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DTSTART;TZID=America/Chicago:20241010T100000
DTEND;TZID=America/Chicago:20241010T113000
DTSTAMP:20241018T204048Z
CREATED:20231130T185319Z
LAST-MODIFIED:20241018T204048Z
UID:1510-1728554400-1728559800@crowning-achievements.com
SUMMARY:You Are the Future of Banking: Making Connections Throughout Your Journey is Key to Your Success
DESCRIPTION:Understanding how a bank is ran as a business is crucial for the success of young bankers who are the future leaders. Preparing as you gain experience\, including making valuable connections along the way\, will propel you and equip you to either run a successful bank in the future or be part of one. In this interactive workshop\, Marci describes how the various areas of the bank are related\, their effect on the bottom line\, and how they all integrate into the bank’s overall Strategic Plan. This is an interactive workshop and you will walk away with ideas you can implement immediately in your career plus a few new real connections!  \nWe will cover the following topics:  \n\nThe importance of networking \n\n\nGoing deeper – making real connections and building long-term relationships \n\n\nThe business of banking and career paths \n\n\nThe ideal Organizational Design for a Community Bank \n\n\nHow to stay connected to people and to the industry \n\nPresenting with ICBA. \nFor more information and to register\, click here. \n[vc_video link=’https://youtu.be/tphBOCWQmng’]
URL:https://crowning-achievements.com/event/you-are-the-future-of-banking-making-connections-throughout-your-journey-is-key-to-your-success/
LOCATION:Webinar for Community Banks
CATEGORIES:Webinars for Community Banks
ATTACH;FMTTYPE=image/jpeg:https://crowning-achievements.com/wp-content/uploads/20241010-ytvp.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20241003T133000
DTEND;TZID=America/Chicago:20241003T150000
DTSTAMP:20241018T204028Z
CREATED:20231130T025309Z
LAST-MODIFIED:20241018T204028Z
UID:1509-1727962200-1727967600@crowning-achievements.com
SUMMARY:Strategic Planning for Your Community Bank - It's All About Your Strategy!
DESCRIPTION:Your institution is unique so your strategic plan should be unique as well. The environment has changed drastically in the past 5 years – especially in the aftermath of the Pandemic\, new and emerging technologies\, evolving consumer preferences\, market shifts\, and the recent bank failures and strategic planning for your community bank is more important than ever. Your Strategic Plan must be a fluid document. In addition\, the industry is impacted by many more forces\, challenges\, new competitors\, and with uncertainty leading the way. At the same time\, these challenges may also present more opportunities than ever before. These drivers highlight the need for every financial institution to design a living\, breathing strategic plan to thrive and grow. \nWhether your institution lacks a cohesive strategy\, or just wants to review existing plan(s)\, this webinar will address questions including: \n\nWhat is your vision for the future of your institution?\nDo your employees know your vision\, and can they articulate it?\nDoes the culture and brand of your institution (everything from your electronic signature on your emails to the look of your lobby) reflect the vision of where you want to take your institution?\nDo you know your risks—the risks that are unique to your institution?\nDo you have the right people\, and are they in the right places to fulfill the vision of your institution?\n\nAfter this Webinar you’ll be able to: \n\nClarify your vision\, mission\, and core values\nLearn the importance of a clearly defined strategic plan structure\nIdentify key components common to successful strategies\nUnderstand the role of enterprise risk mitigation and management in an institution’s strategic plan\nIdentify and implement four key growth strategies\nEstablish “best practices” with board governance\nDevelop and manage the strategic planning and implementation process in your institution\nConduct a Strategic Risk Assessment for New Initiatives\n\nYou will walk away with tools and ideas to: \n\nIntegrate your Enterprise Risk Management Program into your Strategic Plan\nIntegrate your Talent Management Program into your Strategic Plan\, and\nEnsure your Strategic Plan doesn’t sit on the shelf and gets implemented.\nIdentify and implement four key growth strategies.\n\nWho Should Attend: \nThis informative session is designed for the Board of Directors\, Leadership Team\, Supervisors with planning responsibilities\, and everyone involved in Strategic Planning process. \nFor more information and to register\, click here. \n[vc_video link=’https://youtu.be/8UnnFNa0nXk’]
URL:https://crowning-achievements.com/event/strategic-planning-for-your-community-bank-its-all-about-your-strategy-2/
LOCATION:Webinar for Community Banks
CATEGORIES:Webinars for Community Banks
ATTACH;FMTTYPE=image/jpeg:https://crowning-achievements.com/wp-content/uploads/20241003-ytvp.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20241001T100000
DTEND;TZID=America/Chicago:20241001T113000
DTSTAMP:20241018T204006Z
CREATED:20231130T023906Z
LAST-MODIFIED:20241018T204006Z
UID:1508-1727776800-1727782200@crowning-achievements.com
SUMMARY:Three Key Risk Assessments in Your ERM Program: ERM\, IT\, and Internal Controls
DESCRIPTION: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 key risk assessments. \nThe 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 must have as critical components of your ERM Program: Enterprise Risk Management Risk Assessment\, Information Technology Risk Assessment\, and the Internal Controls Risk Assessment. The presenter will focus on the consequences of not implementing controls and provide examples of mitigating and monitoring tools banks can use to mitigate the effects of the various risk categories. You will walk away with practical tools and examples you can implement in your organization immediately. \nCovered Topics: \nPart I: \n\nERM quick overview and key definitions\nThree Key Phases of ERM and how Risk Assessments fit in\nThe Risk Assessment Process\nERM Risk Assessment– Complete example\n\nPart II: \n\nInformation Technology Risk Assessment\n\nDefinitions\nAreas Assessed\nCategories Included\n\n\nIT Risk Assessment – Complete example\n\nPart III: \n\nInternal Controls Risk Assessment\n\nDefinitions\nAreas Assessed\nCategories Included\n\n\nInternal Controls Risk Assessment – Complete example\n\nWho Should Attend: \nThis informative session is designed for Risk Managers and Risk Leaders\, Chief Risk Officers\, Compliance Officers\, Chief Operating Officer\, Chief Credit Officer\, Internal Auditors\, and the entire risk management team. \nWhy You Should Attend: \nTo learn more in-depth how to complete these three key risk assessments for ERM\, IT\, and Internal Controls. \nKey Learning Objectives: \n\nQuick overview of ERM key definitions and the three ongoing phases\nLearn about the Risk Assessment Process and key steps\nHow to identify and assess your institution’s risks using the ERM Risk Assessment Matrix\nCharacteristics of Risk Assessments based on industry best practices\nHow to prioritize your institution’s risks once identified\nHow to complete the IT Risk Assessment\nHow to complete the Internal Controls Risk Assessment\n\nTopic Background: \nEnterprise Risk Management has been around since the 1980’s but it has now become more prominent in the banking industry due to increased global risks. Banks that have an ERM Program established are better positioned to grow successfully. The ERM Program based on best practices ensures banks have a strong foundation and solid infrastructure which helps them foresee and prepare for future risks while achieving their organization’s vision. \nRisk Assessments are at the core of the ERM Program. Financial Institutions need to conduct Risk Assessments in multiple areas. In this session\, we focus on three key risk assessments. \nFor more information and to register\, click here. \n[vc_video link=’https://youtu.be/M3z5o6mQI7Y’]
URL:https://crowning-achievements.com/event/three-key-risk-assessments-in-your-erm-program-erm-it-and-internal-controls-12/
LOCATION:Webinar for Community Banks
CATEGORIES:Webinars for Community Banks
ATTACH;FMTTYPE=image/jpeg:https://crowning-achievements.com/wp-content/uploads/20241001-ytvp.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240930T140000
DTEND;TZID=America/Chicago:20240930T153000
DTSTAMP:20241018T203934Z
CREATED:20231130T021903Z
LAST-MODIFIED:20241018T203934Z
UID:1505-1727704800-1727710200@crowning-achievements.com
SUMMARY:Three Key Risk Assessments in YOUR ERM Program: ERM\, IT\, and Internal Controls
DESCRIPTION:This webinar will first take you through a step-by-step process to develop three key risk assessments to address key areas of your institution. Then the presenter will specifically focus on three key Risk Assessments you must have as critical components of your ERM Program: the Enterprise Risk Management Risk Assessment\, Information Technology Risk Assessment\, and the Internal Controls Risk Assessment. You will walk away with practical tools and examples you can implement in your organization immediately. \nThis 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. The presenter will focus on how COVID-19 impacted each risk category\, the consequences\, and mitigating and monitoring tools credit unions can use to mitigate the effects of the Pandemic now and going forward. \nCovered Topics: \nPart I: \n\nERM quick overview and key definitions\nThree Key Phases of ERM and how Risk Assessments fit in\nThe Risk Assessment Process\nERM Risk Assessment– Complete example\n\nPart II: \n\nInformation Technology Risk Assessment\n\nDefinitions\nAreas Assessed\nCategories Included\n\n\nIT Risk Assessment – Complete example\n\nPart III: \n\nInternal Controls Risk Assessment\n\nDefinitions\nAreas Assessed\nCategories Included\n\n\nInternal Controls Risk Assessment – Complete example\n\nWho Should Attend: \nThis informative session is designed for Risk Managers and Risk Leaders\, Chief Risk Officers\, Compliance Officers\, Chief Operating Officer\, Chief Credit Officer\, Internal Auditors\, and the entire risk management team. \nFor more information and to register\, click here. \n[vc_video link=’https://youtu.be/3LQPbtaWUiA’]
URL:https://crowning-achievements.com/event/three-key-risk-assessments-in-your-erm-program-erm-it-and-internal-controls-11/
LOCATION:Webinar for Credit Unions
CATEGORIES:Webinars for Credit Unions
ATTACH;FMTTYPE=image/jpeg:https://crowning-achievements.com/wp-content/uploads/20240930-ytvp.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240919T140000
DTEND;TZID=America/Chicago:20240919T153000
DTSTAMP:20241018T203908Z
CREATED:20231130T021325Z
LAST-MODIFIED:20241018T203908Z
UID:1504-1726754400-1726759800@crowning-achievements.com
SUMMARY:Creating the Right Enterprise Risk Management (ERM) Program for YOUR Community Bank
