Oct
21
2:00 PM14:00

Creating the Right ERM Program for YOUR Community Bank (presenting with the Graduate School of Banking)

Webinar

Are you creating your first ERM Program for your community 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

·        How implementing an ERM Program can help Financial Institutions survive and thrive

·        Identifying the specific building blocks/components of a simple yet complete ERM Program

·        The three key ongoing Phases of ERM:

o   Identifying and Assessing Risk

o   Mitigating and Eliminating Risk

o   Monitoring and Reporting Risk

·        Creating an ERM Committee Charter and choosing the right ERM Committee members

·        Integrating the ERM Program into your Strategic Plan

·        Top Risk Categories and Definitions

·        ERM Risk Assessment Matrix – Definitions and example

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

·        Implementing your ERM Program and benefits

·        ERM Program Flowchart

Who Should Attend

Chief 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

Why You Should Attend

To 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.

Key Learning Objectives

1.       Increase overall knowledge of ERM and what it means to have an ERM Program

2.       Understand the three ongoing phases of ERM

3.       Understand how ERM is integrated into the bank’s Strategic Plan

4.       How to integrate other ERM components into it

5.       How to create an ERM Committee Charter

6.       How to complete the ERM Risk Assessment Matrix

7.       Benefits of having an ERM Program established

Topic Background

Enterprise 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.

To register and for more information, click here.

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Oct
23
2:00 PM14:00

Strategic Planning for Financial Institutions: It’s All about Your Strategy! (presenting with the Graduate School of Banking)

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, click here.

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Oct
30
12:00 PM12:00

“Strategies for Succession and Talent Management” Presenting at the Family Owned/Closely Held Bank Retreat for the Wisconsin Banking Association

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.

In this interactive session 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. You will walk away with strategies and tactics you can implement in your institution immediately.

For more information and to register for the conference, click here.

View Event →
Nov
5
2:00 PM14:00

Developing a Strong Enterprise-Wide Risk Assessment for Your ERM Program (presenting with the Graduate School of Banking)

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 phases of ERM and how Risk Assessments fit in

·       The Risk Assessment Process

·       Risk Assessment Characteristics and goals

·       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

·       Examples of ongoing Monitoring and Reporting tools

Who Should Attend:

This 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.

Why You Should Attend

To obtain a better understanding on how to create/develop enterprise-wide risk assessments and what the Risk Assessment System is about. To understand how the Risk Assessment System 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.

Key Learning Objectives

1.       Quick review of ERM and its three phases

2.       Learn about the Risk Assessment Process and key steps

3.       How to identify and assess your bank’s risks enterprise-wide

4.       Characteristics and goals of Risk Assessments based on industry best practices

5.       How to develop appropriate Risk Assessment Criteria

6.       Annual Risk Assessments recommended

7.       How to use examples of monitoring and reporting tools

Topic Background

Enterprise 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.

Risk 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.

For more information and to register, click here.

View Event →
Nov
7
1:30 PM13:30

Treasury Management: A Powerful Tool to Increase Deposits and 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, Cardless/Contactless ATMs/ITMs, and Digital Payment Methods available)

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.

Why You Should Attend

To obtain a better understanding of all Cash Management products and their history. To learn more in-depth how Cash Management interacts with the business banking, IT, and deposit operations teams. You will walk away with ideas on how to improve your current sales process by incorporating the Cash Management team from the start. You will also learn about the future products your bank should offer to your clients and how new payment systems may affect your institution.

Key Learning Objectives

1.       Gain a deeper understanding of Cash Management (history and future)

2.       Gain knowledge of Cash Management products and how they help your business clients

3.       Learn how Cash Management is integrated with the Bank’s Technology, Operations and Sales teams and how they can work together better

4.       Learn how to conduct a risk assessment on new products

5.       Identify new bank fee opportunities, how to market and brand your Cash Management products, and ideas on how to sell more products by meeting your clients’ needs

6.       Learn about a sales process and how to customize it for your institution

7.       Learn about the future of Cash Management and how your bank can prepare

Topic Background

The 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. Cash 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. There are over eighteen products in the market and more will continue to be created as technology takes over a lot of the banking functions. 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 Cash Management products are available, what their risks are, and how they can be used to maximize the management of the business’ daily cash to improve profits.

For more information and to register, click here.

View Event →
Nov
15
8:00 AM08:00

ERM and Vendor Management (New York, NY - Cornerstone Advisors, Inc. Board of Directors Meeting)

Private Event

Program Description

With financial institutions increasingly relying on third-party providers to offer their products and services comes increased risk. 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. You will also learn how your Vendor Management Program is part of your Enterprise Risk Management Program and how to integrate ERM into your Strategic Plan.

View Event →
Nov
19
11:00 AM11:00

Vendor Management Program: How Model Risk Fits In -NEW!

