Inspiring and Educating Financial Services Leaders™
Your institution is unique so your strategic plan should be unique as well. The environment for community financial institutions has changed drastically in the past 5 years – and especially in the last 3 years since the Pandemic. Therefore, your Strategic Plan must be a...
The presenter will first conduct a basic review of what is ERM, the three key phases of ERM, and how Risk Assessments fit in. Then the presenter will explain how the Risk Assessment Process works and will specifically focus on three key Risk Assessments you...
We need strong women leaders. Marcia shares her successes and struggles as she navigated through the financial services world – not only as an immigrant but as a woman leader. She shares why she’s so passionate about helping other women leaders succeed and encourages your...
Are you creating your first ERM Program for your bank? Do you want to ensure your current program is complete yet keep it simple? If yes to either question, this webinar is for you! Risk Management is at the heart of banking and every bank...
Leadership skills are critical to lead your own career; to lead others to greatness and to leave what’s “comfortable and safe” to move to new territory and allow yourself to flourish. Along with leadership comes courage…the courage to do all those things, plus negotiate for...
Risk Assessments are at the core of a strong ERM Program. Therefore, developing strong risk assessments for all key areas of the financial institution is crucial. Financial Institutions provide great value to the American economy. But that value comes with risks. Strategic-minded institutions do not...
With financial institutions increasingly relying on third-party providers to offer their products and services comes increased risk. Starting with the core system, should you outsource it or keep it in-house? And following with the rest of all the banking products you offer to your business...
This session is a combination of Marci’s inspirational stories of being a mentor as well as a mentee and tips you can use in your journey to succeed as a mentor and mentee. She shares how by being both during the course of her life...
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. Marcia will take you through the...
As a board director, you know that community banks are seeking ways to increase core deposits and non-interest fee income. Treasury management is a key source of additional income and business core deposits and could be the answer! Learn how treasury management services can bring...