DESCRIPTION:Are you creating the right Enterprise Risk Management (ERM) Program for your bank? Are you creating your first ERM program? 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 has to have processes\, policies\, and procedures in place in order to assess and manage the risks on their balance sheet. Marci shares the fundamental pieces of the ERM puzzle\, how they relate to each other\, and how to integrate your ERM program into the bank’s Strategic Plan. Having built an ERM program for a community bank from scratch\, Marci describes the various components of a strong ERM program. In this educational session\, you will learn how to put your program together using all the parts you already have in your bank. Marci shares how you can make the process fun and how your team will become closer as they work together with the common goal of protecting the bank’s assets while fulfilling your bank’s vision. \nTopics Covered: \n\nERM general background and key definitions\nHow implementing an ERM Program can help Community Banks survive and thrive\nIdentifying the specific building blocks/components of a simple yet complete ERM Program\nThe three key ongoing Phases of ERM:\n\nIdentifying and Assessing Risk\nMitigating and Eliminating Risk\nMonitoring and Reporting Risk\n\n\nCreating an ERM Committee Charter and choosing the right ERM Committee members\nIntegrating the ERM Program into your Strategic Plan\nTop Risk Categories\, definitions\, and how they are interrelated\nERM Risk Assessment Matrix – Definitions and example\nCreating the Risk Management Appetite and Tolerance Statement – Description of Process\nImplementing your ERM Program and benefits\nERM Program Flowchart\n\nWho Should Attend: \nChief Risk Officers\, Risk Managers/Leaders\, Chief Credit Officers\, Chief Financial Officers\, Compliance Officers\, Internal Auditors\, Presidents involved in the risk management process and their ERM program \nWhy You Should Attend: \nTo learn what ERM is about\, obtain tools and take initial steps to create a complete yet simple ERM Program in your community bank. This webinar will help your bank identify the key members of the ERM team and clarify the Board’s responsibilities versus the leadership team’s responsibilities. Although we will cover the ERM Risk Assessment\, this webinar does not cover completing Risk Assessments for all the various areas of the bank. Increase overall awareness of ERM in your bank. \nKey Learning Objectives: \n\nIncrease overall knowledge of ERM and what it means to have an ERM Program\nUnderstand the three ongoing phases of ERM\nUnderstand how ERM is integrated into the bank’s Strategic Plan\nHow to integrate other ERM components into it\nHow to create an ERM Committee Charter\nHow to complete the ERM Risk Assessment Matrix\nBenefits of having an ERM Program established\n\nTopic Background: \nEnterprise Risk Management has been around since the 1980’s but it has now become more prominent in the banking industry due to increased global risks. Banks that have an ERM Program established are better positioned to grow successfully. The ERM Program based on best practices ensures banks have a strong foundation and solid infrastructure which helps them foresee and prepare for future risks while achieving their organization’s vision. In this session\, we focus on assessing what pieces of the puzzle you already have and how to complete the ERM Program at your institution. \nPresenting with Graduate School of Banking in Madison\, WI. \nFor more information and to register\, click here. \n[vc_video link=’https://youtu.be/lZb-lOmb2T4′]
URL:https://crowning-achievements.com/event/creating-the-right-enterprise-risk-management-erm-program-for-your-community-bank-6/
LOCATION:Webinar for Community Banks
CATEGORIES:Webinars for Community Banks
ATTACH;FMTTYPE=image/jpeg:https://crowning-achievements.com/wp-content/uploads/20240919-ytvp.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240917T090000
DTEND;TZID=America/Chicago:20240917T150000
DTSTAMP:20240917T193804Z
CREATED:20240515T184809Z
LAST-MODIFIED:20240917T193804Z
UID:1604-1726563600-1726585200@crowning-achievements.com
SUMMARY:Community Bank Treasury Management Seminar
DESCRIPTION:During this Treasury Management seminar\, 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. \nThe 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 the Sales\, Treasury Management\, IT\, Marketing\, and Deposit Operations team members must collaborate to successfully sell and implement the business products and services at your institution. We will cover the ideal organizational design for Treasury Management and how to incentivize the sales team. \nYou will walk away from this course with a deeper knowledge of Treasury Management\, learn to conduct a TM Needs Assessment on your business account holders\, and learn strategies to increase core deposits. You’ll also bring ideas back to your institution on how to market Treasury Management services to your ideal business account holders and ways your team can work better together knowing how critical each area is to the success of the implementation and sale of these services. \nSeminar Overview:  \n\nPart I – Foundational Knowledge\nPart II – Marketing & Sales Process\nPart III – Product Implementation\nPart IV – The Future of Treasury Management\n\nAfter this webinar you’ll be able to:  \n\nMaximize the Account Analysis statement as a tool to cross-sell and identify new fee income opportunities\nUnderstand the Treasury Management services available in the market\nIdentify enhancements to services focusing on the benefits of each service to businesses—the value\nIdentify TM services your business customers are asking for that you may be missing\nDetermine which services you need to offer to businesses based on industry\nLearn how the Treasury Management team collaborates with technology\, operations\, marketing and sales teams\nImplement ideas on how to market and brand your Treasury Management services\nUnderstand the ideal organizational design for Treasury Management and how to incentivize the sales teams\nEstablish a process to implement Treasury Management products\nChoose the right digital payment strategy for businesses\nIdentify new authentication methods to enhance your products’ security\n\nWho Should Attend: \nBusiness bankers who want to learn about Treasury Management products and their benefits to business clients\, Treasury Management sales officers/specialists\, Deposit Operations personnel\, IT\, and Marketing staff. This course is also designed for Presidents/CEOs who are looking for the ideal organizational structure for Treasury Management and looking for additional non-interest fee income as well as new core deposits. \nWhy You Should Attend: \nTo obtain a better understanding of the value of Treasury Management products and using them as a core deposit growth and increased fee income strategy. To learn more in-depth how Treasury Management interacts with the business banking\, IT\, and deposit operations teams. You will also learn about the future products your institution should offer to your clients and how new payment systems may affect your institution. \nKey Learning Objectives: \n\nGain a deeper understanding of Treasury Management\nGain knowledge of Treasury Management products and how they help your business clients\nLearn how Treasury Management collaborates with the Bank’s Technology\, Operations\, Marketing\, and Sales teams and how they can work together better\nLearn about risks that Treasury Management products pose to the institution\nIdentify new non-interest fee opportunities\, how to market and brand your Treasury Management products\, and ideas on how to sell more products by meeting your clients’ needs\nLearn about a sales process and how to customize it for your institution\nLearn about the future of Treasury Management and how your institution can prepare\n\nTopic Background: \nThe Cash Management services have been around for over forty years. In recent years\, the name was changed to Treasury Management. However\, both terms are used interchangeably in the banking industry. Treasury Management services and products include all the banking services financial institutions offer to business clients to help them handle their cash on a daily basis. With increased new technology-based products come increased risk for both the financial institutions and the business clients who use the products. Therefore\, it is crucial for both institutions and business clients to get educated on which Treasury Management services are available\, what their risks are\, and how they can be used to maximize the management of the business’ daily cash to improve profits. \nPresenting with ICBA. \nFor more information and to register\, click here. \n[vc_video link=’https://youtu.be/R72YSXJfgAI’]
URL:https://crowning-achievements.com/event/community-bank-treasury-management-seminar/
CATEGORIES:Seminar
ATTACH;FMTTYPE=image/jpeg:https://crowning-achievements.com/wp-content/uploads/20240917-ytvp-rev.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240910T140000
DTEND;TZID=America/Chicago:20240910T153000
DTSTAMP:20240917T193738Z
CREATED:20231130T022402Z
LAST-MODIFIED:20240917T193738Z
UID:1506-1725976800-1725982200@crowning-achievements.com
SUMMARY:Strategic Planning for Your Community Bank - It's All About Your Strategy!
DESCRIPTION:Your institution is unique so strategic planning for your community bank should be unique as well. The environment for community financial institutions has changed drastically in the past 5 years – especially in the aftermath of the Pandemic\, new and emerging technologies\, evolving consumer preferences\, market shifts\, and the recent bank failures. Therefore\, your Strategic Plan must be a fluid document. In addition\, the industry is impacted by many more forces\, challenges\, new competitors\, and with uncertainty leading the way. At the same time\, these challenges may also present more opportunities than ever before. These drivers highlight the need for every financial institution to design a living\, breathing strategic plan to thrive and grow. \nWhether your institution lacks a cohesive strategy\, or just wants to review existing plan(s)\, this webinar will address questions including: \n\nWhat is your vision for the future of your institution?\nDo your employees know your vision\, and can they articulate it?\nDoes the culture and brand of your institution (everything from your electronic signature on your emails to the look of your lobby) reflect the vision of where you want to take your institution?\nDo you know your risks—the risks that are unique to your institution?\nDo you have the right people\, and are they in the right places to fulfill the vision of your institution?\n\nAfter this Webinar you’ll be able to: \n\nClarify your vision\, mission\, and core values\nLearn the importance of a clearly defined strategic plan structure\nIdentify key components common to successful strategies\nUnderstand the role of enterprise risk mitigation and management in an institution’s strategic plan\nIdentify and implement four key growth strategies\nEstablish “best practices” with board governance\nDevelop and manage the strategic planning and implementation process in your institution\nConduct a Strategic Risk Assessment for New Initiatives\n\nYou will walk away with tools and ideas to: \n\nIntegrate your Enterprise Risk Management Program into your Strategic Plan\nIntegrate your Talent Management Program into your Strategic Plan\, and\nEnsure your Strategic Plan doesn’t sit on the shelf and gets implemented.\nIdentify and implement four key growth strategies.\n\nWho Should Attend: \nThis informative session is designed for the Board of Directors\, Leadership Team\, Supervisors with planning responsibilities\, and everyone involved in Strategic Planning process. \nPresenting with Graduate School of Banking – Madison\, WI. \nFor more information and to register\, click here. \n[vc_video link=’https://youtu.be/3yB4eIkt0-Q’]
