-1768474800@crowning-achievements.com
SUMMARY:Succession Planning for Community Banks Virtual Workshop Series (part 1)
DESCRIPTION:This two-part workshop series is designed to help community banks establish a robust succession planning process. Participants will learn how to create a comprehensive succession plan\, conduct talent assessments to identify skills gaps\, and develop personalized development plans for their successors\, with a focus on leadership\, management\, and technical skills. \nWhat You Will Learn \nJanuary 15 — Part 1: Laying the Foundation \n\nBuilding a Strong Future: Establish your Succession Planning Process – from how you identify employees retiring and potential successors to how you train and develop your successors\, including the timeline.\nThe Blueprint for Success: Developing your Succession Plan for the CEO\, Senior Leadership Team\, next-level managers\, and key positions in the bank. Leverage AI to help you find the right successors based on their personality\, skills\, and experience\, and match them to the types of jobs needing to be filled.\nFutureproofing Your Bank: Conducting a Talent Assessment to identify the talent you currently have in the bank\, and potential skills gaps your organization may need for future growth\, including new positions.\n\nJanuary 22 — Part 2: Developing Your Successor \n\nNurturing Tomorrow’s Leaders: Creating Personal Development Plans for your identified successors in the various areas. Leverage AI to help you create individual plans.\nFrom Potential to Performance: Developing a Leadership Talent Development Program and Management Skills Training Program for the successors based on their personal needs.\nEmpowering Successors: Establishing a Technical and Job Skills Enhancement Program to prepare your successors to take on their new jobs at the right time and to retain your top talent.\n\nWho Should Attend? \nSenior Executives and Board Members\, Human Resources Managers\, Department Heads and Managers\, and potential successors (individuals being groomed for leadership positions should understand the succession planning process and their role in it). \nPresenting with the Massachusetts Bankers Association. \nFor more information and to register\, click here. \n[vc_video link=’https://youtu.be/ekWSLdisa4o’]
URL:https://crowning-achievements.com/event/succession-planning-for-community-banks-virtual-workshop-series-part-1/
LOCATION:Webinar for Community Banks
CATEGORIES:Webinars for Community Banks
ATTACH;FMTTYPE=image/jpeg:https://crowning-achievements.com/wp-content/uploads/20260115-1.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20251204T140000
DTEND;TZID=America/Chicago:20251204T153000
DTSTAMP:20260416T192249Z
CREATED:20241125T231506Z
LAST-MODIFIED:20260416T192249Z
UID:1776-1764856800-1764862200@crowning-achievements.com
SUMMARY:Characteristics of Strong Risk Assessments and Tools to Monitor and Report Results
DESCRIPTION: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 so that\, at any given time\, they incur just enough of the right kind of risk—no more\, no less—to effectively pursue their strategic goals. This is referred to as “Optimal Risk-Taking.” This webinar will take you through the characteristics of strong Risk Assessments to ensure you address key areas of your institution. The presenter will share her experience in developing an enterprise-wide process to conduct Risk Assessments in a practical\, sustainable\, and easy way to understand. You will walk away with practical tools and examples you can implement in your organization immediately. This webinar will help you strengthen your existing Risk Assessments and create new ones for other areas as needed. \nTopics Covered:  \n\nOverall view of Enterprise Risk Management and key components\nThe three key phases of ERM and how Risk Assessments fit in\nThe Risk Assessment Process to enhance existing Risk Assessments\nRisk Assessment Characteristics of strong Risk Assessments and goals\nWhat is a Risk Assessment System (RAS) and its relationship to CAMELS rating\nThe top eight risks and other important ones\nHow to conduct an ERM Risk Assessment using a Matrix – The core of risk assessments\nThe various types of risk assessments based on the area of risk and what they consist of\nSpecial COVID-19 Risk Assessment\nExamples of ongoing Monitoring and Reporting tools\n\nWho Should Attend:  \nThis informative session is designed for Risk Managers/Leaders\, Chief Risk Officers\, Compliance Officers\, Internal Auditors\, Chief Operating Officer\, Chief Credit Officer\, and the entire risk management team. \nWhy You Should Attend: \nTo obtain a better understanding on how to strengthen your existing Risk Assessments and create/develop enterprise-wide risk assessments for new areas. To understand the Risk Assessment System and how it works together with the CAMELS rating from the regulatory perspective. Learn about how to identify unique risks to your institution that are beyond the regulators’ top risk categories. Learn about the various risk assessments and the areas you need to assess in your banks. \nKey Learning Objectives: \n\nHigh level review of ERM and its three phases\nLearn about the Risk Assessment Process and key steps to strengthen existing Risk Assessments\nHow to identify and assess your bank’s risks enterprise-wide\nCharacteristics and goals of Risk Assessments based on industry best practices\nHow to develop appropriate Risk Assessment Criteria\nAnnual Risk Assessments recommended\nHow to use examples of monitoring and reporting tools\n\nTopic Background: \nEnterprise Risk Management has been around since the 1980’s but it has now become more prominent in the banking industry due to increased global risks. Banks that have an ERM Program established are better positioned to grow successfully. The ERM Program based on best practices ensures banks have a strong foundation and solid infrastructure which helps them foresee and prepare for future risks while achieving their organization’s vision. \nRisk Assessments are at the core of the ERM Program. Financial Institutions need to conduct Risk Assessments in multiple areas. In this session\, we focus on how to develop strong enterprise-wide risk assessments. \nPresenting with Graduate School of Banking in Madison\, WI. \nFor more information and to register\, click here.
URL:https://crowning-achievements.com/event/three-key-risk-assessments-in-your-erm-program-erm-it-and-internal-controls-15/
LOCATION:Webinar for Community Banks
CATEGORIES:Webinars for Community Banks
ATTACH;FMTTYPE=image/jpeg:https://crowning-achievements.com/wp-content/uploads/20251204-02002-1.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20251202T090000
DTEND;TZID=America/Chicago:20251202T150000
DTSTAMP:20260416T191755Z
CREATED:20240807T143325Z
LAST-MODIFIED:20260416T191755Z
UID:1650-1764666000-1764687600@crowning-achievements.com
SUMMARY:Treasury Management Forum (Indiana Bankers Association)
DESCRIPTION: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 problems\, and discuss important issues with your Treasury Management peers. Group size is limited so be sure to get registered today!! \nBenefits of the Forums: \n\nLearn to overcome the current challenges community banks are facing when selling Treasury Management (“TM”) services.\nImprove your sales approach by “selling the value” of your TM services.\nLearn how other community banks approach pricing the various services.\nSolve your most pressing concerns regarding TM services such as how to deal with core system providers and other vendors of TM services.\nGain a thorough understand on how to maximize Account Analysis System\nGain ideas on where to find talent for Treasury Management\nDiscuss ideas on how to turn TM services “from free to fee”\n\nPossible Forum Topics: \n\nThe need for Treasury Management – Address two major concerns for your bank: how to increase/attract new core deposits from businesses (low cost of funds) and how to increase Non-Interest Income\nEstablishing the vision for a strong Treasury Management team\nStrategies to attract larger business customers who need TM services How to train business/commercial bankers to sell TM services\nOrganizational design for TM (where does it belong in the Organizational Structure?)\nWhere to find talent for TM? (skills and experience to look for\, where do candidates come from?)\nHow to manage TM risks\nDefining the various roles in Treasury Management: TM Director\, TM Sales Officer (TMSO)\, TM Operations Manager\, TM Product Manager\, TM Specialist\nDifficulty obtaining detailed costs from core providers and other TM vendors to help price TM services appropriately\nUnderstanding the Account Analysis Statement and System (how to choose the right AAS from the various providers)\nHow to improve your TM Customer Service\nHow to improve your website to show TM services\nHow to establish a TM sales\, onboarding\, and ongoing maintenance and support processes\nAnd more…\n\nMore groups will be formed as demand allows. Please contact the Indiana Bankers Association at the link below to let them know you are interested in the Treasury Management Forum. \nPresenting with Indiana Bankers Association. \nFor more information on managing Treasury Management in your community bank\, we invite you to explore The TMClarity Framework™ The Framework helps community banks transform Treasury Management departments to their full potential. Our comprehensive and transformative treasury management training and business management system leads to greater sales success\, higher margins\, and increased customer retention in a competitive marketplace.
