Jun
21
12:10 PM12:10

Mentoring Relationships

Webinar - Presenting with the Bank Holding Company Association (BHCA)

Mentoring Relationships - How Having a Mentor and Being a Mentor Helps You Succeed in Your Career

This workshop 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.

To register and more information, click here.

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Jul
18
11:00 AM11:00

Strategic Planning for Financial Institutions - It's All About Your Strategy!

Webinar

Your bank is unique so your Strategic Plan should be unique as well. Too often, bank executives and directors will construct a strategic plan from old plans, strategies found online or just brainstorming based on emotion or intuition. Financial services, however, has become a much faster-paced industry than it was 15 or 20 years ago and is impacted by many more forces, challenges, competitors and opportunities than ever before. These drivers highlight the need for every bank or credit union to have a living, breathing strategic plan to thrive and grow.

This important and timely banking webinar will address:

  • The importance of a clearly defined strategic plan structure
  • Key components common to successful strategies
  • The role of Enterprise Risk mitigation and management in a bank’s strategic plan
  • Establishing ‘best practices’ with Board Governance
  • Developing, implementing and managing the strategic planning process in your bank or credit union

Whether your institution lacks a cohesive strategy, or just wants to review existing plan(s), this webinar will address questions including:

  • What is your vision for the future of your bank?
  • Do your employees know your vision, and can they articulate it?
  • Does the culture and brand of your bank (everything from your electronic signature on your emails to the look of your bank lobby) reflect the vision of where you want to take your bank?
  • Do you know your risks—the risks that are unique to your bank?
  • Do you have the right people, and are they in the right places to fulfill the vision of your bank?

You will walk away with tools and ideas to:

  • Integrate your Enterprise Risk Management Program into your Strategic Plan
  • Integrate your Talent Management Program into your Strategic Plan, and
  • Ensure your Strategic Plan doesn’t sit on the shelf and gets implemented.

Who Should Attend:

Any professionals in the Leadership Team, Executives, Directors and Supervisors with planning responsibilities, Chief Risk Officers, and Board of Directors involved in Strategic Planning process.

The link for more information and to register will be coming soon.

View Event →
Jul
24
1:30 PM13:30

Developing an Enterprise-Wide Risk Assessment

Webinar

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 a step-by-step process to develop Risk Assessments to 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.

Topics Covered:

· Overall view of Enterprise Risk Management and key components

· The three key areas of ERM and how Risk Assessments fit in

· The Risk Assessment Process

· Identifying and assessing risks – enterprise wide

· What is a Risk Assessment System (RAS) and its relationship to CAMELS rating

· The top eight risks and other important ones

· How to conduct an ERM Risk Assessment using a Matrix – The core of risk assessments

· The various types of risk assessments based on the area of risk and what they consist of

Who Should Attend:

This informative session is designed for Risk Managers, Chief Risk Officers, Compliance Officers, Chief Operating Officer, Chief Credit Officer, and the entire risk management team.

For more information and to register, click here.

 

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Aug
14
1:30 PM13:30

Three Key Risk Assessments in Your ERM Program: ERM, IT, and Internal Controls

Webinar

This webinar will first take you through a step-by-step process to develop strong Risk Assessments to address key areas of your institution. Then the presenter will specifically focus on three key Risk Assessments you must have as critical components of your ERM Program: the Enterprise Risk Management Risk Assessment, Information Technology Risk Assessment, and the Internal Controls Risk Assessment. You will walk away with practical tools and examples you can implement in your organization immediately.

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.

Covered Topics:

Part I:

· ERM quick overview of key definitions
· Three Key Phases of ERM and how Risk Assessments fit in
· The Risk Assessment Process
· Risk Assessment System (RAS)

  • CAMELS Rating and How They Relate to Risk Assessments
  • Top 8 Risks and Other Important Risks to Assess

· Annual Risk Assessments recommended and Areas Assessed
· ERM Risk Assessment Matrix – Will complete several of the major risks

Part II:

· Information Technology areas that need to be assessed
· Information Technology Risk Assessment

  • Definitions
  • Categories Included

· Complete example of the IT Risk Assessment using Template

Part III:

· Internal Controls Risk Assessment
. List of Areas Assessed
. Categories included
· Complete example of several Areas Assessed using Internal Controls Risk Assessment Template

Who Should Attend:

This informative session is designed for Risk Managers, Chief Risk Officers, Compliance Officers, Chief Operating Officer, Chief Credit Officer, Internal Auditors, and the entire risk management team. Also, Board Directors who want to learn more about ERM and Risk Assessments, and Bank Presidents involved in the risk management process and their ERM program

More information and registration information coming soon.

View Event →
Aug
16
1:00 PM13:00

Creating the Right Enterprise Risk Management Program for YOUR Community Bank

Webinar

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.

Topics Covered:

· ERM general background and key definitions

· Identifying the specific building blocks/components of a simple yet complete ERM Program covering the three key areas of ERM:

· Identifying and Assessing Risk

· Mitigating and Eliminating Risk

· Monitoring and Reporting Risk

· Creating an ERM Committee Charter

· Choosing the right ERM Committee members

· Integrating the ERM Program into your Strategic Plan

· Creating the Risk Management Appetite and Tolerance Statement – Description of Process

· Implementing your ERM Program

· Keeping the process fun while complying with regulations and protecting your bank—consistently in every area!

Who Should Attend:

Chief Risk Officers, Risk Managers, Chief Credit Officers, Chief Financial Officers, Compliance Officers, Internal Auditors, Board Directors who want to learn more about ERM, Bank Presidents involved in the risk management process and their ERM program

More information on how to register coming soon.

View Event →
Aug
22
1:00 PM13:00

Developing a Strong Enterprise-Wide Risk Assessment

Webinar

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 a step-by-step process to develop Risk Assessments to 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.

Topics Covered:

· Overall view of Enterprise Risk Management and key components

· The three key areas of ERM and how Risk Assessments fit in

· The Risk Assessment Process

· Identifying and assessing risks – enterprise wide

· What is a Risk Assessment System (RAS) and its relationship to CAMELS rating

· The top eight risks and other important ones

· How to conduct an ERM Risk Assessment using a Matrix – The core of risk assessments

· The various types of risk assessments based on the area of risk and what they consist of

Who Should Attend:

This informative session is designed for Risk Managers, Chief Risk Officers, Compliance Officers, Chief Operating Officer, Chief Credit Officer, and the entire risk management team.

The link for more information and to register will be coming soon.

View Event →
Sep
6
1:00 PM13:00

Developing a Strong Enterprise-Wide Risk Assessment

Webinar

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 a step-by-step process to develop Risk Assessments to 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.

Topics Covered:

· Overall view of Enterprise Risk Management and key components

· The three key areas of ERM and how Risk Assessments fit in

· The Risk Assessment Process

· Identifying and assessing risks – enterprise wide

· What is a Risk Assessment System (RAS) and its relationship to CAMELS rating

· The top eight risks and other important ones

· How to conduct an ERM Risk Assessment using a Matrix – The core of risk assessments

· The various types of risk assessments based on the area of risk and what they consist of

Who Should Attend:

This informative session is designed for Risk Managers, Chief Risk Officers, Compliance Officers, Chief Operating Officer, Chief Credit Officer, and the entire risk management team.

