Archive for: CEO

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GSB – Adding Open Banking to the Game Plan and Building Your Core Strategy for the Future

This presentation will look at open banking with modern API managers/ecosystems and a structured approach to core vendor evaluation and selection. We will also examine embedded finance opportunities focused on real-time payments. Early adopters are already working with vendors and are reviewing their tech stacks. Others will rely on big fintechs, while other with legacy tech will be held back. Fintech acquisitions and new core vendor entrants are other options we will explore in this presentation.

Key Takeaways:

  • An understanding of open banking and what it means for financial institutions
  • Status of the current and new core vendor market
  • Applying the concept to areas such as M&A (conversion of data and onboarding an acquired institution)
  • How open banking can be strategy-driven as FIs search for diversification, ROA, ROE, etc.

Target Audience: CCOs, CEOs, CFOs, CROs, finance, presidents, and risk officers

Presenter: Jeff Ostheimer — Strategic Resource Management Inc

Registration Option: Live presentation $275

  • Recording available through January 26, 2024
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GSB – Perform How You Transform: Digital Transformation and Risk Management

For financial institutions, digital transformation is about rethinking how the organization uses technology, processes, and people to offer new services and improve customers’ experience. But digital transformation typically means utilizing various technologies, cloud services, mobile applications, and technology providers. This adds complexity and changes the way that financial institutions must think about risk management and compliance. In this session, we will discuss how to manage cybersecurity risk and prepare for digital transformation.

Program Learning Objectives:

  • Get an overview of how financial institutions are transforming digitally
  • Gain an understanding of the challenges for Risk and Compliance
  • Become familiar with questions to determine if your institution is ready for digital transformation from a risk/compliance perspective
  • Become familiar with the “shared responsibility” model

Target Audience:  Human resource officers, supervisors, CEOs

Presenter
Jeff Olejnik, Wipfli

Registration Option

  • Live presentation $275
  • Recording available through July 13, 2023
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GSB – How a CEO can be Brand Champion of the Organization

As the CEO of your bank you have many responsibilities. However, I would argue that the greatest responsibility of every CEO is to champion the brand of the organization. A good CEO will surround himself with the necessary human capital to fulfill many of the technical responsibilities of leadership. Yet, the one responsibility that cannot be delegated is that of the brand champion. In this session we’ll discuss the role of the brand champion and how the brand champion must lead the entire organization in a belief system that unites and ignites the human capital of the organization. We’ll discuss the functions of being a brand champion and how, as the brand champion, you can continue to grow and thrive so that your passion and energy is contagious across the brand network. The brand champion must believe and embody the brand and lead the charge for the entire organization. A great brand champion will make purpose and belief the primary currency for employees and not just monetary compensation. Be the brand. Be the brand champion.

Topics to be covered include:

  • Leadership
  • Human resources
  • Communications
  • Marketing
  • Training and development

Target Audience: President/CEO; CFO; CIO; COO; CMO

Presenter
Tim Pannell, Financial Marketing Solutions

Registration Option
Live presentation $330

Recording available through July 12, 2023

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GSB – A Beginners Guide to Asset/Liability Management

It is universally understood that asset/liability management (ALM) is a critical function for management of your financial institution’s performance. Understanding and measuring the financial risks and the associated rewards is the essence of financial management.

Industry interest margins have been under downward pressure due to lower interest rates and increased competition. Properly deploying the ALM process to measure and more importantly, MANAGE, your performance and risks to your institution’s return has never been greater.

This course provides attendees with a basic understanding of the asset/liability management process. We cover the role of asset/liability Management (ALM) in good decision making, as well as the fundamental components to an effective ALM process to measure and manage key risks.

This will cover:

  • The role of the ALM process in financial institutions
  • Options to measure risks we care about in the ALM process
  • Measurements do we use to address ALCO risks

After attending, participants will:

  • Understand the overall framework of Asset/Liability Management
  • Be able to analyze the key risk areas ALCO must manage
  • Explain the role of income simulation, duration and economic value measures
  • Explain the different between static and dynamic value at risk measurements
  • Define Income at risk and value at risk
  • Understand the role of liquidity risk management
  • Outline key variables impacting the results

Target Audience: ALCO members, CEOs, CFOs, chief retail, chief risk officer, controllers, funding officers. This session is intended for individuals that are new to the ALM process

This 60-minute program will be presented live on: October 11, 2023, 10:00–11:00 a.m. CT

Presenter: Susan Sharbel, Abrigo

Registration Option: Live presentation $275

Recording available through January 11, 2024

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GSB – Net Interest Margin Volatility

For many asset/liability managers, the thought of rising rates is nothing but a history lesson. After decades of declining and low interest rates, financial institutions have come to grips that gravity is a real force on their net interest margin performance. Falling rates = falling profits. History says that as rates rise, so too will financial institutions earnings. But examining the rising rate period between 2016–18 we must ask if what came down, must go back up? Asset/Liability Management is about actively managing risk levels for performance goals. In this session we will examine how your ALCO can drive performance, not simply compliance. With increased competition for strong borrowers and core depositors, it is time to enhance the role of ALCO measuring & managing risk to look at the long-term profitability of your institution.

