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Tag Archive for: Bank Managers

Events

Bank Directors, Bank Management, CEO

Directors Summit

This one-day WBA Directors Summit will discuss key issues regarding leadership and management of community banks from the director’s perspective. The Summit is recommended for bank management teams, beginning or experienced inside and outside directors, bank CEOs, executive officers, and bank general counsel.

 

8:30 a.m. Summit Registration and Continental Breakfast

9:00 a.m. Vendor and Supplier Diversity – Monica Doyle – FHLBank Chicago

  • What is Supplier Diversity?
  • How to begin building a supplier diversity program
  • How to engage staff in supporting supplier diversity
  • How to set supplier diversity goals
  • Ways to engage with supplier diversity councils
  • Recognizing success

10:00 a.m. Behind the Curtain – Preparing for Your Next Exam – Marc Gall – Financial Institutions Group

Extraordinary Fed rate hikes have led regulators to be laser focused on liquidity management, contingency funding and interest rate risk.  Drawing from conversations with regulatory agencies and collaboration with banks, we will discuss how to meet regulatory requirements in these areas.  Furthermore, the session will attempt to provide the “why” behind the “what’s required” and a blueprint for your board and management team to tailor a risk management strategy to your institution.

11:00 a.m. Break

11:15 a.m. Top Risks Faced by Banks Over the Next 18 Months – Kyle Manny – Plante Moran & Tom Homberg – Godfrey Kahn

There are countless risks facing banks today. What are the most prominent ones, and what can your bank do to mitigate these risks as efficiently and effectively as possible?

12:15 p.m. Lunch

1:00 p.m. Fintech at Your Doorstep: What Can Banks Do Now to Collaborate with Emerging Fintech Companies? Marcie Bomberg-Montoya – Wipfli

It’s not news anymore that fintech startups are set to disrupt the financial industry. However, instead of sending the whole banking reality into chaos, there is real ground for collaboration between fintech companies and traditional financial institutions. The question isn’t whether these new disruptions will transform banking — because they have already started doing so — but rather how to collaborate and partner more successfully within the new financial ecosystem. The recommended strategy is partnership instead of competition. What is the potential framework for this collaboration? This presentation will focus on various aspects to consider when traditional financial institutions and fintech companies assess each other for a collaborative effort to address customers’ needs.

2:00 p.m. Break

2:15 p.m. Understanding Bank Performance: How to Pull Ahead of Your Peers – Taylor Advisors, A HUB International Company

All top-performing institutions have a goal to improve profitability while balancing risk. In a competitive market environment, outperforming your peers is a challenge! Evaluating how your institution ranks versus peers today is a key step in achieving long-term outperformance. With up-to-date peer data for many balance sheet areas and performance metrics, including net interest margin and investment yield, this presentation will show how to evaluate your institution compared to peers in your state and nationally. Each attendee will receive bank-specific information on key balance sheet positions & performance metrics to aid in evaluating strategies based on their unique balance sheet. This interactive session also contains questions, polling, and surveys, enabling participants to see how other attendees approach the balance sheet management process, decision-making, and developing best practices on how to become a high performer over time.

3:15 p.m.  Adjournment

 

Registration Information

Registration Information  The registration fee of $195/per attendee includes all Summit materials and meals at the event. During the registration process, you can pay with a credit card or select to be invoiced. Refund Policy: A refund, less a $25 administrative fee, is provided for cancellations requested on or before Friday, May 12, 2023.

January 18, 2023/by Miranda Gustafson
https://www.wisbank.com/wp-content/uploads/2021/09/Wisconsin-Bankers-Association-logo.svg 0 0 Miranda Gustafson https://www.wisbank.com/wp-content/uploads/2021/09/Wisconsin-Bankers-Association-logo.svg Miranda Gustafson2023-01-18 09:50:582023-01-18 09:52:11Directors Summit
Branch Manager, Human Resources, IRAs, Personal Banker, Training and Development, Webinar

GSB – IRA and Employer Plan Rollovers

This course provides answers to your clients’ rollover questions by explaining all the rollover opportunities, including evolving portability rules between IRAs and employer plans. Our experts teach financial organizations how to capture, facilitate, and report rollovers between employer plans and IRAs.

This 60-minute program will be presented live on: May 3, 2023, 10:00–11:00 a.m. CT

Presenter: Ascensus

Registration Option: Live presentation $275

Recording available through August 3, 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 12:03:022023-01-13 12:03:02GSB – IRA and Employer Plan Rollovers
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?
Bank Directors, Bank Management, Branch Manager, Business Bankers, In Person, New to Banking, Personal Banker, Supervisior, Training and Development

GSB – Graduate School of Banking

Since 1945, the Graduate School of Banking at the University of Wisconsin-Madison (GSB) has helped develop banking leaders through a program of advanced management education. Today, GSB is widely recognized as the nation’s leading and most progressive banking school, offering a comprehensive course of study that focuses on meeting the changing needs of today’s bank manager. GSB is the only graduate banking school in the nation that relies on its alumni, Banker Advisory Board and Academic Committee to create an unparalleled learning and networking experience. GSB is sponsored and governed by the Central States Conference of Bankers Associations in partnership with the University of Wisconsin-Madison, and has been the school of choice for more than 23,000 bankers, with good reason.

GSB students acquire a broad knowledge and understanding of major bank functions and their interrelationships and develop the skills required to lead and manage effectively. The school’s curriculum reflects the contemporary trends impacting the financial services industry. Core courses address broad areas of finance, marketing, management and the environment in which banks operate while elective courses allow students to customize their learning experience. Graduates of the GSB program also receive the prestigious Certificate of Executive Leadership from the Wisconsin School of Business Professional and Executive Development — the highest level certificate they offer.