Webinar

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 or members 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.

In 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.

Topics Covered:

·        How Vendor Management Program fits in within Enterprise Risk Management

·        Vendor Management Program Components

·        Vendor Management Policy and Procedures

·        Vendor Due Diligence

·        Example of Vendor Risk Assessment

·        Monitoring and Reporting Assessment Results

·        Definition of Model Risk and how it applies to your Institution

·        The OCC SR Letter 11-7 – A Step by step explanation

·        Examples of Model Risk – How it affects your institution

·        Example of Model Risk Assessment

·        How to establish your own Model Risk Management Program

Who Should Attend

Chief 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

Why You Should Attend

To 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.

Key Learning Objectives

1.       Increase overall knowledge of Vendor Management and what it means to have a Vendor Management Program

2.       Understand how Vendor Management is part of your ERM Program

3.       How to complete the Model Risk Assessment which is part of the ERM Risk Assessment

4.       Benefits of having a Vendor Management Program established

5.       Benefits of having a Model Risk Management Program in place

Registration information coming soon.

View Event →
Nov
20
11:00 AM11:00

Empowering Women in Banking Luncheon: Preparing Women for Top Leadership Positions

Presentation and Luncheon
The Town & Country Club
300 N. Mississippi River Blvd.
St. Paul, MN 55104

Please join us for a panel discussion on important topics, including:

  • Women leadership statistics - Where are we today?

  • The business case for increasing women in top leadership positions

  • How can individuals improve their chances of obtaining top leadership positions?

  • Attracting, retaining, and developing women leaders

Panelists:

  • Marci Malzahn President & Founder, Malzahn Strategic

  • Joel R. Johnson EVP/HR Director, Sunrise Banks

  • Erin Procko President, Minneapolis & Twin Cities Banking Director, Bell Bank

  • Terrie Spiro CEO, Cecil Bank, Co-Founder of Bank on Women

Moderator:

  • Tom Bengtson | Managing Director, Bank Holding Company Association

For more information and to register, click here.

View Event →
Dec
3
2:00 PM14:00

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

Webinar

This webinar will first take you through a basic review of what is ERM and the basic steps 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 and key definitions

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

·        The Risk Assessment Process

·        ERM Risk Assessment– Complete example of several of the major risks

Part II:

·        Information Technology areas that need to be assessed

·        Information Technology Risk Assessment

o   Definitions

o   Categories Included

·        IT Risk Assessment – Complete example

Part III:

·        Internal Controls Risk Assessment

o   List of Areas Assessed

o   Categories included

·        Internal Controls Risk Assessment – Complete example

Who Should Attend:

This 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.

Why You Should Attend

To learn more in-depth how to complete these three key risk assessments for ERM, IT, and Internal Controls.

Key Learning Objectives

1.       Quick overview of ERM key definitions and the three ongoing phases

2.       Learn about the Risk Assessment Process and key steps

3.       How to identify and assess your institution’s risks using the ERM Risk Assessment Matrix

4.       Characteristics of Risk Assessments based on industry best practices

5.       How to prioritize your institution’s risks once identified

6.       How to complete the IT Risk Assessment

7.       How to complete the Internal Controls Risk Assessment

Topic Background

Enterprise 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.

Risk 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.

Registration information coming soon.

View Event →

Oct
10
9:00 AM09:00

"Bring Your Shoes" Keynote (presenting at Diversity in Banking: Empowering Your Career Conference for the Wisconsin Banking Association

“Bring YOUR Shoes” Keynote based on Marci’s new book “Bring YOUR Shoes: A Fresh Perspective for Leaders with Big Shoes to Fill” coming out in October!

This keynote is based on Marci’s new book, Bring YOUR Shoes: A Fresh Perspective for Leaders with Big Shoes to Fill. Successful leaders surround themselves with talented individuals that complement their own talents and strengths. But it all starts with you as the leader. From the employee perspective, Marci encourages you to discover your talents and maximize them in the workplace and outside by creating opportunities for yourself. From the employer perspective, Marci shares ideas on how to discover and develop your employees’ talents to maximize their potential. You will learn about Marci’s personal journey of discovering her gifts and how she helped her employees discover their talents to become the best they could be. During this inspiring talk, Marci teaches new leaders how to lead from a fresh perspective—by maximizing your talents and the talents of those you lead. In a world where having a diverse talent and valuing everyone’s contribution is a must, Marci’s talk reminds you to Bring YOUR Shoes and allow others to bring their shoes too!

For more information and to register for the conference, click here.

View Event →
Oct
3
11:00 AM11:00

Cash Management: How Sales, Operations, and Technology Can Collaborate 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, Cardless/Contactless ATMs/ITMs, and Digital Payment Methods available)

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.