Information on how to register coming soon.

View Event →
Sep
12
1:00 PM13:00

Three Key Risk Assessments in Your ERM Program: ERM, IT, and Internal Controls

Webinar

This webinar will first take you through a step-by-step process to develop strong Risk Assessments to address key areas of your institution. Then the presenter will specifically focus on three key Risk Assessments you must have as critical components of your ERM Program: the Enterprise Risk Management Risk Assessment, Information Technology Risk Assessment, and the Internal Controls Risk Assessment. You will walk away with practical tools and examples you can implement in your organization immediately.

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.

Covered Topics:

Part I:

· ERM quick overview of key definitions

· Three Key Phases of ERM and how Risk Assessments fit in

· The Risk Assessment Process

· Risk Assessment System (RAS)

o CAMELS Rating and How They Relate to Risk Assessments

o Top 8 Risks and Other Important Risks to Assess

· Annual Risk Assessments recommended and Areas Assessed

· ERM Risk Assessment Matrix – Will complete several of the major risks

Part II:

· Information Technology areas that need to be assessed

· Information Technology Risk Assessment

o Definitions

o Categories Included

· Complete example of the IT Risk Assessment using Template

Part III:

· Internal Controls Risk Assessment

o List of Areas Assessed

o Categories included

· Complete example of several Areas Assessed using Internal Controls Risk Assessment Template

Who Should Attend:

This informative session is designed for Risk Managers, Chief Risk Officers, Compliance Officers, Chief Operating Officer, Chief Credit Officer, Internal Auditors, and the entire risk management team. Also, Board Directors who want to learn more about ERM and Risk Assessments, and Bank Presidents involved in the risk management process and their ERM program

View Event →
Sep
20
2:00 PM14:00

Cash Management: How Sales, Operations, and Technology Can Work Together to Generate More Fee Income

Webinar - Presenting with the Graduate School of Banking

During this webinar, you will gain a more in-depth knowledge of Cash Management (aka Treasury Management) products and services. You will learn about all the Cash Management products and services available in the marketplace, identify the products and services your community bank currently offers, what you’re missing, and come up with strategies to implement and offer the right products and services for your bank. You will also learn the “behind the scenes” on the most important products and how they interact with technology.

After attending this webinar, you will walk away with a deeper knowledge of Cash Management, conduct a risk assessment on any new products, and bring back ideas to your bank on how to market Cash Management products and services to your business clients. In addition, your team will also work better together knowing how critical each area is to the success of the implementation and sale of these products and services.

Webinar Overview:

· Part I – Cash Management Knowledge

· Part II – Marketing & Sales Process

· Part III – Product Implementation

· Part IV – The Future of Cash Management

Topics Covered:

· What is Treasury Management (aka Cash Management)?

· The Evolution of Cash Management/History/Background

· Review of the Account Analysis and what it’s used for

· Overview of all Cash Management products in the market

· How to determine which products you need to offer to your business customers

· Determine who your in-house experts should be and provide the appropriate training

· How Cash Management is integrated with the Bank’s Technology, Operations and Sales teams

· Identifying new bank fee opportunities

· Ideas on how to market and brand your Cash Management products

· Process to implement Cash Management products

· The future of Cash Management (including Blockchain and Bitcoin)

Who Should Attend:

Cash Management operations and sales personnel –especially those new to Cash Management, Deposit sales team, Business bankers/lenders, Technology personnel (IT network support and core system support staff), Presidents and COOs who want to learn more about Cash Management.

For more information and to register, click here.

View Event →
Sep
25
2:00 PM14:00

Creating the Right Enterprise Risk Management Program for YOUR Community Bank

Webinar - Presenting with the Graduate School of Banking

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.

Topics Covered:

· ERM general background and key definitions

· Identifying the specific building blocks/components of a simple yet complete ERM Program covering the three key areas of ERM:

· Identifying and Assessing Risk

· Mitigating and Eliminating Risk

· Monitoring and Reporting Risk

· Creating an ERM Committee Charter

· Choosing the right ERM Committee members

· Integrating the ERM Program into your Strategic Plan

· Creating the Risk Management Appetite and Tolerance Statement – Description of Process

· Implementing your ERM Program

· Keeping the process fun while complying with regulations and protecting your bank—consistently in every area!

Who Should Attend:

Chief Risk Officers, Risk Managers, Chief Credit Officers, Chief Financial Officers, Compliance Officers, Internal Auditors, Board Directors who want to learn more about ERM, Bank Presidents involved in the risk management process and their ERM program

More information on how to register coming soon.

View Event →
Oct
17
1:00 PM13:00

Cash Management: How Sales, Operations, and Technology Can Work Together to Generate More Fee Income

Webinar

During this webinar, you will gain a more in-depth knowledge of Cash Management (aka Treasury Management) products and services. You will learn about all the Cash Management products and services available in the marketplace, identify the products and services your community bank currently offers, what you’re missing, and come up with strategies to implement and offer the right products and services for your bank. You will also learn the “behind the scenes” on the most important products and how they interact with technology.

After attending this webinar, you will walk away with a deeper knowledge of Cash Management, conduct a risk assessment on any new products, and bring back ideas to your bank on how to market Cash Management products and services to your business clients. In addition, your team will also work better together knowing how critical each area is to the success of the implementation and sale of these products and services.

Webinar Overview:

· Part I – Cash Management Knowledge

· Part II – Marketing & Sales Process

· Part III – Product Implementation

· Part IV – The Future of Cash Management

Topics Covered:

· What is Treasury Management (aka Cash Management)?

· The Evolution of Cash Management/History/Background

· Review of the Account Analysis and what it’s used for

· Overview of all Cash Management products in the market

· How to determine which products you need to offer to your business customers

· Determine who your in-house experts should be and provide the appropriate training

· How Cash Management is integrated with the Bank’s Technology, Operations and Sales teams

· Identifying new bank fee opportunities

· Ideas on how to market and brand your Cash Management products

· Process to implement Cash Management products

· The future of Cash Management (including Blockchain and Bitcoin)

Who Should Attend:

Cash Management operations and sales personnel –especially those new to Cash Management, Deposit sales team, Business bankers/lenders, Technology personnel (IT network support and

core system support staff), Presidents and COOs who want to learn more about Cash Management.

The link for more information and to register will be coming soon.

View Event →
Oct
18
2:00 PM14:00

Developing a Strong Enterprise-Wide Risk Assessment

Webinar - Presenting with the Graduate School of Banking

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 a step-by-step process to develop Risk Assessments to 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.

Topics Covered:

· Overall view of Enterprise Risk Management and key components

· The three key areas of ERM and how Risk Assessments fit in

· The Risk Assessment Process

· Identifying and assessing risks – enterprise wide

· What is a Risk Assessment System (RAS) and its relationship to CAMELS rating

· The top eight risks and other important ones

· How to conduct an ERM Risk Assessment using a Matrix – The core of risk assessments

· The various types of risk assessments based on the area of risk and what they consist of

Who Should Attend:

This informative session is designed for Risk Managers, Chief Risk Officers, Compliance Officers, Chief Operating Officer, Chief Credit Officer, and the entire risk management team.

