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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
ATTACH;FMTTYPE=image/jpeg:https://crowning-achievements.com/wp-content/uploads/20240319-ytvp.jpg
END:VEVENT
BEGIN:VEVENT
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
ATTACH;FMTTYPE=image/jpeg:https://crowning-achievements.com/wp-content/uploads/20240314-ytvp.jpg
END:VEVENT
BEGIN:VEVENT
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
ATTACH;FMTTYPE=image/jpeg:https://crowning-achievements.com/wp-content/uploads/20240314-ytvp.jpg
END:VEVENT
BEGIN:VEVENT
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
ATTACH;FMTTYPE=image/jpeg:https://crowning-achievements.com/wp-content/uploads/20240307-ytvp.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240305T100000
DTEND;TZID=America/Chicago:20240305T113000
DTSTAMP:20240319T000316Z
CREATED:20231004T183932Z
LAST-MODIFIED:20240319T000316Z
UID:1480-1709632800-1709638200@crowning-achievements.com
SUMMARY:Mentoring Relationships - How Having a Mentor and Being a Mentor Can Help You Succeed in Your Career (presenting with ICBA)
DESCRIPTION:This session is a combination of Marci’s inspirational stories of being a mentor as well as a mentee and tips you can use in your journey to succeed as a mentor and mentee. She shares how by being both during the course of her life has helped her succeed in her career as well as in her personal life. Marci shares about the traits of successful mentors\, keys to becoming a successful mentor\, the concept of reverse mentoring\, and traits of a successful mentee. Marci also works with the participants to identify what type of mentor they may be looking for during this time in their careers\, how to choose the right mentor\, and how to be a successful mentor and mentee. You will walk away inspired and encouraged to change someone’s life by mentoring them and also encouraged to seek the ideal mentor for you. \nLearning Objectives: \n\nThe concepts of mentor\, mentoring\, and mentee\nDifference between coaching\, mentoring\, counseling\, and consulting\nTraits of successful mentors – how to look for the right mentor for you\nKeys to becoming a successful mentor\nReverse mentoring\nTraits of a successful mentee\n\nWho Should Attend: \nAnyone interested in developing as a leader and as a mentor. How to find to find the right mentor for you. Learning how to be a successful mentor and mentee to help you be more successful in your career as a professional and as a leader. \nFor more information and to register\, click here. \n[vc_video link=’https://youtu.be/GiUKGk-r2xI’]
URL:https://crowning-achievements.com/event/mentoring-relationships-how-having-a-mentor-and-being-a-mentor-can-help-you-succeed-in-your-career-presenting-with-icba/
LOCATION:Webinar for Community Banks
CATEGORIES:Webinars for Community Banks
ATTACH;FMTTYPE=image/jpeg:https://crowning-achievements.com/wp-content/uploads/20240305-ytvp.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240229T140000
DTEND;TZID=America/Chicago:20240229T153000
DTSTAMP:20240319T000240Z
CREATED:20231004T145802Z
LAST-MODIFIED:20240319T000240Z
UID:1468-1709215200-1709220600@crowning-achievements.com
SUMMARY:Vendor Management - How Model Risk Fits In (presenting with Graduate School of Banking)
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 due diligence be? In this educational session\, Marcia 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 Vendor Management\, 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 Vendor Management 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 the Vendor Management 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 of Vendor Management and what it means to have a Vendor Management Program\nUnderstand how Vendor Management 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 \n 
URL:https://crowning-achievements.com/event/vendor-management-how-model-risk-fits-in-presenting-with-graduate-school-of-banking/
LOCATION:Webinar for Community Banks
CATEGORIES:Webinars for Community Banks
ATTACH;FMTTYPE=image/jpeg:https://crowning-achievements.com/wp-content/uploads/20240229-ytvp.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240222T133000
DTEND;TZID=America/Chicago:20240222T150000
DTSTAMP:20240223T141632Z
CREATED:20231004T145231Z
LAST-MODIFIED:20240223T141632Z
UID:1467-1708608600-1708614000@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. \nFor more information and to register\, click here. \n[vc_video link=’https://youtu.be/HSXeqsvKd-8′]
URL:https://crowning-achievements.com/event/characteristics-of-strong-risk-assessments-and-tools-to-monitor-and-report-results-11/
LOCATION:Webinar for Community Banks
CATEGORIES:Webinars for Community Banks
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240220T140000
DTEND;TZID=America/Chicago:20240220T153000