Why You Should Attend

To obtain a better understanding of all Cash Management products and their history. To learn more in-depth how Cash Management interacts with the business banking, IT, and deposit operations teams. You will walk away with ideas on how to improve your current sales process by incorporating the Cash Management team from the start. You will also learn about the future products your bank should offer to your clients and how new payment systems may affect your institution.

Key Learning Objectives

1.       Gain a deeper understanding of Cash Management (history and future)

2.       Gain knowledge of Cash Management products and how they help your business clients

3.       Learn how Cash Management is integrated with the Bank’s Technology, Operations and Sales teams and how they can work together better

4.       Learn how to conduct a risk assessment on new products

5.       Identify new bank fee opportunities, how to market and brand your Cash Management products, and ideas on how to sell more products by meeting your clients’ needs

6.       Learn about a sales process and how to customize it for your institution

7.       Learn about the future of Cash Management and how your bank can prepare

Topic Background

The 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. Cash 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. There are over eighteen products in the market and more will continue to be created as technology takes over a lot of the banking functions. 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 Cash Management products are available, what their risks are, and how they can be used to maximize the management of the business’ daily cash to improve profits.

For more information and to register, click here.

View Event →
Sep
26
1:00 PM13:00

It's All About Your Strategic Plan (Presenting with the Independent Community Bankers of America)

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, click here.

View Event →
Sep
24
9:00 AM09:00

Cash Management Workshop (presenting with Michigan Bankers Association)

Workshop for Community Bankers

During this workshop, 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 workshop, 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, Cardless/Contactless ATMs/ITMs, and Digital Payment Methods available)

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.

Why You Should Attend

To obtain a better understanding of all Cash Management products and their history. To learn more in-depth how Cash Management interacts with the business banking, IT, and deposit operations teams. You will walk away with ideas on how to improve your current sales process by incorporating the Cash Management team from the start. You will also learn about the future products your bank should offer to your clients and how new payment systems may affect your institution.

Key Learning Objectives

1.       Gain a deeper understanding of Cash Management (history and future)

2.       Gain knowledge of Cash Management products and how they help your business clients

3.       Learn how Cash Management is integrated with the Bank’s Technology, Operations and Sales teams and how they can work together better

4.       Learn how to conduct a risk assessment on new products

5.       Identify new bank fee opportunities, how to market and brand your Cash Management products, and ideas on how to sell more products by meeting your clients’ needs

6.       Learn about a sales process and how to customize it for your institution

7.       Learn about the future of Cash Management and how your bank can prepare

Topic Background

The 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. Cash 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. There are over eighteen products in the market and more will continue to be created as technology takes over a lot of the banking functions. 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 Cash Management products are available, what their risks are, and how they can be used to maximize the management of the business’ daily cash to improve profits.

For more information and to register, click here.

View Event →
Sep
18
2:00 PM14:00

Cash Management: How Sales, Operations, and Technology Can Collaborate to Generate More Fee Income (presenting with the Graduate School of Banking)

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, Cardless/Contactless ATMs/ITMs, and Digital Payment Methods available)

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.

Why You Should Attend

To obtain a better understanding of all Cash Management products and their history. To learn more in-depth how Cash Management interacts with the business banking, IT, and deposit operations teams. You will walk away with ideas on how to improve your current sales process by incorporating the Cash Management team from the start. You will also learn about the future products your bank should offer to your clients and how new payment systems may affect your institution.

Key Learning Objectives

1.       Gain a deeper understanding of Cash Management (history and future)

2.       Gain knowledge of Cash Management products and how they help your business clients

3.       Learn how Cash Management is integrated with the Bank’s Technology, Operations and Sales teams and how they can work together better

4.       Learn how to conduct a risk assessment on new products

5.       Identify new bank fee opportunities, how to market and brand your Cash Management products, and ideas on how to sell more products by meeting your clients’ needs

6.       Learn about a sales process and how to customize it for your institution

7.       Learn about the future of Cash Management and how your bank can prepare

Topic Background

The 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. Cash 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. There are over eighteen products in the market and more will continue to be created as technology takes over a lot of the banking functions. 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 Cash Management products are available, what their risks are, and how they can be used to maximize the management of the business’ daily cash to improve profits.

For more information and to register, click here.

View Event →
Sep
12
2:00 PM14:00

Vendor Management: How Model Risk Fits In (presenting with the Graduate School of Banking)

Webinar

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 or members 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.

In 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.

Topics Covered:

·        How Vendor Management Program fits in within Enterprise Risk Management

·        Vendor Management Program Components

·        Vendor Management Policy and Procedures

·        Vendor Due Diligence

·        Example of Vendor Risk Assessment

·        Monitoring and Reporting Assessment Results

·        Definition of Model Risk and how it applies to your Institution

·        The OCC SR Letter 11-7 – A Step by step explanation

·        Examples of Model Risk – How it affects your institution

·        Example of Model Risk Assessment

·        How to establish your own Model Risk Management Program

Who Should Attend

Chief 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

Why You Should Attend

To 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.