The link for more information and to register will be coming soon.

View Event →
Oct
24
1:00 PM13:00

Three Key Risk Assessments in Your ERM Program: ERM, IT, and Internal Controls

Webinar

This webinar will first take you through a step-by-step process to develop strong Risk Assessments to address key areas of your institution. Then the presenter will specifically focus on three key Risk Assessments you must have as critical components of your ERM Program: the Enterprise Risk Management Risk Assessment, Information Technology Risk Assessment, and the Internal Controls Risk Assessment. You will walk away with practical tools and examples you can implement in your organization immediately.

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.

Covered Topics:

Part I:

· ERM quick overview of key definitions

· Three Key Phases of ERM and how Risk Assessments fit in

· The Risk Assessment Process

· Risk Assessment System (RAS)

o CAMELS Rating and How They Relate to Risk Assessments

o Top 8 Risks and Other Important Risks to Assess

· Annual Risk Assessments recommended and Areas Assessed

· ERM Risk Assessment Matrix – Will complete several of the major risks

Part II:

· Information Technology areas that need to be assessed

· Information Technology Risk Assessment

o Definitions

o Categories Included

· Complete example of the IT Risk Assessment using Template

Part III:

· Internal Controls Risk Assessment

o List of Areas Assessed

o Categories included

· Complete example of several Areas Assessed using Internal Controls Risk Assessment Template

Who Should Attend:

This informative session is designed for Risk Managers, Chief Risk Officers, Compliance Officers, Chief Operating Officer, Chief Credit Officer, Internal Auditors, and the entire risk management team. Also, Board Directors who want to learn more about ERM and Risk Assessments, and Bank Presidents involved in the risk management process and their ERM program

 

More information on how to register coming soon.

View Event →
Oct
25
1:30 PM13:30

It's All About Your Strategic Plan

Webinar

Your bank is unique. And so should your Strategic Plan be. What is your vision for the future of your bank? Do your employees know your vision, and can they articulate it? Does the culture and brand of your bank (everything from your electronic signature on your emails to the look of your bank lobby) reflect the vision of where you want to take your bank as well as your brand? Do you know your risks—the risks that are unique to your bank? Do you have the right people, and are they in the right places to fulfill the vision of your bank? Does your technology plan align with your bank’s overall Strategic Plan?

Marci will help you answer these critical questions. You will walk away with tools and ideas on strategies to integrate key components into your Strategic Plan such as:

1. Enterprise Risk Management Program

2. Marketing Plan

3. Business Plan

4. Technology Plan

5. Talent Management Program

6. Capital Plan

Marci will also share how to ensure your Strategic Plan doesn’t sit on the shelf and gets implemented through your team.

Learning Objectives:

· Learn the correct Strategic Plan structure for our bank

· Key components of a strong strategic plan for your community bank

· How to integrate each key component into your Strategic Plan

· Strategic planning process

· Strategic planning implementation across the organization

Who Should Attend:

Anyone in the leadership team and Board of Directors involved in Strategic Planning process. Members of the leadership team who are new to strategic planning process.

The link for more information and to register will be coming soon.

View Event →
Nov
8
2:00 PM14:00

Three Key Risk Assessments in Your ERM Program: ERM, IT, and Internal Controls

Webinar - Presenting with the Graduate School of Banking

This webinar will first take you through a step-by-step process to develop strong Risk Assessments to address key areas of your institution. Then the presenter will specifically focus on three key Risk Assessments you must have as critical components of your ERM Program: the Enterprise Risk Management Risk Assessment, Information Technology Risk Assessment, and the Internal Controls Risk Assessment. You will walk away with practical tools and examples you can implement in your organization immediately.

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.

Covered Topics:

Part I:

· ERM quick overview of key definitions
· Three Key Phases of ERM and how Risk Assessments fit in
· The Risk Assessment Process
· Risk Assessment System (RAS)

  • CAMELS Rating and How They Relate to Risk Assessments
  • Top 8 Risks and Other Important Risks to Assess

· Annual Risk Assessments recommended and Areas Assessed
· ERM Risk Assessment Matrix – Will complete several of the major risks

Part II:

· Information Technology areas that need to be assessed
· Information Technology Risk Assessment

  • Definitions
  • Categories Included

· Complete example of the IT Risk Assessment using Template

Part III:

· Internal Controls Risk Assessment
. List of Areas Assessed
. Categories included
· Complete example of several Areas Assessed using Internal Controls Risk Assessment Template

Who Should Attend:

This informative session is designed for Risk Managers, Chief Risk Officers, Compliance Officers, Chief Operating Officer, Chief Credit Officer, Internal Auditors, and the entire risk management team. Also, Board Directors who want to learn more about ERM and Risk Assessments, and Bank Presidents involved in the risk management process and their ERM program

More information and registration information coming soon.

View Event →

Jun
14
1:30 PM13:30

Cash Management: How Sales, Operations, and Technology Can Work Together to Generate More Fee Income - For Credit Unions

Webinar

During this webinar, you will gain a more in-depth knowledge of Cash Management (aka Treasury Management) products and services. You will learn about all the Cash Management products and services available in the marketplace, identify the products and services your community bank currently offers, what you’re missing, and come up with strategies to implement and offer the right products and services for your bank. You will also learn the “behind the scenes” on the most important products and how they interact with technology.

After attending this webinar, you will walk away with a deeper knowledge of Cash Management, conduct a risk assessment on any new products, and bring back ideas to your bank on how to market Cash Management products and services to your business clients. In addition, your team will also work better together knowing how critical each area is to the success of the implementation and sale of these products and services.

Webinar Overview:

· Part I – Cash Management Knowledge

· Part II – Marketing & Sales Process

· Part III – Product Implementation

· Part IV – The Future of Cash Management

Topics Covered:

· What is Treasury Management (aka Cash Management)?

· The Evolution of Cash Management/History/Background

· Review of the Account Analysis and what it’s used for

· Overview of all Cash Management products in the market

· How to determine which products you need to offer to your business customers

· Determine who your in-house experts should be and provide the appropriate training

· How Cash Management is integrated with the Bank’s Technology, Operations and Sales teams

· Identifying new bank fee opportunities

· Ideas on how to market and brand your Cash Management products

· Process to implement Cash Management products

· The future of Cash Management (including Blockchain and Bitcoin)

Who Should Attend:

Cash Management operations and sales personnel –especially those new to Cash Management, Deposit sales team, Business bankers/lenders, Technology personnel (IT network support and

core system support staff), Presidents and COOs who want to learn more about Cash Management.

For more information and to register, please click here.

 

View Event →
Jun
7
1:00 PM13:00

Creating the Right ERM Program for YOUR Community Bank

Webinar

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.

