Posts tagged with "bank webinar"

Universal Branch Employees: Answering the Burning Questions

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Many FIs are thinking about or attempting to transition from traditional tellers/CSRs into some form of a Universal Banker/Branch Employee.

And yet, for many, an effective transition remains elusive. While each FI is unique, there are common questions that bankers have about making this transformation:

  • How do you bridge over from Tellers/CSRs to Universal Bankers?
  • What changes are needed in the physical branch to achieve Universal Employee success?
  • What kind of training is needed for Universal Branch Employees?
  • What can be done to limit employee turnover during the Universal Employee transition?
  • Just how universal are the tasks that a UBE would undertake?
  • How can you create a meaningful incentive/bonus program for UBEs?

Join us for this extended Universal Branch Employee banking webinar, FAQ and practical examination of how to make the Universal Banker/Branch Employee transformation a smooth and successful one for your institution.

Pricing

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

Dates of Event

Wednesday, January 16, 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

  • 1.8 AAP Credits
  • 1.5 CPE Credits

Your Speaker

David Peterson
President, U.S. Dataworks

About the Speaker

David Peterson 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. He shares real world strategies and tools to foster an innovation mindset and encourages people to be innovative where they are regardless of job title.

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.

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

 

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2019 – Financial Services and the Year Ahead with Tom Brown

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Tom Brown Second Curve

With the Dow hitting new highs on an almost weekly basis, 2018 has been a record-setting year for Wall Street and one that has redefined the Financial Services industry in a variety of ways. Significant changes in the regulatory landscape have already affected both institutions and their customers and it appears that 2019 many continue many of the trends seen in 2018. However there may also be storm clouds on the horizon with concerns about issues such as rising interest rates, an expanding federal deficit, etc.

Tom Brown, globally recognized financial services authority, provides not only his perspective on the year that was, but offers critical insights and views on what lies ahead for the financial services industry in the year ahead. This is a must-see event for professionals whose success depends on a better grasp of key drivers and trends in this very volatile industry.

What attendees will Learn from the must-attend banking webinar:

  • Review of key issues and trends from 2018
  • Outlook on 2019 and what lies ahead with changes in Washington from the recent midterms
  • Major issues and challenges that confront the industry long term
  • Ideas and perspectives from the investor/shareholder point of view

Pricing

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

Date of Event

LIVE: Tuesday, January 15, 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)

REPLAY: Monday, February 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(s)

Tom Brown
CEO and Founder
Second Curve Capital
Bankstocks.com

About the Speaker(s)

Thomas K. Brown has followed the banking industry for many years. He was the top-ranked banking analyst on Wall Street for ten years in the 1990s, and later ran the North American financial services group at Tiger Management in New York. Brown is widely seen as a banking-industry thought leader both, on Wall Street and in the banking industry itself, and is frequently asked to make presentations to industry groups, company managements, and financial services company boards of directors. He currently runs a large hedge fund that invests solely in financial services companies.

Highlights about Tom Brown

  • 9-time top-rated bank analyst on Wall Street, by Institutional Investor magazine
  • Host of American Banker’s annual Retail Delivery Conference
  • Manager of hedge fund that invests solely in financial services companies
  • Highly regarded thought leader within financial services industry
  • Regular speaker at banking conferences, board meetings, and management offsites
  • Host of annual “Financial Services CEO Retreat” held each fall in Arizona

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Customer Experience Journey: Keeping up with what Customers Expect

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What customers expect from their financial institution is rapidly changing.  Are you keeping up? In this customer experience webinar, we will walk through the five stages of the customer journey: attract/connect, educate, purchase, serve/retain, advocate, mapping out how your institution currently interacts with customers and prospective customers. Once an understanding of the journey is mapped, we will delve into best practices, ideas and concepts of how to improve the customer journey at your institution.

When you have a strong relationship and customer experience model, the ROI is clear – customers stay longer and are more engaged as brand advocates for your institution. And, at the end of the day, having advocates that are influencers increases brand loyalty and ultimately the financial performance of your institution.

Date of Event

Monday, January 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 Speaker

Lisa Beck
President – Cypress Resources

 

About Lisa Beck

Lisa 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.