URL:https://crowning-achievements.com/event/treasury-management-treasury-executives-network-forum-indiana-bankers-association-4/
LOCATION:IBA Headquarters\, 8425 Woodfield Crossing Blvd. Suite 155E\, Indianapolis\, IN\, 46240\, United States
CATEGORIES:Seminar
ATTACH;FMTTYPE=image/jpeg:https://crowning-achievements.com/wp-content/uploads/treasury-executives-network.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20251120T100000
DTEND;TZID=America/Chicago:20251120T113000
DTSTAMP:20260416T191434Z
CREATED:20241125T231218Z
LAST-MODIFIED:20260416T191434Z
UID:1775-1763632800-1763638200@crowning-achievements.com
SUMMARY:Strategic Planning for Your Community Bank - It's All About Your Strategy!
DESCRIPTION: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 a fluid and adaptable strategic plan. Additionally\, the industry faces numerous challenges\, new competitors\, and uncertainties\, which also present unprecedented opportunities. This highlights the need for a dynamic strategic plan that enables financial institutions to thrive and grow. Whether your institution lacks a cohesive strategy or wants to review existing plans\, this webinar will address critical questions about your institution’s vision\, employee alignment with that vision\, cultural and brand consistency\, risk identification\, and having the right people in the right roles. \nAfter attending this webinar\, you will be able to clarify your vision\, mission\, and core values\, understand the importance of a well-defined strategic plan structure\, and identify key components common to successful strategies. You will also learn about the role of enterprise risk mitigation and management in your strategic plan\, learn four key growth strategies\, establish best practices with board governance\, and manage the strategic planning and implementation process. Additionally\, you will gain tools and ideas to integrate your Enterprise Risk Management and Talent Management Programs into your strategic plan\, ensuring it is actively implemented and not just a document on the shelf. \n Key Learning Objectives:  \n\nDefine Your Path: Clarify Your Vision\, Mission\, and Core Values\nBlueprint for Success: Learn the Importance of a Clearly Defined Strategic Plan Structure\nUnlock Success: Identify Key Components Common to Winning Strategies\nRisk-Proof Your Plan: Understand the Role of Enterprise Risk Mitigation and Management\nGrowth Mastery: Identify and Implement Four Key Growth Strategies\nGovernance Excellence: Establish Best Practices with Board Governance\nStrategic Leadership: Develop and Manage the Strategic Planning Process\nRisk-Ready: Conduct a Strategic Risk Assessment for New Initiatives\nSeamless Integration: Incorporate Your Enterprise Risk Management Program into Your Strategic Plan\nTalent Alignment: Integrate Your Talent Management Program into Your Strategic Plan\nAction-Oriented: Ensure Your Strategic Plan is Actively Implemented\n\nWho Should Attend:  \nThis informative session is designed for the Board of Directors\, Leadership Team\, Supervisors with planning responsibilities\, and everyone involved in the Strategic Planning process. \nPresenting with ICBA. \nFor more information click here. \n 
URL:https://crowning-achievements.com/event/strategic-planning-for-your-community-bank-its-all-about-your-strategy-7/
LOCATION:Webinar for Community Banks
CATEGORIES:Webinars for Community Banks
ATTACH;FMTTYPE=image/jpeg:https://crowning-achievements.com/wp-content/uploads/20251120-02006-1.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20251119T090000
DTEND;TZID=America/Chicago:20251119T150000
DTSTAMP:20260416T191159Z
CREATED:20241125T230719Z
LAST-MODIFIED:20260416T191159Z
UID:1773-1763542800-1763564400@crowning-achievements.com
SUMMARY:Community Bank Treasury Management Seminar
DESCRIPTION: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 they provide. In today’s banking landscape\, bankers must be both “lenders” and “deposit gatherers.” Community banks are seeking ways to increase core deposits and non-interest fee income\, and Treasury Management is the key. This course will deepen your understanding of how Sales\, Treasury Management\, IT\, Marketing\, and Deposit Operations teams must collaborate to successfully sell and implement business products and services. We will also cover the ideal organizational design for Treasury Management and how to incentivize your sales team effectively. \nBy the end of this course\, you will have a thorough knowledge of Treasury Management\, be able to conduct a TM Needs Assessment on your business account holders\, and learn strategies to boost core deposits. You’ll gain insights into marketing Treasury Management services to your ideal business customers and discover ways to enhance team collaboration\, knowing how critical each area is to the success of implementing and selling these services. Additionally\, we will discuss pricing and challenges your bank may face when selling TM services\, providing you with practical tools and strategies you can implement immediately to drive growth and profitability. \nWorkshop Overview:  \n\nPart I – Foundational Knowledge\nPart II – Marketing & Sales Process\nPart III – Product Implementation\nPart IV – The Future of Treasury Management\n\nKey Learning Objectives:  \n\nUnlock Revenue Potential: Maximize the Account Analysis Statement to Cross-Sell and Identify New Fee Income Opportunities\nComprehensive Insight: Understand the Treasury Management Services Available in the Market\nValue-Driven Enhancements: Identify Service Enhancements Focusing on Business Benefits\nCustomer-Centric Solutions: Discover the TM Services Your Business Customers Are Asking For\nTailored Offerings: Determine Which Services to Offer Based on Industry Needs\nCollaborative Success: Learn How Treasury Management Teams Work with Technology\, Operations\, Marketing\, and Sales\nBranding Brilliance: Implement Innovative Ideas to Market and Brand Your Treasury Management Services\nOptimal Structure: Understand the Ideal Organizational Design for Treasury Management and How to Incentivize Sales Teams\nSeamless Implementation: Establish a Process to Implement Treasury Management Products\nDigital Strategy: Choose the Right Digital Payment Strategy for Businesses\nEnhanced Security: Identify New Authentication Methods to Boost Product Security\n\nThese objectives are designed to captivate your audience and emphasize the strategic importance of each element in your Treasury Management Program. \nWho Should Attend:  \nBusiness bankers who want to learn about Treasury Management products and their benefits to business clients\, Treasury Management sales officers/specialists\, Deposit Operations personnel\, IT\, and Marketing staff. This course is also designed for Presidents/CEOs who are looking for the ideal organizational structure for Treasury Management and looking for additional non-interest fee income as well as new core deposits. \nPresenting with ICBA. \nThis event was not recorded. For more information on managing Treasury Management in your community bank\, we invite you to explore The TMClarity Framework™ The Framework helps community banks transform Treasury Management departments to their full potential. Our comprehensive and transformative treasury management training and business management system leads to greater sales success\, higher margins\, and increased customer retention in a competitive marketplace. \n[vc_video link=’https://youtu.be/tme2sdUzFck’]
URL:https://crowning-achievements.com/event/treasury-management-workshop-a-powerful-tool-to-increase-deposits-and-fee-income-2/
LOCATION:Webinar for Community Banks
CATEGORIES:Seminar,Webinars for Community Banks
ATTACH;FMTTYPE=image/jpeg:https://crowning-achievements.com/wp-content/uploads/20251119-02009-1.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20251117T100000
DTEND;TZID=America/Chicago:20251117T120000
DTSTAMP:20260416T182807Z
CREATED:20250807T195055Z
LAST-MODIFIED:20260416T182807Z
UID:1884-1763373600-1763380800@crowning-achievements.com
SUMMARY:Succession Planning for Community Banks Online Workshop with Iowa Bankers Association – Developing Your Successors (Part 2 of 2)
DESCRIPTION:This two-part workshop series is designed to help community banks establish a robust succession planning process. Participants will learn how to create a comprehensive succession plan\, conduct talent assessments to identify skills gaps\, and develop personalized development plans for their successors\, focusing on leadership\, management\, and technical skills. \nPart 1: Laying the Foundation (held Nov. 3rd) \n1. Building a Strong Future: Establish your Succession Planning Process – from how you identify employees retiring and potential successors to how you train and develop your successors including the timeline. \n2. The Blueprint for Success: Developing your Succession Plan for the CEO\, Senior Leadership Team\, next level managers\, and key positions in the bank. Leverage AI to help you find the right successors based on their personality\, skills\, and experience and match them to the types of jobs needing to be filled. \n3. Future-Proofing Your Bank: Conducting a Talent Assessment to identify the talent you currently have in the bank\, and potential skills gaps your organization may need for future growth\, including new positions. \nPart 2: Developing Your Successors (Part 2 on Nov. 17th) \n1. Nurturing Tomorrow’s Leaders: Creating Personal Development Plans for your identified successors in the various areas. Leverage AI to help you create individual plans. \n2. From Potential to Performance: Developing a Leadership Talent Development Program and Management Skills Training Program for the successors based on their personal needs. \n3. Empowering Successors: Establishing a Technical and Job Skills Enhancement Program to prepare your successors to take on their new jobs at the right time and to retain your top talent. \nKey Takeaways: \n\nYou will gain a comprehensive understanding of how to establish a well-structured succession plan tailored for your community bank.\nYou will have the opportunity to develop a detailed succession plan for both current leadership and their potential successors.\nYou will receive practical tools and guidance to create personalized development plans for identified successors\, focusing on leadership\, management\, and technical skills.\n\nWho Should Attend: \nSenior Executives and Board Members\, Human Resources Managers\, Department Heads and Managers\, and potential successors (individuals being groomed for leadership positions should understand the succession planning process and their role in it). \nThis event was not recorded.
