Join WBA and your fellow banking peers from across Wisconsin for our annual WBA Management Conference!
The conference will kickoff with a reception and dinner program on Wednesday, September 20, followed by a full day of sessions and exhibit hall time on Thursday, September 21. A pre-conference golf outing is also available for bankers who want to get a jump start on networking during the day on Wednesday! *Golf spots are limited; early registration is recommended.
This conference is ideal for community banking leaders to come together for networking and education about the ever-evolving banking industry. C-level bankers and other members of the bank’s management team are encouraged to attend as a team to take advantage of this great networking conference, including a full exhibit hall of your partners, two general session presentations, and six total breakout sessions for your team to pick from.
Conference General Sessions:
- Building Resilient Cultures and Winning Teams – Dave Martin
- The Current State of the US Economy – Dr. Ed Siefried
Breakout Sessions:
- Why Getting More From Your Loan Review is Now Critical – David Ruffin
- Employment Law Update – What All Bank Leaders Need to Know – Jennifer Mirus
- Under Pressure – Cost of Funds Strategies in a Rising Rate Environment – Robb Rempel
- Succession Planning – More than Just Checking the Box – David Fritz
- Navigating Uncertainty Through Position Assessment – Omar Hinojosa
- What’s Wrong with My Lending Culture – Adapting to CFPB’s 1071 Small Business Reporting Requirements – Rob Newberry
Click “Register Online” to review the full event details and to register online.
This webinar is an orientation for those of you who have just joined our industry. We will look at the federal reserve system, the regulations, regulators, and how banks make money. As well as the basic branch system and its function.
Are you new to our industry and feeling a little lost? Don’t worry, we’ve got you covered. Join us as we look at the ins and outs of the federal reserve system, regulations, regulators, and how banks make money. We’ll also delve into the basic branch system and its function. You’ll walk away from this webinar feeling confident and knowledgeable about the industry you’ve joined.
What You’ll Learn:
- Federal reserve banking system
- How money moves — checks, cash, ACH, wires, and debit cards
- Jobs and roles in our banks
- Regulators and regulations
- Products and Services
Who Should Attend?
New bankers employees, training, and compliance.
Presenter
Deborah Crawford is the President of Gettechnical Inc., a Florida based training company. She specializes in the deposit side of the financial institution and is an instructor on IRAs, BSA, Deposit Regulations and opening account procedures. She was formerly with Hibernia National Bank (now Capital One) and has bachelor’s and master’s degrees from Louisiana State University. She has 35+ years of combined teaching and banking experience.
Registration Options
- Live Access, 30 Days OnDemand Playback, Presenter Materials and Handouts – $279
- Available Upgrades:
- 12 Months OnDemand Playback + $110
- 12 Months OnDemand Playback + CD + $140
- Additional Live Access + $85 per person
The front line is the first line of defense in the fight against financial fraud. As the eyes and ears on the ground, they play a critical role in protecting your institution and your customers from harm. This annual staff training is a must-attend event for anyone who interacts with customers.
The job of the front line is to identify red flags, file CTRs, complete CIP, and keep records on wires and monetary instruments. This is a look at all the key components of BSA from the frontline point of view, including new Customer Due Diligence (CDD) rules and their impact on our policy and procedures.
What You’ll Learn:
- Update on new BSA information for 2022
- Red Flags for money laundering
- Red flags for Cyber Fraud
- Red Flags for human trafficking and smuggling
- Customer Identification Program
- OFAC
- Currency Transaction Reporting
- Recordkeeping-wires and monetary instruments
- CDD rules – Four elements
- How to avoid “felony moments” in conversations with Members
- Culture of compliance
- Learn the five pillars of BSA
Who Should Attend?
Tellers, New Accounts, Lenders, Branch Managers, receptionists, call centers and anyone who talks to or helps a customer.