Key Learning Objectives

1.       Increase overall knowledge of Vendor Management and what it means to have a Vendor Management Program

2.       Understand how Vendor Management is part of your ERM Program

3.       How to complete the Model Risk Assessment which is part of the ERM Risk Assessment

4.       Benefits of having a Vendor Management Program established

5.       Benefits of having a Model Risk Management Program in place

For more information and to register, click here.

View Event →
Aug
28
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 community 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

·        How implementing an ERM Program can help Financial Institutions survive and thrive

·        Identifying the specific building blocks/components of a simple yet complete ERM Program

·        The three key ongoing Phases of ERM:

o   Identifying and Assessing Risk

o   Mitigating and Eliminating Risk

o   Monitoring and Reporting Risk

·        Creating an ERM Committee Charter and choosing the right ERM Committee members

·        Integrating the ERM Program into your Strategic Plan

·        Top Risk Categories and Definitions

·        ERM Risk Assessment Matrix – Definitions and example

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

·        Implementing your ERM Program and benefits

·        ERM Program Flowchart

Who Should Attend

Chief 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

Why You Should Attend

To 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.

Key Learning Objectives

1.       Increase overall knowledge of ERM and what it means to have an ERM Program

2.       Understand the three ongoing phases of ERM

3.       Understand how ERM is integrated into the bank’s Strategic Plan

4.       How to integrate other ERM components into it

5.       How to create an ERM Committee Charter

6.       How to complete the ERM Risk Assessment Matrix

7.       Benefits of having an ERM Program established

Topic Background

Enterprise 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.

For more information and to register, click here.

View Event →
Aug
22
11:00 AM11:00

Developing the Right Strategic Plan for Your Credit Union

Webinar

Your credit union is unique so your Strategic Plan should be unique as well. Too often, 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 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 credit union’s strategic plan

·         Establishing ‘best practices’ with Board Governance

·         Developing, implementing and managing the strategic planning process in your 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 credit union?

·         Do your employees know your vision, and can they articulate it?

·         Does the culture and brand of your credit union (everything from your electronic signature on your emails to the look of your lobby) reflect the vision of where you want to take your credit union?

·         Do you know your risks—the risks that are unique to your credit union?

·         Do you have the right people, and are they in the right places to fulfill the vision of your credit union?

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, click here.

View Event →
Aug
20
11:00 AM11:00

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

Webinar

This webinar will first take you through a basic review of what is ERM and the basic steps 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 and key definitions

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

·        The Risk Assessment Process

·        ERM Risk Assessment– Complete example of several of the major risks

Part II:

·        Information Technology areas that need to be assessed

·        Information Technology Risk Assessment

o   Definitions

o   Categories Included

·        IT Risk Assessment – Complete example

Part III:

·        Internal Controls Risk Assessment

o   List of Areas Assessed

o   Categories included

·        Internal Controls Risk Assessment – Complete example

Who Should Attend:

This 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.

Why You Should Attend

To learn more in-depth how to complete these three key risk assessments for ERM, IT, and Internal Controls.

Key Learning Objectives

1.       Quick overview of ERM key definitions and the three ongoing phases

2.       Learn about the Risk Assessment Process and key steps

3.       How to identify and assess your institution’s risks using the ERM Risk Assessment Matrix

4.       Characteristics of Risk Assessments based on industry best practices

5.       How to prioritize your institution’s risks once identified

6.       How to complete the IT Risk Assessment

7.       How to complete the Internal Controls Risk Assessment

Topic Background

Enterprise 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.

Risk 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.

For more information and to register, click here.

View Event →
Aug
15
1:30 PM13:30

Vendor Management Program: How Model Risk Fits In -NEW!

Webinar

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 or members 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.

In 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.

Topics Covered:

·        How Vendor Management Program fits in within Enterprise Risk Management

·        Vendor Management Program Components

·        Vendor Management Policy and Procedures

·        Vendor Due Diligence

·        Example of Vendor Risk Assessment

·        Monitoring and Reporting Assessment Results

·        Definition of Model Risk and how it applies to your Institution

·        The OCC SR Letter 11-7 – A Step by step explanation

·        Examples of Model Risk – How it affects your institution

·        Example of Model Risk Assessment

·        How to establish your own Model Risk Management Program

Who Should Attend

Chief 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

Why You Should Attend

To 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.

Key Learning Objectives

1.       Increase overall knowledge of Vendor Management and what it means to have a Vendor Management Program

2.       Understand how Vendor Management is part of your ERM Program

3.       How to complete the Model Risk Assessment which is part of the ERM Risk Assessment

4.       Benefits of having a Vendor Management Program established

5.       Benefits of having a Model Risk Management Program in place

For more information and to register, click here.

