Strategic Planning for Credit Unions – It’s All About Your Strategy!

Webinar for Credit Unions

Your credit union 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 2 years since the Pandemic. Therefore, your Strategic Plan must be...

Leading through Crisis: Resilient. Thankful. Happy. An Inspirational Journey (at Women’s Equality Day with Holiday Stationstores)

Holiday Stationstores 4567 American Blvd. West, Bloomington, MN, United States

In this inspirational keynote, Marcia takes you on an emotional journey – sharing her experiences and major life events that shaped her into the person she is today. Discover how an immigrant who came to America with nothing more than her values leveraged resiliency, thankfulness and...

Enterprise Risk Management Board Training (private event)

Topics Covered: ERM general background and the role of the Board of Directors with ERM The three key ongoing Phases of ERM: Identifying and Assessing Risk Mitigating and Eliminating Risk Monitoring and Reporting Risk Integrating the ERM Program into your Strategic Plan Top Risk Categories,...

Strategic Planning for Your Community Bank – It’s All About Your Strategy!

Webinar for Community Banks

Your community bank 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...

Treasury Management: A Powerful Tool to Increase Deposits and Fee Income

Webinar for Community Banks

During this basic course, we will review the primary Treasury Management 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 today must...

Vendor Management – How Model Risk Fits In

Webinar for Community Banks

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...

Strategic Planning for Community Banks – It’s All About Your Strategy!

Webinar for Community Banks

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...

Characteristics of Strong Risk Assessments and Tools to Monitor and Report Results

Webinar for Community Banks

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...

Treasury Management Workshop (presenting with Minnesota Bankers Association)

Minnesota Bankers Association 8050 Washington Ave S, Eden Prairie, MN, United States

During this workshop, we will review the primary Treasury Management 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 today must be...