Presenter
Deborah Crawford is the President of Gettechnical Inc., a Florida based training company. She specializes in the deposit side of the financial institution and is an instructor on IRAs, BSA, Deposit Regulations and opening account procedures. She was formerly with Hibernia National Bank (now Capital One) and has bachelor’s and master’s degrees from Louisiana State University. She has 35+ years of combined teaching and banking experience.
Registration Options
- Live Access, 30 Days OnDemand Playback, Presenter Materials and Handouts – $279
- Available Upgrades:
- 12 Months OnDemand Playback + $110
- 12 Months OnDemand Playback + CD + $140
- Additional Live Access + $85 per person
Join WBA and your banking peers from across Wisconsin for the return of the WBA CFO Conference! This one-day conference will kick off at 9:00 a.m. on Wednesday, May 17, 2023 in Madison, and adjourn by 3:30 p.m.
The day will be packed with valuable educational presentations from industry thought leaders as well as time for networking with your banking peers.
Watch for additional details coming soon, including our speaker profiles and general session details.
Registration Information:
The registration fee of $245/attendee includes all conference materials and presentations, as well as lunch and refreshment breaks.
Your training should not be boring or trivial. Learn how to make all training a wonderful learning experience. You don’t need fancy tools, expensive equipment, or third-party vendors, just a basic understanding of how your audience learns and a little creativity.
What You’ll Learn
- 6 Steps To Developing Curriculum
- Learner Preferences/Styles
- What Every Curriculum Should Have
- Introduction to Basic Facilitation Skills
Who Should Attend
Anyone that develops content or trains Bank Trainers, Subject Matter Experts, Supervisors, and Team Leads.
Presenter
As a Certified Professional in Training Management (CPTM™), Bobbi McVey-Blath works with an array of banking staff to ensure the training is aligned with the company’s initiatives. Having worked in the banking field for over 25 years, McVey-Blath has had the opportunity to create curricula and facilitate to all levels, from onboarding to supervisor workshops & executive leadership. She is passionate about helping other trainers in her field and enjoys mentoring and coaching them.
Registration Options
- Live Access, 30 Days OnDemand Playback, Presenter Materials and Handouts – $279
- Available Upgrades:
- 12 Months OnDemand Playback + $110
- 12 Months OnDemand Playback + CD + $140
- Additional Live Access + $75 per person
The Call Report is constantly in a state of change. We worked through the extensive changes that took place over the course of the past few years.
As we approach the first reporting quarter for 2023, questions are raised over what will the reporting impact be from the FASB revisions to accounting and reporting of TDRs? In addition, are you prepared for the reporting impact within your Call Report related to the adoption of CECL?
Participants will receive handout materials to include a PDF version of the presentation and additional documentation required to support the topics covered in the webinar. The FFIEC 041 and 051 reports will be referenced in the presentation and materials, however, if you file the FFIEC 031 report, the information covered will also benefit your bank.
What You’ll Learn
Specific schedules will be discussed in detail and will include the base-line reporting requirements for Schedule RI and Schedule RC, along with several other schedules and reporting items that often raise the most questions or common errors to include:
- Schedule RI-A and RI-E adjustments to retained earnings and transactions with holding companies
- Schedule RI-B and the CECL reporting impact o Schedule RI-C reporting your ALLL or ACL under CECL
- Reporting loan activities in Schedule RC-C, RC-M, RC-N and RC-L
- Risk weighting the loan portfolio and unfunded commitments in RC-R Part II
- Reporting deposits in Schedule RC-E, to include brokered, reciprocal and sweep arrangements
- Reporting average balances in RC-K and RC-O
A summary of the reporting impact and the implementation timelines for new Accounting Standards Updates (ASU) related to the following will be discussed:
- ASU 2020-04 Reference Rate Reform
- ASU 2016-13 Credit losses (CECL)
- ASU 2022-02 Reporting Troubled Debt Restructurings
- ASU 2016-02 Lease Accounting o ASU 2022-01 Layering Method – Derivatives
- ASU 2022-03 Fair value measures for equity securities with contractual restrictions
- Staff Accounting Bulletin No 121 on Crypto-Asset safeguarding obligations
A discussion of regulatory changes impacting the Call Report will be covered in detail. As new regulatory matters arise, they will be added to the agenda in order to provide participants with the most current training applicable for all of 2023. Currently, regulatory topics covered in this webinar will include:
- Risk weighting loans with targeted look as those loans included in the Residential Mortgage Exposure group
- Loan coding coverage with a focus on areas that create questions
- Eligibility under the CBLR framework with reduced RC-R reporting
- Understanding the term “unconditionally cancelable” when it comes to reporting off-balance sheet commitments
- Classification of HELOCs and reporting changes to open-end and closed-end lines of credit secured by 1-4 family residential properties. With the first new reporting year behind us – are we properly reporting these revolving lines?