URL:https://crowning-achievements.com/event/strategic-planning-for-your-community-bank-its-all-about-your-strategy-4/
LOCATION:Webinar for Community Banks
CATEGORIES:Webinars for Community Banks
ATTACH;FMTTYPE=image/jpeg:https://crowning-achievements.com/wp-content/uploads/20240910-ytvp.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240822T100000
DTEND;TZID=America/Chicago:20240822T113000
DTSTAMP:20240905T133545Z
CREATED:20231130T015710Z
LAST-MODIFIED:20240905T133545Z
UID:1501-1724320800-1724326200@crowning-achievements.com
SUMMARY:Three Key Risk Assessments in Your ERM Program: ERM\, IT\, and Internal Controls
DESCRIPTION: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 key Risk Assessments. \nThe 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 must have as critical components of your ERM Program: Enterprise Risk Management Risk Assessment\, Information Technology Risk Assessment\, and the Internal Controls Risk Assessment. The presenter will focus on the consequences of not implementing controls and provide examples of mitigating and monitoring tools banks can use to mitigate the effects of the various risk categories. You will walk away with practical tools and examples you can implement in your organization immediately. \nCovered Topics: \nPart I: \n\nERM quick overview and key definitions\nThree Key Phases of ERM and how Risk Assessments fit in\nThe Risk Assessment Process\nERM Risk Assessment– Complete example\n\nPart II: \n\nInformation Technology Risk Assessment\n\nDefinitions\nAreas Assessed\nCategories Included\n\n\nIT Risk Assessment – Complete example\n\nPart III: \n\nInternal Controls Risk Assessment\n\nDefinitions\nAreas Assessed\nCategories Included\n\n\nInternal Controls Risk Assessment – Complete example\n\nWho Should Attend: \nThis informative session is designed for Risk Managers and Risk Leaders\, Chief Risk Officers\, Compliance Officers\, Chief Operating Officer\, Chief Credit Officer\, Internal Auditors\, and the entire risk management team. \nWhy You Should Attend: \nTo learn more in-depth how to complete these three key risk assessments for ERM\, IT\, and Internal Controls. \nKey Learning Objectives: \n\nQuick overview of ERM key definitions and the three ongoing phases\nLearn about the Risk Assessment Process and key steps\nHow to identify and assess your institution’s risks using the ERM Risk Assessment Matrix\nCharacteristics of Risk Assessments based on industry best practices\nHow to prioritize your institution’s risks once identified\nHow to complete the IT Risk Assessment\nHow to complete the Internal Controls Risk Assessment\n\nTopic Background: \nEnterprise Risk Management has been around since the 1980’s but it has now become more prominent in the banking industry due to increased global risks. Banks that have an ERM Program established are better positioned to grow successfully. The ERM Program based on best practices ensures banks have a strong foundation and solid infrastructure which helps them foresee and prepare for future risks while achieving their organization’s vision. \nRisk Assessments are at the core of the ERM Program. Financial Institutions need to conduct Risk Assessments in multiple areas. In this session\, we focus on three key risk assessments. \nPresenting with ICBA. \nFor more information and to register\, click here. \n[vc_video link=’https://youtu.be/bbSi_y0FZbE’]
URL:https://crowning-achievements.com/event/three-key-risk-assessments-in-your-erm-program-erm-it-and-internal-controls-13/
LOCATION:Webinar for Community Banks
CATEGORIES:Webinars for Community Banks
ATTACH;FMTTYPE=image/jpeg:https://crowning-achievements.com/wp-content/uploads/20240822-ytvp.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240813T090000
DTEND;TZID=America/Chicago:20240813T150000
DTSTAMP:20240815T171038Z
CREATED:20231130T020657Z
LAST-MODIFIED:20240815T171038Z
UID:1503-1723539600-1723561200@crowning-achievements.com
SUMMARY:Treasury Management Forum (Indiana Bankers Association)
DESCRIPTION:The Indiana Bankers Association hosts Treasury Management Forums\, aimed at enhancing your professional development and the future prosperity of your bank. Led by Marcia Malzahn (Malzahn Strategic)\, this forum allows Treasury Management (TM) Officers\, as well as other team members involved in the selling\, supporting\, or marketing of TM products and services to business customers\, to openly share ideas\, analyze challenges\, and converse on pertinent issues with their TM peers. Participants are grouped according to their bank’s size and market\, ensuring similarities in experiences and concerns. These groups convene thrice a year\, and the membership size is kept to a manageable number to encourage meaningful dialogue and interaction. \nBenefits of the Forums: \n\nDevelop strategies to tackle the prevailing difficulties faced by community banks in marketing Treasury Management products and services.\nEnhance your sales tactics by emphasizing the unique benefits of your Treasury Management products and services.\nGain insights into pricing strategies used by other community banks for their various offerings.\nAddress crucial issues related to Treasury Management services\, such as navigating relationships with core system providers and other vendors.\nUnderstand how to fully utilize an Account Analysis System for maximum benefit.\nExplore different avenues for recruiting skilled Treasury Management professionals.\nAccess insights and advice from highly regarded industry experts.\nEngage in discussions with peers about effective and less effective sales and customer service practices for Treasury Management customers.\n\nTreasury Management Topics for Forum: \n\nUnderstand the importance of Treasury Management in addressing two key banking concerns: attracting new business-driven core deposits (low-cost funds) and increasing non-interest fee income.\nLearn how to create a vision for a robust Treasury Management Department.\nDiscover strategies for attracting larger businesses that require Treasury Management products and services.\nLearn methods for training lenders to sell Treasury Management products and services\, encouraging business bankers to engage in this process.\nUnderstand the optimal organizational structure for integrating Treasury Management.\nExplore where to source skilled and experienced Treasury Management professionals and what qualifications to look for.\nLearn techniques to transition Treasury Management services from being free to generating fees.\nDiscover strategies to manage risks associated with Treasury Management.\nUnderstand the distinct roles within Treasury Management\, including the Treasury Management Director\, Treasury Management Sales Officer (TMSO)\, Treasury Management Operations Manager\, Treasury Management Product Manager\, and Treasury Management Specialist.\nLearn how to effectively communicate the value of each Treasury Management product and service to business clients.\nUnderstand the strategies to appropriately price Treasury Management products and services.\nAnd more…\n\nMore groups will be formed as demand allows. Please contact the Indiana Bankers Association at the link below to let them know you are interested in the Treasury Management Forum. \nFor more information click here.
URL:https://crowning-achievements.com/event/treasury-management-forum-indiana-bankers-association/
LOCATION:IBA Headquarters\, 8425 Woodfield Crossing Blvd. Suite 155E\, Indianapolis\, IN\, 46240\, United States
CATEGORIES:Workshop
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240805T133000
DTEND;TZID=America/Chicago:20240805T150000
DTSTAMP:20240815T171014Z
CREATED:20231130T020021Z
LAST-MODIFIED:20240815T171014Z
UID:1502-1722864600-1722870000@crowning-achievements.com
SUMMARY:Vendor Management: How Model Risk Fits In
DESCRIPTION: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 clients that depend on technology\, how in depth should your vendor management due diligence be? In this educational session\, the presenter provides best practices based on the FFIEC IT Examination Handbook to help you develop a simple yet comprehensive Vendor Management Program. \nIn addition\, along with managing vendors\, which includes all the third-party providers of systems and software\, comes yet another risk—Model Risk. The presenter will explain step by step the OCC SR Letter 11-7 following their guidance on Model Risk Management. You will walk away with a clearer understanding of where Vendor Management and Model Risk Management fit it within your ERM program. \nTopics Covered: \n\nHow Vendor Management Program fits in within Enterprise Risk Management\nVendor Management Program Components\nVendor Management Policy and Procedures\nVendor Due Diligence\nExample of Vendor Risk Assessment\nMonitoring and Reporting Assessment Results\nDefinition of Model Risk and how it applies to your Institution\nThe OCC SR Letter 11-7 – A Step by step explanation\nExamples of Model Risk – How it affects your institution\nExample of Model Risk Assessment\nHow to establish your own Model Risk Management Program\n\nWho Should Attend: \nVendor Management Program Managers\, Chief Risk Officers\, Risk Managers/Leaders\, Chief Credit Officers\, Chief Financial Officers\, Compliance Officers\, Internal Auditors\, IT personnel\, Presidents involved in the risk management process and their ERM program \nWhy You Should Attend: \nTo learn what managing vendors is about\, obtain tools and take initial steps to create a complete yet simple Vendor Management Program in your institution. This webinar will help your institution identify key vendor relationships and conduct the appropriate due diligence. In addition\, you will learn how Model Risk fits in and how model risk affects your institution from a simple Excel spreadsheet to the more complex reports produced by your core system. \nKey Learning Objectives: \n\nIncrease overall knowledge and what it means to have a Vendor Management Program\nUnderstand how managing vendors is part of your ERM Program\nHow to complete the Model Risk Assessment which is part of the ERM Risk Assessment\nBenefits of having a Vendor Management Program established\nBenefits of having a Model Risk Management Program in place\n\nFor more information and to register\, click here. \n[vc_video link=’https://youtu.be/ZWrcGWiRts0′]
URL:https://crowning-achievements.com/event/vendor-management-how-model-risk-fits-in-8/
LOCATION:Webinar for Community Banks
CATEGORIES:Webinars for Community Banks
ATTACH;FMTTYPE=image/jpeg:https://crowning-achievements.com/wp-content/uploads/20240805-ytvp.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240730T100000
DTEND;TZID=America/Chicago:20240730T113000
DTSTAMP:20240801T215714Z
CREATED:20231130T192140Z
LAST-MODIFIED:20240801T215714Z
UID:1515-1722333600-1722339000@crowning-achievements.com
SUMMARY:Strategic Planning for Your Community Bank - It's All About Your Strategy!
