Posts tagged with "banking webinar"

FREE: Innovation Driven Growth – How to Unlock Your Organization’s Creative Potential

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Business Banking

Is your organization operating on “Auto-Pilot”? In this FREE banking webinar, serial fintech entrepreneur and international speaker David Peterson will provide insights into how to unlock your organization’s creative potential to meet the challenges of today’s competitive pressures and global competition. David will share his Metacognition based strategies and tools that drive creativity and share how to harness that into meaningful corporate innovation.

Peterson’s engaging style entertains as he assists in rethinking processes and procedures that stifle growth and create an environment that dramatically increases employee engagement. Combat status-quo thinking by fostering an enterprise-wide culture that capitalizes on the opportunity for transformational growth.

Key Takeaways:

  • Identification of how organizations are operating on “auto-pilot”
  • Stages of the Metacognition process
  • How to instill “ThinkTime” into your culture that will reap benefits focused on growth
  • How senior leaders can enable employees to combat the status-quo
  • How to instill top-down organization-wide innovation to achieve transformational growth

Pricing

FREE for Webinar and Playback*
*Playback has no expiration and may be shared internally

Dates of Event

Thursday, March 21, 2019

  • 12:00 – 1:00 pm (Eastern Time)
  • 11:00 – 12:00 pm (Central Time)
  • 10:00 – 11:00 am (Mountain Time)
  • 9:00 – 10:00 am (Pacific Time)

Credits

  • 1.2 AAP Credits
  • 1.0 CPE Credits

Your Speaker

David Peterson
President, U.S. Dataworks

About the Speaker

David Peterson is President of U.S. Dataworks, serving on the board of several industry related companies and associations, and is a serial entrepreneur with start-ups in retail and professional services.

David has inspired international audiences to rethink how innovation happens in their organization. He helps business leaders foster a culture of innovation that capitalizes on workforce diversity and instills accountability for driving growth. As the founder and CEO of Goldleaf Technologies, a leading provider of electronic payments software and a pioneer in the fintech industry, David understands the critical need to combat status-quo thinking to achieve sustainable profits and competitiveness in any industry.

David is the author of the best-selling book Grounded: Anchored Management for Strategic Leadership and Effective Decision-Making (Little River Publishing, 2016). His approach to strategic innovation has been praised by everyone from C-Suite executives to entrepreneurs to millennials.

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Sweet Spot of Social Media – Mitigate Risk to Reap Rewards

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Social Media strategy75% of banks think that social media is important. However, recent studies show that many banks are failing to take advantage of social media as a sales and marketing tool.  Many times this lack of engagement is due to the fear of legal and regulatory compliance risks.

  • How do you mitigate the risks associated with social media?
  • How do you engage in social media activities without allowing “legalese” to ruin effectiveness?

In this banking webinar, presenters will discuss the legal and regulatory risks of social media and more importantly, how to address those risks to reap the rewards that result from an effective social media strategy.  Led by a bank attorney and bank marketing expert, this social media webinar will show examples of institutions that are “getting it right” and those that have “gotten it wrong.”

Takeaways that Attendees will Leave Understanding include:

  • Current uses of social media by financial institutions
  • The major legal and compliance risks involved with those uses
  • Risk mitigation techniques and their “pros” and “cons” from both the legal/compliance perspective and the branding/marketing perspective
  • Suggested approaches to finding the middle ground between “no risk” and “too much risk”
  • Examples of “getting it right” and “getting it wrong”

Date of Event

Thursday, March 14, 2019
12:00 – 1:00 pm ET
11:00 – 12:00 pm CT
10:00 – 11:00 am MT
9:00 – 10:00 am PT

Pricing
$249 for Webinar plus playback*
*Playbacks do NOT expire and may be shared internally.

Credits

  • 1.2 AAP Credits
  • 1.0 CPE Credits

Your Speakers

Lisa Beck
President – Cypress Resources

Kevin Funnell

Kevin Funnell
Of Counsel – Shapiro Bieging Barber Otteson LLP

About the Speakers

Lisa Beck is a nationally recognized strategic marketing executive and business development professional with an extensive background in the financial services and mid-sized business arena. She has successfully transitioned brands and created a national brand with three unique business units. Lisa’s experience encompasses a broad spectrum of financial industry knowledge, skills and experience. Skilled at developing and leading teams to successfully achieve growth plans, she demonstrates a proven success creating sales and marketing strategies on a national platform evolving brands to match business objectives.

