Archive for: Marketing

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Robbery: Prevention, Safety, & Current Threats

Could someone currently be casing your bank? What makes one location more favorable than another to a robber? How can you deter robbers from selecting your institution? Every employee can play a role in prevention, and it is critical that all personnel are prepared and trained in the safest response methods. Attendees will learn various approaches used by crooks, how employee observations can be valuable, and essential actions to take following a robbery.

After This Webinar, You’ll Be Able To:

  • Discern recent robbery trends
  • Recognize vulnerabilities within your habits and environment
  • Realize the importance of safe opening procedures
  • Know what to do during a robbery and what to avoid
  • Strengthen situational awareness
  • Understand your role in prevention
  • Identify habits that endanger
  • Learn how to reduce risk

Who Should Attend?
This evergreen topic will benefit all financial institution employees.

Take-Away Toolkit

  • Robber description form
  • Before, during, and after a robbery checklist
  • Employee training log
  • Interactive quiz
  • PDF of slides and speaker’s contact info for follow-up questions
  • Attendance certificate provided to self-report CE credits

NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your institution is prohibited. Print materials may be copied for eligible participants only.

Presenter Bio
Carol Dodgen is the owner of Dodgen Security Consulting, LLC. Since 1998, her company has provided services including training, ATM lighting inspections, and security assessments to financial institutions, government entities, and businesses. Previously, Dodgen served as the security training officer for Compass Bank. She earned a Master’s in Criminal Justice and spent several years as an adjunct criminal justice instructor.

Dodgen is a nationally recognized speaker who has provided training for over 150,000 corporate, manufacturing, utility, law enforcement, and security personnel over the past 26 years. She holds a Crime Prevention Designation and provides instruction on crime prevention, workplace violence, and robbery. In 2009, Dodgen was appointed by the governor to the Alabama Security Regulatory Board and served for six years as vice chair.

Registration Options

  • $279 – Live Webinar Access
  • $279 – OnDemand Access + Digital Download
  • $379 – Both Live & On-Demand Access + Digital Download
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Making IT an Asset

In this presentation, we will discuss a forward-looking approach to cybersecurity including implementing a solid cybersecurity approach, the benefits of streamlining IT platforms, and deploying an IT framework that will grow with your business.

Amid a backdrop of continuous disruption across the banking industry, it’s important to recognize the value in fortifying your IT foundation. Since the financial industry is one of the most targeted industries for cyber threats, evaluating the security risks in banking is essential to protecting data, employees, and clients.

What You’ll Learn

  • Identify your company’s unique IT needs
  • Navigate the complex and challenging topics within cyber
  • Identify the right IT partner who can provide solutions that fit your company’s needs

Who Should Attend
Anyone who is in a leadership position in a company that operates in a regulated industry will benefit from this course.

Presenter Bio
Dave Detweiler is the Managing Director for SEI Sphere. In this role, he leads a team who helps business and technology leaders bridge the gap of cyber protection to secure their growing business. Detweiler’s professional background includes more than 20 years with SaaS startup organizations, specializing in building consultative teams that help define effective solutions for customers.

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
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Countdown to Beneficial Ownership Rules – Policy, Procedures, and Process

Ready, set, go! It’s time to update your beneficial ownership policy, procedures, and processes! This program will be focused on financial institutions and what you have to do to be ready for January 1, 2024.

What You’ll Learn:

  • Update on beneficial ownership rules for your implementation team
  • Training on privacy for your staff
  • Customer approval process
  • Sample policy change
  • Sample procedural changes
  • Integrating new processes into your everyday workplace
  • Many more tips and tools

Who Should Attend?
BSA Officer, Compliance Officer, Marketing Officer, Business Development Officers, and Commercial Lending staff need to get updated on the new procedures about to take place.