Topics Covered:

· ERM general background and key definitions

· Identifying the specific building blocks/components of a simple yet complete ERM Program covering the three key areas of ERM:

§ Identifying and Assessing Risk

§ Mitigating and Eliminating Risk

§ Monitoring and Reporting Risk

· Creating an ERM Committee Charter

· Choosing the right ERM Committee members

· Integrating the ERM Program into your Strategic Plan

· Creating the Risk Management Appetite and Tolerance Statement – Description of Process

· Implementing your ERM Program

· Keeping the process fun while complying with regulations and protecting your bank—consistently in every area!

Who Should Attend:

Chief Risk Officers, Risk Managers, Chief Credit Officers, Chief Financial Officers, Compliance Officers, Internal Auditors, Board Directors who want to learn more about ERM, Bank Presidents involved in the risk management process and their ERM program

For more information and to register, click here.

 

View Event →
May
22
9:00 AM09:00

Cash Management Workshop: How Sales, Operations, and Technology Can Work Together to Generate More Fee Income

Workshop at the Minnesota Bankers Association
Minnesota Bankers Association
8050 Washington Avenue South
Eden Prairie, MN  55344
Click here for directions

During this seminar, you will gain a more in-depth knowledge of Cash Management (aka Treasury Management) products and services. You will learn about all the Cash Management products and services available in the marketplace, identify the products and services your community bank currently offers, what you’re missing, and come up with strategies to implement and offer the right products and services for your bank. You will also learn the “behind the scenes” on the most important products and how they interact with technology.

After attending this webinar, you will walk away with a deeper knowledge of Cash Management, conduct a risk assessment on any new products, and bring back ideas to your bank on how to market Cash Management products and services to your business clients. In addition, your team will also work better together knowing how critical each area is to the success of the implementation and sale of these products and services.

Workshop Overview:

· Part I – Cash Management Knowledge

· Part II – Marketing & Sales Process

· Part III – Product Implementation

· Part IV – The Future of Cash Management

Topics Covered:

· What is Treasury Management (aka Cash Management)?

· The Evolution of Cash Management/History/Background

· Review of the Account Analysis and what it’s used for

· Overview of all Cash Management products in the market

· How to determine which products you need to offer to your business customers

· Determine who your in-house experts should be and provide the appropriate training

· How Cash Management is integrated with the Bank’s Technology, Operations and Sales teams

· Identifying new bank fee opportunities

· Ideas on how to market and brand your Cash Management products

· Process to implement Cash Management products

· The future of Cash Management (including Blockchain and Bitcoin)

Who Should Attend:

Cash Management operations and sales personnel –especially those new to Cash Management, Deposit sales team, Business bankers/lenders, Technology personnel (IT network support and

core system support staff), Presidents and COOs who want to learn more about Cash Management.

For more information and to register, click here.

View Event →
May
17
1:30 PM13:30

Creating the Right ERM Program for YOUR Credit Union

Webinar

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! 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.

Topics Covered:

· ERM general background and key definitions

· Identifying the specific building blocks/components of a simple yet complete ERM Program covering the three key areas of ERM:

§ Identifying and Assessing Risk

§ Mitigating and Eliminating Risk

§ Monitoring and Reporting Risk

· Creating an ERM Committee Charter

· Choosing the right ERM Committee members

· Integrating the ERM Program into your Strategic Plan

· Creating the Risk Management Appetite and Tolerance Statement – Description of Process

· Implementing your ERM Program

· Keeping the process fun while complying with regulations and protecting your bank—consistently in every area!

Who Should Attend:

Chief Risk Officers, Risk Managers, Chief Credit Officers, Chief Financial Officers, Compliance Officers, Internal Auditors, Board Directors who want to learn more about ERM, Bank Presidents involved in the risk management process and their ERM program

To register and for more information, click here.

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May
10
2:00 PM14:00

Key Components & Strategies for a Successful Talent Management Program

Webinar - Presenting with the Graduate School of Banking

Every company, regardless of industry, is trying to figure out how to attract and retain excellent talent. Every organization is also striving to achieve their goals and fulfill their vision described in their strategic plan. But how do you achieve both goals—attracting and retaining talent while achieving your goals and fulfilling your vision? Marci Malzahn will give you strategies and tips on how to integrate your Talent Management Program with your company’s Strategic Plan.

In this webinar, you will learn about Marci’s biggest accomplishment in her career as a manager, her management tips so you don’t lose your top talent, and how to establish a Talent Management Program, which would in turn be integrated to your Strategic Plan. You will walk away with tips and ideas you can implement in your workplace immediately.

Who Should Attend:

Human Resources personnel, managers, supervisors, senior leadership of any organization.

For more information and to register, click here.

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May
9
11:00 AM11:00

Your Story. His Grace.

Fellowship of Christian Business & Professional Women (FCBPW) Lunch Program.
Rose Vine Hall Event Center
(in Grumpy's Lower Level)
2801 Snelling Ave.
St. Paul, MN 55113

The struggles and successes we experience throughout our lives are not just for us to learn from but for us to share them with others. In this talk, Marci will share about her own experiences and will inspire you to, not only reflect on what you’ve learned during your life, but to share your life with others. God will use every event in your life to help other people and to make you stronger.

To register and for more information, click here.

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May
2
11:30 AM11:30

The Fire Within

Wayzata Rotary Club

Where: Wayzata Country Club
200 Wayzata Blvd. Wayzata, MN 55391

In The Fire Within - Connect Your Gifts with Your Calling, executive, wife, mother, speaker, and author of Devotions for Working Women, Marcia Malzahn shares how God prepared her for every job she’s had, how her commitment to God and family resulted in blessings unimaginable, and how her passion for sharing her experience and knowledge with others permeates everything else she does.

If you have wondered about your mission, your calling, or your purpose in life, you probably have asked yourself the question, “Why am I here?” The Fire Within challenges you to dig deep to find your God-given gifts, develop them, and use them to fulfill your special purpose in life. 

To register and more information, click here.

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Apr
26
11:00 AM11:00

Strategic Planning for Financial Institutions in 2018: It's All About Your Strategy

Webinar

Your bank is unique so your Strategic Plan should be unique as well. Too often, bank executives and directors will construct a strategic plan from old plans, strategies found online or just brainstorming based on emotion or intuition. Financial services, however, has become a much faster-paced industry than it was 15 or 20 years ago and is impacted by many more forces, challenges, competitors and opportunities than ever before. These drivers highlight the need for every bank or credit union to have a living, breathing strategic plan to thrive and grow.

This important and timely banking webinar will address:

  • The importance of a clearly defined strategic plan structure
  • Key components common to successful strategies
  • The role of Enterprise Risk mitigation and management in a bank’s strategic plan
  • Establishing ‘best practices’ with Board Governance
  • Developing, implementing and managing the strategic planning process in your bank or credit union

Whether your institution lacks a cohesive strategy, or just wants to review existing plan(s), this webinar will address questions including:

  • What is your vision for the future of your bank?
  • Do your employees know your vision, and can they articulate it?
  • Does the culture and brand of your bank (everything from your electronic signature on your emails to the look of your bank lobby) reflect the vision of where you want to take your bank?
  • Do you know your risks—the risks that are unique to your bank?
  • Do you have the right people, and are they in the right places to fulfill the vision of your bank?

