Inspiring and Educating Financial Services Leaders™
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...
The bankers of today must be “lenders” as well as “deposit gatherers.” Community banks are searching for ways to increase core deposits and non-interest fee income: Treasury Management is the answer. In this course, you will gain a deeper understanding of how each of the...
During this basic course, we will review the value of Treasury Management and services available in the market. You will learn strategies to offer the right Treasury Management services your business customers need based on the value these services provide to businesses. The bankers of...
This webinar is for participants who have a basic foundational knowledge of Enterprise Risk Management and are looking for specific examples on how to complete these three important Risk Assessments. We'll first conduct a basic review of what is ERM, the three key phases of...
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! Credit Unions have to have processes, policies, and procedures in...
Are you developing or formalizing the ERM Program for your bank? Does the Board of Directors understand their liability in regard to ERM? Do you want to ensure your current program is complete yet keep it simple? If yes to either question, this webinar is...