Presenter Bio
Deborah Crawford — Gettechnical Inc.
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

  • $279 Includes: Live Access, 30 Days OnDemand Playback, Presenter Materials and Handouts
    • Available Upgrades
      • 12 Months OnDemand Playback  + $110
      • 12 Months OnDemand Playback + Digital Download + $140
      • Additional Live Access + $85 per person
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Banking Legal Marijuana Businesses

Are you up to date with federal and state laws and regulations related to the cannabis and marijuana industry? Whether you are actively engaged with MRBs or just looking for new business opportunities, this dynamic webinar will have something for you.

After This Webinar You’ll Be Able To:

  • Evaluate the current legal landscape of state and federal laws
  • Understand the potential impact of marijuana laws on multiple operational areas
  • Prepare a marijuana-related business (MRB) due diligence plan
  • Determine the proper alignment of policies and procedures
  • Assess the benefit of third-party industry expertise
  • Appreciate cannabis-related business best practices

Webinar Details

The increasing acceptance of marijuana- and cannabis-related products, combined with flexibility within state legal systems, makes it absolutely essential for every financial institution to understand the myriad impacts this changing landscape can have on almost every element of business operations. From lending to deposit accounts and human resources to BSA, you need to understand the landmines and embrace the opportunities presented by this growing field.

Today’s shrinking margins and increased competition (including from FinTechs) should have every institution considering expanded business lines or additional income sources and ways to serve your community. One thing that has not changed, however, is the need to perform a thorough risk assessment before embarking on any new adventures. This is especially true with the cannabis industry, as the landscape is continually changing, and more players continue to stream into the marketplace. Join veteran financial services attorney David Reed as he gives a timely overview of the current cannabis industry as it relates to financial services.

Who Should Attend
This informative session is designed for board members, senior executives, managers, compliance staff, lending staff, deposit account managers, business development personnel, internal auditors, and anyone involved with commercial account activity or marijuana-related businesses.

Take Away Toolkit

  • MRB due diligence checklist
  • Cannabis banking resource guide
  • Survey of state cannabis laws
  • Recent regulatory guidance
  • Employee training log
  • Interactive quiz
  • PDF of slides and speaker’s contact info for follow-up questions
  • Attendance certificate provided to self-report CE credits

NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your institution is prohibited. Print materials may be copied for eligible participants only.

Instructor Bio

David A. Reed, JD – Reed & Jolly, PLLC

Attorney, author, consultant, and nationally recognized trainer, David Reed is a partner in the law firm of Reed & Jolly, PLLC. He provides guidance to financial institutions on establishment and revision of policies and procedures, organizational compliance, collections, security, contractual agreements, regulatory matters, and corporate governance. His engaging speaking style has made him a nationwide lecturer on regulatory compliance, consumer lending, bankruptcy, and collections.

A former trial attorney and vice president and general counsel of a large regional financial institution, Reed is also a Certified Fraud Examiner. He is particularly known as an expert in the areas of operations, bankruptcy, and collections. He has trained state and federal examination staff on numerous issues, including BSA, ID theft red flags, SAFE Act, third-party contract management, and bankruptcy.

Registration Options

  • $279 – Live Webinar Access
  • $279 – OnDemand Access + Digital Download
  • $379 – Both Live & On-Demand Access + Digital Download
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Community Reinvestment Act: Fundamentals, Documentation & Proposed Rule Changes

A strong CRA rating is important to your bank. A poor rating can significantly impede the board and management’s strategic goals and adversely affect your reputation. The CRA changes that have been proposed will be reviewed and contrasted against current expectations so you can adequately prepare.

After This Webinar You’ll Be Able to:

  • Understand current regulatory requirements and how proposed changes may impact your CRA program
  • Identify technical requirements for banks of all sizes
  • Develop effective CRA compliance strategies
  • Conduct a thorough CRA self-assessment
  • Communicate your CRA efforts to the board

Webinar Details
The Community Reinvestment Act (CRA) was enacted to encourage banks to “meet the credit needs of their local communities, including low- and moderate-income (LMI) neighborhoods, in a safe and sound manner.” Throughout the last three years, the regulatory agencies have worked on revising the CRA to strengthen its original intent while modernizing it to reflect current banking practices. Last year, the Agencies issued a notice of proposed rulemaking (NPRM). While the regulators review the numerous comments from bankers and industry leaders before issuing a final ruling, banks are expected to continue to meet the current rule’s requirements.