URL:https://crowning-achievements.com/event/succession-planning-for-community-banks-online-workshop-with-iowa-bankers-association-developing-your-successors-part-2-of-2/
LOCATION:Webinar for Community Banks
CATEGORIES:Webinars for Community Banks
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20251106T140000
DTEND;TZID=America/Chicago:20251106T153000
DTSTAMP:20260416T190609Z
CREATED:20241125T230931Z
LAST-MODIFIED:20260416T190609Z
UID:1774-1762437600-1762443000@crowning-achievements.com
SUMMARY:Three Key Risk Assessments in Your ERM Program: ERM\, IT and Internal Controls
DESCRIPTION:This webinar is designed for participants with a foundational knowledge of Enterprise Risk Management (ERM) who seek specific examples on completing three critical Risk Assessments. You will gain a high-level overview of ERM\, its three key phases\, and how Risk Assessments fit into the process. The webinar will then delve into the Risk Assessment Process\, focusing on three essential assessments: Enterprise Risk Management Risk Assessment\, Information Technology Risk Assessment\, and Internal Controls Risk Assessment. You will learn about the consequences of not implementing controls and explore practical tools and examples for mitigating and monitoring various risk categories\, which you can immediately apply in your institution. \nThe webinar covers a quick overview of ERM and its key definitions\, the three key phases of ERM\, and the Risk Assessment Process. It includes complete examples of ERM Risk Assessment\, Information Technology Risk Assessment\, and Internal Controls Risk Assessment\, detailing definitions\, areas assessed\, and categories included. Key learning objectives include understanding ERM key definitions and phases\, mastering the Risk Assessment Process\, identifying and assessing risks using the ERM Risk Assessment Matrix\, recognizing industry best practices for Risk Assessments\, prioritizing identified risks\, and completing examples of both IT and Internal Controls Risk Assessments. \nKey Learning Objectives \n\nGet Up to Speed: A Quick Overview of ERM Key Definitions and Its Three Dynamic Phases\nUnlock the Secrets: Master the Risk Assessment Process and Key Steps\nRisk Radar: Identify and Assess Your Institution’s Risks with the ERM Risk Assessment Matrix\nBest in Class: Discover the Characteristics of Industry-Best Practices Risk Assessments\nPrioritize Your Risks: Learn How to Rank Your Institution’s Top Risks Effectively\nLearn how to complete the IT Risk Assessment with Confidence\nLearn how to complete the Internal Controls Risk Assessment\n\n  \nWho Should Attend: \nThis informative session is designed for Risk Managers and Risk Leaders\, Chief Risk Officers\, Compliance Officers\, Chief Operating Officer\, Chief Credit Officer\, Internal Auditors\, and the entire risk management team. \nPresenting with Graduate School of Banking. \nFor more information and to register\, click here.
URL:https://crowning-achievements.com/event/three-key-risk-assessments/
LOCATION:Webinar for Community Banks
CATEGORIES:Webinars for Community Banks
ATTACH;FMTTYPE=image/jpeg:https://crowning-achievements.com/wp-content/uploads/20251106-02003-1.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20251103T100000
DTEND;TZID=America/Chicago:20251103T120000
DTSTAMP:20260416T182734Z
CREATED:20250807T194710Z
LAST-MODIFIED:20260416T182734Z
UID:1882-1762164000-1762171200@crowning-achievements.com
SUMMARY:Succession Planning for Community Banks Online Workshop with Iowa Bankers Association - Laying the Foundation (Part 1 of 2)
DESCRIPTION:This two-part workshop series is designed to help community banks establish a robust succession planning process. Participants will learn how to create a comprehensive succession plan\, conduct talent assessments to identify skills gaps\, and develop personalized development plans for their successors\, focusing on leadership\, management\, and technical skills. \nPart 1: Laying the Foundation \n1. Building a Strong Future: Establish your Succession Planning Process – from how you identify employees retiring and potential successors to how you train and develop your successors including the timeline. \n2. The Blueprint for Success: Developing your Succession Plan for the CEO\, Senior Leadership Team\, next level managers\, and key positions in the bank. Leverage AI to help you find the right successors based on their personality\, skills\, and experience and match them to the types of jobs needing to be filled. \n3. Future-Proofing Your Bank: Conducting a Talent Assessment to identify the talent you currently have in the bank\, and potential skills gaps your organization may need for future growth\, including new positions. \nPart 2: Developing Your Successors (Part 2 on Nov. 17th) \n1. Nurturing Tomorrow’s Leaders: Creating Personal Development Plans for your identified successors in the various areas. Leverage AI to help you create individual plans. \n2. From Potential to Performance: Developing a Leadership Talent Development Program and Management Skills Training Program for the successors based on their personal needs. \n3. Empowering Successors: Establishing a Technical and Job Skills Enhancement Program to prepare your successors to take on their new jobs at the right time and to retain your top talent. \nKey Takeaways: \n\nYou will gain a comprehensive understanding of how to establish a well-structured succession plan tailored for your community bank.\nYou will have the opportunity to develop a detailed succession plan for both current leadership and their potential successors.\nYou will receive practical tools and guidance to create personalized development plans for identified successors\, focusing on leadership\, management\, and technical skills.\n\nWho Should Attend: \nSenior Executives and Board Members\, Human Resources Managers\, Department Heads and Managers\, and potential successors (individuals being mentored/coached for leadership positions should understand the succession planning process and their role in it). \nThis event was not recorded. \n[vc_video link=’https://youtu.be/aPmr02IgKnA’]
URL:https://crowning-achievements.com/event/succession-planning-for-community-banks-online-workshop-with-iowa-bankers-association-laying-the-foundation-part-1-of-2/
LOCATION:Webinar for Community Banks
CATEGORIES:Webinars for Community Banks
ATTACH;FMTTYPE=image/jpeg:https://crowning-achievements.com/wp-content/uploads/20251103-02027-1.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20251016T140000