DTSTAMP:20240223T141603Z
CREATED:20231004T150500Z
LAST-MODIFIED:20240223T141603Z
UID:1469-1708437600-1708443000@crowning-achievements.com
SUMMARY:Negotiation Competence for Leaders in the Workplace (presenting with Graduate School of Banking)
DESCRIPTION:Leadership skills are critical to lead your own career; to lead others to greatness and to leave what’s “comfortable and safe” to move to new territory and allow yourself to flourish. Along with leadership comes courage…the courage to do all those things\, plus negotiate for yourself in the workplace. During this webinar\, you will discover negotiation strategies that will lead to success and influence in your job. These skills can also easily transfer to other areas of your life. You will walk away with tips on how to: strategically ask for what you want; prioritize what you want before asking; be clear as to why you want/need what you are asking for; and successfully close a negotiation. \nLearning Objectives: \n\nThe concept of Leadership and what it means to you\nWhat is negotiation and what it means to you\nWhat you can negotiate for in the workplace\nStrategies to prioritize and negotiate for what you want\nHow to successfully close a negotiation\nLeadership principles\n\nWho Should Attend: \nAnyone interested in developing as a leader and learning negotiation skills to help you be more successful in your career as a professional and as a leader. \nFor more information and to register\, click here. \n[vc_video link=’https://youtu.be/PDkb6kwbcTs’]
URL:https://crowning-achievements.com/event/negotiation-competence-for-leaders-in-the-workplace-presenting-with-graduate-school-of-banking/
LOCATION:Webinar for Community Banks
CATEGORIES:Webinars for Community Banks
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20240118T133000
DTEND;TZID=America/Chicago:20240118T150000
DTSTAMP:20240223T172714Z
CREATED:20231004T144721Z
LAST-MODIFIED:20240223T172714Z
UID:1466-1705584600-1705590000@crowning-achievements.com
SUMMARY:Creating the Right 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/Pmi2VmCue_Q’]
URL:https://crowning-achievements.com/event/creating-the-right-erm-program-for-your-community-bank-6/
LOCATION:Webinar for Community Banks
CATEGORIES:Webinars for Community Banks
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20231207T140000
DTEND;TZID=America/Chicago:20231207T153000
DTSTAMP:20231227T173236Z
CREATED:20221020T152106Z
LAST-MODIFIED:20231227T173236Z
UID:1348-1701957600-1701963000@crowning-achievements.com
SUMMARY:A Passion for Women in Leadership - Encouraging the Next Generation of Women Leaders
DESCRIPTION: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 attendees to take their leadership role seriously and inspires them to lead with boldness and confidence. \nLearning objectives for your attendees: \n\nTraits of successful leaders – including how to be a successful follower.\nLife balance and success – Ten tips to help you achieve balance in your life.\nKeys to become a successful woman leader.\n\nFor more information or to register\, click here. \n[vc_video link=’https://youtu.be/s3R02GQOhCU’]
URL:https://crowning-achievements.com/event/a-passion-for-women-in-leadership-encouraging-the-next-generation-of-women-leaders-3/
LOCATION:Webinar for Community Banks
CATEGORIES:Webinars for Community Banks
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20231130T140000
DTEND;TZID=America/Chicago:20231130T153000
DTSTAMP:20231227T173419Z
CREATED:20221020T151139Z
LAST-MODIFIED:20231227T173419Z
UID:1344-1701352800-1701358200@crowning-achievements.com
SUMMARY:Three Key Risk Assessments in Your ERM Program - ERM\, IT\, and Internal Controls
DESCRIPTION: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 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—including a new COVID-19 Risk Assessment\, the consequences\, and mitigating and monitoring tools banks 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\nHow COVID-19 affected IT Security and Cyber Risk\n\nPart III: \n\nInternal Controls Risk Assessment\n\nDefinitions\nAreas Assessed\nCategories Included\n\n\nInternal Controls Risk Assessment – Complete example\nHow COVID-19 affected Internal Controls\, Processes\, and Procedures\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/ktm1_iMPFz4′]
URL:https://crowning-achievements.com/event/three-key-risk-assessments-in-your-erm-program-erm-it-and-internal-controls-9/
LOCATION:Webinar for Community Banks
CATEGORIES:Webinars for Community Banks
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20231115T100000
DTEND;TZID=America/Chicago:20231115T113000
DTSTAMP:20231227T173209Z
CREATED:20221020T151356Z
LAST-MODIFIED:20231227T173209Z
UID:1345-1700042400-1700047800@crowning-achievements.com
SUMMARY:Strategic Planning for Community Banks - It's All About Your Strategy!