This session will dive into the rule and provide best practices to prepare your CRA program to meet regulatory expectations. Whether you are a small, intermediate-small, or large bank, you’ll learn the current guidelines that apply to you and what is proposed for the future. Join us for this jam-packed session!

Who Should Attend?
This informative session is designed for CRA officers, compliance officers, lending officers, and internal auditors.

Take-Away Toolkit

  • CRA tracking log
  • CRA action plan
  • CRA self-checklist
  • Employee training log
  • Interactive quiz
  • PDF of slides and speaker’s contact info for follow-up questions
  • Attendance certificate provided to self-report CE credits

NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your agency is prohibited. Print materials may be copied for eligible participants only.

Meet the Presenter: Dawn Kincaid, Brode Consulting Services Inc

Dawn Kincaid began her banking career while attending The Ohio State University. She has over 20 years’ experience in client service, operations, information technology, administrative and board relations, marketing, and compliance. Most recently Kincaid served as the Senior Vice President of Operations for a central-Ohio-based community bank, where she created and refined policies and procedures, conducted self-audits and risk assessments, and organized the implementation of new products and services.

Kincaid has served in the roles of Compliance, BSA/AML, CRA, Privacy, and Security Officer. She has led training initiatives, prepared due diligence information, completed a variety of regulatory applications, coordinated internal and external audits and exams, and presented for numerous state associations.

REGISTRATION OPTIONS

  • $279 – Live Webinar Access
  • $279 – OnDemand Access + Digital Download
  • $379 – Both Live & On-Demand Access + Digital Download
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Elevate Your Presentation’s Impact By Boosting Your Moxie!

Learn practical tips to deliver more powerful business presentations or training sessions by projecting more confidence in the room and on camera.

Every presenter wants their audience to have a positive, memorable experience, yet most people who deliver business presentations or training sessions wish they felt more confident about their own performance and could increase audience engagement.

This 90-minute session will help you boost your presentation “moxie” to be more appealing to audiences of all types, including ways to hold their attention regardless of the topic. Includes toolkit with reusable templates and customizable presentation checklist.

What You’ll Learn

  • Discovery of presenter’s and audience member’s communication styles
  • Nuances of projected energy and influence occurring in presentations
  • How to plan in Audience Connection Points
  • World-class presentation/speaking dos and don’ts
  • What is moxie? Assess your current and desired level of presentation moxie
  • Create your own “pre-shot routine” to boost confidence prior to sessions

Who Should Attend
Trainers, managers, and others who deliver information as business presentations or training sessions to others, and those who would like their delivery style to appeal to various audience members, be more enjoyable, and have more impact will benefit from this course.

Instructor Bio
Heather Legge is a training specialist and certified executive coach, founder of Envision Success Inc, and author of Lead With Moxie. She is a senior training consultant for InterAction Training and is known for her presentation and delivery expertise.

Previously, she earned her master’s in business administration and spent over 15 years in multiple industries transforming organizational performance through business analysis, project management, training and employee development.

Legge is passionate about making a positive impact in her local community and far beyond. She is always engaged in several networking, professional, and philanthropic groups.

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
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The Rapidly Evolving Cyber Threat Landscape

The cybersecurity threat landscape is rapidly changing. Financial firms are regularly targeted and the profile of threat actors has continually evolved. While commodity hackers and clever criminals persist as a threat, increasingly the danger is coming from organized threat groups that operate like a business. Understanding the difference between aggressors and the changing nature of the threat landscape is essential for maintaining commensurate safeguards, monitoring, and response. This session will survey the current cybersecurity threat landscape, understand the nature of the various threat actors, and dive deeper into the business context of cybersecurity.