DTEND;TZID=America/Chicago:20251016T153000
DTSTAMP:20260416T181849Z
CREATED:20241125T225833Z
LAST-MODIFIED:20260416T181849Z
UID:1771-1760623200-1760628600@crowning-achievements.com
SUMMARY:Creating the Right ERM Program for YOUR Community Bank
DESCRIPTION: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 program can be particularly beneficial for community banks\, enabling them to navigate challenges and capitalize on opportunities. Key components of an effective ERM program include understanding its general background and definitions\, recognizing the building blocks of a complete program\, and integrating it into the bank’s strategic plan. The program should also involve creating an ERM Committee Charter\, selecting appropriate committee members\, and understanding top risk categories and their interrelations. Additionally\, developing a Risk Management Appetite and Tolerance Statement and utilizing an ERM Risk Assessment Matrix are crucial steps in the process. \nThe three ongoing phases of ERM—identifying and assessing risk\, mitigating and eliminating risk\, and monitoring and reporting risk—are essential for maintaining a robust risk management framework. By increasing overall knowledge of ERM\, banks can better understand how to integrate various components into their strategic plans and complete necessary assessments. Establishing an ERM program not only provides a structured approach to risk management but also offers significant benefits\, such as improved decision-making and enhanced resilience. The webinar concludes with an ERM program flowchart that can help you visualize the process\, ensuring all steps are clearly defined and followed. \nTopics Covered:  \n\nUnlock the Essentials: ERM General Background and Key Definitions\nEmpower Community Banks: How an ERM Program Can Help You Survive and Thrive\nBuild Your Foundation: Identifying the Key Components of a Complete ERM Program\nMaster the Three Key Phases of ERM:\nIdentifying and Assessing Risks\nMitigating and Eliminating Risks\nMonitoring and Reporting Risks\nCrafting an ERM Committee Charter and Selecting the Right ERM Committee Members\nStrategic Integration: Weaving the ERM Program into Your Strategic Plan\nNavigate the Top Risk Categories: Definitions and Interrelations\nMaster the ERM Risk Assessment Matrix: Definitions and Practical Examples\nDefine Your Boundaries: Crafting the Risk Management Appetite and Tolerance Statement\nReap the Rewards: Implementing Your ERM Program and Its Benefits\nVisualize Success: The ERM Program Flowchart\n\nKey Learning Objectives: \n\nElevate Your Expertise: Master the Fundamentals of ERM and the Power of an ERM Program\nNavigate the Essentials: Grasp the Three Dynamic Phases of ERM\nStrategic Synergy: Discover How ERM Integrates Seamlessly into Your Bank’s Strategic Plan\nHolistic Integration: Learn to Incorporate Additional ERM Components Effectively\nCrafting an Impactful ERM Committee Charter\nRisk Assessment Mastery: Complete the ERM Risk Assessment Matrix with Confidence\nUnlock the Benefits: Experience the Advantages of an Established ERM Program\n\nWho Should Attend: \nChief Risk Officers\, Risk Managers/Leaders\, Chief Credit Officers\, Chief Financial Officers\, Compliance Officers\, Internal Auditors\, Presidents involved in the risk management process and their ERM program \nPurchase this webinar on-demand here. \n[vc_video link=’https://youtu.be/vLjahSQ8Dzw’]
URL:https://crowning-achievements.com/event/creating-the-right-erm-program-for-your-community-bank-8/
LOCATION:Webinar for Community Banks
CATEGORIES:Webinars for Community Banks
ATTACH;FMTTYPE=image/jpeg:https://crowning-achievements.com/wp-content/uploads/20251016-1.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20251015T141500
DTEND;TZID=America/Chicago:20251015T153000
DTSTAMP:20260416T161408Z
CREATED:20250828T143741Z
LAST-MODIFIED:20260416T161408Z
UID:1890-1760537700-1760542200@crowning-achievements.com
SUMMARY:Mastering Delegation: How to Effectively Delegate to Accomplish Your Vision through an Empowered Team (BankIn Minnesota's LEAD Conference)
DESCRIPTION:This educational session is designed for emerging leaders in banking to help you master the skill of delegation. The goal in becoming a master delegator is to free up your time to focus on strategy for your institution and for the specific area you lead. During this session you will learn delegation techniques and strategies that will help you develop and empower your team. You will learn how to transition from being a “doer” to an “overseer” and incorporate delegation into your succession plan. You will walk away encouraged and armed with new strategies to accomplish your bank’s vision through your team. \nKey Learning Objectives: \n\nLearn delegation techniques and strategies\nDevelop your team\nFind opportunities to mentor your employees using delegation\nDevelop trust in your team members\nLearn how to empower your employees\nMaximize everyone’s talents by delegating appropriately\nLearn the difference between leadership talent and management skill\nLearn the tasks that you cannot delegate as the leader\nIncorporating delegation into your succession plan\nTransition from being a “doer” to an “overseer”\nHow mastering delegation can help you achieve work/life balance\n\nWho Should Attend\nThis workshop is designed for emerging leaders in community banks\, including managers\, supervisors\, and team leads who want to strengthen their leadership skills. It is especially valuable for bankers transitioning from being individual contributors to taking on broader leadership responsibilities\, and for those preparing for succession into senior roles. \nFor more information and to register\, click here.
URL:https://crowning-achievements.com/event/mastering-delegation-how-to-effectively-delegate-to-accomplish-your-vision-through-an-empowered-team-bankin-minnesotas-lead-conference/
LOCATION:The Park Event Center\, 500 Division Street\, Waite Park\, MN\, 56387-1334\, United States
CATEGORIES:Seminar
ATTACH;FMTTYPE=image/jpeg:https://crowning-achievements.com/wp-content/uploads/20251015-01010-1.jpg
ORGANIZER;CN="BankIn Minnesota":MAILTO:Info@Minnesota.Bank
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20251009T133000
DTEND;TZID=America/Chicago:20251009T150000
DTSTAMP:20260416T160745Z
CREATED:20241125T230414Z
LAST-MODIFIED:20260416T160745Z
UID:1772-1760016600-1760022000@crowning-achievements.com
SUMMARY:Strategic Planning for Your Community Bank - It's All About Your Strategy!