DESCRIPTION:Your institution is unique so strategic planning for your community bank should be unique as well. The environment for community financial institutions has changed drastically in the past 5 years – especially in the aftermath of the Pandemic\, new and emerging technologies\, evolving consumer preferences\, market shifts\, and the recent bank failures. Therefore\, your Strategic Plan must be a fluid document. In addition\, the industry is impacted by many more forces\, challenges\, new competitors\, and with uncertainty leading the way. At the same time\, these challenges may also present more opportunities than ever before. These drivers highlight the need for every financial institution to design a living\, breathing strategic plan to thrive and grow. \nWhether your institution lacks a cohesive strategy\, or just wants to review existing plan(s)\, this webinar will address questions including: \n\nWhat is your vision for the future of your institution?\nDo your employees know your vision\, and can they articulate it?\nDoes the culture and brand of your institution (everything from your electronic signature on your emails to the look of your lobby) reflect the vision of where you want to take your institution?\nDo you know your risks—the risks that are unique to your institution?\nDo you have the right people\, and are they in the right places to fulfill the vision of your institution?\n\nAfter this Webinar you’ll be able to: \n\nClarify your vision\, mission\, and core values\nLearn the importance of a clearly defined strategic plan structure\nIdentify key components common to successful strategies\nUnderstand the role of enterprise risk mitigation and management in an institution’s strategic plan\nIdentify and implement four key growth strategies\nEstablish “best practices” with board governance\nDevelop and manage the strategic planning and implementation process in your institution\nConduct a Strategic Risk Assessment for New Initiatives\n\nYou will walk away with tools and ideas to: \n\nIntegrate your Enterprise Risk Management Program into your Strategic Plan\nIntegrate your Talent Management Program into your Strategic Plan\, and\nEnsure your Strategic Plan doesn’t sit on the shelf and gets implemented.\nIdentify and implement four key growth strategies.\n\nWho Should Attend: \nThis informative session is designed for the Board of Directors\, Leadership Team\, Supervisors with planning responsibilities\, and everyone involved in Strategic Planning process. \nPresenting with ICBA. \nFor more information and to register\, click here. \n[vc_video link=’https://youtu.be/WyqISu2khlg’]
URL:https://crowning-achievements.com/event/strategic-planning-for-your-community-bank-its-all-about-your-strategy-3/
LOCATION:Webinar for Community Banks
CATEGORIES:Webinars for Community Banks
ATTACH;FMTTYPE=image/jpeg:https://crowning-achievements.com/wp-content/uploads/20240730-ytvp.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240725T100000
DTEND;TZID=America/Chicago:20240725T113000
DTSTAMP:20240725T211324Z
CREATED:20231130T014923Z
LAST-MODIFIED:20240725T211324Z
UID:1500-1721901600-1721907000@crowning-achievements.com
SUMMARY:Characteristics of Strong Risk Assessments and Tools to Monitor and Report Results
DESCRIPTION: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 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 so that\, at any given time\, they incur just enough of the right kind of risk—no more\, no less—to effectively pursue their strategic goals. This is referred to as “Optimal Risk-Taking.” This webinar will take you through the characteristics of strong Risk Assessments to ensure you address key areas of your institution. The presenter will share her experience in developing an enterprise-wide process to conduct Risk Assessments in a practical\, sustainable\, and easy way to understand. You will walk away with practical tools and examples you can implement in your organization immediately. This webinar will help you strengthen your existing Risk Assessments and create new ones for other areas as needed. \nTopics Covered: \n\nOverall view of Enterprise Risk Management and key components\nThe three key phases of ERM and how Risk Assessments fit in\nThe Risk Assessment Process to enhance existing Risk Assessments\nThe goal of Risk Assessments\nCharacteristics of strong Risk Assessments\nWhat is a Risk Assessment System (RAS) and its relationship to CAMELS rating\nThe top eight risks and other important ones\nHow to conduct an ERM Risk Assessment using a Matrix – The core of risk assessments\nThe various types of risk assessments based on the area of risk and what they consist of\nExamples of ongoing Monitoring and Reporting tools\n\nWho Should Attend: \nThis informative session is designed for Risk Managers/Leaders\, Chief Risk Officers\, Compliance Officers\, Internal Auditors\, Chief Operating Officer\, Chief Credit Officer\, and the entire risk management team. \nWhy You Should Attend: \nTo obtain a better understanding on how to strengthen your existing Risk Assessments and create/develop enterprise-wide risk assessments for new areas. To understand the Risk Assessment System and how it works together with the CAMELS rating from the regulatory perspective. Learn about how to identify unique risks to your institution that are beyond the regulators’ top risk categories. Learn about the various risk assessments and the areas you need to assess in your banks. \nKey Learning Objectives: \n\nHigh level review of ERM and its three phases\nLearn about the Risk Assessment Process and key steps to strengthen existing Risk Assessments\nHow to identify and assess your institution’s risks enterprise-wide\nCharacteristics and goals of Risk Assessments based on industry best practices\nHow to develop appropriate Risk Assessment Criteria\nAnnual Risk Assessments recommended\nHow to use examples of monitoring and reporting tools\n\nTopic Background: \nEnterprise Risk Management has been around since the 1980’s but it has now become more prominent in the banking industry due to increased global risks. Banks that have an ERM Program established are better positioned to grow successfully. The ERM Program based on best practices ensures banks have a strong foundation and solid infrastructure which helps them foresee and prepare for future risks while achieving their organization’s vision. \nRisk Assessments are at the core of the ERM Program. Financial Institutions need to conduct Risk Assessments in multiple areas. In this session\, we focus on how to develop strong enterprise-wide risk assessments. \nPresenting with ICBA. \nFor more information and to register\, click here. \n  \n[vc_video link=’https://youtu.be/AODlrK2ZBdo’]
URL:https://crowning-achievements.com/event/characteristics-of-strong-risk-assessments-and-tools-to-monitor-and-report-results-12/
LOCATION:Webinar for Community Banks
CATEGORIES:Webinars for Community Banks
ATTACH;FMTTYPE=image/jpeg:https://crowning-achievements.com/wp-content/uploads/20240725-ytvp.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240718T100000
DTEND;TZID=America/Chicago:20240718T113000
DTSTAMP:20240725T211238Z
CREATED:20231130T014436Z
LAST-MODIFIED:20240725T211238Z
UID:1499-1721296800-1721302200@crowning-achievements.com
SUMMARY:Creating the Right Enterprise Risk Management ERM Program for Your Community Bank
DESCRIPTION: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 has to have processes\, policies\, and procedures in place in order to assess and manage the risks on their balance sheet. Marci shares the fundamental pieces of the ERM puzzle\, how they relate to each other\, and how to integrate your ERM program into the bank’s Strategic Plan. Having built an ERM program for a community bank from scratch\, Marci describes the various components of a strong ERM program. In this educational session\, you will learn how to put your program together using all the parts you already have in your bank. Marci shares how you can make the process fun and how your team will become closer as they work together with the common goal of protecting the bank’s assets while fulfilling your bank’s vision. \nTopics Covered: \n\nERM general background and key definitions\nHow implementing an ERM Program can help Community Banks survive and thrive\nIdentifying the specific building blocks/components of a simple yet complete ERM Program\nThe three key ongoing Phases of ERM:\n\nIdentifying and Assessing Risk\nMitigating and Eliminating Risk\nMonitoring and Reporting Risk\n\n\nCreating an ERM Committee Charter and choosing the right ERM Committee members\nIntegrating the ERM Program into your Strategic Plan\nTop Risk Categories\, definitions\, and how they are interrelated\nERM Risk Assessment Matrix – Definitions and example\nCreating the Risk Management Appetite and Tolerance Statement – Description of Process\nImplementing your Enterprise Risk Management Program and benefits\nERM Program Flowchart\n\nWho Should Attend: \nChief Risk Officers\, Risk Managers/Leaders\, Chief Credit Officers\, Chief Financial Officers\, Compliance Officers\, Internal Auditors\, Presidents involved in the risk management process and their ERM program \nWhy You Should Attend: \nTo learn what ERM is about\, obtain tools and take initial steps to create a complete yet simple ERM Program in your community bank. This webinar will help your bank identify the key members of the ERM team and clarify the Board’s responsibilities versus the leadership team’s responsibilities. Although we will cover the ERM Risk Assessment\, this webinar does not cover completing Risk Assessments for all the various areas of the bank. Increase overall awareness of ERM in your bank. \nKey Learning Objectives: \n\nIncrease overall knowledge of ERM and what it means to have an ERM Program\nUnderstand the three ongoing phases of ERM\nUnderstand how ERM is integrated into the bank’s Strategic Plan\nHow to integrate other ERM components into it\nHow to create an ERM Committee Charter\nHow to complete the ERM Risk Assessment Matrix\nBenefits of having an Enterprise Risk Management Program established\n\nTopic Background: \nEnterprise Risk Management has been around since the 1980’s but it has now become more prominent in the banking industry due to increased global risks. Banks that have an ERM Program established are better positioned to grow successfully. The Enterprise Risk Management Program based on best practices ensures banks have a strong foundation and solid infrastructure which helps them foresee and prepare for future risks while achieving their organization’s vision. In this session\, we focus on assessing what pieces of the puzzle you already have and how to complete the ERM Program at your institution. \nPresenting with ICBA. \nFor more information and to register\, click here. \n  \n[vc_video link=’https://youtu.be/qg5D2fwgM_0′]
URL:https://crowning-achievements.com/event/creating-the-right-enterprise-risk-management-erm-program-for-your-community-bank-5/
LOCATION:Webinar for Community Banks
CATEGORIES:Webinars for Community Banks
ATTACH;FMTTYPE=image/jpeg:https://crowning-achievements.com/wp-content/uploads/20240718-ytvp.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240711T133000
DTEND;TZID=America/Chicago:20240711T150000
DTSTAMP:20240725T211216Z
CREATED:20231004T184239Z
LAST-MODIFIED:20240725T211216Z
UID:1481-1720704600-1720710000@crowning-achievements.com
SUMMARY:A Passion for Women in Leadership - Encouraging the Next Generation of Women Leaders
DESCRIPTION:Join Us for an Inspiring Webinar: “A Passion for Women in Leadership – Encouraging the Next Generation of Women Leaders” \nDate: July 11\, 2024 \nTime: 1:30 pm – 3:00 pm \nAre you ready to take your leadership skills to the next level? This is your chance to hear from Marci Malzahn\, a trailblazer in the financial services industry\, who has navigated her journey as both an immigrant and a woman leader. Her story is one of resilience\, determination\, and triumph\, and she’s passionate about helping other women succeed in their leadership roles. In this motivational talk\, Marcia will share her personal experiences\, challenges\, and the lessons she’s learned along the way. You’ll leave inspired\, equipped with practical tips\, and ready to lead with boldness and confidence. \nWhat You’ll Learn: \n\nTraits of Successful Leaders: Discover the essential traits that make a great leader and learn how to be a successful follower.\nMotivation & Responsibility: Understand the importance of motivation\, taking responsibility\, maintaining a positive attitude\, and committing to life-long learning.\nAchieving Life Balance: Get ten actionable tips for balancing your professional and personal life.\nEffective Communication: Learn how strong communication skills can enhance your success and balance.\nSetting Limits & Boundaries: Find out how to discover your limits\, make informed commitments\, and establish boundaries at work and at home.\nKeys to Successful Leadership: Gain insights into the essential keys to becoming a successful woman leader.\n\n  \nWho Should Attend: \n\nEmerging Women Leaders: Those aspiring to grow and make an impact in their careers.\nFirst-Time Supervisors and Managers: Learn the ropes of leadership and set yourself up for success.\nExperienced Leaders: Share your wisdom and help guide the next generation of women leaders.\n\nDon’t miss this opportunity to be inspired and empowered! Register now and take the first step towards becoming the leader you were meant to be. \nFor more information and to register\, click here. \n[vc_video link=’https://youtu.be/HNPb_rOZQ3Q’]
URL:https://crowning-achievements.com/event/a-passion-for-women-in-leadership-encouraging-the-next-generation-of-women-leaders-4/
LOCATION:Webinar for Credit Unions
CATEGORIES:Webinars for Credit Unions
ATTACH;FMTTYPE=image/jpeg:https://crowning-achievements.com/wp-content/uploads/20240711-ytvp.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240620T140000
DTEND;TZID=America/Chicago:20240620T153000
DTSTAMP:20240625T161503Z
CREATED:20240123T161634Z
LAST-MODIFIED:20240625T161503Z
UID:1535-1718892000-1718897400@crowning-achievements.com
SUMMARY:Creating the Right ERM Program for Your Credit Union