Target Audience: CEOs, CFOs, ALCO members, controllers, chief risk officer, chief retail, funding officers.

This 60-minute program will be presented live on: May 24, 2023, 2:00–3:00 p.m. CT

Presenter: Dave Koch, Abrigo

Registration Option: Live presentation $275

Recording available through August 24, 2023

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GSB – Organizational Culture: A Key to a High Performing Bank

Culture has become a top priority for leaders as banks navigate change and look for ways to improve business results and long-term effectiveness. Culture impacts everything from attracting and retaining talent to problem solving to team collaboration to customer service to the achievement of business strategies. Unfortunately, culture is not readily understood by the leaders charged to advance the desired culture by the bank. They are often simply asked to change it without the benefit of understanding what the cultural gaps may be and/or what levers for change on which to focus. We will provide insights into what really drives culture, how it can be assessed, where leaders can focus attention to have the greatest impact, and touch upon the difference between culture and employee engagement. Cultural change is possible!

Learning Objectives:

  • Develop an understanding of the leader’s role in fostering a positive culture
  • Understand the types of culture found in organizations
  • Explore initiatives to implement with a positive cultural impact

 Target Audience: Human resource officers, supervisors, CEOs

This 60-minute program will be presented live on: April 19, 2023, 10:00–11:00 a.m. CT

Presenter: Julia Johnson, Wipfli

Registration Option: Live presentation $275

Recording available through July 19, 2023

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GSB – Employment Law Compliance for Banks

This interactive session will include a review and update of the most important areas of employment law, current issues, and proposed employment laws that employers need to be aware of, with particular emphasis and application to banks and their employees. Preventive measures to avoid litigation and practical advice for bank policies and procedures will be provided. Recent developments in federal law and federal agency regulations will be addressed. Participants are encouraged to ask questions in any area of employment law.

The following topics will addressed in this virtual workshop:

  • Recent developments in employment law
  • Greatest risks and how to prevent them
  • Policies and procedures
  • Hiring and termination procedures
  • Leaves of absence
  • Discrimination and harassment — proper procedures and policies to avoid liability

 Target Audience: Human resource officers, supervisors, CEOs, and general counsel or in-house legal counsel

This virtual workshop will be presented live on: May 3, 2023, 8:30 a.m.–12:00 p.m. CT

Presenter: Patty Wise, Spengler Nathanson, P.L.L

Registration Option: Live presentation $395

Recording available through August 3, 2023

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GSB – Sales and Marketing School

Bank marketing has undergone radical changes in the past several decades and the financial services sales process has experienced a similar transformation. Both have been influenced by one thing more than any other — the customer’s behavior. Because the customer is more knowledgeable, has more tools at their disposal and is in greater control, marketing and sales must collaborate more effectively than ever before if the bank expects to sustain long term growth and profitability.

There are schools and conferences focused on marketing. Others target sales. GSB’s innovative School of Sales and Marketing integrates these two vital disciplines into one practical, dynamic week. Designed by bankers and those with in depth knowledge of our industry, this program pinpoints key marketing and sales activities from the customer experience and branding to prospecting, sales management and the ROI of marketing and sales action plans.

Students experience a blend of lecture, small group discussions and breakout sessions. The Sales and Marketing School also accomplishes what no others can. Marketing associates leave with a Marketing Planning Template for the coming year. Sales colleagues create an individualized Sales Plan that combines high level strategies and key tactics to generate record results. These plans are created with the help of faculty mentors who work in the evening with small groups of students to integrate what has been learned that day. This learning to life approach burns in knowledge and helps the student retain competencies for the long haul.

The faculty is comprised of best in class bankers and consultants — experts who bring time tested ideas to the table implemented by community banks, regional players and money center organizations. Networking with other bankers from around the world creates a lifetime of new relationships and the information exchanged from both faculty and students is second to none.

