Events

Are you worried about your digital future? Have you put the time, effort, and investment into your digital transformation (DT) only to see less new revenue than expected? If so, you are not alone. Wipro found that half the companies they surveyed in 2018 said they failed to execute their DT strategies despite demonstrated efforts and investments.

What’s behind this? Isn’t DT all about picking the right technology? Well, only partly. The reality is it is a “Tech-enabled” transformation. The transformation part is certain. The buy-in and commitment aren’t. Creating buy-in is probably the most difficult work during DT. So how do you create the buy-in to execute your strategies? Come for an interactive and lively conversation to find out how.

Target Audience: Any individual wanting to further their communication skills

Presenter: Nan Gesche, University of Minnesota

Registration Option: Live presentation $330

Recording available through January 25, 2022

Haggling isn’t negotiating. Negotiating is trying to find creative ways to satisfy the different interests of those involved rather than just split the difference. The goal is to manage our emotions and the tension between building deals that satisfy both parties’ interests, while maintaining a healthy working relationship. If you want a few tips on how to make smarter moves and set the stage for more productive interactions, join us for this session. You will gain techniques to keep you focused on the end game while resisting old behaviors such as threats or demands.

Target Audience: Any individual wanting to further their communication skills

Presenter: Nan Gesche, University of Minnesota

Registration Option: Live presentation $330

Recording available through December 29, 2022

Required Minimum Distributions (RMD) rules changed recently resulting from the SECURE Act, the CARES Act, and most recently the new life expectancy tables. RMDs make up a large part of most financial organizations’ IRA services and will continue to increase as baby boomers age. Attend this course to ensure that your organization is handling RMDs.

Registration Option: Live presentation $275

Recording available through January 19, 2023

Learn all aspects of the Roth IRA, including features and benefits and how the Roth IRA stands out from other retirement savings accounts. Leave this course with a more thorough understanding of the tax advantages, contribution eligibility rules, reporting requirements, portability options, and advanced distribution issues, including the often asked about Roth IRA loophole.

Registration Option: Live presentation $275

Recording available through December 28, 2022

For the first time in nearly 20 years, due to the SECURE Act, the IRS is requiring all IRAs to be amended in 2022. To avoid IRS penalties, financial organizations must use the correct and properly amended IRA opening documents. This course provides information on how to properly establish Traditional and Roth IRAs and how to amend IRAs.

Registration Option: Live presentation $275

Recording available through December 21, 2022

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

Retirement plan portability is one of the most popular topics fielded on our consulting lines. Attending this course will help ensure that you are up to date and handling these transactions properly. You will learn the difference between transfers and rollovers and direct and indirect rollovers, as well as acquire an understanding of Roth retirement plan assets and portability with Roth IRAs.

Registration Option: Live presentation $275

Recording available through January 26, 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

Retaining and engaging in a new world of work — does this sound like something you can relate to? The Great Resignation has disrupted employers and in turn negatively impacted organizational engagement and culture. The employee “experience” is just as important today as our “customer” experience. What if we saw everything we did through the lens of our employees? Would that make or break our current practices related to engaging and retaining?

In this session we will peel back the layers and ask the right questions about engagement and retention in our current environment above and beyond the topic of compensation. Believe it or not, money isn’t always the number one reason people leave their current employer.

What we will cover:

  • Review the 6 primary reasons employees leave
  • Create an engaged culture from the new hire experience and beyond
  • Engagement is not a once and done — sustainable strategies
  • Wait — it’s not a one size fits all?
  • Create a motivating environment — Just Ask!
  • Who is successful with engagement and retention and what can we learn?
  • ROI — Ultimately, your employees’ success will drive business success

Target Audience:  Human resource officers, supervisors, CEOs

Presenter: Vicki Kraai, InterAction Training

Registration Option: Live presentation $330

Recording available through January 26, 2023