Over the course of 25 months, through a mix of lectures, bank simulations, case study discussions and hands-on projects, you will learn to:

  • Retain your best customers
  • Increase your market share
  • Analyze market conditions to effectively manage risk
  • Achieve a sustainable competitive advantage
  • Utilize technology effectively to improve performance
  • Improve bottom-line results
  • Manage change through agile leadership

Our curriculum allows mid-to-senior-level managers to push beyond theory and put key concepts to work in the real world — to challenge assumptions, develop critical thinking skills and gain necessary leadership acumen. Here’s how it works:

  • Lectures, small group discussions, computer simulations, case studies and projects round out the learning experience
  • Three two-week sessions cover a broad range of topics — not just theories and models, but real banking issues
  • Intersession projects reinforce and apply the knowledge acquired in the resident sessions; assignments are customized to students’ organizations
  • GSB faculty — 90% of whom are current or former bankers — bring real-world examples into the classroom with practical and usable approaches that can be implemented immediately by the organization
  • Team-building and networking among students and instructors provides a life-long pool of resources for graduates
  • GSB’s state-of-the-art FiSim bank management simulation serves as the capstone course where students ‘put it all together’ and experience the challenge of managing the bank

When: July 30–August 11, 2023

Enrollment Deadline: June 15, 2023

Program Fee: $5,425

*Scholarship available through the WBA. Click here for details*

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 11:44:502023-01-13 11:44:50GSB – Graduate School of Banking
Branch Manager, Consumer / Retail, Frontline Retail, Supervisior, Training and Development, Webinar

Branch Manager Boot Camp

The WBA Branch Manager Boot Camp will include 4 virtual half-day sessions. Sessions will be held on Zoom from 8:00–11:00 a.m. CT on February 2, March 2, March 23, & April 27, 2023.

About the Program:
Want to grow your total assets in excess of 20% year-over-year? Wish to grow your deposit base by more than 20%? Then consider an investment in training your branch managers in our Branch Manager Bootcamp!

What does your branch have that alternate branch channels and non-bank competitors don’t? The branch has you and your people. As the number of branch transactions continues to fall, community banks and credit unions must reassess the role of the branch manager. Companies must invest in the manager, giving him or her the right people, tools, client goals, and sales goals, and step back and watch the results change into a dynamic source of profitability.

This exciting, four-part series will focus on the next generation manager who will be leading the transition to client relationship management, and to managing an active advisory environment for the client to achieve financial goals. The next generation manager will be leading this vital transformation.

The program will focus on the critical skills and expectations that need to be developed to ensure that the next generation branch manager will exceed expectations and goals set for him or her. Participants will engage in discussions, small group activities, and skills practices to ensure that ideas are shared and learning is entertaining and adopted.

Who Should Attend:
New and experienced Branch Managers, Assistant Branch Managers, Teller Supervisors, Lead Frontline Professionals, and any professional aspiring to lead the team in a retail branch.

Registration Information: 
The registration fee of $800/attendee includes program registration for each of the four sessions, instruction and electronic materials. Upon completion of all four sessions, attendees will receive a certificate of completion for the Branch Manager Boot Camp.

December 2, 2022/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 Lorang2022-12-02 10:08:482022-12-02 10:08:48Branch Manager Boot Camp
All-Staff Training, Bank Management, Branch Manager, Business Bankers, In Person, New to Banking, Personal Banker, Training and Development

WBA Principles of Banking – Mineral Point

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.

Dates & Location:
October 5–6: Farmers Savings Bank, 305 Doty St., Mineral Point, WI

Speaker:
Peggy Zickert, VP/Regional Operations Leader, National Exchange Bank & Trust

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!

July 1, 2022/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 Lorang2022-07-01 09:47:442022-10-18 14:17:33WBA Principles of Banking – Mineral Point
All-Staff Training, Bank Management, Branch Manager, Business Bankers, New to Banking, Personal Banker, Training and Development

WBA Principles of Banking – Eau Claire

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.

Dates & Location:
October 26–27: Holiday Inn Eau Claire South, 4751 Owen Ayres Ct., Eau Claire, WI

Speaker:
October 26–27: 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!

July 1, 2022/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 Lorang2022-07-01 09:47:002022-10-18 14:17:22WBA Principles of Banking – Eau Claire
Bank Management, Business Bankers, Commercial Lending, Lending, Training and Development, Webinar

WBA/ABA Commercial Lending

Suitable for anyone who wants to learn more about the commercial lending process — the backbone of most banks’ lending portfolios.

The required textbook for this course is Commercial Lending, 7th Edition.

IMPORTANT:  Be sure to order the required book for this course.  We recommend that you FIRST select and add your course session to the shopping cart, then select your preferred format of book from the “Recommended Training” options that appear alongside the shopping cart.

June 13, 2022/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 Lorang2022-06-13 14:44:172022-06-13 14:44:17WBA/ABA Commercial Lending
Bank Management, Cashier/Accounting, New to Banking, Training and Development, Webinar

WBA/ABA General Accounting

Topics in analyzing source documents, recording business transactions in a journal and posting entries in a ledger. How to prepare a trial balance, gather adjustment data and complete a worksheet are covered, as well as how to prepare financial statements and post-closing entries.

This course is the recommended prerequisite for Analyzing Financial Statements.

The required textbook for this course is College Accounting, 13th Edition.

IMPORTANT:  Be sure to order the required book for this course.  We recommend that you FIRST select and add your course session to the shopping cart, then select your preferred format of book from the “Recommended Training” options that appear alongside the shopping cart.

June 13, 2022/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 Lorang2022-06-13 14:43:102022-06-13 14:43:10WBA/ABA General Accounting
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