Who Should Attend
Call Report preparation requires knowledge of bank accounting, bank regulations, and virtually all bank operations. Annual training is highly recommended by regulators. Banks should have a trained preparer and a trained reviewer. Anyone responsible for preparing, reviewing, or signing a Call Report will find this program valuable. Both new and experienced preparers and reviewers will benefit from the updates and the continued discussion on accounting and financial reporting matters. Specific areas of concern should be communicated to the sponsor in advance of the seminar so that these areas can be covered with appropriate adequacy.
Instructor Bio
Cynthia Dopjera, a Certified Public Accountant, has 38 years of experience focused on accounting and regulatory reporting for financial institutions. During the first 18 years of her career, Ms. Dopjera held various positions with responsibility across all operational areas, to include accounting, internal audit, Call Report preparation and review while working for community as well as regional banks.
In 2000, Ms. Dopjera joined the public accounting firm of Harper & Pearson Company, P.C., where she served as Practice Leader for the firm’s financial institutions practice covering community and regional institutions. The firm’s services included financial statement audit, accounting, tax preparation and filing, internal control audit, Call Report audit, loan and asset quality review, and design and implementation of internal controls over financial reporting frameworks for institutions regulated under FDICIA and Sarbanes-Oxley. In 2018, Ms. Dopjera retired from Harper & Pearson Company, and currently provides accounting, consulting, and training services to financial institutions.
Registration Options
Live Stream: Includes access to the recording for 12 months: $1049
Do you trust yourself to lead with confidence or do you often second guess your ability to be a supervisor? It’s natural to feel overwhelmed by all the responsibilities and emotions that come with the role. In this workshop, you will explore the fine art of self-assessment to evaluate your current skill level and make a plan to meet all of your job challenges. You will learn to recognize ego, drop judgment, and let go of assumptions that often impede supervisory success. Break-out “reflection groups” are used to share new ideas, best practices, and offer feedback.
What You’ll Learn
- Transition from exemplary employee to legendary leader
- Set professional boundaries
- Eliminate the phantom supervisor of yesteryear
- Address employees who are resistant or disengaged
- Establish priorities and delegate responsibilities
- Reduce workplace drama
- Commit to give and receive feedback
- Manage your own performance
Who Should Attend
Newly appointed supervisors and “supervisors-in-waiting”.
Instructor Bio
Karen Butcher is a former teacher and Bank Training Director. She left the corporate world in 2018 to launch Karen Butcher Coaching and Training. Butcher is a Senior Training Consultant for Interaction Training and travels the country facilitating bank supervisor training. Attendees appreciate her direct teaching style and recommended tools to help coach and lead teams.
In addition, Butcher works with Leadership Kentucky as the program coordinator for both the BRIGHT and ELEVATE programs designed for young professionals across the Commonwealth of Kentucky. Butcher’s passion for people is evident and she knows what is required to become a leader who people want to follow. She believes her faith, courage, and compassion have produced the resilience needed to see her through the highs and lows of life.
Registration Option
- Live Access, 30 Days OnDemand Playback, Presenter Materials and Handouts – $279
- Available Upgrades:
- 12 Months OnDemand Playback + $110
- 12 Months OnDemand Playback + CD + $140
- Additional Live Access + $75 per person