What You’ll Learn

  • Survey the current cybersecurity threat landscape
  • Understand the nature of the various threat actors
  • Gain perspective on the importance of cyber strategy

Who Should Attend?
This program is for anyone in the technology and cybersecurity space.

Presenter
Dave Detweiler is the Managing Director for SEI Sphere. In this role, he leads a team who helps business and technology leaders bridge the gap of cyber protection to secure their growing business. Detweiler’s professional background includes more than 20 years with SaaS startup organizations, specializing in building consultative teams that help define effective solutions for customers.

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
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OBL/WBA Webinar: Creating Content with a Click!

A Hands-on Video Workshop – Take your videos for social media, marketing and communications to the next level!

Presented in partnership with the Ohio Bankers League and several other state bankers associations, this webinar will take place on Wednesday, October 4, 2023 from 8:00—11:00 a.m. CT.

About the Webinar:

Are you looking to graduate from simple animated blog posts to professional-level multimedia – without blowing your budget?! This Hands-On Video Workshop is a can’t miss!

Join “your nerdy best friend” Beth Z for an updated Hands-On Video Workshop with the latest tools to help take your videos to the professional level – all on a budget-friendly bootstrap. In this 3-hour online workshop, attendees will learn a dozen easy tech tools to use to create amazing presentations while also honing storytelling and image-creation skills. PLUS! This workshop even goes one step further by introducing new AI text-to-image tools so you can evaluate which multimedia tools are best for social media, marketing and communication content needs.

Online Workshop Highlights:

  • Go hands-on with the latest AI and text-to-image generators
  • Improve your storytelling and image-creation skills for better multimedia content
  • Evaluate different multimedia tools and apply strategies for their best uses in social media, marketing and communications
  • Create multimedia content you can use right away!

Registration Details:

The registration fee of $289/attendee includes one online workshop connection link and workshop materials.

IMPORTANT: Registration Deadline: Friday, September 22, 2023

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Measuring the ROI of Your Digital Marketing Strategy

When conducting any sort of marketing initiative, it’s important to understand the return on marketing dollars — your ROI. After this webinar you’ll have a clear understanding of what to measure, and where you can find the data to help analyze your results. And, if you don’t have the access needed, you’ll learn key questions to ask your vendors/partners to pave the way to better tracking down the road.

After This Webinar You’ll Be Able To:

  • Ask key questions before launching your next digital marketing campaign to ensure you’re focused on the end goal (and know how to track your results)
  • Identify and overcome roadblocks when attempting to determine ROI – or compensate for the lack of data availability
  • Understand and measure key “conversion” objectives and how they play into the overall ROI equation
  • Identify the various sources of data that you want to capture, and how they will help to build the story of your efforts
  • How to tie in Google Analytics tracking to help support your reporting and ROI efforts to determine success over time
  • Determine if or when ROE (return on engagement) is a better approach to determining the success of your digital efforts and how that differs from a “hard dollar” ROI calculation

Webinar Details

Unfortunately, for many financial institutions the ability to calculate ROI remains elusive and hard to determine. The good news is when you make the move to digital marketing, there are ways to track and measure engagement created by your marketing dollars and get closer to knowing what your true ROI is.

But this is not without its challenges, as many of the third-party tools used in today’s online financial environment still don’t allow the use of tracking code and rarely share data back to the institution’s marketing platforms. This session will explore ways to overcome (or at least compensate for) these limitations and gain a better understanding of the impact your marketing dollars are having on building awareness, generating accounts, and converting interested consumers into actual accountholders.

Who Should Attend?
This informative session will benefit a variety of job functions, with a particular focus on the marketing and retail areas. Some institutions have started developing a data/insights role and this session will also be valuable to those in that role – or as guidance in the development of that function.

