Inspiring and Educating Financial Services Leaders™
This session explores how bankers can excel at both lending and deposit gathering, with Treasury Management as the key to boosting core deposits and non-interest fee income. Participants will learn about essential Treasury Management services, strategies for tailoring solutions to business customers, and aligning offerings...
Successful leaders build high-performing teams by surrounding themselves with individuals whose talents complement their own. In this interactive breakout session, participants will explore Marcia’s personal journey of discovering her strengths and helping her team uncover their unique gifts. Based on her leadership book, Bring YOUR Shoes...
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. The presenter will take you through...
Your institution is unique, and so should be your strategic plan. The environment for community financial institutions has changed drastically in the past five years due to shifts in interest rates, emerging technologies, evolving consumer preferences, market changes, and recent bank failures. These factors necessitate...
Your credit union is unique, and so should be your strategic plan. The environment for community financial institutions has changed drastically in the past five years due to shifts in interest rates, emerging technologies, evolving consumer preferences, market changes, and recent bank failures. These factors...
Unlock the potential of Treasury Management with our basic yet comprehensive course designed to elevate your financial institution’s success. Discover the primary Treasury Management services available in the market and learn strategies to offer the right services to your business customers based on the value...
Join us for an inspiring keynote where Marcia shares her journey of triumph and leadership in the financial services world, breaking barriers as an immigrant and a woman leader. Championing Women in Leadership: Marcia’s passion for empowering women leaders shines through as she recounts her...
The Indiana Bankers Association hosts the Treasury Management Forum, 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,...
With financial institutions increasingly relying on third-party providers to offer their products and services, the associated risks also rise. This educational session will guide you through best practices for developing a simple yet comprehensive Vendor Management Program and a Model Risk Management Program. This webinar...
Your institution is unique, and so should be your strategic plan. The environment for community financial institutions has changed drastically in the past five years due to shifts in interest rates, emerging technologies, evolving consumer preferences, market changes, and recent bank failures. These factors necessitate...