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Tag Archive for: Bank Management

Events

Bank Directors, Bank Management, CEO, CFO, Featured Event

CFO Conference

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.

February 21, 2023/by Lori Kalscheuer
https://www.wisbank.com/wp-content/uploads/2023/02/iStock_charts_graphs_000019046733_resized.jpg 1254 1672 Lori Kalscheuer https://www.wisbank.com/wp-content/uploads/2021/09/Wisconsin-Bankers-Association-logo.svg Lori Kalscheuer2023-02-21 14:12:342023-02-24 10:35:29CFO Conference
Branch Manager, Compliance, Human Resources, Senior Management, Training and Development, Webinar

The Death of Boring Bank Training

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
January 27, 2023/by Katie Reiser
https://www.wisbank.com/wp-content/uploads/2021/09/Wisconsin-Bankers-Association-logo.svg 0 0 Katie Reiser https://www.wisbank.com/wp-content/uploads/2021/09/Wisconsin-Bankers-Association-logo.svg Katie Reiser2023-01-27 08:57:042023-01-27 08:57:04The Death of Boring Bank Training
Branch Manager, Compliance, Credit Analysis, Frontline Retail, Internal Audit, Risk Management, Senior Management, Webinar

2023 Call Report Update Seminar OnDemand with Live Streaming

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

January 27, 2023/by Katie Reiser
https://www.wisbank.com/wp-content/uploads/2021/09/Wisconsin-Bankers-Association-logo.svg 0 0 Katie Reiser https://www.wisbank.com/wp-content/uploads/2021/09/Wisconsin-Bankers-Association-logo.svg Katie Reiser2023-01-27 08:54:562023-01-27 08:54:562023 Call Report Update Seminar OnDemand with Live Streaming
Branch Manager, Frontline Retail, Human Resources, Training and Development, Webinar

New Supervisor Essentials

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
January 20, 2023/by Katie Reiser
https://www.wisbank.com/wp-content/uploads/2021/09/Wisconsin-Bankers-Association-logo.svg 0 0 Katie Reiser https://www.wisbank.com/wp-content/uploads/2021/09/Wisconsin-Bankers-Association-logo.svg Katie Reiser2023-01-20 10:22:362023-01-20 10:22:36New Supervisor Essentials
All-Staff Training, Consumer / Retail, In Person, Personal Banker, Training and Development

Principles of Banking

Principles of Banking is intended to give those who are new to banking a general understanding of the industry. Recognized as the most comprehensive introduction to the banking industry for over 40 years, it introduces fundamental banking concepts and principles, the basics of how banks operate as service providers and businesses, their obligation to operate in a safe and sound manner and manage risks, and the responsibilities of bank employees in a customer-focused financial services environment.

WBA will host the course in three locations during the spring of 2023, each being a two-day session each starting at 8:30 a.m. and adjourning at 4:30 p.m. daily:

April 5-6, 2023

  • Location: National Exchange Bank & Trust, Fond du Lac, WI

April 12-13, 2023

  • Location: Farmers Savings Bank, Mineral Point, WI

May 23-24, 2023

  • Location: Peoples State Bank, Wausau, WI

Click the Agenda tab for further details on what will be covered in the school.

Instructors:
April 5-6 & April 12-13: Peggy Zickert, VP/Regional Operations Leader, National Exchange Bank & Trust
May 23-24: Michele Boeder, Project Manager, Platinum Bank

Who Should Attend?
This course is recommended for personnel new to banking at all levels or those who just need a refresher.

Registration Information:
The registration fee of $550/person includes all workshop materials, a hard copy of the 12th edition Principles of Banking textbook, and daily refreshment breaks and lunch. Register early as space is limited!

Refund Policy: A refund, less a $150 administrative fee, is provided for written cancellations received by WBA 10 or more business days before the start of a school. All requests for cancellations or substitute registrations must be provided in writing to WBA Education.

Course Credit:
Principles of Banking may be applied to many ABA Certificate and Diploma online programs. This course is recommended for one ABA Credit.

Need a Hotel Room?
We do not have a hotel room block for the school. However, there is a Radisson and  Holiday Inn Express in Fond du Lac, Quality Inn in Mineral Point, and Hilton Garden Inn in Wausau should you wish to stay at a hotel for the duration of the school.

January 19, 2023/by Anna Lorang
https://www.wisbank.com/wp-content/uploads/2021/09/Wisconsin-Bankers-Association-logo.svg 0 0 Anna Lorang https://www.wisbank.com/wp-content/uploads/2021/09/Wisconsin-Bankers-Association-logo.svg Anna Lorang2023-01-19 09:28:452023-01-19 09:28:45Principles of Banking
Bank Management, Branch Manager, Human Resources, IRAs, Training and Development, Webinar

GSB – IRA Issues: Top 10 Wrap-Up

Our experts will outline the top 10 IRA topics we get questions about on Ascensus’ consulting lines. Join this webinar to see what makes this year’s Top 10 list!