You will walk away with tools and ideas to:

  • Integrate your Enterprise Risk Management Program into your Strategic Plan
  • Integrate your Talent Management Program into your Strategic Plan, and
  • Ensure your Strategic Plan doesn’t sit on the shelf and gets implemented.

Who Should Attend:

Any professionals in the Leadership Team, Executives, Directors and Supervisors with planning responsibilities, Chief Risk Officers, and Board of Directors involved in Strategic Planning process.

For more information and to register, please click here

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Apr
25
1:30 PM13:30

Creating the Right ERM Program for YOUR Community Bank

Webinar

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.

Topics Covered:

· ERM general background and key definitions

· Identifying the specific building blocks/components of a simple yet complete ERM Program covering the three key areas of ERM:

§ Identifying and Assessing Risk

§ Mitigating and Eliminating Risk

§ Monitoring and Reporting Risk

· Creating an ERM Committee Charter

· Choosing the right ERM Committee members

· Integrating the ERM Program into your Strategic Plan

· Creating the Risk Management Appetite and Tolerance Statement – Description of Process

· Implementing your ERM Program

· Keeping the process fun while complying with regulations and protecting your bank—consistently in every area!

Who Should Attend:

Chief Risk Officers, Risk Managers, Chief Credit Officers, Chief Financial Officers, Compliance Officers, Internal Auditors, Board Directors who want to learn more about ERM, Bank Presidents involved in the risk management process and their ERM program

To register, please click here

View Event →
Apr
12
2:00 PM14:00

Developing a Strong Risk Assessment for ERM - for Banks

Webinar

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 a step-by-step process to develop Risk Assessments to 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.

Topics Covered:

· Overall view of Enterprise Risk Management and key components
· The three key areas of ERM and how Risk Assessments fit in
· The Risk Assessment Process
· Identifying and assessing risks – enterprise wide
· What is a Risk Assessment System (RAS) and its relationship to CAMELS rating
· The top eight risks and other important ones
· How to conduct an ERM Risk Assessment using a Matrix – The core of risk assessments
· The various types of risk assessments based on the area of risk and what they consist of

Who Should Attend:

This informative session is designed for Risk Managers, Chief Risk Officers, Compliance Officers, Chief Operating Officer, Chief Credit Officer, and the entire risk management team.

To register through Independent Community Bankers of MN (ICBM), click here.

View Event →
Apr
11
2:00 PM14:00

Developing a Strong Risk Assessment for ERM - for Credit Unions

Webinar

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 a step-by-step process to develop Risk Assessments to 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.

Topics Covered:

· Overall view of Enterprise Risk Management and key components
· The three key areas of ERM and how Risk Assessments fit in
· The Risk Assessment Process
· Identifying and assessing risks – enterprise wide
· What is a Risk Assessment System (RAS) and its relationship to CAMELS rating
· The top eight risks and other important ones
· How to conduct an ERM Risk Assessment using a Matrix – The core of risk assessments
· The various types of risk assessments based on the area of risk and what they consist of

Who Should Attend:

This informative session is designed for Risk Managers, Chief Risk Officers, Compliance Officers, Chief Operating Officer, Chief Credit Officer, and the entire risk management team.

The link for more information and to register will be coming soon.

View Event →
Apr
2
5:30 PM17:30

Leading by Maximizing Talent

Crow River Builders Association
Location: Crow River Winery
14848 Highway 7
Hutchinson, MN 55350

5:30 - 6:00 p.m. Networking
6:00 - 7:00 p.m. Dinner
7:00 - 8:00 p.m. Keynote and Q&A

Successful leaders surround themselves with talented individuals that complement their own talents and strengths. From the employee perspective, Marci encourages you to discover your gifts and use them in the workplace and outside by creating opportunities for yourself. From the employer perspective, Marci shares tips on how to discover and develop your employees’ talents to use them in the workplace and maximize their potential. Marci shares about her personal journey of discovering her gifts and how she helped her employees discover their talents to become the best they could be.

Key Takeaways:

  • How to use tools to get to know yourself better and identify your talents.
  • Ideas on how to maximize your own talents so you can be the best leader you can be.
  • How to discover your employees’ talents and strategies to help them maximize their own talents.
  • How to maximize your entire team’s talents and see the positive impact on your bottom line.
  • You will walk away inspired and ready to use your talents in your workplace and in your community!

To register and more information, visit the Crow River Builders Association's Facebook page.

View Event →
Mar
22
11:00 AM11:00

Cash Management: How Sales, Operations, and Technology Can Work Together to Generate More Fee Income

Webinar

During this webinar, you will gain a more in-depth knowledge of Cash Management (aka Treasury Management) products and services. You will learn about all the Cash Management products and services available in the marketplace, identify the products and services your community bank currently offers, what you’re missing, and come up with strategies to implement and offer the right products and services for your bank. You will also learn the “behind the scenes” on the most important products and how they interact with technology.

After attending this webinar, you will walk away with a deeper knowledge of Cash Management, conduct a risk assessment on any new products, and bring back ideas to your bank on how to market Cash Management products and services to your business clients. In addition, your team will also work better together knowing how critical each area is to the success of the implementation and sale of these products and services.

Webinar Overview:

· Part I – Cash Management Knowledge

· Part II – Marketing & Sales Process

· Part III – Product Implementation

· Part IV – The Future of Cash Management

Topics Covered:

· What is Treasury Management (aka Cash Management)?

· The Evolution of Cash Management/History/Background

· Review of the Account Analysis and what it’s used for

· Overview of all Cash Management products in the market

· How to determine which products you need to offer to your business customers

· Determine who your in-house experts should be and provide the appropriate training

· How Cash Management is integrated with the Bank’s Technology, Operations and Sales teams

· Identifying new bank fee opportunities

· Ideas on how to market and brand your Cash Management products

· Process to implement Cash Management products

· The future of Cash Management (including Blockchain and Bitcoin)

Who Should Attend:

Cash Management operations and sales personnel –especially those new to Cash Management, Deposit sales team, Business bankers/lenders, Technology personnel (IT network support and

core system support staff), Presidents and COOs who want to learn more about Cash Management.

For more information and to register, please click here.

View Event →
Mar
21
11:00 AM11:00

Key Components & Strategies for a Successful Talent Management Program

Risk Management Association Lunch Program
11:30 a.m. - 12:00 p.m. Registration
12:00 p.m. - 1:00 p.m. Keynote

Minneapolis Club
729 2nd Ave. South
Minneapolis, MN 55402

Every company, regardless of industry, is trying to figure out how to attract and retain excellent talent. Every organization is also striving to achieve their goals and fulfill their vision described in their strategic plan. But how do you achieve both goals—attracting and retaining talent while achieving your goals and fulfilling your vision? Marci Malzahn will give you strategies and tips on how to integrate your Talent Management Program with your company’s Strategic Plan.