Kevin Funnell has over 43 years of experience working with companies on complicated business and regulatory matters, including business law, commercial transactions, financial institutions regulations, mergers and acquisitions, mortgage banking, privacy, Internet and electronic commerce, outsourcing, and information technology services. Kevin has worked with financial institutions and other companies on electronic commerce, data acquisition, management, and processing, information technology services, and developing issues related to the Internet. He has also served as an in-house counsel to a large financial institution and understands complex business and legal issues from the perspective of the corporate legal department.

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Records Retention: How Long Do We Have To Keep That?

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Paper or electronic documents? Keep or shred? 1 year? 5 years? Forever? Is document retention a mystery?

Do you find that you are wasting time searching for new account documents that get stuck in a “black hole” that swallows up documents waiting to be imaged or filed?

In this important banking webinar, we will discuss strategies for efficiently managing document storage in the modern banking era, including tips to organize your documents and strategies for purging.

 

Pricing

$249 for Webinar and Playback*
*Playback has no expiration and may be shared internally. Event previously recorded.

Date of Events

Friday, March 8, 2019

  • 12:00 – 1:00 pm (Eastern Time)
  • 11:00 – 12:00 pm (Central Time)
  • 10:00 – 11:00 am (Mountain Time)
  • 9:00 – 10:00 am (Pacific Time)

Credits

1.0 CPE Credits
1.2 AAP Credit

Your Speaker

Danielle Heidemann
Sr Specialist
Wipfli CPAs and Consultants

About the Speaker

Danielle Heidemann is an internal audit senior specialist in Wipfli LLP’s financial institutions practice.  Focused on providing internal audit and Bank Secrecy Act (BSA) services, she has extensive financial industry knowledge and experience. Danielle is skilled at evaluating internal controls and assisting clients with practical and value-added recommendations.

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Quarterbacking Retail Deposits

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Bank deposit growth

In order to attract and retain properly-priced, long-term retail deposits in this environment financial institutions are redesigning their approach to long-term savers.  Offering the static rate sheet and a cup of coffee is not enough to win and retain long-term deposits today.

In this series of webinars you will get the opportunity to interact with the latest in the science and art of long-term deposits.  This series of webinars can be viewed separately or in sequence by bank executives, as well as experts from treasury/finance; retail; client experience; technology; and marketing.

Each session will introduce effective and efficient approaches to the legacy offerings of our industry that have been used by innovative high-performance financial institutions.  Innovation is more than a buzz word at these institutions that have adopted new processes, products, analytic tools, and the comprehensive training to inform, equip, and empower their front line to significantly better serve long-term depositors without resorting to paying the highest interest rates.

Date of Event

Tuesday, March 5, 2019
12:00 – 1:00 pm ET
11:00 – 12:00 pm CT
10:00 – 11:00 am MT
9:00 – 10:00 am PT

Pricing
$249 for Webinar plus playback*
*Playbacks do NOT expire and may be shared internally.

Credits

  • 1.2 AAP Credits
  • 1.0 CPE Credits

Your Speakers

Neil Stanley

Neil Stanley
CEO and Founder – CorePoint

About the Speakers

Neil Stanley has been a banker for over 25 years. Neil was the CEO of $750 million Northwest Bank in Spencer, Iowa which operates in Omaha, Nebraska, Des Moines, and the Northwest Iowa regions. Prior to Northwest Bank, Neil was an executive for over 22 years with what became the largest privately held banking organization in the country – First National of Nebraska / Lauritzen Corporation. He served First National as Chief Investment and Liquidity Officer and Lauritzen Corporation as Vice President in general administration and supervision of community banks.

In 2009, Neil founded CorePoint (formerly known as ‘Bank Performance Strategies’). His company helps client banks attract properly-priced, longer-term core retail deposits. Bank Performance Strategies supports clients across the country with sales performance analytics, sales training, and a web-based pricing and sales platform.