View Event →
Aug
13
2:00 PM14:00

Developing the Right Strategic Plan for Your Community Bank

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.

To register, click here.

View Event →
Aug
8
to Aug 9

Cash Management - Elective Course (presenting with the Graduate School of Banking)

Workshop

During this workshop, 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 workshop, 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, Cardless/Contactless ATMs/ITMs, and Digital Payment Methods available)

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.

Why You Should Attend

To obtain a better understanding of all Cash Management products and their history. To learn more in-depth how Cash Management interacts with the business banking, IT, and deposit operations teams. You will walk away with ideas on how to improve your current sales process by incorporating the Cash Management team from the start. You will also learn about the future products your bank should offer to your clients and how new payment systems may affect your institution.

Key Learning Objectives

1.       Gain a deeper understanding of Cash Management (history and future)

2.       Gain knowledge of Cash Management products and how they help your business clients

3.       Learn how Cash Management is integrated with the Bank’s Technology, Operations and Sales teams and how they can work together better

4.       Learn how to conduct a risk assessment on new products

5.       Identify new bank fee opportunities, how to market and brand your Cash Management products, and ideas on how to sell more products by meeting your clients’ needs

6.       Learn about a sales process and how to customize it for your institution

7.       Learn about the future of Cash Management and how your bank can prepare

Topic Background

The 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. Cash 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. There are over eighteen products in the market and more will continue to be created as technology takes over a lot of the banking functions. 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 Cash Management products are available, what their risks are, and how they can be used to maximize the management of the business’ daily cash to improve profits.

For more information and to register, click here

View Event →
Jul
16
9:00 AM09:00

Cash Management Workshop

Workshop (Presenting with the Indiana Bankers Association and sponsored by the Graduate School of Banking)

During this workshop, 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, Cardless/Contactless ATMs/ITMs, and Digital Payment Methods available)

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.

Why You Should Attend

To obtain a better understanding of all Cash Management products and their history. To learn more in-depth how Cash Management interacts with the business banking, IT, and deposit operations teams. You will walk away with ideas on how to improve your current sales process by incorporating the Cash Management team from the start. You will also learn about the future products your bank should offer to your clients and how new payment systems may affect your institution.

Key Learning Objectives

1.       Gain a deeper understanding of Cash Management (history and future)

2.       Gain knowledge of Cash Management products and how they help your business clients

3.       Learn how Cash Management is integrated with the Bank’s Technology, Operations and Sales teams and how they can work together better

4.       Learn how to conduct a risk assessment on new products

5.       Identify new bank fee opportunities, how to market and brand your Cash Management products, and ideas on how to sell more products by meeting your clients’ needs

6.       Learn about a sales process and how to customize it for your institution

7.       Learn about the future of Cash Management and how your bank can prepare

Topic Background

The 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. Cash 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. There are over eighteen products in the market and more will continue to be created as technology takes over a lot of the banking functions. 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 Cash Management products are available, what their risks are, and how they can be used to maximize the management of the business’ daily cash to improve profits.

For more information and to register, click here.

View Event →
Jul
11
1:00 PM13:00

Leadership & Negotiation Skills for the Workplace

Webinar

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 adventure for yourself to flourish. Along with leadership comes courage…the courage to do all those things, plus negotiate for yourself in the workplace. During this interactive workshop, 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 DO have choices! 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.

Learning Objectives

·        The concept of Leadership and what it means to you

·        What is negotiation and what it means to you

·        Things you can negotiate for in the workplace

·        Strategies to prioritize and negotiate for what you want

·        How to successfully close a negotiation

·        Leadership principles

Who Should Attend

Anyone 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.

For more information and to register, click here.

View Event →
Jun
27
11:00 AM11:00

Cash Management: How Sales, Operations, and Technology Can Collaborate 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, Cardless/Contactless ATMs/ITMs, and Digital Payment Methods available)

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.

Why You Should Attend

To obtain a better understanding of all Cash Management products and their history. To learn more in-depth how Cash Management interacts with the business banking, IT, and deposit operations teams. You will walk away with ideas on how to improve your current sales process by incorporating the Cash Management team from the start. You will also learn about the future products your bank should offer to your clients and how new payment systems may affect your institution.

Key Learning Objectives

1.       Gain a deeper understanding of Cash Management (history and future)

2.       Gain knowledge of Cash Management products and how they help your business clients

3.       Learn how Cash Management is integrated with the Bank’s Technology, Operations and Sales teams and how they can work together better

4.       Learn how to conduct a risk assessment on new products

5.       Identify new bank fee opportunities, how to market and brand your Cash Management products, and ideas on how to sell more products by meeting your clients’ needs

6.       Learn about a sales process and how to customize it for your institution

7.       Learn about the future of Cash Management and how your bank can prepare

Topic Background

The 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. Cash 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. There are over eighteen products in the market and more will continue to be created as technology takes over a lot of the banking functions. 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 Cash Management products are available, what their risks are, and how they can be used to maximize the management of the business’ daily cash to improve profits.