Take-Away Toolkit

  • Excel-based UTM “tagging” record sheet to maintain a comprehensive list of Google campaign URLs to help measure inbound website promotional activity
  • Employee training log
  • Interactive quiz
  • PDF of slides and speaker’s contact info for follow-up questions
  • Attendance certificate provided to self-report CE credits

NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your institution is prohibited. Print materials may be copied for eligible participants only.

Presenter
Eric Cook — WSI

Eric Cook often refers to himself as a “recovering banker” after spending 15 years as a community banker in Michigan before shifting to a digital strategist in 2007.  An award-winning web designer with WSI, the world’s largest digital agency network, he’s a three-time contributing author of the best-selling book Digital Minds: A Strategic Approach to Connecting and Engaging with Your Customers Online and recently launched an online mastermind and mentorship community exclusively focused on the needs of banking professionals called TheLinkedBanker.com.

Cook routinely works with community-focused financial institutions around the country helping to develop their digital strategies, embrace social media engagement, and enhance their overall online presence. As a faculty member at several banking schools, Cook is also a highly rated conference speaker who loves educating community bankers to help lead the digital charge to better connect and engage in the 21st century.

WSI is a digital marketing company with a strong international presence. Our Digital Marketing Consultants use their knowledge and expertise to make a difference for businesses all around the world.

The LinkedBanker is a mentorship-based group learning and support program. Within The LinkedBanker you will find expert guidance and a community of like-minded bankers. Grow your book of business and build your personal brand with the tools, strategies, and coaching in this highly valuable community.

Registration Options

  • $279 – Live Webinar Access
  • $279 – OnDemand Access + Digital Download
  • $379 – Both Live & On-Demand Access + Digital Download
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Posting with Confidence: Social Media Compliance

Social media posts are a great way to communicate with existing customers and gain new ones as well, but what can we post? What disclosures must be provided? How do we respond to a consumer complaint received via social media? In this session we will answer those questions and more, and provide you with tools to help craft your institution’s social media policy.

Community banks have never been on the cutting edge of technology. In fact, we’ve always been more like the dull butter knife in the back of the drawer, but it’s 2023 and at the risk of losing customers to larger, tech-savvy institutions, many of us have now taken the leap into electronic services, including developing a social media presence. In this session, we will provide best practices for developing your social media strategy and policy. In addition, we will dive into the compliance requirements, including Fair Lending, Truth-in-Savings, Reg Z, and UDAAP.

What You’ll Learn:

  • Defining social media to assess which platforms best fit your goals
  • Using posts for more than just advertising your products
  • Assessing the risks and incorporating into your risk management program
  • Detailed review of the compliance regulations to consider when posting
  • Best practices for responding to consumer complaints and bad reviews
  • Recommended policies for employee use of social media sites
  • Tips when utilizing third-parties to manage your social media
  • Auditing your program for compliance and effectiveness
  • Tools and takeaways to enhance and support your program

Who Should Attend?

This informational session is designed for Marketing Officers, IT Officers, Compliance Officers and anyone responsible for managing your social media posts and program.

Presenter

Dawn Kincaid began her banking career while attending The Ohio State University. She has over 20 years’ experience in client service, operations, information technology, administrative and board relations, marketing, and compliance. Most recently Kincaid served as the Senior Vice President of Operations for a central-Ohio-based community bank, where she created and refined policies and procedures, conducted self-audits and risk assessments, and organized the implementation of new products and services.

Kincaid has served in the roles of Compliance, BSA/AML, CRA, Privacy, and Security Officer. She has led training initiatives, prepared due diligence information, completed a variety of regulatory applications, coordinated internal and external audits and exams, and presented for numerous state associations.

Registration Options

  • Includes: Live Access, 30 Days OnDemand Playback, Presenter Materials and Handouts $279
    • Available Upgrades
      • 12 Months OnDemand Playback +$110.00
      • 12 Months OnDemand Playback + Digital Download + $140.00
      • Additional Live Access + $85.00 per person
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questions@wisbank.com

608-441-1200

4721 S Biltmore Ln.
Madison, WI 53718

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