Neil has received two patents for components of CoreCD®

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5 Strategic Solutions You Need to Offer Business Customers in 2019

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Business Banking

As financial institutions ponder the changes in delivering financial services, it becomes increasingly evident that focusing on businesses should be a high priority. They are your best, most profitable customers or members. The question we should be asking is “Are we a strategic partner to our current and future business customers”?

By examining how you become strategic, you can focus on business services that go beyond the tactical and provide a benefit beyond traditional cash management / treasury services. When FIs assist businesses in lowering their costs, provide business growth assistance or enhance the customer experience, they become a strategic partner to those businesses.

This banking webinar will highlight 5 specific opportunities FIs should consider in order to transition from a “financial institution” into a valued strategic partner.

Pricing

$249 for Webinar and Playback*
*Playback has no expiration and may be shared internally

Dates of Event

Monday, March 4, 2019

  • 2:00 – 3:00 pm (Eastern Time)
  • 1:00 – 2:00 pm (Central Time)
  • 12:00 – 1:00 pm (Mountain Time)
  • 11:00 – 12:00 pm (Pacific Time)

Credits

  • 1.2 AAP Credits
  • 1.0 CPE Credits

Your Speaker

David Peterson
President, U.S. Dataworks

About the Speaker

David Peterson is President of U.S. Dataworks, serving on the board of several industry related companies and associations, and is a serial entrepreneur with start-ups in retail and professional services.

David has inspired international audiences to rethink how innovation happens in their organization. He helps business leaders foster a culture of innovation that capitalizes on workforce diversity and instills accountability for driving growth. As the founder and CEO of Goldleaf Technologies, a leading provider of electronic payments software and a pioneer in the fintech industry, David understands the critical need to combat status-quo thinking to achieve sustainable profits and competitiveness in any industry.

David is the author of the best-selling book Grounded: Anchored Management for Strategic Leadership and Effective Decision-Making (Little River Publishing, 2016). His approach to strategic innovation has been praised by everyone from C-Suite executives to entrepreneurs to millennials.

 

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Documenting Wire Transfer Risk Assessment

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Wire Transfer Operations Risk

Sample Slide from Presentation Deck

The FFIEC requires that financial institutions manage the risks associated with using the wire transfer networks to transmit wholesale payments. Wire program controls have been criticized by regulators based on controls that while years ago were effective are now no longer sustainable. Over the past several years, there have been significant cybercrime related incidents that have drawn the attention to internal controls of a financial institutions wire transfer program.

This banking webinar on wire risk will take attendees through all related risks and provide useful tools to complete your wire transfer risk assessment.

Elements Covered:

  • Wire Transfer Risks Reviewed
    • Definitions and Wire Process Flow
    • Different Types of Wire Transfers Explained
  • Types of Risks Explained and Best Practices for Mitigation
    • Credit Risk
    • Operations Risk
    • Fraud Risk
    • Reputational Risk
    • Legal and Compliance Risk
    • Third Party Risk
  • Tips for Completing a Strong Risk Assessment

Who Should Attend?

  • Internal Auditors
  • Compliance Officers
  • Risk Managers
  • Wire Transfer Supervisors
  • Electronic Banking
  • Deposit Operations
  • Branch Management
  • Senior Management
  • Enterprise Risk Management

Pricing

$249 for Webinar and Playback*
*Playback has no expiration and may be shared internally. Event previously recorded.

Date of Event

Thursday, February 28, 2019

  • 12:00 – 1:00 pm (Eastern Time)
  • 11:00 – 12:00 pm (Central Time)
  • 10:00 – 11:00 am (Mountain Time)
  • 9:00 – 10:00 am (Pacific Time)

Credits

  • 1.2 AAP Credits
  • 1.0 CPE Credits

Your Speaker(s)

Terri Sands AAP CAMS
Founder, Secura Risk Management

About the Speaker

Terri Sands is a recognized leader in the Payments industry with decades of hands-on experience in payments compliance, risk management and more. She founded Secura Risk Management 8 years ago to deliver education, consulting and auditing services in the areas of payments risk management (ACH, RDC, Wire Transfer, Debit Cards), BSA/AML, fraud prevention, and physical security for financial institutions and FinTech companies. 

