Posts

Events

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

Registration Option: Live presentation $275

Recording available through February 16, 2023.

The FFIEC Cybersecurity Assessment guidance has introduced a new term for our risk management practice: External Dependency Management. We will explore this new term in our guidance and better understand the requirements provided. This new term is a broader description of vendor management, service provider oversight, third party management, and new requirements around customer risk management.

This session will discuss the following topics:

  • Current regulatory Vendor Management landscape
  • Integrating vendor management into the Information Security Program
  • Risk assessing vendors
  • New vendor or product Selection
  • Ongoing vendor management
  • Creating a DYNAMIC vendor management program
  • Leveraging SOC reports for control understanding
  • Integration of customer relationships into risk management process

Target Audience: Information security officer, IT manager, risk officer, internal auditor, and executives looking to understand the risk vendor relationships

Presenter: John Helland, SBS CyberSecurity, LLC

Registration Option: Live presentation $330

Recording available through February 4, 2023

This program will step you through the best practices of hiring for the right fit. Being intentional about training managers and supervisors on the hiring process is key to creating stellar teams.

What’s our end game? Hire right, coach great, and build strong teams. This program will step you through the best practices of hiring for the right fit. Being intentional about training managers and supervisors on the hiring process is key to creating stellar teams.

Raise the bar when it comes to best practices for hiring for the right fit. Aimed at management and anyone that is involved in the hiring process, the interview, and selection of new hires.

What You will Learn:

  • How to set the tone for success — seeing everything through the lens of the candidate
  • Establishing desired attributes for the individual positions we are hiring for
  • Preparation involved in conducting interviews
  • Learning from recent hire decisions — are the right people or the wrong people leaving?
  • Understanding the importance of being an employer of choice
  • Considering cultural fit in the hiring decision
  • Best practices related to the candidate evaluation process

Target Audience: Human resource officers, supervisors, CEOs

Presenter: Vicki Kraai, InterAction Training

Registration Option: Live presentation $330

Recording available through March 1, 2023

Banking needs strong women leaders in the industry! Encourage the next generation of women leaders at your bank to take their leadership role boldly and confidently into the future with this inspiration program. Marcia Malzahn shares her successes and struggles as she navigated through the financial services world — not only as an immigrant but as a woman leader. She shares why she’s so passionate about helping other women leaders succeed and encourages attendees to take their leadership role seriously and inspires them to lead with boldness and confidence.

Learning objectives for your attendees:

  • Traits of successful leaders — including how to be a successful follower.
  • Life balance and success — Ten tips to help you achieve balance in your life.
  • Keys to become a successful woman leader

Target Audience: Any women that aspires to become a stronger leader

Presenter: Marcia Malzahn, Malzahn Strategic

Registration $330

Recording available through: February 8, 2023

Recent studies have shown emotional intelligence to be a key factor in leadership effectiveness. Emotionally intelligent leaders of teams create psychologically safe workplaces that lead to improved employee job satisfaction, retention, creativity, performance and well being.

Session Highlights

  • Explain what emotional intelligence is and the difference between IQ and EQ
  • Review the 5 key components of emotional intelligence
  • Understand why emotionally intelligent leaders are more effective
  • Explain the role of emotional intelligence in building high-trust relationships
  • Review strategies to motivate and response to the needs of your teams
  • Use emotional intelligence to become a more effective leader
  • Leave you with some everyday tools to use in your leadership journey

Target Audience: Anyone who is in a leadership position

Presenter: Vicki Kraai, InterAction Training

Registration Option: Live presentation $330

Recording available through February 4, 2023

Is your financial organization’s IRA program in compliance? Ascensus has conducted countless compliance reviews for financial organizations across the U.S., oftentimes finding compliance concerns that could result in substantial IRS penalties. Being in compliance means following all the IRS requirements for documents, federal and state withholding, and reporting. This course will guide you through these areas of compliancy and provide checklists to help manage the compliance process, helping to ensure IRS penalty-free IRA program.

Presenter: Ascensus

Registration Option: Live presentation $275

Recording available through March 14, 2023.

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!

Presenter: Ascensus

Registration Option: Live presentation $275

Recording available through March 7, 2023

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.

Presenter: Ascensus

Registration Option: Live presentation $275

Recording available through March 1, 2023

Are you confident that you’re adhering to all federal and state withholding rules? The SECURE Act significantly increased penalties for improper withholding notifications. This course covers the requirements for both federal and state withholding, how to properly notify IRA owners of their withholding rights, what to do with the withheld assets, the foreign withholding requirements, and the potential penalties for improperly following the withholding rules.

Presenter: Ascensus

Registration Option: Live presentation $275

Recording available through February 9, 2023

Attend this seminar to learn how to better manage problem loans and protect the rights of the bank in today’s market!

The seminar will begin with a review of the basics of how a commercial loan request should be processed in today’s market i.e. avoiding problem loans. This will include a brief review of correct business structure, the six elements of proper loan structure, and the four aspects of adequate loan support.

The seminar will then focus on what happens when a good loan turns into a bad loan i.e. the market has now turned down, tenants have left, and the payments are severely delinquent. What should the bank do and not do at this point in time?

This question will be answered by addressing the legal rights of the bank and the practical steps that the bank should take in order to protect itself. This will include the collection process, restructuring the loan, and/or proceeding against the borrower through repossession, foreclosure, filing a law suit to obtain a judgment, forcing the borrower into bankruptcy or simply walking away. This section will also include the outside influence from the banking regulators.

Program Topics:

  • Review the management of problem loans
  • Process a commercial loan in today’s market-correct business structure, loan structure, and loan support
  • Face the reality that some loans go bad
  • Determine the bank’s strategy in protecting itself-collections, restructuring the loan, repossession, foreclosure, filing a law suit to obtain a judgment, forcing the borrower into bankruptcy or walking away
  • Assess outside influence by the banking regulators
  • Apply the concepts through case studies

Target Audience:  Commercial lenders, credit analysts, loan documentation specialists, branch managers, assistant branch managers, private bankers, and business development officers.

Presenter
David Osburn, Osburn & Associates, LLC

Registration Option
Live presentation $330

Recording available through March 1, 2023