For more information and to register, click here.

View Event →
Jun
20
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 basic review of what is ERM and the basic steps 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 and key definitions

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

·        The Risk Assessment Process

·        ERM Risk Assessment– Complete example of several of the major risks

Part II:

·        Information Technology areas that need to be assessed

·        Information Technology Risk Assessment

o   Definitions

o   Categories Included

·        IT Risk Assessment – Complete example

Part III:

·        Internal Controls Risk Assessment

o   List of Areas Assessed

o   Categories included

·        Internal Controls Risk Assessment – Complete example

Who Should Attend:

This 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.

Why You Should Attend

To learn more in-depth how to complete these three key risk assessments for ERM, IT, and Internal Controls.

Key Learning Objectives

1.       Quick overview of ERM key definitions and the three ongoing phases

2.       Learn about the Risk Assessment Process and key steps

3.       How to identify and assess your institution’s risks using the ERM Risk Assessment Matrix

4.       Characteristics of Risk Assessments based on industry best practices

5.       How to prioritize your institution’s risks once identified

6.       How to complete the IT Risk Assessment

7.       How to complete the Internal Controls Risk Assessment

Topic Background

Enterprise 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.

Risk 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.

For more information or to register, click here.

View Event →
Jun
12
11:00 AM11:00

Maximize Your Life Story: Leadership Lessons Learned

Keynote (Wisconsin Bankers Association’s BOLT Summer Leadership Summit)

Program Description:

You'll hear an inspirational story of an immigrant who started a community bank and helped it grow to over $300 million in assets in less than ten years. Marci encourages community bankers to not give up the fight and stay in the game. She shares ways for you to not only survive these times but also thrive and compete with the large financial institutions. In this talk, Marci will share about her experiences and major life events that shaped her into the person she is today. 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. Marci will share leadership lessons learned through her life and you will walk away inspired to share and maximize your life story. 

Topics Covered:

  1. How your life’s experiences are to be shared with others

  2. Live and lead with awareness and appreciation, not fear

  3. Discover your talents and use them to help others

  4. Prepare and learn throughout your life

  5. Three key leadership lessons learn

To learn more or to register, click here.

View Event →
Jun
6
11:00 AM11:00

Vendor Management Program: How Model Risk Fits In -NEW!

Webinar

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 or members 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.

In 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.

Topics Covered:

·        How Vendor Management Program fits in within Enterprise Risk Management

·        Vendor Management Program Components

·        Vendor Management Policy and Procedures

·        Vendor Due Diligence

·        Example of Vendor Risk Assessment

·        Monitoring and Reporting Assessment Results

·        Definition of Model Risk and how it applies to your Institution

·        The OCC SR Letter 11-7 – A Step by step explanation

·        Examples of Model Risk – How it affects your institution

·        Example of Model Risk Assessment

·        How to establish your own Model Risk Management Program

Who Should Attend

Chief 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

Why You Should Attend

To 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.

Key Learning Objectives

1.       Increase overall knowledge of Vendor Management and what it means to have a Vendor Management Program

2.       Understand how Vendor Management is part of your ERM Program

3.       How to complete the Model Risk Assessment which is part of the ERM Risk Assessment

4.       Benefits of having a Vendor Management Program established

5.       Benefits of having a Model Risk Management Program in place

For more information and to register, click here.

View Event →
Jun
3
to Jun 5

Cash Management -Elective Course (presenting with the SW Graduate School of Banking)

Workshop

During this workshop, 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 workshop, 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, Cardless/Contactless ATMs/ITMs, and Digital Payment Methods available)

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.

Why You Should Attend

To obtain a better understanding of all Cash Management products and their history. To learn more in-depth how Cash Management interacts with the business banking, IT, and deposit operations teams. You will walk away with ideas on how to improve your current sales process by incorporating the Cash Management team from the start. You will also learn about the future products your bank should offer to your clients and how new payment systems may affect your institution.

Key Learning Objectives

1.       Gain a deeper understanding of Cash Management (history and future)

2.       Gain knowledge of Cash Management products and how they help your business clients

3.       Learn how Cash Management is integrated with the Bank’s Technology, Operations and Sales teams and how they can work together better

4.       Learn how to conduct a risk assessment on new products

5.       Identify new bank fee opportunities, how to market and brand your Cash Management products, and ideas on how to sell more products by meeting your clients’ needs

6.       Learn about a sales process and how to customize it for your institution

7.       Learn about the future of Cash Management and how your bank can prepare

Topic Background

The 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. Cash 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. There are over eighteen products in the market and more will continue to be created as technology takes over a lot of the banking functions. 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 Cash Management products are available, what their risks are, and how they can be used to maximize the management of the business’ daily cash to improve profits.