DESCRIPTION: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 place in order to assess and manage the risks on their balance sheet. Marci shares the fundamental pieces of the ERM puzzle\, how they relate to each other\, and how to integrate your ERM program into the credit union’s Strategic Plan. \nHaving built an ERM program from scratch\, Marci describes the various components of a strong ERM program. In this educational session\, you will learn how to put your program together using all the parts you already have in your credit union. Marci shares how you can make the process fun and how your team will become closer as they work together with the common goal of protecting the credit union’s assets while fulfilling your credit union’s vision. \nTopics Covered:  \n\nERM general background and key definitions\nHow implementing an ERM Program can help Financial Institutions survive and thrive\nIdentifying the specific building blocks/components of a simple yet complete ERM Program\nThe three key areas of ERM:\n\nIdentifying and Assessing Risk\nMitigating and Eliminating Risk\nMonitoring and Reporting Risk\n\n\nCreating an ERM Committee Charter and choosing the right ERM Committee members\nIntegrating the ERM Program into your Strategic Plan\nTop Risk Categories and Definitions\nERM Risk Assessment Matrix – Definitions and example\nCreating the Risk Management Appetite and Tolerance Statement – Description of Process\nImplementing your ERM Program\nERM Program Flowchart\n\nWho Should Attend:  \nChief Risk Officers\, Risk Managers\, Chief Credit Officers\, Chief Financial Officers\, Compliance Officers\, Internal Auditors\, Board Directors who want to learn more about ERM\, Presidents involved in the risk management process and their ERM program \nWhy You Should Attend: \nTo learn what ERM is about\, obtain tools and take initial steps to create a complete yet simple ERM Program in your credit union. This webinar will help your institution identify the key members of the ERM team and clarify the Board’s responsibilities versus the leadership team’s responsibilities. Although we will cover the ERM Risk Assessment\, this webinar does not cover completing Risk Assessments for all the various areas of the institution. Increase overall awareness of ERM in your credit union. \nKey Learning Objectives: \n\nIncrease overall knowledge of ERM and what it means to have an ERM Program\nUnderstand the three ongoing phases of ERM\nUnderstand how ERM is integrated into the Strategic Plan\nHow to integrate other ERM components into it\nHow to create an ERM Committee Charter\nHow to complete the ERM Risk Assessment Matrix\nBenefits of having an ERM Program established\n\nPresenting with America’s Credit Union. \nFor more information and to register\, click here. \n[vc_video link=’https://youtu.be/jQ2Bm-zhRQg’]
URL:https://crowning-achievements.com/event/creating-the-right-erm-program-for-your-credit-union-3/
LOCATION:Webinar for Credit Unions
CATEGORIES:Webinars for Credit Unions
ATTACH;FMTTYPE=image/jpeg:https://crowning-achievements.com/wp-content/uploads/20240620-ytvp.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240606T133000
DTEND;TZID=America/Chicago:20240606T150000
DTSTAMP:20240625T161437Z
CREATED:20231130T014111Z
LAST-MODIFIED:20240625T161437Z
UID:1498-1717680600-1717686000@crowning-achievements.com
SUMMARY:Treasury Management: A Powerful Tool to Increase Deposits and Fee Income
DESCRIPTION:During this basic course\, we will review the primary Treasury Management services available in the market to help you bank increase deposits and fee income. You will learn strategies to offer the right Treasury Management services your business customers need based on the value these services provide to businesses. \nThe 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 the Sales\, Treasury Management\, IT\, Marketing\, and Deposit Operations team members must collaborate to successfully sell and implement the business products and services at your institution. We will cover the ideal organizational design for Treasury Management and how to incentivize the sales team. \nYou will walk away from this course with a deeper knowledge of Treasury Management\, learn to conduct a TM Needs Assessment on your business account holders\, and learn strategies to increase core deposits. You’ll also bring ideas back to your institution on how to market Treasury Management services to your ideal business account holders and ways your team can work better together knowing how critical each area is to the success of the implementation and sale of these services. \nWebinar Overview: \n\nPart I – Foundational Knowledge\nPart II – Marketing & Sales Process\nPart III – Product Implementation\nPart IV – The Future of Treasury Management\n\nAfter this webinar you’ll be able to: \n\nMaximize the Account Analysis statement as a tool to cross-sell and identify new fee income opportunities\nUnderstand the Treasury Management services available in the market\nIdentify enhancements to services focusing on the benefits of each service to businesses—the value\nIdentify TM services your business customers are asking for that you may be missing\nDetermine which services you need to offer to businesses based on industry\nLearn how the Treasury Management team collaborates with technology\, operations\, marketing and sales teams\nImplement ideas on how to market and brand your Treasury Management services\nUnderstand the ideal organizational design for Treasury Management and how to incentivize the sales teams\nEstablish a process to implement Treasury Management products\nChoose the right digital payment strategy for businesses\nIdentify new authentication methods to enhance your products’ security\n\nWho Should Attend: \nBusiness bankers who want to learn about Treasury Management products and their benefits to business clients\, Treasury Management sales officers/specialists\, Deposit Operations personnel\, IT\, and Marketing staff. This course is also designed for Presidents/CEOs who are looking for the ideal organizational structure for Treasury Management and looking for additional non-interest fee income as well as new core deposits. \nWhy You Should Attend: \nTo obtain a better understanding of the value of Treasury Management products and using them as a core deposit growth and increased fee income strategy. To learn more in-depth how Treasury Management interacts with the business banking\, IT\, and deposit operations teams. You will also learn about the future products your institution should offer to your clients and how new payment systems may affect your institution. \nKey Learning Objectives: \n\nGain a deeper understanding of Treasury Management as a way to increase deposits and fee income\nGain knowledge of Treasury Management products and how they help your business clients\nLearn how Treasury Management collaborates with the Bank’s Technology\, Operations\, Marketing\, and Sales teams and how they can work together better\nLearn about risks that Treasury Management products pose to the institution\nIdentify new non-interest fee opportunities\, how to market and brand your Treasury Management products\, and ideas on how to sell more products by meeting your clients’ needs\nLearn about a sales process and how to customize it for your institution\nLearn about the future of Treasury Management and how your institution can prepare\n\nTopic Background: \nThe Cash Management services have been around for over forty years. In recent years\, the name was changed to Treasury Management. However\, both terms are used interchangeably in the banking industry. Treasury Management services and products include all the banking services financial institutions offer to business clients to help them handle their cash on a daily basis. With increased new technology-based products come increased risk for both the financial institutions and the business clients who use the products. Therefore\, it is crucial for both institutions and business clients to get educated on which Treasury Management services are available\, what their risks are\, and how they can be used to maximize the management of the business’ daily cash to improve profits. \nFor more information and to register\, click here. \n[vc_video link=’https://youtu.be/32cSyZqxyQk’]
URL:https://crowning-achievements.com/event/treasury-management-a-powerful-tool-to-increase-deposits-and-fee-income-18/
LOCATION:Webinar for Community Banks
CATEGORIES:Webinars for Community Banks
ATTACH;FMTTYPE=image/jpeg:https://crowning-achievements.com/wp-content/uploads/20240606-ytvp.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240523T100000
DTEND;TZID=America/Chicago:20240523T113000
DTSTAMP:20240604T201329Z
CREATED:20231108T234708Z
LAST-MODIFIED:20240604T201329Z
UID:1494-1716458400-1716463800@crowning-achievements.com
SUMMARY:A Fresh Perspective on Leadership
DESCRIPTION:Are you ready to transform your leadership style and create a powerhouse team? Join us for an electrifying session based on Marcia’s leadership book\, “Bring YOUR Shoes.” This webinar is designed specifically for emerging leaders\, new managers\, and supervisors eager to gain a fresh perspective on leadership. \nDiscover how to identify and cultivate the hidden talents within your team and yourself. In this engaging presentation\, you’ll learn the strategies successful leaders use to seek out and harness complementary skills\, turning potential into performance. Whether you’re aiming to refine your own abilities or enhance those of your employees\, this event promises to equip you with the insights and tools you need to thrive. \nKey Takeaways: \n\nMaster the art of recognizing and maximizing your unique talents.\nAcquire critical strategies to unearth and develop your team’s potential.\nLearn innovative ways to lead effectively by leveraging everyone’s strengths.\n\nDon’t miss this opportunity to reshape your leadership approach and amplify your impact in the workplace. Register now to secure your spot and start your journey toward exceptional leadership! \nPresenting with ICBA. \nFor more information and to register\, click here. \n[vc_video link=’https://youtu.be/MMjh-LWZ3N4′]
URL:https://crowning-achievements.com/event/a-fresh-perspective-on-leadership/
LOCATION:Webinar for Community Banks
CATEGORIES:Webinars for Community Banks
ATTACH;FMTTYPE=image/jpeg:https://crowning-achievements.com/wp-content/uploads/20240523-ytvp.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240521T090000
DTEND;TZID=America/Chicago:20240521T153000
DTSTAMP:20240604T201259Z
CREATED:20231108T234428Z
LAST-MODIFIED:20240604T201259Z
UID:1493-1716282000-1716305400@crowning-achievements.com
SUMMARY:Treasury Management Workshop
DESCRIPTION: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. \nThe 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 the Sales\, Treasury Management\, IT\, Marketing\, and Deposit Operations team members must collaborate to successfully sell and implement the business products and services at your institution. We will cover the ideal organizational design for Treasury Management and how to incentivize the sales team. \nYou will walk away from this workshop with a deeper knowledge of Treasury Management\, learn to conduct a TM Needs Assessment on your business account holders\, and learn strategies to increase core deposits. You’ll also bring ideas back to your institution on how to market Treasury Management services to your ideal business account holders and ways your team can work better together knowing how critical each area is to the success of the implementation and sale of these services. \nWorkshop Overview: \n\nPart I – Foundational Knowledge\nPart II – Marketing & Sales Process\nPart III – Product Implementation\nPart IV – The Future of Treasury Management\n\nAfter this workshop you’ll be able to: \n\nMaximize the Account Analysis statement as a tool to cross-sell and identify new fee income opportunities\nUnderstand the Treasury Management services available in the market\nIdentify enhancements to services focusing on the benefits of each service to businesses—the value\nIdentify TM services your business customers are asking for that you may be missing\nDetermine which services you need to offer to businesses based on industry\nLearn how the Treasury Management team collaborates with technology\, operations\, customer service\, marketing and sales teams\nImplement ideas on how to market and brand your Treasury Management services\nUnderstand the ideal organizational design for Treasury Management and how to incentivize the sales teams\nEstablish a process to implement Treasury Management products\nChoose the right digital payment strategy for businesses\nIdentify new authentication methods to enhance your products’ security\n\nWho Should Attend: \nBusiness bankers who want to learn about Treasury Management products and their benefits to business clients\, Treasury Management sales officers/specialists\, Deposit Operations personnel\, IT\, and Marketing staff. This course is also designed for Presidents/CEOs who are looking for the ideal organizational structure for Treasury Management and looking for additional non-interest fee income as well as new core deposits. \nWhy You Should Attend: \nTo obtain a better understanding of the value of Treasury Management products and using them as a core deposit growth and increased fee income strategy. To learn more in-depth how Treasury Management interacts with the business banking\, IT\, and deposit operations teams. You will also learn about the future products your institution should offer to your clients and how new payment systems may affect your institution. \nKey Learning Objectives: \n\nGain a deeper knowledge of Treasury Management\nGain knowledge of Treasury Management products and how they help your business clients\nLearn how Treasury Management collaborates with the Bank’s Technology\, Operations\, Marketing\, and Sales teams and how they can work together better\nLearn about risks that Treasury Management products pose to the institution\nIdentify new non-interest fee opportunities\, how to market and brand your Treasury Management products\, and ideas on how to sell more products by meeting your clients’ needs\nLearn about a sales process and how to customize it for your institution\nLearn about the future of Treasury Management and how your institution can prepare\n\nTopic Background: \nThe Cash Management services have been around for over forty years. In recent years\, the name was changed to Treasury Management. However\, both terms are used interchangeably in the banking industry. Treasury Management services and products include all the banking services financial institutions offer to business clients to help them handle their cash on a daily basis. With increased new technology-based products come increased risk for both the financial institutions and the business clients who use the products. Therefore\, it is crucial for both institutions and business clients to get educated on which Treasury Management services are available\, what their risks are\, and how they can be used to maximize the management of the business’ daily cash to improve profits. \nPresenting with Minnesota Bankers Association. \nFor more information and to register\, click here. \n[vc_video link=’https://youtu.be/97ImenRDgfc’]
URL:https://crowning-achievements.com/event/a-deeper-knowledge-of-treasury-management/
LOCATION:Minnesota Bankers Association\, 8050 Washington Ave S\, Eden Prairie\, MN\, 55344\, United States
CATEGORIES:Workshop
ATTACH;FMTTYPE=image/jpeg:https://crowning-achievements.com/wp-content/uploads/20240521-ytvp.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240514T120000
DTEND;TZID=America/Chicago:20240514T133000
DTSTAMP:20240604T201230Z
CREATED:20231221T171611Z
LAST-MODIFIED:20240604T201230Z
UID:1520-1715688000-1715693400@crowning-achievements.com
SUMMARY:Resilient. Thankful. Happy. An Inspirational Journey
DESCRIPTION:In her Resilient. Thankful. Happy. An Inspirational Journey\, inspirational keynote\, Marcia takes your attendees on an emotional journey – sharing her experiences and major life events that shaped her into the person she is today.  \nDiscover how an immigrant who came to America with nothing more than her values leveraged resiliency\, thankfulness\, and happiness into a lifetime of joy.  \nYou attendees will hear an inspirational story of overcoming adversity and tracing her life from surviving an earthquake which leveled her home city\, escaping the communist revolution in her home country of Nicaragua\, surviving one of the largest hurricanes to hit the Dominican Republic and then ultimately moving to the United States in the late 80’s embarking on a career in community banking. Encouraging your audience to not give up the fight and stay in the game\, she shares leadership lessons learned through her life and your attendees will walk away inspired to share and maximize their life story.  \nThis is a private event.