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Garnishments, Subpoenas, Summonses, and Levies: Handling Documents in Back Office

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Frontline and back-office staff often receive garnishments, subpoenas, summonses and levies; however are unclear as to how to effectively handle these documents. As these documents are extremely important and have a legal implication, it is important to understand how to effectively handle and respond. Financial institutions have received garnishment orders, levies and subpoenas against their customers/members and require the financial institution to send funds in the account to the creditor that issued the garnishment order or levy or respond to a subpoena. Financial institutions have a responsibility to determine where the funds were originated and if those funds are exempt from garnishment or levy.

Topics Include:

  • Learn the basics for understanding a garnishment, levy and subpoena
  • Learn how these are issued and the response expectations from a financial institution
  • Understand the financial institutions responsibility for responding
  • Learn how to identify exempt/non-exempt funds for a garnishment

Who Should Attend:

  • Risk Managers
  • Operations Managers
  • Compliance Managers
  • Senior Management
  • Legal Staff

Pricing

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

Dates of Event

Tuesday, October 30, 2018

  • 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(s)

Terri Sands AAP CAMS
Founder, Secura Risk Management

About the Speaker

Throughout her career, Terri has served as a leader in the payments and fraud prevention industry, providing education, risk management and compliance consulting and support services geared toward the specific needs of financial organizations.  Terri serves as the Director of the Financial Investigative Unit for State Bank & Trust in Atlanta, Georgia where she is responsible for BSA/AML, physical security, fraud prevention, and payments risk management.

Terri is an Advanced Certified Anti-Money Laundering Specialist, an At-Risk Adult Crime Specialist and an Accredited ACH Professional. Prior to founding Secura, Terri served as co-founder of Payments Information Circle (PIC), a service organization providing payments industry education, auditing, consulting, resources, and support services to financial organizations throughout the country. Prior to her work at PIC, Terri also served as the President of GACHA, a non-profit, regional payments association where she provided strategic direction for financial institutions in the payments industry. Terri began her career in payments as a Senior Analyst with the Federal Reserve Bank of Atlanta where she provided training throughout the Sixth District and served on the Federal Reserve ACH Conversion Team that consolidated ACH Services for all branch locations in the Sixth District.

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Target Marketing – Activation at the Point of Excitement

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Market Research Analysis

The importance of proactive targeted marketing and how it is related to activation at the point of excitement for community banks.  This bank marketing webinar will focus on the value and benefits of targeted marketing, how to identify your target market, and how to convert those potential customers by establishing a point of excitement.

After learning these core lessons and concepts, attendees will be able to learn how target marketing and end-to-end marketing campaigns can increase account growth in their CFIs.

Attendees to this exciting banking webinar will get to:

  • Explore ways in which proactive target marketing can increase the efficiency of your bank and the ability to resonate with your target audience.
  • Discover ways in which target marketed products can increase CFIs conversion rates for deposit accounts.
  • Learn about the combination of different components that activate (convert) a qualified lead at the point of excitement.

Pricing

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

Dates of Event

Thursday, September 20, 2018

  • 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)

Bryan Adler
CEO, Co-Founder, VetterBryan Adler Vetter

About the Speaker

Bryan is an Entrepreneur-in-Residence at Altpoint Capital and the Co-Founder & CEO of Vetter, an Altpoint portfolio company. His focus and passion is centered around the macro and practical dynamics of the lending industry across the United States. Prior to working with Altpoint, Bryan spent two years at Dreamit Ventures, a leading early stage enterprise-focused venture capital firm, as an Investment Team Member. Prior to Dreamit Ventures, Bryan was at UBS Investment Bank where he advised financial technology companies and community banks. As a self-proclaimed health and wellness nerd, Bryan is involved with various nonprofit organizations focused on wellness education and increasing access to healthy foods to underserved populations. Bryan holds a Bachelor’s degree in Accounting from Baruch College

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Universal Branch Employees: Answering the Burning Questions

Register Now

Many FIs are thinking about or attempting to transition from traditional tellers/CSRs into some form of a Universal Banker/Branch Employee.