DESCRIPTION: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 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/_tAxOkKSteo’]
URL:https://crowning-achievements.com/event/strategic-planning-for-community-banks-its-all-about-your-strategy-3/
LOCATION:Webinar for Community Banks
CATEGORIES:Webinars for Community Banks
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20231113T133000
DTEND;TZID=America/Chicago:20231113T150000
DTSTAMP:20231114T200640Z
CREATED:20221020T151820Z
LAST-MODIFIED:20231114T200640Z
UID:1346-1699882200-1699887600@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 outsource 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. \nFor more information and registration\, click here. \n  \n[vc_video link=’https://youtu.be/6XzvaGBZAFw’]
URL:https://crowning-achievements.com/event/strategies-for-succession-planning-and-talent-management-12/
LOCATION:Webinar for Community Banks
CATEGORIES:Webinars for Community Banks
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20231108T100000
DTEND;TZID=America/Chicago:20231108T113000
DTSTAMP:20231227T173134Z
CREATED:20231108T233147Z
LAST-MODIFIED:20231227T173134Z
UID:1492-1699437600-1699443000@crowning-achievements.com
SUMMARY:Bring YOUR Shoes - How to Lead by Maximizing Talent (presenting with ICBA)
DESCRIPTION: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. \nSuccessful leaders surround themselves with talented individuals that complement their strengths. But as a leader\, how do you find them? Complementary talent just doesn’t show up\, it has to be sought out. \nAs an employee\, Marcia encourages attendees to discover their talents and maximize them in the workplace by creating opportunities for themselves. As an employer\, Marcia shares ideas on how to discover and develop your employees’ talents to maximize their potential. In this interactive keynote presentation\, you will learn about Marcia’s personal journey of discovering her gifts and how she helped her employees discover their talents to become a high performing team. During the Bring YOUR Shoes inspirational keynote based on her leadership book on how to lead\, Bring YOUR Shoes\, Marcia teaches new leaders how to lead from a fresh perspective—by maximizing their talents and the diverse talents of those they lead. \nLearning Objectives: \n\nLearn the ways to discover and maximize your talent.\nLearn how to discover and maximize the talent of those you lead.\nLearn how to lead teams by maximizing all talent.\n\nRegistration information coming soon.
URL:https://crowning-achievements.com/event/bring-your-shoes-how-to-lead-by-maximizing-talent-presenting-with-icba/
LOCATION:Webinar for Community Banks
CATEGORIES:Webinars for Community Banks
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20231108T090000
DTEND;TZID=America/Chicago:20231108T153000
DTSTAMP:20240223T171358Z
CREATED:20231108T232828Z
LAST-MODIFIED:20240223T171358Z
UID:1490-1699434000-1699457400@crowning-achievements.com
SUMMARY:Treasury Management Workshop (presenting with Minnesota Bankers Association)
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 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. \nShort description: Want to increase core deposits and non-interest fee income? Treasury Management is the answer! During this course\, we will review the primary Treasury Management services available in the market and discuss pricing and challenges your bank may be facing when selling TM services. You will learn strategies to offer the right Treasury Management services that your ideal business customers need based on the valuethese services provide to businesses. You will also learn ways your team can work better together and bring back tools you can use immediately. \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 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. \nFor more information and to register\, click here.