Terri is also Director of Payments Risk Management at State Bank & Trust (GA). Previously, she was Managing Director of Payments Information Circle, President of GACHA, and Training Manager for ACH Services at the Federal Reserve Bank. Terri has been an instructor for BankersHub for almost ten years.

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FDICIA – An Acquisition Away

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Regulations

Whether you are an acquisition away from the $500 million asset size level, or the $1 Billion asset size level or organic growth has gotten you there, there is a lot that may change because of you hitting that asset size.

While Federal Deposit Insurance Corporation Improvement Act (FDICIA) has been around since before the new century, the current banking environment means banks may have to comply with these regulations within their next year. 

This banking webinar will provide an overview of different requirements for compliance by asset size, regulatory reports and cover what it means to you, your board and audit committee as well as your internal and external audit firms.           

Pricing

$249 for Webinar and Playback*
*Playback has no expiration and may be shared internally

Date of Events

Wednesday, February 27, 2019

  • 12:00 – 1:30 pm (Eastern Time)
  • 11:00 – 12:30 pm (Central Time)
  • 10:00 – 11:30 am (Mountain Time)
  • 9:00 – 10:30 am (Pacific Time)

Credits

1.0 CPE Credits

Your Speaker

Sara Mikuta

Sara Mikuta
Partner – Risk Advisory and Forensic Services
Wipfli CPAs and Consultants

About the Speaker

Sara Mikuta leads the risk advisory services team for Wipfli’s financial institutions practice and leads the Chicago market’s financial institutions practice. Her team is responsible for the development and delivery of internal audit, regulatory compliance examination, loan portfolio, asset-liability and liquidity, information technology, and fiduciary and trust services. Sara brings over 35 years of experience, focusing solely on financial institutions. This depth of knowledge and experience provides her clients with the necessary tools to be successful in their endeavors.

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Branch Manager’s Guide for Improving Customer Experience and Satisfaction

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Much has been written lately about the superiority of digital banking channels and the demise of brick-and-mortar facilities. New types of mobile banking applications appear almost daily and it seems as though there’s little you cannot do with a Smartphone.

Research continues to shed light on the important role branches and the branch experience still play in the overall customer experience. Customer satisfaction with the branch channel has never been higher but for different reasons and with higher stakes in getting it right.

Michael Beird, former Director of the Banking and Credit Card Practices for JD Power and current industry consultant on Customer Satisfaction in Financial Services, will focus on what customers expect and want most from their banking experience.

Attendees to this banking webinar will leave knowing:

  • Industry trends in retail banking satisfaction, best practices and challenges
  • Which banks are performing well at the top
  • How your frontline staff needs to handle ‘fees’ without sacrificing customer satisfaction
  • What actions need to be taken during and after account opening to solidify the new customer relationship
  • How your brick-and-mortar facility may be costing you customers before they even enter the branch
  • Which problems contribute the most to customer attrition and how to resolve them successfully
  • Which differences in expectations for service ‘excellence’ across demographics matter most for retaining customers
  • The 10 KPIs (Key Performance Indicators) critical for integrating into any customer tracking or satisfaction study
  • The one behavior which impacts branch experience more than any other action

Pricing

$249 for Webinar and Playback*
*Playback has no expiration and may be shared internally

Dates of Event

Monday, February 25, 2019

  • 2:00 – 3:30 pm (Eastern Time)
  • 1:00 – 2:30 pm (Central Time)
  • 12:00 – 1:30 pm (Mountain Time)
  • 11:00 – 12:30 pm (Pacific Time)

Credits

  • 1.0 CPE Credits

Your Speaker

Michael Beird
Co-Founder – BankersHub
Former Director – J.D. Power

Michael Beird

About the Speaker

Michael Beird has been involved in Financial Services for four decades, most recently as Co-Founder and Managing Director for Financial Services at BankersHub since 2010. In addition to BankersHub, Michael most recently served as Director of Banking and Credit Card Practices for J.D. Power and Associates where he helped oversee the annual customer satisfaction surveys in addition to consulting on improving customer experience at banks across the country.

Michael’s experience began with Bank of America as Branch Manager, Auditor and Operations Specialist for one of the bank’s largest branches. He was VP of Workforce Management for Shawmut Bank Boston where he also conducted due diligence for numerous M&A engagements. He has worked at numerous management consulting firms for 15 years, advising Retail Executives at banks in the U.S., Europe, Australia and Japan. Michael also serves on the faculty of the GSB Wisconsin

He has an MBA in Finance and Accounting from Cornell University and his BA in Psychology from University California Irvine.