DESCRIPTION: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 a fluid and adaptable strategic plan. Additionally\, the industry faces numerous challenges\, new competitors\, and uncertainties\, which also present unprecedented opportunities. This highlights the need for a dynamic strategic plan that enables financial institutions to thrive and grow. Whether your institution lacks a cohesive strategy or wants to review existing plans\, this webinar will address critical questions about your institution’s vision\, employee alignment with that vision\, cultural and brand consistency\, risk identification\, and having the right people in the right roles. \nAfter attending this webinar\, you will be able to clarify your vision\, mission\, and core values\, understand the importance of a well-defined strategic plan structure\, and identify key components common to successful strategies. You will also learn about the role of enterprise risk mitigation and management in your strategic plan\, learn four key growth strategies\, establish best practices with board governance\, and manage the strategic planning and implementation process. Additionally\, you will gain tools and ideas to integrate your Enterprise Risk Management and Talent Management Programs into your strategic plan\, ensuring it is actively implemented and not just a document on the shelf. \nKey Learning Objectives:  \n\nDefine Your Path: Clarify Your Vision\, Mission\, and Core Values\nBlueprint for Success: Learn the Importance of a Clearly Defined Strategic Plan Structure\nUnlock Success: Identify Key Components Common to Winning Strategies\nRisk-Proof Your Plan: Understand the Role of Enterprise Risk Mitigation and Management\nGrowth Mastery: Identify and Implement Four Key Growth Strategies\nGovernance Excellence: Establish Best Practices with Board Governance\nStrategic Leadership: Develop and Manage the Strategic Planning Process\nRisk-Ready: Conduct a Strategic Risk Assessment for New Initiatives\nSeamless Integration: Incorporate Your Enterprise Risk Management Program into Your Strategic Plan\nTalent Alignment: Integrate Your Talent Management Program into Your Strategic Plan\nAction-Oriented: Ensure Your Strategic Plan is Actively Implemented\n\nWho Should Attend:  \nThis informative session is designed for the Board of Directors\, Leadership Team\, Supervisors with planning responsibilities\, and everyone involved in the Strategic Planning process. \nFor more information and to register\, click here. \n 
URL:https://crowning-achievements.com/event/strategic-planning-for-your-community-bank-its-all-about-your-strategy-6/
LOCATION:Webinar for Community Banks
CATEGORIES:Webinars for Community Banks
ATTACH;FMTTYPE=image/jpeg:https://crowning-achievements.com/wp-content/uploads/20251006-02006-1.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250925T100000
DTEND;TZID=America/Chicago:20250925T113000
DTSTAMP:20260416T160241Z
CREATED:20241125T225418Z
LAST-MODIFIED:20260416T160241Z
UID:1768-1758794400-1758799800@crowning-achievements.com
SUMMARY:Treasury Management: A Powerful Tool to Increase Deposits and Fee Income
DESCRIPTION: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 they provide. In today’s banking landscape\, bankers must be both “lenders” and “deposit gatherers.” Community banks are seeking ways to increase core deposits and non-interest fee income\, and Treasury Management is the key. This course will deepen your understanding of how Sales\, Treasury Management\, IT\, Marketing\, and Deposit Operations teams must collaborate to successfully sell and implement business products and services. We will also cover the ideal organizational design for Treasury Management and how to incentivize your sales team effectively. \nBy the end of this course\, you will have a thorough knowledge of Treasury Management\, be able to conduct a TM Needs Assessment on your business account holders\, and learn strategies to boost core deposits. You’ll gain insights into marketing Treasury Management services to your ideal business customers and discover ways to enhance team collaboration\, knowing how critical each area is to the success of implementing and selling these services. Additionally\, we will discuss pricing and challenges your bank may face when selling TM services\, providing you with practical tools and strategies you can implement immediately to drive growth and profitability. \nWebinar Overview: \n\nPart I – Foundational Knowledge\nPart II – Marketing & Sales Process\nPart III – Product Implementation\nPart IV – The Future of Treasury Management\n\nKey Learning Objectives:  \n\nUnlock Revenue Potential: Maximize the Account Analysis Statement to Cross-Sell and Identify New Fee Income Opportunities\nComprehensive Insight: Understand the Treasury Management Services Available in the Market\nValue-Driven Enhancements: Identify Service Enhancements Focusing on Business Benefits\nCustomer-Centric Solutions: Discover the TM Services Your Business Customers Are Asking For\nTailored Offerings: Determine Which Services to Offer Based on Industry Needs\nCollaborative Success: Learn How Treasury Management Teams Work with Technology\, Operations\, Marketing\, and Sales\nBranding Brilliance: Implement Innovative Ideas to Market and Brand Your Treasury Management Services\nOptimal Structure: Understand the Ideal Organizational Design for Treasury Management and How to Incentivize Sales Teams\nSeamless Implementation: Establish a Process to Implement Treasury Management Products\nDigital Strategy: Choose the Right Digital Payment Strategy for Businesses\nEnhanced Security: Identify New Authentication Methods to Boost Product Security\n\nThese objectives are designed to captivate your audience and emphasize the strategic importance of each element in your Treasury Management Program. \nWho Should Attend:  \nBusiness bankers who want to learn about Treasury Management products and their benefits to business clients\, Treasury Management sales officers/specialists\, Deposit Operations personnel\, IT\, and Marketing staff. This course is also designed for Presidents/CEOs who are looking for the ideal organizational structure for Treasury Management and looking for additional non-interest fee income as well as new core deposits. \nPresenting with ICBA. \nFor more information and to register\, click here.
URL:https://crowning-achievements.com/event/treasury-management-a-powerful-tool-to-increase-deposits-and-fee-income-22/
LOCATION:Webinar for Community Banks
CATEGORIES:Webinars for Community Banks
ATTACH;FMTTYPE=image/jpeg:https://crowning-achievements.com/wp-content/uploads/20250925-02008-1.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250918T140000
DTEND;TZID=America/Chicago:20250918T153000
DTSTAMP:20260416T155849Z
CREATED:20241125T225131Z
LAST-MODIFIED:20260416T155849Z
UID:1767-1758204000-1758209400@crowning-achievements.com
SUMMARY:Strategic Planning for Your Community Bank - It's All About Your Strategy!
DESCRIPTION: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 a fluid and adaptable strategic plan. Additionally\, the industry faces numerous challenges\, new competitors\, and uncertainties\, which also present unprecedented opportunities. This highlights the need for a dynamic strategic plan that enables financial institutions to thrive and grow. Whether your institution lacks a cohesive strategy or wants to review existing plans\, this webinar will address critical questions about your institution’s vision\, employee alignment with that vision\, cultural and brand consistency\, risk identification\, and having the right people in the right roles. \nAfter attending this webinar\, you will be able to clarify your vision\, mission\, and core values\, understand the importance of a well-defined strategic plan structure\, and identify key components common to successful strategies. You will also learn about the role of enterprise risk mitigation and management in your strategic plan\, learn four key growth strategies\, establish best practices with board governance\, and manage the strategic planning and implementation process. Additionally\, you will gain tools and ideas to integrate your Enterprise Risk Management and Talent Management Programs into your strategic plan\, ensuring it is actively implemented and not just a document on the shelf. \nKey Learning Objectives:  \n\nDefine Your Path: Clarify Your Vision\, Mission\, and Core Values\nBlueprint for Success: Learn the Importance of a Clearly Defined Strategic Plan Structure\nUnlock Success: Identify Key Components Common to Winning Strategies\nRisk-Proof Your Plan: Understand the Role of Enterprise Risk Mitigation and Management\nGrowth Mastery: Identify and Implement Four Key Growth Strategies\nGovernance Excellence: Establish Best Practices with Board Governance\nStrategic Leadership: Develop and Manage the Strategic Planning Process\nRisk-Ready: Conduct a Strategic Risk Assessment for New Initiatives\nSeamless Integration: Incorporate Your Enterprise Risk Management Program into Your Strategic Plan\nTalent Alignment: Integrate Your Talent Management Program into Your Strategic Plan\nAction-Oriented: Ensure Your Strategic Plan is Actively Implemented\n\nWho Should Attend:  \nThis informative session is designed for the Board of Directors\, Leadership Team\, Supervisors with planning responsibilities\, and everyone involved in the Strategic Planning process. \nPresenting with Graduate School of Banking. \nFor more information and to register\, click here.
URL:https://crowning-achievements.com/event/strategic-planning-for-your-community-bank-its-all-about-your-strategy-5/
LOCATION:Webinar for Community Banks
CATEGORIES:Webinars for Community Banks
ATTACH;FMTTYPE=image/jpeg:https://crowning-achievements.com/wp-content/uploads/20250918-02006-1.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250821T100000
DTEND;TZID=America/Chicago:20250821T113000
DTSTAMP:20250916T160720Z
CREATED:20241125T223840Z
LAST-MODIFIED:20250916T160720Z
UID:1765-1755770400-1755775800@crowning-achievements.com
SUMMARY:Vendor Management - How Model Risk Fits In
DESCRIPTION:With financial institutions increasingly relying on third-party providers to offer their products and services\, the associated risks also rise. This educational session will guide you through best practices for developing a simple yet comprehensive Vendor Management Program and a Model Risk Management Program. This webinar will help you understand the depth of due diligence required\, starting with your core system and extending to all technology-dependent banking products. You will gain practical insights into integrating these programs within your ERM framework\, ensuring robust risk management. Additionally\, you will gain a deeper knowledge of the OCC SR Letter 11-7\, detailing guidance on Model Risk Management. By the end of the session\, you will have a clearer understanding of how Vendor Management and Model Risk Management fit within your ERM program. \nKey learning objectives include understanding how the Vendor Management Program fits within ERM\, its components\, policies\, and procedures\, conducting vendor due diligence\, and performing vendor risk assessments. You will also learn about monitoring and reporting assessment results\, defining Model Risk\, and establishing your own Model Risk Management Program with practical examples. This session will equip you with the knowledge to manage risks associated with third-party providers and models effectively\, ensuring your institution’s resilience and compliance with regulatory standards. \nKey Learning Objectives:  \n\nIntegrate Vendor Management within Enterprise Risk Management\nUnderstand Vendor Management Program Components\nDevelop Vendor Management Policies and Procedures\nConduct Effective Vendor Due Diligence\nPerform Vendor Risk Assessments with Examples\nMonitor and Report Assessment Results\nDefine Model Risk and Its Impact on Your Institution\nFollow OCC SR Letter 11-7 with Step-by-Step Guidance\nEstablish a Model Risk Management Program\nIdentify Examples of Model Risk and Their Effects\nExample of Model Risk Assessment\n\nWho Should Attend:  \nVendor Management Program Managers\, Chief Risk Officers\, Risk Managers/Leaders\, Chief Credit Officers\, Chief Financial Officers\, Compliance Officers\, Internal Auditors\, IT personnel\, Presidents involved in the risk management process and their ERM program \nPresenting with ICBA. \nFor more information and to register\, click here.
