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Nobody likes to fail. While we all know the importance of learning from our mistakes, both individuals and teams can struggle to bounce back when they miss their mark. Bouncing back means learning to identify where things might have gone wrong, and knowing what to do to help your team recover.  In addition, how we define the failure determines how we feel about it — whether we continue taking action or stop dead in our tracks. In this session, we develop a formula to keep going and eliminate the risk of it happening again. 

Target Audience: Any team or individual or team that needs to take time to refocus

Presenter: Nan Gesche, University of Minnesota

Registration Option: Live presentation $330

Recording available through January 11, 2023

Are you creating your first ERM Program for your bank? Do you want to ensure your current program is complete yet keep it simple? If yes to either question, this webinar is for you!

Risk Management is at the heart of banking and every bank has to have processes, policies, and procedures in place in order to assess and manage the risks on their balance sheet. Marci Malzahn shares the fundamental pieces of the ERM puzzle, how they relate to each other, and how to integrate your ERM program into the bank’s Strategic Plan. Having built an ERM program for a community bank from scratch, Marci describes the various components of a strong ERM program. In this educational session, you will learn how to put your program together using all the parts you already have in your bank. Marci shares how you can make the process fun and how your team will become closer as they work together with the common goal of protecting the bank’s assets while fulfilling your bank’s vision.

Covered Topics
ERM general background and key definitions
How implementing an ERM Program can help Financial Institutions survive and thrive
Identifying the specific building blocks/components of a simple yet complete ERM Program
The three key ongoing Phases of ERM:
Identifying and Assessing Risk
Mitigating and Eliminating Risk
Monitoring and Reporting Risk
Creating an ERM Committee Charter and choosing the right ERM Committee members
Integrating the ERM Program into your Strategic Plan
How COVID-19 impacted all risk categories
Top Risk Categories and Definitions
ERM Risk Assessment Matrix – Definitions and example
Creating the Risk Management Appetite and Tolerance Statement – Description of Process
Implementing your ERM Program and benefits
ERM Program Flowchart

Who Should Attend?
Chief Risk Officers, Risk Managers/Leaders, Chief Credit Officers, Chief Financial Officers, Compliance Officers, Internal Auditors, Presidents involved in the risk management process and their ERM program.

Presenter: Marcia Malzahn, Malzahn Strategic

Registration Option $330

Recording available through: December 29, 2022

 

The resources used to support sales and marketing efforts is expanding and changing daily. Traditional promotion solutions, focused on mass media and direct selling, are giving way to target marketing, digital communications and social media. So where is the proper balance to develop effective activities. The secret lies in strategic marketing, a condition that demands effective planning and execution. This session will help clarify the critical decisions that must be made to ensure that every sales and marketing investment is producing an acceptable return on investment (ROI). Attend and learn how to adopt a strategic approach to promotion planning. Learn how to use an easy-to-follow process to prioritize and implement your marketing efforts.

Target Audience: Senior management, branch managers, marketing officers, marketing committee members

Presenters: Tom Hershberger & Kyle Hershberger, Cross Financial Group

Registration Option
Live presentation $330

Recording available through February 16, 2023

Financial Institutions provide great value to the American economy. But that value comes with risks. Strategic-minded institutions do not strive to eliminate risk or even to minimize it – they strive to manage risk at the enterprise-wide level. These enterprises seek to manage risk exposure so that, at any given time, they incur just enough of the right kind of risk—no more, no less—to effectively pursue their strategic goals. This is referred to as “Optimal Risk-Taking.” This webinar will take you through the characteristics of strong Risk Assessments to ensure you address key areas of your institution. The presenter will share her experience in developing an enterprise-wide process to conduct Risk Assessments in a practical, sustainable, and easy way to understand. You will walk away with practical tools and examples you can implement in your organization immediately. This webinar will help you strengthen your existing Risk Assessments and create new ones for other areas as needed.

Covered Topics

  • Overall view of Enterprise Risk Management and key components
  • The three key phases of ERM and how risk assessments fit in
  • The Risk Assessment Process to enhance existing risk assessments
  • Risk Assessment Characteristics of strong risk assessments and goals
  • What is a Risk Assessment System (RAS) and its relationship to CAMELS rating
  • The top eight risks and other important ones
  • How to conduct an ERM Risk Assessment using a matrix – The core of risk assessments
  • The various types of risk assessments based on the area of risk and what they consist of
  • Special COVID-19 risk assessment
  • Examples of ongoing Monitoring and Reporting tools

Who Should Attend?
This informative session is designed for Risk Managers/Leaders, Chief Risk Officers, Compliance Officers, Internal Auditors, Chief Operating Officer, Chief Credit Officer, and the entire risk management team.

Presenter: Marcia Malzahn , Malzahn Strategic

Registration Option: Live presentation $330

Recording available through: January 25, 2023

HSAs are one of the fastest growing products currently offered by financial organizations. Whether your organization already offers HSAs or is just thinking about it, join us as we discuss the Top 10 HSA issues revolving around these increasingly popular accounts.

Presented by Ascensus

Registration Option

Live presentation $225

Recording available through Mar. 29, 2022

This course is perfect for individuals who are comfortable with HSAs and are looking to further enhance their understanding of these accounts. This course will take your knowledge to the next level with a review of difficult HSA issues regarding eligibility requirements, employer contributions, excess contribution issues, prohibited transactions, mistaken distributions and reporting.

Presented by Ascensus

Registration Option

Live presentation $225

Recording available through Mar. 22, 2022

This course is designed to help you manage an HSA program more effectively. After attending this course, you will understand the fundamentals of HSAs and basic HSA compliance rules. This course also reviews HSA benefits, documentation and reporting requirements, contribution rules and limits, eligibility requirements, portability rules, and the difference between qualified and nonqualified distributions.

Presented by Ascensus

Registration Option

Live presentation $225

Recording available through Mar. 15, 2022

With more baby boomers entering retirement, is your financial organization ready to handle complex beneficiary issues? Many IRA administrators find it difficult to understand the options that are available to IRA beneficiaries. This is a two-part comprehensive course that covers in-depth aspects of Traditional and Roth IRA beneficiary options. This course also covers beneficiary election deadlines, distribution rules and restrictions, reporting requirements, and year-of-death required minimum distribution issues. Advanced aspects of Traditional and Roth IRA beneficiary options—including beneficiary disclaimers, distributions to trust beneficiaries, reporting issues, and compliance concerns will be covered in part two.

Presented by Ascensus

Registration Option

Live presentation $405

Recording available through Mar. 1, 2022

Congress has passed new legislation that now allows even more generous rollover options. With 10,000 baby boomers turning age 65 every day and liberalized rollover options, more rollover questions are coming up now than ever before. This webinar explains some of the new rollover opportunities along with the evolving portability rules between IRAs and employer-sponsored retirement plans. It teaches financial organizations how to capture, facilitate and report rollovers between retirement plans and IRAs.

Presented by Ascensus

Registration Option

Live presentation $225

Recording available through Feb. 10, 2022

Roth IRAs aren’t new anymore and have really picked up traction in recent years. Attend this webinar to see why Roth IRAs have become so popular and why they are such an important tool of the retirement planning portfolio. Learn about the popular Roth IRA Loop Hole, Roth IRA tax benefits, conversion issues, estate planning for beneficiaries and what sets a Roth IRA retirement vehicle apart from Traditional IRAs and other qualified retirement plans.

Presented by Ascensus

Registration Option

Live presentation $225

Recording available through Feb. 3, 2022