URL:https://crowning-achievements.com/event/resilient-thankful-happy-an-inspirational-journey/
LOCATION:Private Event
CATEGORIES:Private Event
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240509T100000
DTEND;TZID=America/Chicago:20240509T113000
DTSTAMP:20240604T201158Z
CREATED:20231108T230502Z
LAST-MODIFIED:20240604T201158Z
UID:1488-1715248800-1715254200@crowning-achievements.com
SUMMARY:Presenting with Confidence - for Leaders
DESCRIPTION:In the Presenting with Confidence for Leaders webinar – packed with practical details and checklists – Marcia helps your attendees build better and more effective presentation skills—both in-person and virtually. \nLeaders are frequently tasked with making public presentations and having the confidence and skills necessary for effective presentations is a skill every leader needs to be good at. Whether you are presenting to your peers\, to senior management\, or to the Board of Directors\, this practical course will help you increase your level of confidence from the preparation stage through your delivery time with your audience. \nLearning Objectives: \n\nPrepare: Stages of preparation\nConnect: The presentation\nEnjoy: Delivery of message do’s and don’ts\nHands-on experience and examples\n\nYour attendees will leave this interactive webinar or workshop with practical advice\, checklists\, and more confidence in their presentation skills. \nWho Should Attend: \nAnyone who would like to improve their presentation skills and confidence while presenting to any audience\, but especially leaders at all levels of the organization who need to present to others. \nPresenting with ICBA. \nFor more information and to register\, click here. \n[vc_video link=’https://youtu.be/Q-lFWam6qVY’]
URL:https://crowning-achievements.com/event/presenting-with-confidence-for-leaders/
LOCATION:Webinar for Community Banks
CATEGORIES:Webinars for Community Banks
ATTACH;FMTTYPE=image/jpeg:https://crowning-achievements.com/wp-content/uploads/20240509-ytvp.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240416T090000
DTEND;TZID=America/Chicago:20240416T150000
DTSTAMP:20240416T185758Z
CREATED:20231004T183532Z
LAST-MODIFIED:20240416T185758Z
UID:1479-1713258000-1713279600@crowning-achievements.com
SUMMARY:Treasury Management Forum (Indiana Bankers Association)
DESCRIPTION:The Indiana Bankers Association hosts Treasury Management Forums\, aimed at enhancing your professional development and the future prosperity of your bank. Led by Marcia Malzahn (Malzahn Strategic)\, this forum allows Treasury Management (TM) Officers\, as well as other team members involved in the selling\, supporting\, or marketing of TM products and services to business customers\, to openly share ideas\, analyze challenges\, and converse on pertinent issues with their TM peers. Participants are grouped according to their bank’s size and market\, ensuring similarities in experiences and concerns. These groups convene thrice a year\, and the membership size is kept to a manageable number to encourage meaningful dialogue and interaction. \nBenefits of the Forums: \n\nDevelop strategies to tackle the prevailing difficulties faced by community banks in marketing Treasury Management products and services.\nEnhance your sales tactics by emphasizing the unique benefits of your Treasury Management products and services.\nGain insights into pricing strategies used by other community banks for their various offerings.\nAddress crucial issues related to Treasury Management services\, such as navigating relationships with core system providers and other vendors.\nUnderstand how to fully utilize an Account Analysis System for maximum benefit.\nExplore different avenues for recruiting skilled Treasury Management professionals.\nAccess insights and advice from highly regarded industry experts.\nEngage in discussions with peers about effective and less effective sales and customer service practices for Treasury Management customers.\n\nTreasury Management Topics for Forum: \n\nUnderstand the importance of Treasury Management in addressing two key banking concerns: attracting new business-driven core deposits (low-cost funds) and increasing non-interest fee income.\nLearn how to create a vision for a robust Treasury Management Department.\nDiscover strategies for attracting larger businesses that require Treasury Management products and services.\nLearn methods for training lenders to sell Treasury Management products and services\, encouraging business bankers to engage in this process.\nUnderstand the optimal organizational structure for integrating Treasury Management.\nExplore where to source skilled and experienced Treasury Management professionals and what qualifications to look for.\nLearn techniques to transition Treasury Management services from being free to generating fees.\nDiscover strategies to manage risks associated with Treasury Management.\nUnderstand the distinct roles within Treasury Management\, including the Treasury Management Director\, Treasury Management Sales Officer (TMSO)\, Treasury Management Operations Manager\, Treasury Management Product Manager\, and Treasury Management Specialist.\nLearn how to effectively communicate the value of each Treasury Management product and service to business clients.\nUnderstand the strategies to appropriately price Treasury Management products and services.\nAnd more…\n\nMore groups will be formed as demand allows. Please contact the Indiana Bankers Association at the link below to let them know you are interested in the Treasury Management Forum. \nFor more information click here.
URL:https://crowning-achievements.com/event/treasury-management-forums-indiana-bankers-association-2/
LOCATION:IBA Headquarters\, 8425 Woodfield Crossing Blvd. Suite 155E\, Indianapolis\, IN\, 46240\, United States
CATEGORIES:Workshop
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240411T140000
DTEND;TZID=America/Chicago:20240411T153000
DTSTAMP:20240416T185505Z
CREATED:20231004T180524Z
LAST-MODIFIED:20240416T185505Z
UID:1478-1712844000-1712849400@crowning-achievements.com
SUMMARY:Strategies for Succession Planning and Talent Management
DESCRIPTION:Every company\, regardless of industry\, is trying to figure out how to attract and retain the right talent. Organizations are also striving to achieve their goals and fulfill their vision described in their strategic plan. But how do you achieve all—attracting and retaining talent while achieving your objectives and fulfilling your vision? Marci Malzahn shares how succession planning fits into your Talent Management Program. She also gives you strategies and ideas on how to integrate your Talent Management Program with your company’s Strategic Plan. \nIn this webinar\, you will learn strategies to avoid losing your top talent\, and how to establish a simple yet successful Talent Management Program\, which in turn integrates into your Strategic Plan. The presenter will cover nine competencies your successors must possess and you will walk away with strategies and tactics you can implement in your institution immediately. \nLearning Objectives: \n\nLearn about the key components of a strong Talent Management Program\nHow to conduct a talent assessment in your organization\nA step-by-step process of how to integrate your Talent Management Program into your Strategic Plan\nStrategies on how to retain your top talent and attract the right talent\nThe importance of succession planning and how to get started at all levels\nThe nine competencies your successors must possess\nHow to strategically centralize HR\n\nWho Should Attend: \nHuman Resources personnel including HR Director\, managers\, supervisors\, senior leadership of any organization and Board of Directors as well as ownership. \nPresenting with Graduate School of Banking in Madison\, WI. \nFor more information and to register\, click here. \n[vc_video link=’https://youtu.be/0sb61ulNRj4′]
URL:https://crowning-achievements.com/event/strategies-for-succession-planning-and-talent-management-14/
LOCATION:Webinar for Community Banks
CATEGORIES:Webinars for Community Banks
ATTACH;FMTTYPE=image/jpeg:https://crowning-achievements.com/wp-content/uploads/20240411-ytvp.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240409T100000
DTEND;TZID=America/Chicago:20240409T113000
DTSTAMP:20240416T185708Z
CREATED:20231004T171733Z
LAST-MODIFIED:20240416T185708Z
UID:1473-1712656800-1712662200@crowning-achievements.com
SUMMARY:Creating the Right Enterprise Risk Management (ERM) Program for YOUR Community Bank
DESCRIPTION: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 has to have processes\, policies\, and procedures in place in order to assess and manage the risks on their balance sheet. Marci shares the fundamental pieces of the ERM puzzle\, how they relate to each other\, and how to integrate your ERM program into the bank’s Strategic Plan. Having built an ERM program for a community bank from scratch\, Marci describes the various components of a strong ERM program. In this educational session\, you will learn how to put your program together using all the parts you already have in your bank. Marci shares how you can make the process fun and how your team will become closer as they work together with the common goal of protecting the bank’s assets while fulfilling your bank’s vision. \nTopics Covered: \n\nERM general background and key definitions\nHow implementing an ERM Program can help Community Banks survive and thrive\nIdentifying the specific building blocks/components of a simple yet complete ERM Program\nThe three key ongoing Phases of ERM:\n\nIdentifying and Assessing Risk\nMitigating and Eliminating Risk\nMonitoring and Reporting Risk\n\n\nCreating an ERM Committee Charter and choosing the right ERM Committee members\nIntegrating the ERM Program into your Strategic Plan\nTop Risk Categories\, definitions\, and how they are interrelated\nERM Risk Assessment Matrix – Definitions and example\nCreating the Risk Management Appetite and Tolerance Statement – Description of Process\nImplementing your ERM Program and benefits\nERM Program Flowchart\n\nWho Should Attend: \nChief Risk Officers\, Risk Managers/Leaders\, Chief Credit Officers\, Chief Financial Officers\, Compliance Officers\, Internal Auditors\, Presidents involved in the risk management process and their ERM program \nWhy You Should Attend: \nTo learn what ERM is about\, obtain tools and take initial steps to create a complete yet simple ERM Program in your community bank. This webinar will help your bank identify the key members of the ERM team and clarify the Board’s responsibilities versus the leadership team’s responsibilities. Although we will cover the ERM Risk Assessment\, this webinar does not cover completing Risk Assessments for all the various areas of the bank. Increase overall awareness of ERM in your bank. \nKey Learning Objectives: \n\nIncrease overall knowledge of ERM and what it means to have an ERM Program\nUnderstand the three ongoing phases of ERM\nUnderstand how ERM is integrated into the bank’s Strategic Plan\nHow to integrate other ERM components into it\nHow to create an ERM Committee Charter\nHow to complete the ERM Risk Assessment Matrix\nBenefits of having an ERM Program established\n\nTopic Background: \nEnterprise Risk Management has been around since the 1980’s but it has now become more prominent in the banking industry due to increased global risks. Banks that have an ERM Program established are better positioned to grow successfully. The ERM Program based on best practices ensures banks have a strong foundation and solid infrastructure which helps them foresee and prepare for future risks while achieving their organization’s vision. In this session\, we focus on assessing what pieces of the puzzle you already have and how to complete the ERM Program at your institution. \nFor more information and to register\, click here. \n[vc_video link=’https://youtu.be/CdNOOZ9GKTs’]