URL:https://crowning-achievements.com/event/vendor-management-how-model-risk-fits-in-11/
LOCATION:Webinar for Community Banks
CATEGORIES:Webinars for Community Banks
ATTACH;FMTTYPE=image/jpeg:https://crowning-achievements.com/wp-content/uploads/20250821-1.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250819T090000
DTEND;TZID=America/Chicago:20250819T150000
DTSTAMP:20250916T160652Z
CREATED:20240807T143019Z
LAST-MODIFIED:20250916T160652Z
UID:1649-1755594000-1755615600@crowning-achievements.com
SUMMARY:Treasury Management Forum (Indiana Bankers Association)
DESCRIPTION:The Indiana Bankers Association hosts the Treasury Management Forum\, aimed at enhancing your professional development and the future prosperity of your bank. Led by Marcia Malzahn (Malzahn Strategic)\, this forum allows Treasury Management (TM) Officers\, as well as other team members involved in the selling\, supporting\, or marketing of TM products and services to business customers\, to openly share ideas\, analyze challenges\, and converse on pertinent issues with their TM peers. Participants are grouped according to their bank’s size and market\, ensuring similarities in experiences and concerns. These groups convene thrice a year\, and the membership size is kept to a manageable number to encourage meaningful dialogue and interaction. \nBenefits of the Forums: \n\nDevelop strategies to tackle the prevailing difficulties faced by community banks in marketing Treasury Management products and services.\nEnhance your sales tactics by emphasizing the unique benefits of your Treasury Management products and services.\nGain insights into pricing strategies used by other community banks for their various offerings.\nAddress crucial issues related to Treasury Management services\, such as navigating relationships with core system providers and other vendors.\nUnderstand how to fully utilize an Account Analysis System for maximum benefit.\nExplore different avenues for recruiting skilled Treasury Management professionals.\nAccess insights and advice from highly regarded industry experts.\nEngage in discussions with peers about effective and less effective sales and customer service practices for Treasury Management customers.\n\nTreasury Management Topics for Forum: \n\nUnderstand the importance of Treasury Management in addressing two key banking concerns: attracting new business-driven core deposits (low-cost funds) and increasing non-interest fee income.\nLearn how to create a vision for a robust Treasury Management Department.\nDiscover strategies for attracting larger businesses that require Treasury Management products and services.\nLearn methods for training lenders to sell Treasury Management products and services\, encouraging business bankers to engage in this process.\nUnderstand the optimal organizational structure for integrating Treasury Management.\nExplore where to source skilled and experienced Treasury Management professionals and what qualifications to look for.\nLearn techniques to transition Treasury Management services from being free to generating fees.\nDiscover strategies to manage risks associated with Treasury Management.\nUnderstand the distinct roles within Treasury Management\, including the Treasury Management Director\, Treasury Management Sales Officer (TMSO)\, Treasury Management Operations Manager\, Treasury Management Product Manager\, and Treasury Management Specialist.\nLearn how to effectively communicate the value of each Treasury Management product and service to business clients.\nUnderstand the strategies to appropriately price Treasury Management products and services.\nAnd more…\n\nMore groups will be formed as demand allows. Please contact the Indiana Bankers Association at the link below to let them know you are interested in the Treasury Management Forum. \nFor more information and to register\, click here.
URL:https://crowning-achievements.com/event/treasury-management-forum-indiana-bankers-association-3/
LOCATION:IBA Headquarters\, 8425 Woodfield Crossing Blvd. Suite 155E\, Indianapolis\, IN\, 46240\, United States
CATEGORIES:Seminar
ATTACH;FMTTYPE=image/jpeg:https://crowning-achievements.com/wp-content/uploads/treasury-management-forum.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250724T133000
DTEND;TZID=America/Chicago:20250724T150000
DTSTAMP:20250916T160619Z
CREATED:20241024T234810Z
LAST-MODIFIED:20250916T160619Z
UID:1732-1753363800-1753369200@crowning-achievements.com
SUMMARY:Encouraging the Next Generation of Women Leaders
DESCRIPTION:Join us for an inspiring keynote where Marcia shares her journey of triumph and leadership in the financial services world\, breaking barriers as an immigrant and a woman leader. \nChampioning Women in Leadership: Marcia’s passion for empowering women leaders shines through as she recounts her successes and struggles. She motivates you to embrace your leadership role with seriousness\, boldness\, and confidence. \nUnlock Leadership Traits: In this powerful session\, Marcia reveals the traits of successful leaders and the profound impact of your daily decisions on work/life balance. She emphasizes the critical role of effective communication within your team and organization. \nPractical Tools for Success: Walk away with actionable insights and practical tools to help you achieve the balance you need in your life and career. Marcia’s keynote is designed to inspire and equip you to lead with strength and resilience. \nDon’t miss this opportunity to be inspired by Marcia’s journey and gain valuable leadership insights! \nFor more information and to register\, click here.
URL:https://crowning-achievements.com/event/encouraging-the-next-generation-of-women-leaders/
LOCATION:Webinar for Community Banks
CATEGORIES:Webinars for Community Banks
ATTACH;FMTTYPE=image/jpeg:https://crowning-achievements.com/wp-content/uploads/20250724-1-1.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250626T133000
DTEND;TZID=America/Chicago:20250626T153000
DTSTAMP:20250916T160555Z
CREATED:20241024T234555Z
LAST-MODIFIED:20250916T160555Z
UID:1731-1750944600-1750951800@crowning-achievements.com
SUMMARY:Treasury Management: A Powerful Tool to Increase Deposits and Fee Income
DESCRIPTION: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 they provide. In today’s banking landscape\, bankers must be both “lenders” and “deposit gatherers.” Community banks are seeking ways to increase core deposits and non-interest fee income\, and Treasury Management is the key. This course will deepen your understanding of how Sales\, Treasury Management\, IT\, Marketing\, and Deposit Operations teams must collaborate to successfully sell and implement business products and services. We will also cover the ideal organizational design for Treasury Management and how to incentivize your sales team effectively. \nBy the end of this course\, you will have a thorough knowledge of Treasury Management\, be able to conduct a TM Needs Assessment on your business account holders\, and learn strategies to boost core deposits. You’ll gain insights into marketing Treasury Management services to your ideal business customers and discover ways to enhance team collaboration\, knowing how critical each area is to the success of implementing and selling these services. Additionally\, we will discuss pricing and challenges your bank may face when selling TM services\, providing you with practical tools and strategies you can implement immediately to drive growth and profitability. \nWebinar Overview: \n\nPart I – Foundational Knowledge\nPart II – Marketing & Sales Process\nPart III – Product Implementation\nPart IV – The Future of Treasury Management\n\nKey Learning Objectives: \n\nUnlock Revenue Potential: Maximize the Account Analysis Statement to Cross-Sell and Identify New Fee Income Opportunities\nComprehensive Insight: Understand the Treasury Management Services Available in the Market\nValue-Driven Enhancements: Identify Service Enhancements Focusing on Business Benefits\nCustomer-Centric Solutions: Discover the TM Services Your Business Customers Are Asking For\nTailored Offerings: Determine Which Services to Offer Based on Industry Needs\nCollaborative Success: Learn How Treasury Management Teams Work with Technology\, Operations\, Marketing\, and Sales\nBranding Brilliance: Implement Innovative Ideas to Market and Brand Your Treasury Management Services\nOptimal Structure: Understand the Ideal Organizational Design for Treasury Management and How to Incentivize Sales Teams\nSeamless Implementation: Establish a Process to Implement Treasury Management Products\nDigital Strategy: Choose the Right Digital Payment Strategy for Businesses\nEnhanced Security: Identify New Authentication Methods to Boost Product Security\n\nThese objectives are designed to captivate your audience and emphasize the strategic importance of each element in your Treasury Management Program. \nWho Should Attend: \nBusiness bankers who want to learn about Treasury Management products and their benefits to business clients\, Treasury Management sales officers/specialists\, Deposit Operations personnel\, IT\, and Marketing staff. This course is also designed for Presidents/CEOs who are looking for the ideal organizational structure for Treasury Management and looking for additional non-interest fee income as well as new core deposits. \nFor more information and to register\, click here.