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

Presenter: Ascensus

Registration Option: Live presentation $275

Recording available through August 10, 2023

January 13, 2023/by Anna Lorang
https://www.wisbank.com/wp-content/uploads/2021/09/Wisconsin-Bankers-Association-logo.svg 0 0 Anna Lorang https://www.wisbank.com/wp-content/uploads/2021/09/Wisconsin-Bankers-Association-logo.svg Anna Lorang2023-01-13 12:02:342023-01-13 12:02:34GSB – IRA Issues: Top 10 Wrap-Up
Bank Management, Branch Manager, In Person, IRAs, Personal Banker, Training and Development, Webinar

GSB – IRA Beneficiary Distributions

The SECURE Act made significant changes to IRA rules, that included adding complexity to the beneficiary rules. Is your financial organization finding it difficult to understand the options that are available to IRA beneficiaries? This two-part comprehensive course covering in-depth aspects of Traditional and Roth IRA beneficiary options that addresses all the changes resulting from the SECURE Act, including essential topics of beneficiary election deadlines, distribution rules and restrictions, reporting requirements, and year-of-death required minimum distribution issues.

Diving deeper into the beneficiary options covered in Part 1 of this program, in the second session you will take a more hands-on approach into handling death year RMDs, beneficiary portability, separate accounting rules, and beneficiary reporting requirements that includes special death year reporting.

This 60-minute program will be presented live on: May 17 & 24, 2023, 10:00–11:00 a.m. CT

Presenter: Ascensus

Registration Option: Live presentation $455

Recording available through August 24, 2023

January 13, 2023/by Anna Lorang
https://www.wisbank.com/wp-content/uploads/2021/09/Wisconsin-Bankers-Association-logo.svg 0 0 Anna Lorang https://www.wisbank.com/wp-content/uploads/2021/09/Wisconsin-Bankers-Association-logo.svg Anna Lorang2023-01-13 12:02:062023-01-13 12:02:06GSB – IRA Beneficiary Distributions
All-Staff Training, Bank Directors, Bank Management, Branch Manager, Human Resources, Operations, Personal Banker, Senior Management, Supervisior, Training and Development, Webinar

GSB – How to Effectively Manage Your Virtual Team

Leaders today are having to adapt to the new normal way of working. It is important for managers to develop an effective structure around their ability to virtually manage their direct reports. If leaders cannot physically see what people are doing, they wonder whether someone is actually working.

In this webinar managers will acquire skills to:

  • Set clear expectations on what it means to work virtually
  • Build a structure to consistently  communicate with team members
  • Be visible
  • Promote opportunities to involve others
  • Identify ways to maintain the culture
  • Incorporate “fun” where you can

Target Audience:  Anyone responsible for managing individuals working remotely

This 90-minute program will be presented live on: April 14, 2023, 9:30–11:00 a.m. CT

Presenter: Patrice McGuire, McGuire Business Partners

Registration Option: Live presentation $330

Recording available through July 14, 2023

January 13, 2023/by Anna Lorang
https://www.wisbank.com/wp-content/uploads/2021/09/Wisconsin-Bankers-Association-logo.svg 0 0 Anna Lorang https://www.wisbank.com/wp-content/uploads/2021/09/Wisconsin-Bankers-Association-logo.svg Anna Lorang2023-01-13 11:56:052023-01-13 11:56:05GSB – How to Effectively Manage Your Virtual Team
Bank Directors, Bank Management, Branch Manager, Human Resources, Supervisior, Training and Development, Webinar

GSB – Onboarding Your New Hire — An Experience or an Afterthought?

What does onboarding look like in your organization? What do you want it to look like? Onboarding should not be an afterthought as it is the new hire’s first impression of the company they are going to work for.

How do you check all the required boxes while still maintaining the interest of your new hire? Wow them with a genuine interest and care in their success with your bank. Learn how to excel at new employee onboarding seeing everything through the lens of the new hire.

Raise the bar when it comes to engaging and training new hires. Aimed at management and anyone that hires, trains, and onboards new employees.

What we will cover:

  • How to set the tone for success
  • Creating an engaged environment from the start
  • Best practices for successful onboarding
  • Set the stage for employee engagement
  • Customizing the new hire experience
  • On-going coaching and support – what does this look like?
  • Review a template that works

Target Audience: All managers and supervisors who hire and onboard employees. Anyone responsible for the onboarding process.

This 90-minute program will be presented live on: April 5, 2023, 2:00–3:00 p.m. CT

Presenter: Vicki Kraai, InterAction Training

Registration Option: Live presentation $330

Recording available through July 5, 2023

January 13, 2023/by Anna Lorang
https://www.wisbank.com/wp-content/uploads/2021/09/Wisconsin-Bankers-Association-logo.svg 0 0 Anna Lorang https://www.wisbank.com/wp-content/uploads/2021/09/Wisconsin-Bankers-Association-logo.svg Anna Lorang2023-01-13 11:54:462023-01-13 11:54:46GSB – Onboarding Your New Hire — An Experience or an Afterthought?
All-Staff Training, Bank Directors, Bank Management, Branch Manager, Business Bankers, CEO, Commercial Lending, Compliance, Consumer / Retail, CRE Lending, Credit Management, Lending, Marketing / Sales, Mortgage Lending, New to Banking, Operations, Personal Banker, Risk Management, Supervisior, Technology, Training and Development, Webinar

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

January 13, 2023/by Anna Lorang
https://www.wisbank.com/wp-content/uploads/2021/09/Wisconsin-Bankers-Association-logo.svg 0 0 Anna Lorang https://www.wisbank.com/wp-content/uploads/2021/09/Wisconsin-Bankers-Association-logo.svg Anna Lorang2023-01-13 11:47:432023-01-13 11:47:43GSB – Digital Banking School
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