In this interactive session you will learn about Marci’s biggest accomplishment in her career as a manager, her management tips so you don’t lose your top talent, and how to establish a Talent Management Program, which would in turn be integrated to your Strategic Plan. You will walk away with tips and ideas you can implement in your workplace immediately.

Learning Objectives

  • Learn about the key components of a strong Talent Management Program
  • How to conduct a talent assessment in your organization
  • A step by step process of how to integrate your Talent Management Program into your Strategic Plan
  • Strategies on how to retain your top talent and attract the right talent
  • The importance of succession planning and how to get started at all levels

Who Should Attend

Anyone in the organization who wants to learn more about a Talent Management Program including HR Director, managers, supervisors, and senior leadership of any organization.

For more information and to register, click here.

View Event →
Mar
20
2:00 PM14:00

Three Key Risk Assessments in Your ERM Program: ERM, IT, and Internal Controls

Webinar - Presenting with the Graduate School of Banking

This webinar will first take you through a step-by-step process to develop strong Risk Assessments to address key areas of your institution. Then the presenter will specifically focus on three key Risk Assessments you must have as critical components of your ERM Program: the Enterprise Risk Management Risk Assessment, Information Technology Risk Assessment, and the Internal Controls Risk Assessment. You will walk away with practical tools and examples you can implement in your organization immediately.

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.

Covered Topics:

Part I:

· ERM quick overview of key definitions
· Three Key Phases of ERM and how Risk Assessments fit in
· The Risk Assessment Process
· ERM Risk Assessment Matrix – Will complete several of the major risks

Part II:

· Information Technology areas that need to be assessed
· Information Technology Risk Assessment
o Definitions
o Categories Included
· Complete example of the IT Risk Assessment using Template

Part III:

· Internal Controls Risk Assessment
o List of Areas Assessed
o Categories included
· Complete example of several Areas Assessed using Internal Controls Risk Assessment Template

Who Should Attend:

This informative session is designed for Risk Managers, Chief Risk Officers, Compliance Officers, Chief Operating Officer, Chief Credit Officer, Internal Auditors, and the entire risk management team. Also, Board Directors who want to learn more about ERM and Risk Assessments, and Bank Presidents involved in the risk management process and their ERM program

For more information and to register, click here.

View Event →
Feb
14
1:00 PM13:00

Cash Management: How Sales, Operations, and Technology Can Work Together to Generate More Fee Income

Webinar

During this webinar, you will gain a more in-depth knowledge of Cash Management (aka Treasury Management) products and services. You will learn about all the Cash Management products and services available in the marketplace, identify the products and services your community bank currently offers, what you’re missing, and come up with strategies to implement and offer the right products and services for your bank. You will also learn the “behind the scenes” on the most important products and how they interact with technology.

After attending this webinar, you will walk away with a deeper knowledge of Cash Management, conduct a risk assessment on any new products, and bring back ideas to your bank on how to market Cash Management products and services to your business clients. In addition, your team will also work better together knowing how critical each area is to the success of the implementation and sale of these products and services.

Webinar Overview:

· Part I – Cash Management Knowledge

· Part II – Marketing & Sales Process

· Part III – Product Implementation

· Part IV – The Future of Cash Management

Topics Covered:

· What is Treasury Management (aka Cash Management)?

· The Evolution of Cash Management/History/Background

· Review of the Account Analysis and what it’s used for

· Overview of all Cash Management products in the market

· How to determine which products you need to offer to your business customers

· Determine who your in-house experts should be and provide the appropriate training

· How Cash Management is integrated with the Bank’s Technology, Operations and Sales teams

· Identifying new bank fee opportunities

· Ideas on how to market and brand your Cash Management products

· Process to implement Cash Management products

· The future of Cash Management (including Blockchain and Bitcoin)

Who Should Attend:

Cash Management operations and sales personnel –especially those new to Cash Management, Deposit sales team, Business bankers/lenders, Technology personnel (IT network support and

core system support staff), Presidents and COOs who want to learn more about Cash Management.

To register, please click here.

View Event →
Feb
13
2:00 PM14:00

Developing a Strong Enterprise-Wide Risk Assessment for your ERM Program

Webinar - Presenting with the Graduate School of Banking

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 a step-by-step process to develop Risk Assessments to 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.

Topics Covered:

· Overall view of Enterprise Risk Management and key components
· The three key areas of ERM and how Risk Assessments fit in
· The Risk Assessment Process
· Identifying and assessing risks – enterprise wide
· What is a Risk Assessment System (RAS) and its relationship to CAMELS rating
· The top eight risks and other important ones
· How to conduct an ERM Risk Assessment using a Matrix – The core of risk assessments
· The various types of risk assessments based on the area of risk and what they consist of

Who Should Attend:

This informative session is designed for Risk Managers, Chief Risk Officers, Compliance Officers, Chief Operating Officer, Chief Credit Officer, and the entire risk management team.

For more information and to register, click here.

View Event →
Feb
12
12:00 PM12:00

It's All about Your Strategic Plan

Webinar

Your bank is unique. And so should your Strategic Plan be. What is your vision for the future of your bank? Do your employees know your vision, and can they articulate it? Does the culture and brand of your bank (everything from your electronic signature on your emails to the look of your bank lobby) reflect the vision of where you want to take your bank as well as your brand? Do you know your risks—the risks that are unique to your bank? Do you have the right people, and are they in the right places to fulfill the vision of your bank? Does your technology plan align with your bank’s overall Strategic Plan?

Marci will help you answer these critical questions at the interactive workshop, “It’s All about Your Strategic Plan.” You will walk away with tools and ideas on strategies to integrate key components into your Strategic Plan such as:

1.       Enterprise Risk Management Program
2.       Marketing Plan
3.       Business Plan
4.       Technology Plan
5.       Talent Management Program
6.       Capital Plan

Marci will also share how to ensure your Strategic Plan doesn’t sit on the shelf and gets implemented through your team.

Learning Objectives

·         Learn the correct Strategic Plan structure for our bank
·         Key components of a strong strategic plan for your community bank
·         How to integrate each key component into your Strategic Plan
·         Strategic planning process
·         Strategic planning implementation across the organization

Who Should Attend

Anyone in the leadership team and Board of Directors involved in Strategic Planning process. Members of the leadership team who are new to strategic planning process.

For more information and to register, click here.

View Event →
Feb
11
9:00 AM09:00

Follow Your Heart and Finish Your Race

Next Generation Church

1917 26th Ave N
Minneapolis, MN 55411

We all have dreams and desires that come from our hearts. We also have a calling and a mission to fulfill while we’re here on earth. In this talk, Marci focuses on three key ingredients to finish your race: preparation, passion, and persistence. Marci encourages you to find those dreams, follow your heart, and finish the race that God has set before you so when you get to heaven, you can hear God tell you, “Well done, my good and faithful servant!”

For more information, visit Next Generation Church's website here.  

View Event →
Feb
9
1:00 PM13:00

Creating the Right Enterprise Risk Management (ERM) Program for YOUR Community Bank

Webinar

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.