URL:https://crowning-achievements.com/event/treasury-management-a-powerful-tool-to-increase-deposits-and-fee-income-19/
LOCATION:Webinar for Community Banks
CATEGORIES:Webinars for Community Banks
ATTACH;FMTTYPE=image/jpeg:https://crowning-achievements.com/wp-content/uploads/20250626-1.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250617T140000
DTEND;TZID=America/Chicago:20250617T153000
DTSTAMP:20250916T160525Z
CREATED:20241125T223328Z
LAST-MODIFIED:20250916T160525Z
UID:1764-1750168800-1750174200@crowning-achievements.com
SUMMARY:Creating a Unique Strategic Plan for Your Financial Institution
DESCRIPTION:Your credit union 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 a fluid and adaptable strategic plan. Additionally\, the industry faces numerous challenges\, new competitors\, and uncertainties\, which also present unprecedented opportunities. This highlights the need for a dynamic strategic plan that enables financial institutions to thrive and grow. Whether your institution lacks a cohesive strategy or wants to review existing plans\, this webinar will address critical questions about your institution’s vision\, employee alignment with that vision\, cultural and brand consistency\, risk identification\, and having the right people in the right roles. \nAfter attending this webinar\, you will be able to clarify your vision\, mission\, and core values\, understand the importance of a well-defined strategic plan structure\, and identify key components common to successful strategies. You will also learn about the role of enterprise risk mitigation and management in your strategic plan\, learn four key growth strategies\, establish best practices with board governance\, and manage the strategic planning and implementation process. Additionally\, you will gain tools and ideas to integrate your Enterprise Risk Management and Talent Management Programs into your strategic plan\, ensuring it is actively implemented and not just a document on the shelf. \nKey Learning Objectives:  \n\nDefine Your Path: Clarify Your Vision\, Mission\, and Core Values\nBlueprint for Success: Learn the Importance of a Clearly Defined Strategic Plan Structure\nUnlock Success: Identify Key Components Common to Winning Strategies\nRisk-Proof Your Plan: Understand the Role of Enterprise Risk Mitigation and Management\nGrowth Mastery: Identify and Implement Four Key Growth Strategies\nGovernance Excellence: Establish Best Practices with Board Governance\nStrategic Leadership: Develop and Manage the Strategic Planning Process\nRisk-Ready: Conduct a Strategic Risk Assessment for New Initiatives\nSeamless Integration: Incorporate Your Enterprise Risk Management Program into Your Strategic Plan\nTalent Alignment: Integrate Your Talent Management Program into Your Strategic Plan\nAction-Oriented: Ensure Your Strategic Plan is Actively Implemented\n\nWho Should Attend:  \nThis informative session is designed for the Board of Directors\, Leadership Team\, Supervisors with planning responsibilities\, and everyone involved in the Strategic Planning process. \nFor more information and to register\, click here.
URL:https://crowning-achievements.com/event/creating-a-unique-strategic-plan-for-your-financial-institution-2/
LOCATION:Webinar for Credit Unions
CATEGORIES:Webinars for Credit Unions
ATTACH;FMTTYPE=image/jpeg:https://crowning-achievements.com/wp-content/uploads/20250617-2.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250616T100000
DTEND;TZID=America/Chicago:20250616T113000
DTSTAMP:20250916T160456Z
CREATED:20241125T222923Z
LAST-MODIFIED:20250916T160456Z
UID:1763-1750068000-1750073400@crowning-achievements.com
SUMMARY:Creating a Unique Strategic Plan for Your Financial Institution
DESCRIPTION: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 a fluid and adaptable strategic plan. Additionally\, the industry faces numerous challenges\, new competitors\, and uncertainties\, which also present unprecedented opportunities. This highlights the need for a dynamic strategic plan that enables financial institutions to thrive and grow. Whether your institution lacks a cohesive strategy or wants to review existing plans\, this webinar will address critical questions about your institution’s vision\, employee alignment with that vision\, cultural and brand consistency\, risk identification\, and having the right people in the right roles. \nAfter attending this webinar\, you will be able to clarify your vision\, mission\, and core values\, understand the importance of a well-defined strategic plan structure\, and identify key components common to successful strategies. You will also learn about the role of enterprise risk mitigation and management in your strategic plan\, learn four key growth strategies\, establish best practices with board governance\, and manage the strategic planning and implementation process. Additionally\, you will gain tools and ideas to integrate your Enterprise Risk Management and Talent Management Programs into your strategic plan\, ensuring it is actively implemented and not just a document on the shelf. \nKey Learning Objectives:  \n\nDefine Your Path: Clarify Your Vision\, Mission\, and Core Values\nBlueprint for Success: Learn the Importance of a Clearly Defined Strategic Plan Structure\nUnlock Success: Identify Key Components Common to Winning Strategies\nRisk-Proof Your Plan: Understand the Role of Enterprise Risk Mitigation and Management\nGrowth Mastery: Identify and Implement Four Key Growth Strategies\nGovernance Excellence: Establish Best Practices with Board Governance\nStrategic Leadership: Develop and Manage the Strategic Planning Process\nRisk-Ready: Conduct a Strategic Risk Assessment for New Initiatives\nSeamless Integration: Incorporate Your Enterprise Risk Management Program into Your Strategic Plan\nTalent Alignment: Integrate Your Talent Management Program into Your Strategic Plan\nAction-Oriented: Ensure Your Strategic Plan is Actively Implemented\n\nWho Should Attend:  \nThis informative session is designed for the Board of Directors\, Leadership Team\, Supervisors with planning responsibilities\, and everyone involved in the Strategic Planning process. \nFor more information and to register\, click here. \n 
URL:https://crowning-achievements.com/event/creating-a-unique-strategic-plan-for-your-financial-institution/
LOCATION:Webinar for Community Banks
CATEGORIES:Webinars for Community Banks
ATTACH;FMTTYPE=image/jpeg:https://crowning-achievements.com/wp-content/uploads/20250616-2.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250612T100000
DTEND;TZID=America/Chicago:20250612T113000
DTSTAMP:20250916T160426Z
CREATED:20241125T203318Z
LAST-MODIFIED:20250916T160426Z
UID:1762-1749722400-1749727800@crowning-achievements.com
SUMMARY:How to Incorporate BCM into Your ERM Program
DESCRIPTION:In this basic course\, you will learn how to switch perspectives from having a static Business Continuity Plan to an ongoing dynamic Business Continuity Management (BCM) system and how to integrate it into your Enterprise Risk Management (ERM) Program. The presenter will take you through the key elements of the FFIEC’s Business Continuity Management Booklet that is part of the FFIEC’s IT Examination Handbook. You will walk away with a deeper understanding of BCP and BCM\, how the Disaster Recovery Plan\, Crisis Management\, and Incident Response are critical components of the overall plan and with some practical tools to increase your resiliency in all areas of operations. \nPart I: Business Continuity Management  \n\nThe ERM Puzzle and Risk Categories\nBusiness Continuity Management (BCM) and Business Continuity Plan (BCP)\nThe BCM Cycle\nThe BCM Governance and Responsibilities of Leadership and Board\nBCM Audit\nBCM Elements relative to ERM\nBusiness Continuity Strategies\n\nPart II: Resiliency\, BCP\, and DRP  \n\nWhat does “Resilience of Operations” mean and how do you become resilient?\nVendor Management: The role of Third-Party Service Providers\nBusiness Continuity Plan: Definition\, Elements\, and Components\nBCP and Incident Response\, Disaster Recovery\, Crisis Management\, Training\, and Testing\nThe importance of testing and what to do with the results\n\nKey Learning Objectives:  \n\nThe difference and relationship between the BCP and the BCM\nThe BCM Cycle\nThe BCM Governance and Responsibilities of Senior Management and Board\nHow BCM fits in within the ERM umbrella\nWhat does “Resilience of Operations” mean and how do you become resilient?\nBusiness Continuity Strategies\nThe role of Third-Party Service Providers (Vendor Management)\nIncidence Response for the various types of incidents\nThe importance of testing and what to do with the results\nWhat to expect from an examination\n\nWho Should Attend: \nEnterprise Risk Management leader and ERM team\, IT personnel\, IT Director\, IT leaders or those who have IT reporting to them\, senior leadership involved in BCM or who want to learn how BCM and ERM are integrated \nPresenting with ICBA. \nFor more information and to register\, click here.