URL:https://crowning-achievements.com/event/creating-the-right-erm-program-for-your-community-bank-7/
LOCATION:Webinar for Community Banks
CATEGORIES:Webinars for Community Banks
ATTACH;FMTTYPE=image/jpeg:https://crowning-achievements.com/wp-content/uploads/20240409-ytvp.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240404T083000
DTEND;TZID=America/Chicago:20240404T123000
DTSTAMP:20240416T185411Z
CREATED:20240223T171127Z
LAST-MODIFIED:20240416T185411Z
UID:1547-1712219400-1712233800@crowning-achievements.com
SUMMARY:Enterprise Risk Management for Community Bank Directors
DESCRIPTION: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 for you! Risk Management is at the heart of banking and every bank must have processes\, policies\, and procedures in place to assess and manage the risks on their balance sheet. Regulators want to ensure your bank’s management team and Board are capable of managing your bank’s existing and emerging risks. \nIn this webinar on Enterprise Risk Management for Community Bank Directors\, you will learn the fundamental pieces of the ERM puzzle\, how they relate to each other\, and how to integrate your ERM program into the bank’s Strategic Plan. In this educational session\, you will learn the various components of a strong ERM program and how the process starts with the “tone at the top” –the Board. \nTopics Covered: \n\nERM general background and key definitions\nIdentifying the specific building blocks/components of a simple yet complete ERM Program\nThe three key ongoing Phases of ERM:\n\nIdentifying and Assessing Risk\nMitigating and Eliminating Risk\nMonitoring and Reporting Risk\n\n\nWhy you need to form a formal Board Risk Committee and establish a Committee Charter\nEstablishing an internal ERM Committee and choosing the right ERM Committee members\nIntegrating the ERM Program into your Strategic Plan\nTop Risk Categories\, definitions\, and how they are interrelated\nDeveloping the Board Risk Appetite and Tolerance Statement – Description of Process\nBenefits of implementing your ERM Program\nERM Program Flowchart – The pathway to a complete ERM Program!\n\nKey Learning Objectives: \n\nIncrease overall knowledge of ERM and what it means to have an ERM Program\nUnderstand the three ongoing phases of ERM\nUnderstand how ERM is integrated into the bank’s Strategic Plan\nHow to integrate other ERM components into it\nHow to create an ERM Committee Charter\nBenefits of having an ERM Program established\nDeveloping a Board Risk Committee and its Charter\nHow to develop your Board Risk Appetite & Tolerance Statement\n\nPresenting at the ICBA Community Bank Director Forum. \nFor more information and to register\, click here. \n[vc_video link=’https://youtu.be/MPVfYUdOd7s’]
URL:https://crowning-achievements.com/event/enterprise-risk-management-erm-for-directors/
LOCATION:Webinar for Community Banks
CATEGORIES:Webinars for Community Banks
ATTACH;FMTTYPE=image/jpeg:https://crowning-achievements.com/wp-content/uploads/20240404-ytvp.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240401T140000
DTEND;TZID=America/Chicago:20240401T153000
DTSTAMP:20240402T194829Z
CREATED:20231004T175556Z
LAST-MODIFIED:20240402T194829Z
UID:1477-1711980000-1711985400@crowning-achievements.com
SUMMARY:Creating the Right Enterprise Risk Management (ERM) Program for YOUR Credit Union
DESCRIPTION: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 place in order to assess and manage the risks on their balance sheet. Marci shares the fundamental pieces of the ERM puzzle\, how they relate to each other\, and how to integrate your ERM program into the credit union’s Strategic Plan. \nHaving built an ERM program from scratch\, Marci describes the various components of a strong ERM program. In this educational session\, you will learn how to put your program together using all the parts you already have in your credit union. Marci shares how you can make the process fun and how your team will become closer as they work together with the common goal of protecting the credit union’s assets while fulfilling your credit union’s vision. \nTopics Covered: \n\nERM general background and key definitions\nHow implementing an ERM Program can help Financial Institutions survive and thrive\nIdentifying the specific building blocks/components of a simple yet complete ERM Program\nThe three key areas of ERM:\n\nIdentifying and Assessing Risk\nMitigating and Eliminating Risk\nMonitoring and Reporting Risk\n\n\nCreating an ERM Committee Charter and choosing the right ERM Committee members\nIntegrating the ERM Program into your Strategic Plan\nTop Risk Categories and Definitions\nERM Risk Assessment Matrix – Definitions and example\nCreating the Risk Management Appetite and Tolerance Statement – Description of Process\nImplementing your ERM Program\nERM Program Flowchart\n\nWho Should Attend: \nChief Risk Officers\, Risk Managers\, Chief Credit Officers\, Chief Financial Officers\, Compliance Officers\, Internal Auditors\, Board Directors who want to learn more about ERM\, Presidents involved in the risk management process and their ERM program \nWhy You Should Attend: \nTo learn what ERM is about\, obtain tools and take initial steps to create a complete yet simple ERM Program in your credit union. This webinar will help your institution identify the key members of the ERM team and clarify the Board’s responsibilities versus the leadership team’s responsibilities. Although we will cover the ERM Risk Assessment\, this webinar does not cover completing Risk Assessments for all the various areas of the institution. Increase overall awareness of ERM in your credit union. \nKey Learning Objectives: \n\nIncrease overall knowledge of ERM and what it means to have an ERM Program\nUnderstand the three ongoing phases of ERM\nUnderstand how ERM is integrated into the Strategic Plan\nHow to integrate other ERM components into it\nHow to create an ERM Committee Charter\nHow to complete the ERM Risk Assessment Matrix\nBenefits of having an ERM Program established\n\nFor more information and to register\, click here. \n[vc_video link=’https://youtu.be/Vw8Xo1hKGjc’]
URL:https://crowning-achievements.com/event/creating-the-right-enterprise-risk-management-erm-program-for-your-credit-union-3/
LOCATION:Webinar for Credit Unions
CATEGORIES:Webinars for Credit Unions
ATTACH;FMTTYPE=image/jpeg:https://crowning-achievements.com/wp-content/uploads/20240401-ytvp.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240321T133000
DTEND;TZID=America/Chicago:20240321T150000
DTSTAMP:20240322T194015Z
CREATED:20231004T151019Z
LAST-MODIFIED:20240322T194015Z
UID:1470-1711027800-1711033200@crowning-achievements.com
SUMMARY:Three Key Risk Assessments in Your ERM Program: ERM\, IT\, and Internal Controls
DESCRIPTION: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. \nWe’ll first conduct a basic review of what is ERM\, the three key phases of ERM\, and how Risk Assessments in your ERM program fit in. Then we’ll explain how the Risk Assessment Process works and will specifically focus on three key Risk Assessments you must have as critical components of your ERM Program: Enterprise Risk Management Risk Assessment\, Information Technology Risk Assessment\, and the Internal Controls Risk Assessment. Marcia will focus on the consequences of not implementing controls and provide examples of mitigating and monitoring tools banks can use to mitigate the effects of the various risk categories. You will walk away with practical tools and examples you can implement in your organization immediately. \nCovered Topics: \nPart I: \n\nERM quick overview and key definitions\nThree Key Phases of ERM and how Risk Assessments fit in\nThe Risk Assessment Process\nERM Risk Assessment– Complete example\n\nPart II: \n\nInformation Technology Risk Assessment\n\nDefinitions\nAreas Assessed\nCategories Included\n\n\nIT Risk Assessment – Complete example\n\nPart III: \n\nInternal Controls Risk Assessment\n\nDefinitions\nAreas Assessed\nCategories Included\n\n\nInternal Controls Risk Assessment – Complete example\n\nWho Should Attend: \nThis informative session is designed for Risk Managers and Risk Leaders\, Chief Risk Officers\, Compliance Officers\, Chief Operating Officer\, Chief Credit Officer\, Internal Auditors\, and the entire risk management team. \nWhy You Should Attend: \nTo learn more in-depth how to complete these three key risk assessments for ERM\, IT\, and Internal Controls. \nKey Learning Objectives: \n\nQuick overview of ERM key definitions and the three ongoing phases\nLearn about the Risk Assessment Process and key steps\nHow to identify and assess your institution’s risks using the ERM Risk Assessment Matrix\nCharacteristics of Risk Assessments based on industry best practices\nHow to prioritize your institution’s risks once identified\nHow to complete the IT Risk Assessment\nHow to complete the Internal Controls Risk Assessment\n\nTopic Background: \nEnterprise Risk Management has been around since the 1980’s but it has now become more prominent in the banking industry due to increased global risks. Banks that have an ERM Program established are better positioned to grow successfully. The ERM Program based on best practices ensures banks have a strong foundation and solid infrastructure which helps them foresee and prepare for future risks while achieving their organization’s vision. \nFor more information and to register\, click here. \n \n 
URL:https://crowning-achievements.com/event/three-key-risk-assessments-in-your-erm-program/
LOCATION:Webinar for Community Banks
CATEGORIES:Webinars for Community Banks
ATTACH;FMTTYPE=image/jpeg:https://crowning-achievements.com/wp-content/uploads/20240321-ytvp.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240319T140000
DTEND;TZID=America/Chicago:20240319T153000
DTSTAMP:20240322T193845Z
CREATED:20231004T171412Z
LAST-MODIFIED:20240322T193845Z
UID:1472-1710856800-1710862200@crowning-achievements.com
SUMMARY:The Value of Treasury Management: A Powerful Tool to Increase Deposits and Fee Income
