Inspiring and Educating Financial Services Leaders™
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...
Your institution is unique so your strategic plan should be unique as well. The environment for community financial institutions has changed drastically in the past 5 years – and especially in the last 3 years since the Pandemic. Therefore, your Strategic Plan must be a...
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...
During this workshop, we will review the primary Treasury Management services available in the market. You will learn strategies to offer the right Treasury Management services your business customers need based on the value these services provide to businesses. The bankers of today must be...
Your attendees will enjoy Marcia’s Bring YOUR Shoes – How to Lead by Maximizing Talent leadership inspirational keynote – especially emerging leaders, new managers, and new supervisors. Successful leaders surround themselves with talented individuals that complement their strengths. But as a leader, how do you...
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...
Your institution is unique so your strategic plan should be unique as well. The environment for community financial institutions has changed drastically in the past 5 years – and especially in the last 3 years since the Pandemic. Therefore, your Strategic Plan must be a...
The presenter will first conduct a basic review of what is ERM, the three key phases of ERM, and how Risk Assessments fit in. Then the presenter will explain how the Risk Assessment Process works and will specifically focus on three key Risk Assessments you...
We need strong women leaders. Marcia shares her successes and struggles as she navigated through the financial services world – not only as an immigrant but as a woman leader. She shares why she’s so passionate about helping other women leaders succeed and encourages your...
Are you creating your first ERM Program for your bank? Do you want to ensure your current program is complete yet keep it simple? If yes to either question, this webinar is for you! Risk Management is at the heart of banking and every bank...