Topics Covered:

  • ERM general background and key definitions
  • Identifying the specific building blocks/components of a simple yet complete ERM Program covering the three key areas of ERM:
  1. Identifying and Assessing Risk
  2. Mitigating and Eliminating Risk
  3. Monitoring and Reporting Risk
  • Creating an ERM Committee Charter
  • Choosing the right ERM Committee members
  • Integrating the ERM Program into your Strategic Plan
  • Creating the Risk Management Appetite and Tolerance Statement – Description of Process
  • Implementing your ERM Program
  • Keeping the process fun while complying with regulations and protecting your bank—consistently in every area!

Who Should Attend

Chief Risk Officers, Risk Managers, Chief Credit Officers, Chief Financial Officers, Compliance Officers, Internal Auditors, Board Directors who want to learn more about ERM, Bank Presidents involved in the risk management process and their ERM program

For more information and to register, click here

View Event →
Jan
25
2:00 PM14:00

Creating the Right Enterprise Risk Management (ERM) Program for YOUR Community Bank

Webinar - Presenting with the Graduate School of Banking

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.

Topics Covered:

· ERM general background and key definitions

· Identifying the specific building blocks/components of a simple yet complete ERM Program covering the three key areas of ERM:

· Identifying and Assessing Risk

· Mitigating and Eliminating Risk

· Monitoring and Reporting Risk

· Creating an ERM Committee Charter

· Choosing the right ERM Committee members

· Integrating the ERM Program into your Strategic Plan

· Creating the Risk Management Appetite and Tolerance Statement – Description of Process

· Implementing your ERM Program

· Keeping the process fun while complying with regulations and protecting your bank—consistently in every area!

Who Should Attend:

Chief Risk Officers, Risk Managers, Chief Credit Officers, Chief Financial Officers, Compliance Officers, Internal Auditors, Board Directors who want to learn more about ERM, Bank Presidents involved in the risk management process and their ERM program

For more information and to register, click here.

View Event →
Jan
23
1:00 PM13:00

Three Key Risk Assessments in Your ERM Program – ERM, IT, and Internal Controls

Webinar

This webinar will first take you through a step-by-step process to develop strong Risk Assessments to address key areas of your institution. Then the presenter will specifically focus on three key Risk Assessments you must have as critical components of your ERM Program: the Enterprise Risk Management Risk Assessment, Information Technology Risk Assessment, and the Internal Controls Risk Assessment. You will walk away with practical tools and examples you can implement in your organization immediately.

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.

Covered Topics:

Part I:

· ERM quick overview of key definitions

· Three Key Phases of ERM and how Risk Assessments fit in

· The Risk Assessment Process

· Risk Assessment System (RAS)

o CAMELS Rating and How They Relate to Risk Assessments

o Top 8 Risks and Other Important Risks to Assess

· Annual Risk Assessments recommended and Areas Assessed

· ERM Risk Assessment Matrix – Will complete several of the major risks

Part II:

· Information Technology areas that need to be assessed

· Information Technology Risk Assessment

o Definitions

o Categories Included

· Complete example of the IT Risk Assessment using Template

Part III:

· Internal Controls Risk Assessment

o List of Areas Assessed

o Categories included

· Complete example of several Areas Assessed using Internal Controls Risk Assessment Template

Who Should Attend:

This informative session is designed for Risk Managers, Chief Risk Officers, Compliance Officers, Chief Operating Officer, Chief Credit Officer, Internal Auditors, and the entire risk management team. Also, Board Directors who want to learn more about ERM and Risk Assessments, and Bank Presidents involved in the risk management process and their ERM program

To register, please click here.

View Event →
Jan
19
12:00 PM12:00

Creating the Right Enterprise Risk Management (ERM) Program for YOUR Community Bank

Webinar

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.

Topics Covered:

  • ERM general background and key definitions
  • Identifying the specific building blocks/components of a simple yet complete ERM Program covering the three key areas of ERM:
  1. Identifying and Assessing Risk
  2. Mitigating and Eliminating Risk
  3. Monitoring and Reporting Risk
  • Creating an ERM Committee Charter
  • Choosing the right ERM Committee members
  • Integrating the ERM Program into your Strategic Plan
  • Creating the Risk Management Appetite and Tolerance Statement – Description of Process
  • Implementing your ERM Program
  • Keeping the process fun while complying with regulations and protecting your bank—consistently in every area!

Who Should Attend

Chief Risk Officers, Risk Managers, Chief Credit Officers, Chief Financial Officers, Compliance Officers, Internal Auditors, Board Directors who want to learn more about ERM, Bank Presidents involved in the risk management process and their ERM program

For more information and to register, click here

 

 

View Event →
Jan
18
10:00 AM10:00

Enterprise Risk Management Peer Group Meeting & Discussion

Covered Topics:

Join your banking peers in an informal discussion of the current hot topics in Enterprise Risk Management (ERM). Come ready to talk about the challenges, questions, training needs, and topics pertinent to enterprise risk management at your bank. This peer group meeting is your opportunity to network with other bankers who are seasoned ERM leaders and bankers who are brand new to this critical role of banking.

Who Should Attend:

The ERM peer group is specifically designed for those responsible for the Enterprise Risk Management program at their bank.*

*THIS PROGRAM IS FOR MBA MEMBERS ONLY.

For more information and to register, please click here.

View Event →
Jan
10
1:30 PM13:30

Cash Management: How Sales, Operations, and Technology Can Work Together to Generate More Fee Income

Webinar

During this webinar, you will gain a more in-depth knowledge of Cash Management (aka Treasury Management) products and services. You will learn about all the Cash Management products and services available in the marketplace, identify the products and services your community bank currently offers, what you’re missing, and come up with strategies to implement and offer the right products and services for your bank. You will also learn the “behind the scenes” on the most important products and how they interact with technology.

After attending this webinar, you will walk away with a deeper knowledge of Cash Management, conduct a risk assessment on any new products, and bring back ideas to your bank on how to market Cash Management products and services to your business clients. In addition, your team will also work better together knowing how critical each area is to the success of the implementation and sale of these products and services.

Webinar Overview:

· Part I – Cash Management Knowledge

· Part II – Marketing & Sales Process

· Part III – Product Implementation

· Part IV – The Future of Cash Management

Topics Covered:

· What is Treasury Management (aka Cash Management)?

· The Evolution of Cash Management/History/Background

· Review of the Account Analysis and what it’s used for

· Overview of all Cash Management products in the market

· How to determine which products you need to offer to your business customers

· Determine who your in-house experts should be and provide the appropriate training

· How Cash Management is integrated with the Bank’s Technology, Operations and Sales teams

· Identifying new bank fee opportunities

· Ideas on how to market and brand your Cash Management products

· Process to implement Cash Management products

· The future of Cash Management (including Blockchain and Bitcoin)

Who Should Attend:

Cash Management operations and sales personnel –especially those new to Cash Management, Deposit sales team, Business bankers/lenders, Technology personnel (IT network support and

core system support staff), Presidents and COOs who want to learn more about Cash Management.

To register, please click here.