What You’ll Gain

  • An overview of the business of banking and how sound sales and marketing strategies directly impact the bank’s bottom line
  • A clear understanding of how marketing and sales can synergize for the benefit of the bank, the customer and the marketplace
  • An objective view of sales and marketing technologies and how they enable success
  • How social, digital, mobile integrate through the sales and marketing process
  • Making delivery channels such as the branch, the call center and the RM more efficient and effective
  • Why team selling and account-based marketing are no longer luxuries
  • A greater sense of content marketing, big data and analytics combine to help the bank target the right opportunities
  • Key ways to find and touch prospects without cold calling
  • How marketing can partner with business banking through tailored collateral, sponsorships, seminars, webinars and speed networking
  • Leading the sales process through tools, routines and accountabilities

Who Should Attend

Veteran marketing/sales officers as well as those newly promoted or new to banking will benefit from this powerful program. Community bank CEOs, regional sales managers, retail managers, and business banking professionals also gain a better understanding of the marketing and sales synergies needed to be competitive.

When: September 25–29, 2023

Enrollment Deadline: August 25, 2023

Program Fee: $2,725

*Multi-Student Discount* GSB encourages banks to send more than one person to the school so the sales and marketing professionals can work together to enhance relationship growth and company performance through a unified effort focused on the customer. If your bank chooses to send multiple students, you will receive a rebate of $350 per additional registration — that’s essentially a free registration fee for second and subsequent registrations, and will be paid at the conclusion of the school in the form of a rebate.

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GSB – Digital Banking School

Banking continues to evolve — and as consumer preferences have moved from lobby to service multi-channel, multi-touch interactions, the demand for digital banking services has grown exponentially.

This shift — plus pressure from new and non-traditional competitors for all types of financial services — has led to an entirely new banking landscape. To remain competitive today — and viable tomorrow — community banks need to devote attention, staffing and financial resources to innovation, digital product mix, online customer engagement, technological advances, vendor partnerships and more.

GSB’s Digital Banking School is the first school of its kind — focused exclusively on demystifying these sometimes-intimidating topics — to help community banks move into and/or grow in the digital banking space.

This immersive experience will showcase the key elements of a bank’s effective digital strategy and will be led by industry thought leaders who are experts in digital banking and innovation.

What You’ll Gain

  • Defining the Game
  • Get off the Sidelines — Why Digital Banking?
  • Which Version Do You Want to Play?
  • Create Your Team — The People Factor in Digital Banking
  • What Equipment Do You Need?
  • Building the Foundation to Help You Achieve Digital Banking Success
  • Promoting Your Digital Bank and Building Your Brand
  • Technology & Risk: Cybersecurity Challenges

Who Should Attend

Given the scope of all that’s involved in digital banking, we encourage broad participation across all various areas of the bank — and that’s why we’ve priced this school with a single, affordable per-bank fee. We encourage community bank CEOs to attend, along with leadership teams from operations, retail strategy, lending, business development, marketing, technology, project management, cybersecurity and compliance. All will benefit from the program and be better positioned to make the important shifts that drive digital banking success.

When: April 3–27, 2023

Program Fee: $3,300/bank

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Bank Executives Conference

The 2023 WBA Bank Executives Conference will be held Wednesday, February 8 through Friday, February 10 at the Kalahari Convention Center in Wisconsin Dells. The conference will kick off with a networking reception on Wednesday evening, but bankers are invited and encouraged to arrive earlier for optional afternoon “banker only” peer group discussions starting at 2:30 p.m. The conference will adjourn at Noon on Friday.

This conference is ideal for community banking executives to come together for networking and education. Attendees will enjoy two days of networking, several national keynote speakers, and a total of 8 breakout sessions to choose from. Members of your bank’s executive team can each customize their agendas by attending and learning from different breakout sessions.

View the Speakers and Agenda pages on the conference registration website for more details!

Bank Member Registration Information

EARLY BIRD PRICING! Register your team by January 9, 2023 to receive the registration fee of $475/attendee, including all meals and conference sessions. After January 9, the registration fee will increase to $525/attendee.

Spouses/guests (non-bankers) can be registered to join for all meals at the rate of $275/guest. This includes Wednesday reception; Thursday breakfast, lunch, reception, dinner and dessert reception; and Friday breakfast. Spouses/guests (non-bankers) can also register to only attend the Thursday evening receptions and dinner at the rate of $125/guest.

Associate Member & Exhibitor Registration Information

WBA Associate Members can register to attend, exhibit, and/or sponsor at the conference.

Associate Member individual conference registration is $695/attendee, including all meals and conference sessions. Visit the Information for Exhibitors/Sponsors page for more details on exhibit and sponsor opportunities! Please contact WBA’s Nick Loppnow for more information on exhibiting. Interested in upgrading your presence? Register to be a conference sponsor to receive additional benefits and conference recognition! Please contact WBA’s Nick Loppnow for more details on available sponsorships.

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questions@wisbank.com

608-441-1200

4721 S Biltmore Ln.
Madison, WI 53718

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