URL:https://crowning-achievements.com/event/treasury-management-workshop-presenting-with-minnesota-bankers-association/
LOCATION:Minnesota Bankers Association\, 8050 Washington Ave S\, Eden Prairie\, MN\, 55344\, United States
CATEGORIES:Workshop
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20231026T140000
DTEND;TZID=America/Chicago:20231026T153000
DTSTAMP:20231027T190352Z
CREATED:20221020T150154Z
LAST-MODIFIED:20231027T190352Z
UID:1340-1698328800-1698334200@crowning-achievements.com
SUMMARY:Characteristics of Strong Risk Assessments and Tools to Monitor and Report Results
DESCRIPTION: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\nSpecial COVID-19 Risk Assessment\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. \nFor more information and to register\, click here. \n[vc_video link=’https://youtu.be/vORoAahG0iY’]
URL:https://crowning-achievements.com/event/characteristics-of-strong-risk-assessments-and-tools-to-monitor-and-report-results-10/
LOCATION:Webinar for Community Banks
CATEGORIES:Webinars for Community Banks
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20231013T100000
DTEND;TZID=America/Chicago:20231013T113000
DTSTAMP:20231014T154520Z
CREATED:20221020T150845Z
LAST-MODIFIED:20231014T154520Z
UID:1343-1697191200-1697196600@crowning-achievements.com
SUMMARY:Strategic Planning for Community Banks - It's All About Your Strategy!
DESCRIPTION: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 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  \n[vc_video link=’https://youtu.be/aJIC5jtKQ-I’]
URL:https://crowning-achievements.com/event/strategic-planning-for-community-banks-its-all-about-your-strategy-2/
LOCATION:Webinar for Community Banks
CATEGORIES:Webinars for Community Banks
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20231012T133000
DTEND;TZID=America/Chicago:20231012T150000
DTSTAMP:20231014T154456Z
CREATED:20221020T150427Z
LAST-MODIFIED:20231014T154456Z
UID:1341-1697117400-1697122800@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 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 Vendor Management\, 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: \nChief 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 Vendor Management 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 the Vendor Management 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 of Vendor Management and what it means to have a Vendor Management Program\nUnderstand how Vendor Management 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\n\nFor more information and to register\, click here.
URL:https://crowning-achievements.com/event/vendor-management-how-model-risk-fits-in-7/
LOCATION:Webinar for Community Banks
CATEGORIES:Webinars for Community Banks
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20230928T140000
DTEND;TZID=America/Chicago:20230928T153000
DTSTAMP:20231001T174440Z
CREATED:20221013T185542Z
LAST-MODIFIED:20231001T174440Z
UID:1336-1695909600-1695915000@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 Financial Institutions 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\nHow COVID-19 impacted all risk categories\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 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/dQ5NejGqsQY’]
URL:https://crowning-achievements.com/event/creating-the-right-enterprise-risk-management-erm-program-for-your-community-bank-4/
LOCATION:Webinar for Community Banks
CATEGORIES:Webinars for Community Banks
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20230920T100000
DTEND;TZID=America/Chicago:20230920T113000
DTSTAMP:20230925T152921Z
CREATED:20221020T145822Z
LAST-MODIFIED:20230925T152921Z
UID:1339-1695204000-1695209400@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. 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\nTopics Covered: \n\nMaximizing the Account Analysis statement as a tool to cross-sell and identify new fee income opportunities\nQuick overview of Treasury Management services and identifying enhancements focusing on the benefits of each service to businesses—the value\nIdentifying TM services your business customers are asking for that you may be missing\nHow to determine which services you need to offer to businesses based on industry\nHow the Treasury Management team collaborates with technology\, operations\, marketing and sales teams\nIdeas on how to market and brand your Treasury Management services\nThe ideal organizational design for Treasury Management and how to incentivize the sales teams\nProcess to implement Treasury Management products\nHow to choose the right digital payment strategy for businesses\nIdentifying 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. \nFor more information and to register\, click here. \n[vc_video link=’https://youtu.be/I7sUwJde0ms’]
URL:https://crowning-achievements.com/event/treasury-management-a-powerful-tool-to-increase-deposits-and-fee-income-17/
LOCATION:Webinar for Community Banks
CATEGORIES:Webinars for Community Banks
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20230914T140000
DTEND;TZID=America/Chicago:20230914T153000
DTSTAMP:20230920T025129Z
CREATED:20221020T145237Z
LAST-MODIFIED:20230920T025129Z
UID:1338-1694700000-1694705400@crowning-achievements.com
SUMMARY:Strategic Planning for Your Community Bank - It's All About Your Strategy!
