Inspiring and Educating Financial Services Leaders™
In this inspirational keynote, Marcia takes you on an emotional journey – sharing her experiences and major life events that shaped her into the person she is today. Discover how an immigrant who came to America with nothing more than her values leveraged resiliency, thankfulness and...
Topics Covered: ERM general background and the role of the Board of Directors with ERM The three key ongoing Phases of ERM: Identifying and Assessing Risk Mitigating and Eliminating Risk Monitoring and Reporting Risk Integrating the ERM Program into your Strategic Plan Top Risk Categories,...
Your community bank is unique so your strategic plan should be unique as well. The environment for community financial institutions has changed drastically in the past 5 years – and especially in the last 3 years since the Pandemic. Therefore, your Strategic Plan must be...
During this basic course, we will review the primary Treasury Management services available in the market. You will learn strategies to offer the right Treasury Management services your business customers need based on the value these services provide to businesses. The bankers of today must...
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...
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...