For more information and to register, click here.

View Event →
May
23
1:30 PM13:30

Vendor Management Program: How Model Risk Fits In -NEW! -for Credit Unions

Webinar

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 or members 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.

In 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.

Topics Covered:

·        How Vendor Management Program fits in within Enterprise Risk Management

·        Vendor Management Program Components

·        Vendor Management Policy and Procedures

·        Vendor Due Diligence

·        Example of Vendor Risk Assessment

·        Monitoring and Reporting Assessment Results

·        Definition of Model Risk and how it applies to your Institution

·        The OCC SR Letter 11-7 – A Step by step explanation

·        Examples of Model Risk – How it affects your institution

·        Example of Model Risk Assessment

·        How to establish your own Model Risk Management Program

Who Should Attend

Chief 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

Why You Should Attend

To 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.

Key Learning Objectives

1.       Increase overall knowledge of Vendor Management and what it means to have a Vendor Management Program

2.       Understand how Vendor Management is part of your ERM Program

3.       How to complete the Model Risk Assessment which is part of the ERM Risk Assessment

4.       Benefits of having a Vendor Management Program established

5.       Benefits of having a Model Risk Management Program in place

For more information and to register, click here.

View Event →
May
22
1:00 PM13:00

Key Components & Strategies for a Successful Talent Management Program

Webinar

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 fulfil 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.

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

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

For more information and to register, click here.

View Event →
May
21
1:30 PM13:30

Developing a Strong Enterprise-Wide Risk Assessment for your ERM Program -for Community 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 phases of ERM and how Risk Assessments fit in

·       The Risk Assessment Process

·       Risk Assessment Characteristics and goals

·       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

·       Examples of ongoing Monitoring and Reporting tools

Who Should Attend:

This 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.

Why You Should Attend

To obtain a better understanding on how to create/develop enterprise-wide risk assessments and what the Risk Assessment System is about. To understand how the Risk Assessment System 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.

Key Learning Objectives

1.       Quick review of ERM and its three phases

2.       Learn about the Risk Assessment Process and key steps

3.       How to identify and assess your bank’s risks enterprise-wide

4.       Characteristics and goals of Risk Assessments based on industry best practices

5.       How to develop appropriate Risk Assessment Criteria

6.       Annual Risk Assessments recommended

7.       How to use examples of monitoring and reporting tools

Topic Background

Enterprise 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.

Risk 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.

For more information and to register, click here.

View Event →
May
16
9:00 AM09:00

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

Workshop for Community Bankers

During this workshop, 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 workshop, 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, Cardless/Contactless ATMs/ITMs, and Digital Payment Methods available)

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.

Why You Should Attend

To obtain a better understanding of all Cash Management products and their history. To learn more in-depth how Cash Management interacts with the business banking, IT, and deposit operations teams. You will walk away with ideas on how to improve your current sales process by incorporating the Cash Management team from the start. You will also learn about the future products your bank should offer to your clients and how new payment systems may affect your institution.

Key Learning Objectives

1.       Gain a deeper understanding of Cash Management (history and future)

2.       Gain knowledge of Cash Management products and how they help your business clients

3.       Learn how Cash Management is integrated with the Bank’s Technology, Operations and Sales teams and how they can work together better

4.       Learn how to conduct a risk assessment on new products

5.       Identify new bank fee opportunities, how to market and brand your Cash Management products, and ideas on how to sell more products by meeting your clients’ needs

6.       Learn about a sales process and how to customize it for your institution

7.       Learn about the future of Cash Management and how your bank can prepare

Topic Background

The 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. Cash 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. There are over eighteen products in the market and more will continue to be created as technology takes over a lot of the banking functions. 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 Cash Management products are available, what their risks are, and how they can be used to maximize the management of the business’ daily cash to improve profits.

For more information and to register, click here.

View Event →
May
9
2:00 PM14:00

Vendor Management Program: How Model Risk Fits In -NEW! (Presenting with the Graduate School of Banking)

Webinar

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 or members 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.

In 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.

Topics Covered:

·        How Vendor Management Program fits in within Enterprise Risk Management

·        Vendor Management Program Components

·        Vendor Management Policy and Procedures

·        Vendor Due Diligence

·        Example of Vendor Risk Assessment

·        Monitoring and Reporting Assessment Results

·        Definition of Model Risk and how it applies to your Institution

·        The OCC SR Letter 11-7 – A Step by step explanation

·        Examples of Model Risk – How it affects your institution

·        Example of Model Risk Assessment

·        How to establish your own Model Risk Management Program

Who Should Attend

Chief 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

Why You Should Attend

To 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.

