Inspiring and Educating Financial Services Leaders™
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...
Are you creating your first ERM Program for your credit union? Do you want to ensure your current program is complete yet keep it simple? If yes to either question, this webinar is for you! Enterprise Risk Management (ERM) is a comprehensive approach that helps...
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. Championing Women in Leadership: Marcia’s passion for empowering women leaders shines through as she recounts her...
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...
In the “Presenting with Confidence for Leaders” webinar, you will be equipped with practical details and checklists to enhance your presentation skills, both in-person and virtually. Leaders often need to make public presentations, and having the confidence and skills for effective delivery is essential. This...
Every company, regardless of industry, is striving to attract and retain the right talent while achieving their strategic goals and vision. This session will explore how succession planning fits into your Talent Management Program and provide strategies to integrate it with your company’s Strategic Plan....
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...
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...
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...
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....