Inspiring and Educating Financial Services Leaders™
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....
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...
Leadership skills are essential for guiding your own career, inspiring others to achieve greatness, and stepping out of your comfort zone to explore new opportunities. Courage is a key component of leadership, enabling you to take these bold steps and negotiate effectively for yourself in...
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....
De-Risking the Deal: How a Complete ERM Program Powers Smarter M&A shows community bank board members and executives how a complete, enterprise-wide risk management program turns risk from a compliance burden into a strategic advantage – especially when evaluating a merger or acquisition. Drawing on...
Panel: Scaling GRC with a Lean Team Top 6 Key Topics We’ll Discuss: What “doing more with less” really looks like in GRC We’ll talk about the real day-to-day pressures lean teams face as expectations keep rising while headcount often stays the same. How to...
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...
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...
Unlock the Power of Talent with Marcia’s Inspirational Keynote! Join us for Marcia’s energizing keynote, “Bring YOUR Shoes – How to Lead by Maximizing Talent,” designed to ignite the leadership potential in emerging leaders, new managers, and supervisors. In today’s competitive landscape, successful leaders know the secret...