View Event →
Dec
11
1:30 PM13:30

Cash Management: How Sales, Operations, and Technology Can Work Together to Generate More Fee Income - for CREDIT UNIONS

Webinar

During this webinar, you will gain a more in-depth knowledge of Cash Management (aka Treasury Management) products and services. You will learn about all the Cash Management products and services available in the marketplace, identify the products and services your credit union currently offers, what you’re missing, and come up with strategies to implement and offer the right products and services for your credit union. You will also learn the “behind the scenes” on the most important products and how they interact with technology.

After attending this webinar, you will walk away with a deeper knowledge of Cash Management, conduct a risk assessment on any new products, and bring back ideas on how to market Cash Management products and services to your business members. In addition, your team will also work better together knowing how critical each area is to the success of the implementation and sale of these products and services.

Webinar Overview:

  • Part I – Cash Management Knowledge

  • Part II – Marketing & Sales Process

  • Part III – Product Implementation

  • Part IV – The Future of Cash Management

    Topics Covered:

  • What is Treasury Management (aka Cash Management)?

  • The Evolution of Cash Management/History/Background

  • Review of the Account Analysis and what it’s used for

  • Overview of all Cash Management products in the market

  • How to determine which products you need to offer to your business customers

  • Determine who your in-house experts should be and provide the appropriate training

  • How Cash Management is integrated with the Credit Union’s Technology, Operations and Sales teams

  • Identifying new fee opportunities

  • Ideas on how to market and brand your Cash Management products

  • Process to implement Cash Management products

  • The future of Cash Management (including Blockchain and Bitcoin)

    Who Should Attend:
    Cash Management operations and sales personnel –especially those new to Cash Management, Deposit sales team, Business bankers/lenders, Technology personnel (IT network support and core system support staff), Presidents and COOs who want to learn more about Cash Management.

    To register and for more information, click here.

View Event →
Dec
5
1:00 PM13:00

It's All About Your Strategic Plan

Webinar

Your bank is unique. And so should your Strategic Plan be. What is your vision for the future of your bank? Do your employees know your vision, and can they articulate it? Does the culture and brand of your bank (everything from your electronic signature on your emails to the look of your bank lobby) reflect the vision of where you want to take your bank? Do you know your risks—the risks that are unique to your bank? Do you have the right people, and are they in the right places to fulfill the vision of your bank?

Marci will help you answer these critical questions at the interactive workshop, “It’s All about Your Strategic Plan.” You will walk away with tools and ideas to:

  • Integrate your Enterprise Risk Management Program into your Strategic Plan

  • Integrate your Talent Management Program into your Strategic Plan, and

  • How to ensure your Strategic Plan doesn’t sit on the shelf and gets implemented.

Who Should Attend:

Anyone in the leadership team and Board of Directors involved in Strategic Planning process.

The link for more information and to register will be coming soon.

View Event →
Nov
15
2:00 PM14:00

Cash Management: How Sales, Operations and Technology Can Work Together to Generate More Fee Income

Webinar - Graduate School of Banking, Madison, WI

During this 90 minute webinar, you will gain a more in-depth knowledge of Cash Management (aka Treasury Management) products and services. You will learn about all the Cash Management products and services available in the marketplace, identify the products and services your community bank currently offers, what you’re missing, and come up with strategies to implement and offer the right products and services for your bank. You will also learn the “behind the scenes” on the most important products and how they interact with technology.

After attending this webinar, you will walk away with a deeper knowledge of Cash Management, gain ideas from the other participants on how to implement the products and services your clients expect you to offer, conduct a risk assessment on any new products, and bring back ideas to your bank on how to market Cash Management products and services to your business clients. In addition, your team will also work better together knowing how critical each area is to the success of the implementation and sale of these products and services.

Topics Covered:

* What is Treasury Management (aka Cash Management)?

* The Evolution of Cash Management/History/Background

* Review of the Account Analysis and what it’s used for

* Overview of all Cash Management products in the market

* How to determine which products you need to offer to your business customers

* Determine who your in-house experts should be and provide the appropriate training

* How Cash Management is integrated with the Bank’s Technology, Operations and Sales teams

* Identifying new bank fee opportunities

* Ideas on how to market and brand your Cash Management products

* Process to implement Cash Management products

* The future of Cash Management (including Blockchain and Bitcoin)

Who Should Attend:

Cash Management operations and sales personnel, Deposit sales team, Business bankers/lenders, Technology personnel (IT network support and core system support staff), Presidents, COO

For more information and to register, click here

View Event →
Nov
9
1:00 PM13:00

Developing an Enterprise-Wide Risk Assessment

Webinar

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 a step-by-step process to develop Risk Assessments to 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.
Topics Covered:

  • Overall view of Enterprise Risk Management and key components
  • The three key areas of ERM and how Risk Assessments fit in
  • The Risk Assessment Process
  • Identifying and assessing risks – enterprise wide
  • What is a Risk Assessment System (RAS) and its relationship to CAMELS rating
  • The top eight risks and other important ones
  • How to conduct an ERM Risk Assessment using a Matrix – The core of risk assessments
  • The various types of risk assessments based on the area of risk and what they consist of

Who Should Attend:
This informative session is designed for Risk Managers, Chief Risk Officers, Compliance Officers, Chief Operating Officer, Chief Credit Officer, and the entire risk management team.

For more information and to register click here.

View Event →
Nov
7
1:00 PM13:00

Cash Management: How Sales, Operations, and Technology Can Work Together to Generate More Fee Income

Webinar

During this webinar, you will gain a more in-depth knowledge of Cash Management (aka Treasury Management) products and services. You will learn about all the Cash Management products and services available in the marketplace, identify the products and services your community bank currently offers, what you’re missing, and come up with strategies to implement and offer the right products and services for your bank. You will also learn the “behind the scenes” on the most important products and how they interact with technology.

After attending this webinar, you will walk away with a deeper knowledge of Cash Management, conduct a risk assessment on any new products, and bring back ideas to your bank on how to market Cash Management products and services to your business clients. In addition, your team will also work better together knowing how critical each area is to the success of the implementation and sale of these products and services.

Seminar/Workshop/Webinar Overview:

  • Part I – Cash Management Knowledge

  • Part II – Marketing & Sales Process

  • Part III – Product Implementation

  • Part IV – The Future of Cash Management

Topics Covered:

  • What is Treasury Management (aka Cash Management)?

  • The Evolution of Cash Management/History/Background

  • Review of the Account Analysis and what it’s used for

  • Overview of all Cash Management products in the market

  • How to determine which products you need to offer to your business customers

  • Determine who your in-house experts should be and provide the appropriate training

  • How Cash Management is integrated with the Bank’s Technology, Operations and Sales teams

  • Identifying new bank fee opportunities

  • Ideas on how to market and brand your Cash Management products

  • Process to implement Cash Management products

  • The future of Cash Management (including Blockchain and Bitcoin)

Who Should Attend:

Cash Management operations and sales personnel, Deposit sales team, Business bankers/lenders, Technology personnel (IT network support and core system support staff), Presidents, COO

For more information and to register click here.

View Event →