URL:https://crowning-achievements.com/event/how-to-incorporate-bcm-into-your-erm-program-3/
LOCATION:Webinar for Community Banks
CATEGORIES:Webinars for Community Banks
ATTACH;FMTTYPE=image/jpeg:https://crowning-achievements.com/wp-content/uploads/20250612-1.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250529T143000
DTEND;TZID=America/Chicago:20250529T153000
DTSTAMP:20250916T160401Z
CREATED:20250117T163742Z
LAST-MODIFIED:20250916T160401Z
UID:1808-1748529000-1748532600@crowning-achievements.com
SUMMARY:Bring YOUR Shoes: How to Lead by Maximizing Talent
DESCRIPTION:Successful leaders build high-performing teams by surrounding themselves with individuals whose talents complement their own. In this interactive breakout session\, participants will explore Marcia’s personal journey of discovering her strengths and helping her team uncover their unique gifts. Based on her leadership book\, Bring YOUR Shoes – A Fresh Perspective for Leaders with Big Shoes to Fill\, this session provides practical guidance for emerging leaders. Marcia will share strategies to identify and maximize personal and team talents\, fostering a collaborative and effective environment. Attendees will leave inspired and equipped with actionable tools to elevate their leadership skills. \nPresenting at Indiana Bankers Association Mega Conference. \nFor more information and to register\, click here. \n[vc_video link=’https://youtu.be/nEq8jQzSBmI’]
URL:https://crowning-achievements.com/event/bring-your-shoes-how-to-lead-by-maximizing-talent/
LOCATION:Indiana Bankers Association Mega Conference\, Indiana Convention Center\, at 100 S. Capitol Ave.\, Indianapolis\, IN\, 46225\, United States
CATEGORIES:Seminar
ATTACH;FMTTYPE=image/jpeg:https://crowning-achievements.com/wp-content/uploads/20250529-2.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250529T090000
DTEND;TZID=America/Chicago:20250529T100000
DTSTAMP:20250916T160325Z
CREATED:20250117T163442Z
LAST-MODIFIED:20250916T160325Z
UID:1806-1748509200-1748512800@crowning-achievements.com
SUMMARY:Treasury Management for Business Bankers
DESCRIPTION:This session explores how bankers can excel at both lending and deposit gathering\, with Treasury Management as the key to boosting core deposits and non-interest fee income. Participants will learn about essential Treasury Management services\, strategies for tailoring solutions to business customers\, and aligning offerings with industry needs. The session covers the ideal organizational structure\, effective sales team incentives\, and leveraging the Account Analysis Statement as a sales tool. Additionally\, it highlights the importance of Positive Pay in fraud prevention and provides practical tips for selling this valuable service to business customers. Unlock new revenue potential through Treasury Management excellence. \nPresenting at Indiana Bankers Association Mega Conference. \nFor more information or to register\, click here. \n[vc_video link=’https://youtu.be/nEq8jQzSBmI’]
URL:https://crowning-achievements.com/event/treasury-management-for-business-bankers/
LOCATION:Indiana Bankers Association Mega Conference\, Indiana Convention Center\, at 100 S. Capitol Ave.\, Indianapolis\, IN\, 46225\, United States
CATEGORIES:Seminar
ATTACH;FMTTYPE=image/jpeg:https://crowning-achievements.com/wp-content/uploads/20250529-2.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20250520T090000
DTEND;TZID=America/Chicago:20250520T153000
DTSTAMP:20250916T160132Z
CREATED:20241125T202505Z
LAST-MODIFIED:20250916T160132Z
UID:1761-1747731600-1747755000@crowning-achievements.com
SUMMARY:Treasury Management Workshop: A Powerful Tool to Increase Deposits and Fee Income
DESCRIPTION: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 they provide. In today’s banking landscape\, bankers must be both “lenders” and “deposit gatherers.” Community banks are seeking ways to increase core deposits and non-interest fee income\, and Treasury Management is the key. This course will deepen your understanding of how Sales\, Treasury Management\, IT\, Marketing\, and Deposit Operations teams must collaborate to successfully sell and implement business products and services. We will also cover the ideal organizational design for Treasury Management and how to incentivize your sales team effectively. \nBy the end of this course\, you will have a thorough knowledge of Treasury Management\, be able to conduct a TM Needs Assessment on your business account holders\, and learn strategies to boost core deposits. You’ll gain insights into marketing Treasury Management services to your ideal business customers and discover ways to enhance team collaboration\, knowing how critical each area is to the success of implementing and selling these services. Additionally\, we will discuss pricing and challenges your bank may face when selling TM services\, providing you with practical tools and strategies you can implement immediately to drive growth and profitability. \nWorkshop Overview: \n\nPart I – Foundational Knowledge\nPart II – Marketing & Sales Process\nPart III – Product Implementation\nPart IV – The Future of Treasury Management\n\nKey Learning Objectives:  \n\nUnlock Revenue Potential: Maximize the Account Analysis Statement to Cross-Sell and Identify New Fee Income Opportunities\nComprehensive Insight: Understand the Treasury Management Services Available in the Market\nValue-Driven Enhancements: Identify Service Enhancements Focusing on Business Benefits\nCustomer-Centric Solutions: Discover the TM Services Your Business Customers Are Asking For\nTailored Offerings: Determine Which Services to Offer Based on Industry Needs\nCollaborative Success: Learn How Treasury Management Teams Work with Technology\, Operations\, Marketing\, and Sales\nBranding Brilliance: Implement Innovative Ideas to Market and Brand Your Treasury Management Services\nOptimal Structure: Understand the Ideal Organizational Design for Treasury Management and How to Incentivize Sales Teams\nSeamless Implementation: Establish a Process to Implement Treasury Management Products\nDigital Strategy: Choose the Right Digital Payment Strategy for Businesses\nEnhanced Security: Identify New Authentication Methods to Boost Product Security\n\nThese objectives are designed to captivate your audience and emphasize the strategic importance of each element in your Treasury Management Program. \nWho Should Attend: \nBusiness bankers who want to learn about Treasury Management products and their benefits to business clients\, Treasury Management sales officers/specialists\, Deposit Operations personnel\, IT\, and Marketing staff. This course is also designed for Presidents/CEOs who are looking for the ideal organizational structure for Treasury Management and looking for additional non-interest fee income as well as new core deposits. \nPresenting with Minnesota Bankers Association. \nFor more information and to register\, click here. \n[vc_video link=’https://youtu.be/azNnfX6_I2w’]
URL:https://crowning-achievements.com/event/treasury-management-workshop-a-powerful-tool-to-increase-deposits-and-fee-income/
LOCATION:Minnesota Bankers Association\, 8050 Washington Ave S\, Eden Prairie\, MN\, 55344\, United States
CATEGORIES:Workshop
ATTACH;FMTTYPE=image/jpeg:https://crowning-achievements.com/wp-content/uploads/20250520-2.jpg
END:VEVENT
END:VCALENDAR