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2019 Legislative Update on Retirement Products

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Legislation and guidance that affects IRAs is constantly evolving. This retirement webinar for financial professionals will provide an overview of what has changed in the IRA world over the past year and will bring you up to date on any recent legislation, reporting guidance, and pertinent pronouncements.

Pricing

$249 for Webinar and Playback*
*Playback has no expiration and may be shared internally

Date of Events

Thursday, February 21, 2019

  • 2:00 – 3:30 pm (Eastern Time)
  • 1:00 – 2:30 pm (Central Time)
  • 12:00 – 1:30 pm (Mountain Time)
  • 11:00 – 12:30 pm (Pacific Time)

Credits

  • 1.5 CPE Credits
  • 1.5 CHSP Credit

Your Speaker

TBD
Ascensus
Ascensus Retirement Training

About the Speaker

Ascensus helps more than 8 million Americans save for retirement, college, and healthcare with premier service and technology. With more than 35 years of experience, the firm offers tailored solutions that meet the needs of asset managers, banks, credit unions, state governments, financial professionals,  employers, and individuals.

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Accounting for Income Taxes – The New US Tax Cut Environment

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2018 Tax Reform Act

This critical and timely bank accounting webinar addresses important deferred tax asset and liability issues specifically covered in FASB Statement No. 109 (ASC 740.10) and the recently issued ASU 2018-03. It puts the focus on one-time entries such as large tax effects of repatriation dollars; and the accounting for holding gains or losses on available-for-sale securities included in other comprehensive income (OCI) and stranded in OCI when there is a tax rate change enacted – unless ASU 2018-03 is implemented.

This accounting webinar presentation is timely and should be welcomed by those faced with the need to understand accounting for income taxes. It is especially useful for those closing the books and preparing financial statements for their company’s year end. It will refresh attendees with the accounting for income tax rules and their importance going forward in future years based on the newly enacted 2018 Tax Reform Act implications.

Specific topics include:

  • The balance sheet approach when accounting for income taxes
  • The handling (from creation to ultimate disposition) of deferred tax assets and deferred tax liabilities
  • The need for a valuation account (a “contra” account) in certain circumstances to reduce deferred tax assets to net realizable value (NRV)
  • Implications for financial institutions and lenders from 2018 Tax Reform Act
  • Specific examples of both temporary and permanent differences

Learning objectives include:

  • The historical problems associated with accounting for income taxes.
  • How the balance sheet approach dramatically changed income tax accounting.
  • The fundamentals surrounding the accounting for income taxes.
  • Future activities and their impact on deferred tax assets and/or liabilities.
  • The different handling of temporary differences and permanent differences.
  • The creation of the balances in the deferred tax asset and deferred tax liability accounts
  • The need for a valuation account when it is more likely than not (MLTN) that the net deferred tax asset will not be realized in full.
  • Basic provisions of SFAS 109 (ASC 740-10)

Date of Event

Tuesday, February 19, 2019
2:00 – 3:30 pm ET
1:00 – 2:30 pm CT
12:00 – 1:30 pm MT
11:00 – 12:30 pm PT

Pricing
$249 for Webinar plus playback*
*Playbacks do NOT expire and may be shared internally

Credits

  • 1.8 AAP Credits
  • 1.5 CPE Credits

Your Speaker

Paul Sanchez - PSA

Paul Sanchez
Founder
PSA Professional Service Associates

About the Speaker(s)

Paul J. Sanchez, CPA, CBA, CFSA conducts a CPA practice in Port Washington, New York. He is also the owner of Professional Service Associates (PSA), a consulting and professional training and development business servicing corporate clients (auditors, controllers, etc.), CPA firms, professional associations and others. He was an assistant professor at Long Island University – C.W. Post Campus as well as an adjunct lecturer at City University of New York. Prior to starting PSA, he was the Vice President-Professional Development for the Audit Division of a regional bank and Director of Professional Practices and Vice President of a money-center bank, where he directed the professional practice development and training for internal auditors.

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