DESCRIPTION: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. \nThe 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 the Sales\, Treasury Management\, IT\, Marketing\, and Deposit Operations team members must collaborate to successfully sell and implement the business products and services at your institution. We will cover the ideal organizational design for Treasury Management and how to incentivize the sales team. \nYou will walk away from this course with a deeper knowledge of Treasury Management\, learn to conduct a TM Needs Assessment on your business account holders\, and learn strategies to increase core deposits. You’ll also bring ideas back to your institution on how to market Treasury Management services to your ideal business account holders and ways your team can work better together knowing how critical each area is to the success of the implementation and sale of these services. \nWebinar Overview: \n\nPart I – Foundational Knowledge\nPart II – Marketing & Sales Process\nPart III – Product Implementation\nPart IV – The Future of Treasury Management\n\nAfter this webinar you’ll be able to: \n\nMaximize the Account Analysis statement as a tool to cross-sell and identify new fee income opportunities\nUnderstand the Treasury Management services available in the market\nIdentify enhancements to services focusing on the benefits of each service to businesses—the value\nIdentify TM services your business customers are asking for that you may be missing\nDetermine which services you need to offer to businesses based on industry\nLearn how the Treasury Management team collaborates with technology\, operations\, marketing and sales teams\nImplement ideas on how to market and brand your Treasury Management services\nUnderstand the ideal organizational design for Treasury Management and how to incentivize the sales teams\nEstablish a process to implement Treasury Management products\nChoose the right digital payment strategy for businesses\nIdentify new authentication methods to enhance your products’ security\n\nWho Should Attend: \nBusiness bankers who want to learn about Treasury Management services and their benefits to business clients\, Treasury Management sales officers/specialists\, Deposit Operations personnel\, IT\, and Marketing staff. This course is also designed for Presidents/CEOs who are looking for the ideal organizational structure for Treasury Management and looking for additional non-interest fee income as well as new core deposits. \nWhy You Should Attend: \nTo obtain a better understanding of the value of Treasury Management services and using them as a core deposit growth and increased fee income strategy. To learn more in-depth how Treasury Management interacts with the business banking\, IT\, and deposit operations teams. You will also learn about the future products your institution should offer to your clients and how new payment systems may affect your institution. \nKey Learning Objectives: \n\nGain a deeper understanding of Treasury Management\nGain knowledge of Treasury Management services and how they help your business clients\nLearn how Treasury Management collaborates with the Bank’s Technology\, Operations\, Marketing\, and Sales teams and how they can work together better\nLearn about risks that Treasury Management products pose to the institution\nIdentify new non-interest fee opportunities\, how to market and brand your Treasury Management services\, and ideas on how to sell more products by meeting your clients’ needs\nLearn about a sales process and how to customize it for your institution\nLearn about the future of Treasury Management and how your institution can prepare\n\nTopic Background: \nThe Cash Management services have been around for over forty years. In recent years\, the name was changed to Treasury Management. However\, both terms are used interchangeably in the banking industry. Treasury Management services include all the banking services financial institutions offer to business clients to help them handle their cash on a daily basis. With increased new technology-based products come increased risk for both the financial institutions and the business clients who use the products. Therefore\, it is crucial for both institutions and business clients to get educated on which Treasury Management services are available\, what their risks are\, and how they can be used to maximize the management of the business’ daily cash to improve profits. \nPresenting with the Graduate School of Banking\, Madison\, WI. \nFor more information and to register\, click here. \n[vc_video link=’https://youtu.be/alfdZ6bp83Q’]
URL:https://crowning-achievements.com/event/the-value-of-treasury-management/
LOCATION:Webinar for Community Banks
CATEGORIES:Webinars for Community Banks
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DTSTART;TZID=America/New_York:20240315T070000
DTEND;TZID=America/New_York:20240315T075000
DTSTAMP:20240319T000522Z
CREATED:20240116T005647Z
LAST-MODIFIED:20240319T000522Z
UID:1529-1710486000-1710489000@crowning-achievements.com
SUMMARY:Selling the Value of Treasury Management
DESCRIPTION: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 most popular TM services bring value to your business clients and how to focus on the value versus features. We will cover the ideal organizational design for Treasury Management and how to incentivize the sales team. \nYou will walk away from this course with a deeper knowledge of Treasury Management and learn strategies to increase core deposits and non-interest fee income. You will learn ideas on how to market Treasury Management services to your business customers. \nTopics Covered \nPart I – What’s in it for YOU! \n\nBenefits to you and your Institution\nProvide Business Transformation Strategies to your business clients\nHow you get started\nGetting to results\nIncreasing Your Income\n\nPart II – Knowledge \n\nThe Treasury Management Framework\nMaximize the Account Analysis statement as a tool to cross-sell products and increase deposits\nLearn the benefits and value of most popular TM services available in the market\nHow to match the value of each service to your business customer’s needs by asking the right discovery questions\nDetermine which services to offer based on your business clients’ industry\n\nPart III – The Sales Process \n\nSales Process\nThe right Sales Process for your Institution\nTreasury Management Needs Assessment\nIncentive Program for sales team\nOrganizational Design\n\nKey Learning Objectives \n\nGain a deeper understanding of the value of Treasury Management\nGain knowledge of Treasury Management services and how they help your business clients\nIdentify new non-interest fee opportunities\, how to market and brand your Treasury Management services\, and ideas on how to sell more services by meeting your clients’ needs\nLearn about a sales process and how to customize it for your institution\n\nWho Should Attend \nBusiness bankers/sales team who want/need to learn about Treasury Management services and their benefits to business clients\, Treasury Management sales officers/specialists\, Treasury Services personnel who support the TM clients\, and Marketing staff. This course is also designed for Presidents/CEOs who are looking for the ideal organizational structure for Treasury Management and looking for additional non-interest fee income as well as new core deposits. \nPresenting at ICBA Live 2024\, Learning Lab \nFor more information and to register\, click here. \n[vc_video link=’https://youtu.be/BnJSjPouuU4′]
URL:https://crowning-achievements.com/event/selling-the-value-of-treasury-management/
LOCATION:Orlando World Center Marriott\, 8701 World Center Drive\, Orlando\, FL\, 32821\, United States
CATEGORIES:Seminar
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DTSTART;TZID=America/New_York:20240314T130000
DTEND;TZID=America/New_York:20240314T134000
DTSTAMP:20240319T000421Z
CREATED:20240116T005209Z
LAST-MODIFIED:20240319T000421Z
UID:1527-1710421200-1710423600@crowning-achievements.com
SUMMARY:The Value of Treasury Management: What Directors Need to Know
DESCRIPTION: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 value to your bank and to your business customers. When you understand your business customers’ cash management needs and the treasury management solutions available\, you will be able to provide the right solutions while increasing revenue and decreasing cost of funds. In this session\, you will learn how implementing a world-class treasury management department will become a competitive advantage to your bank. \nPresenting at ICBA Live 2024 in Orlando\, FL – Bank Directors Current Issues Seminar \nFor more information and to register\, click here. \n[vc_video link=’https://youtu.be/BnJSjPouuU4′]
URL:https://crowning-achievements.com/event/the-value-of-treasury-management-what-directors-need-to-know/
LOCATION:Orlando World Center Marriott\, 8701 World Center Drive\, Orlando\, FL\, 32821\, United States
CATEGORIES:Seminar
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DTSTART;TZID=America/Chicago:20240307T140000
DTEND;TZID=America/Chicago:20240307T153000
DTSTAMP:20240319T000341Z
CREATED:20231004T170927Z
LAST-MODIFIED:20240319T000341Z
UID:1471-1709820000-1709825400@crowning-achievements.com
SUMMARY:How to Incorporate Business Continuity Management (BCM) into your Enterprise Risk Management (ERM) Program
DESCRIPTION: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 key elements of the FFIEC’s Business Continuity Management Booklet that is part of the FFIEC’s IT Examination Handbook. You will walk away with a deeper understanding of BCP and BCM\, how the Disaster Recovery Plan\, Crisis Management\, and Incident Response are critical components of the overall plan and with some practical tools to increase your resiliency in all areas of operations. \n  \nPart I: Business Continuity Management \n\nThe ERM Puzzle and Risk Categories\nBusiness Continuity Management (BCM) and Business Continuity Plan (BCP)\nThe BCM Cycle\nThe BCM Governance and Responsibilities of Leadership and Board\nBCM Audit\nBCM Elements relative to ERM\nBusiness Continuity Strategies\n\nPart II: Resiliency\, BCP\, and DRP \n\nWhat does “Resilience of Operations” mean and how do you become resilient?\nVendor Management: The role of Third-Party Service Providers\nBusiness Continuity Plan: Definition\, Elements\, and Components\nBCP and Incident Response\, Disaster Recovery\, Crisis Management\, Training\, and Testing\nThe importance of testing and what to do with the results\n\nKey Learning Objectives: \n\nThe difference and relationship between the BCP and the BCM\nThe BCM Cycle\nThe BCM Governance and Responsibilities of Senior Management and Board\nHow BCM fits in within the ERM umbrella\nWhat does “Resilience of Operations” mean and how do you become resilient?\nBusiness Continuity Strategies\nThe role of Third-Party Service Providers (Vendor Management)\nIncidence Response for the various types of incidents\nThe importance of testing and what to do with the results\nWhat to expect from an examination\n\nWho Should Attend: \nEnterprise Risk Management leader and ERM team\, IT personnel\, IT Director\, IT leaders or those who have IT reporting to them\, senior leadership involved in BCM or who want to learn how BCM and ERM are integrated. \nPresenting with Graduate School of Banking in Madison\, WI \nFor more information and to register\, click here. \n[vc_video link=’https://youtu.be/oZ51EBU2GKQ’]
URL:https://crowning-achievements.com/event/how-to-incorporate-business-continuity-management-bcm-into-your-enterprise-risk-management-erm-program-20240307/
LOCATION:Webinar for Community Banks
CATEGORIES:Webinars for Community Banks
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