DESCRIPTION: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 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. \nRegistration information is here. \n  \n[vc_video link=’https://youtu.be/kDoP8AGcYRo’]
URL:https://crowning-achievements.com/event/strategic-planning-for-your-community-bank-its-all-about-your-strategy/
LOCATION:Webinar for Community Banks
CATEGORIES:Webinars for Community Banks
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20230825T080000
DTEND;TZID=America/Chicago:20230825T090000
DTSTAMP:20230920T025054Z
CREATED:20230616T192933Z
LAST-MODIFIED:20230920T025054Z
UID:1426-1692950400-1692954000@crowning-achievements.com
SUMMARY:Enterprise Risk Management Board Training (private event)
DESCRIPTION:Topics Covered: \n\nERM general background and the role of the Board of Directors with ERM\nThe three key ongoing Phases of ERM:\n\nIdentifying and Assessing Risk\nMitigating and Eliminating Risk\nMonitoring and Reporting Risk\n\n\nIntegrating the ERM Program into your Strategic Plan\nTop Risk Categories\, definitions\, and how they are interrelated\nBoard Risk Management Appetite and Tolerance Statement – Description of Process\nERM Program Flowchart\n\nPrivate Event
URL:https://crowning-achievements.com/event/enterprise-risk-management-board-training-private-event/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20230824T110000
DTEND;TZID=America/Chicago:20230824T120000
DTSTAMP:20230920T025027Z
CREATED:20230503T141609Z
LAST-MODIFIED:20230920T025027Z
UID:1406-1692874800-1692878400@crowning-achievements.com
SUMMARY:Leading through Crisis: Resilient. Thankful. Happy. An Inspirational Journey (at Women's Equality Day with Holiday Stationstores)
DESCRIPTION: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. \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 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 you to not give up the fight and stay in the game\, she shares leadership lessons learned through her life and you will walk away inspired to share and maximize your life story. \nPrivate event
URL:https://crowning-achievements.com/event/leading-through-crisis-resilient-thankful-happy-an-inspirational-journey-at-womens-equality-day-with-holiday-stationstores/
LOCATION:Holiday Stationstores\, 4567 American Blvd. West\, Bloomington\, MN\, 55437\, United States
CATEGORIES:Keynote
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Chicago:20230821T140000
DTEND;TZID=America/Chicago:20230821T153000
DTSTAMP:20230822T172441Z
CREATED:20221013T184908Z
LAST-MODIFIED:20230822T172441Z
UID:1334-1692626400-1692631800@crowning-achievements.com
SUMMARY:Strategic Planning for Credit Unions - It's All About Your Strategy!
DESCRIPTION:Your credit union is unique so your strategic plan should be unique as well. The environment for community financial institutions has changed drastically in the past 5 years – and especially in the last 2 years since the Pandemic. Therefore\, your Strategic Plan must be 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 credit union?\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 Leadership Team\, Executives\, Supervisors with planning responsibilities\, Board of Directors\, and everyone involved in Strategic Planning process. \nFor more information and to register\, click here. \n[vc_video link=’https://youtu.be/LNeXE0ROXBg’]
URL:https://crowning-achievements.com/event/strategic-planning-for-credit-unions-its-all-about-your-strategy/
LOCATION:Webinar for Credit Unions
CATEGORIES:Webinars for Credit Unions
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