And yet, for many, an effective transition remains elusive. While each FI is unique, there are common questions that bankers have about making this transformation:

  • How do you bridge over from Tellers/CSRs to Universal Bankers?
  • What changes are needed in the physical branch to achieve Universal Employee success?
  • What kind of training is needed for Universal Branch Employees?
  • What can be done to limit employee turnover during the Universal Employee transition?
  • Just how universal are the tasks that a UBE would undertake?
  • How can you create a meaningful incentive/bonus program for UBEs?

Join us for this extended Universal Branch Employee banking webinar, FAQ and practical examination of how to make the Universal Banker/Branch Employee transformation a smooth and successful one for your institution.

Pricing

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

Dates of Event

Tuesday, September 18, 2018

  • 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

  • 1.8 AAP Credits
  • 1.5 CPE Credits

Your Speaker

David Peterson
President, U.S. Dataworks

About the Speaker

David Peterson 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. He shares real world strategies and tools to foster an innovation mindset and encourages people to be innovative where they are regardless of job title.

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.

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

 

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Social Media 2018 for Financial Institutions: Strategy and Best Practices

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Social Media is not the same curiosity or luxury in financial services that it may have been five years ago and must be viewed today as a critical dual-edged sword. On the one hand, banks and credit unions are leveraging Social Media as both a competitive advantage and Marketing tool as important as any in their arsenal. On the other hand, the regulatory requirements and risk exposure makes Social Media a costly communication channel that must be managed carefully at all times.

This very important Social Media training from Lisa Beck, President of Cypress Resources, gives bank and credit union professionals what they need to know to ensure their institution has a solid Social Media foundation to confront and win in this space for 2018 and beyond.

You and your team will not want to miss this very topical 2-part bank webinar series!

PART 1

Social Media 2018 – Strategies for Banks and Credit Unions

Thursday, September 13, 2018

  • 2:00 – 3:00 pm ET
  • 1:00 – 2:00 pm CT
  • 12:00 – 1:00 pm MT
  • 11:00 – 12:00 pm PT

Most business bankers and branch managers understand that the days of coffee, lunch, golf, repeat are dying.  In the highly commoditized financial industry, it is important to differentiate your institution and yourself but how do you do it?

The utilization of social media can have a strong impact in positioning you and your institution as an expert, a resource, to support an individual or a company with their finances.  In fact, The Financial Brand states that content marketing generates three times as many leads as traditional marketing. And that, 70% of people would rather learn about a company from an article over an advertisement.

But, who has time to generate content?  What if you could learn a system that would help you target prospective clients, engage with content that is already being generated on social media platforms and have conversations with your community online?

In this webinar, we will spend an hour walking through a system that will help you engage in conversation with your community online.  This system isn’t stalking because no one likes a stalker.  It is a method of providing value that engages your target customer and demonstrates your expertise resulting in a connection and a relationship.

PART 2

Social Media 2018 – Basic Do’s and Don’ts

Friday, September 14, 2018

  • 2:00 – 3:00 pm ET
  • 1:00 – 2:00 pm CT
  • 12:00 – 1:00 pm MT
  • 11:00 – 12:00 pm PT

Learning to work within the parameters of your social media policy doesn’t have to be challenging.  You can engage on social media platforms as a business banker or branch manager and stay within the confines of your institutions social media policy.

Spend an hour understanding the parameters within the FFIEC manual as it pertains to social media.  Learn how to join your community online with more than pictures of events the bank sponsors which maintains awareness but doesn’t attract new customers.

This timely and relevant agenda will look at:

  • FFIEC Compliance Overview
  • Do’s and a few Don’ts
  • Examples of policy
  • Training and Oversight
  • A few ideas and takeaways…

Pricing

$395 for both sessions plus playbacks*
$249 for individual sessions plus playback*

*Playbacks do NOT expire and may be shared internally
Register for Session 1 ONLY
Register for Session 2 ONLY

Credits

  • 2.4 AAP Credits
  • 2.0 CPE Credits

Your Speaker

Lisa Beck
President – Cypress Resources

Register Now Pay by Check

About Lisa Beck

Lisa 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.