Key Learning Objectives

1.       Increase overall knowledge of Vendor Management and what it means to have a Vendor Management Program

2.       Understand how Vendor Management is part of your ERM Program

3.       How to complete the Model Risk Assessment which is part of the ERM Risk Assessment

4.       Benefits of having a Vendor Management Program established

5.       Benefits of having a Model Risk Management Program in place

To register or for more information, click here.

View Event →
May
8
8:30 AM08:30

Presenting with Confidence (for nonprofit leaders)

Private event for Amplify Mission Network

Program Description

Nonprofit leaders need to communicate their vision to earn people’s trust and to fund raise. “Presenting with Confidence” is a program designed to equip nonprofit leaders to speak confidently about their vision and mission. You will walk away from this workshop with tips and ideas to become more influential in your community while fulfilling the vision for your organization to help people.

Topics Covered

  1. Stages of preparation

  2. The presentation

  3. Delivery of message do’s and don’ts

  4. Hands-on experience and examples

View Event →
Apr
30
11:00 AM11:00

Cash Management: How Sales, Operations, and Technology Can Collaborate 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, Cardless/Contactless ATMs/ITMs, and Digital Payment Methods available)

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.

Why You Should Attend

To obtain a better understanding of all Cash Management products and their history. To learn more in-depth how Cash Management interacts with the business banking, IT, and deposit operations teams. You will walk away with ideas on how to improve your current sales process by incorporating the Cash Management team from the start. You will also learn about the future products your bank should offer to your clients and how new payment systems may affect your institution.

Key Learning Objectives

1.       Gain a deeper understanding of Cash Management (history and future)

2.       Gain knowledge of Cash Management products and how they help your business clients

3.       Learn how Cash Management is integrated with the Bank’s Technology, Operations and Sales teams and how they can work together better

4.       Learn how to conduct a risk assessment on new products

5.       Identify new bank fee opportunities, how to market and brand your Cash Management products, and ideas on how to sell more products by meeting your clients’ needs

6.       Learn about a sales process and how to customize it for your institution

7.       Learn about the future of Cash Management and how your bank can prepare

Topic Background

The 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. Cash 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. There are over eighteen products in the market and more will continue to be created as technology takes over a lot of the banking functions. 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 Cash Management products are available, what their risks are, and how they can be used to maximize the management of the business’ daily cash to improve profits.

For more information and to register, click here.

View Event →
Apr
25
2:00 PM14:00

Mentoring Relationships: How Having a Mentor and Being a Mentor Helps You Succeed in Your Career (Presenting with the Graduate School of Banking)

Webinar

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.

Learning Objectives

·        The concepts of mentor, mentoring, and mentee

·        Difference between coaching, mentoring, counseling, and consulting

·        Traits of successful mentors – how to look for the right mentor for you

·        Keys to becoming a successful mentor

·        Reverse mentoring

·        Traits of a successful mentee

Who Should Attend

Anyone 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.

To register or for more information, click here.

View Event →
Apr
24
1:30 PM13:30

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

·        How implementing an ERM Program can help Financial Institutions survive and thrive

·        Identifying the specific building blocks/components of a simple yet complete ERM Program

·        The three key ongoing Phases of ERM:

o   Identifying and Assessing Risk

o   Mitigating and Eliminating Risk

o   Monitoring and Reporting Risk

·        Creating an ERM Committee Charter and choosing the right ERM Committee members

·        Integrating the ERM Program into your Strategic Plan

·        Top Risk Categories and Definitions

·        ERM Risk Assessment Matrix – Definitions and example

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

·        Implementing your ERM Program and benefits

·        ERM Program Flowchart

Who Should Attend

Chief 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

Why You Should Attend

To 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.

Key Learning Objectives

1.       Increase overall knowledge of ERM and what it means to have an ERM Program

2.       Understand the three ongoing phases of ERM

3.       Understand how ERM is integrated into the bank’s Strategic Plan

4.       How to integrate other ERM components into it

5.       How to create an ERM Committee Charter

6.       How to complete the ERM Risk Assessment Matrix

7.       Benefits of having an ERM Program established

Topic Background

Enterprise 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.

To register or for more information, click here.

View Event →
Apr
18
12:00 PM12:00

Negotiating Skills for Success in Community Banking

Webinar

Excellent negotiation skills are requisite for success in business. During this webinar, you’ll learn negotiation strategies to gain influence in your job and achieve success in all areas of your life. You will be shown tactics you can implement right away, including 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.

Learning Objectives

  • What is negotiation? What does it means to you?

  • Things you can negotiate for in the workplace.

  • Strategies to prioritize the things you want prior to negotiation.

  • How to successfully close a negotiation.

  • How to be content after a negotiation ends

Who Should Attend:

Anyone interested in developing as a leader and learning negotiation skills to become successful in a career as a banking professional.

For more information and to register, click here.

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Apr
18
8:15 AM08:15

Leading by Maximizing Talents

Keynote

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 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!

For more information and to register, click here.

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