Tag Archive for: Supervisor

Events

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GSB – Perform How You Transform: Digital Transformation and Risk Management

For financial institutions, digital transformation is about rethinking how the organization uses technology, processes, and people to offer new services and improve customers’ experience. But digital transformation typically means utilizing various technologies, cloud services, mobile applications, and technology providers. This adds complexity and changes the way that financial institutions must think about risk management and compliance. In this session, we will discuss how to manage cybersecurity risk and prepare for digital transformation.

Program Learning Objectives:

  • Get an overview of how financial institutions are transforming digitally
  • Gain an understanding of the challenges for Risk and Compliance
  • Become familiar with questions to determine if your institution is ready for digital transformation from a risk/compliance perspective
  • Become familiar with the “shared responsibility” model

Target Audience:  Human resource officers, supervisors, CEOs

Presenter
Jeff Olejnik, Wipfli

Registration Option

  • Live presentation $275
  • Recording available through July 13, 2023
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GSB – Organizational Culture: A Key to a High Performing Bank

Culture has become a top priority for leaders as banks navigate change and look for ways to improve business results and long-term effectiveness. Culture impacts everything from attracting and retaining talent to problem solving to team collaboration to customer service to the achievement of business strategies. Unfortunately, culture is not readily understood by the leaders charged to advance the desired culture by the bank. They are often simply asked to change it without the benefit of understanding what the cultural gaps may be and/or what levers for change on which to focus. We will provide insights into what really drives culture, how it can be assessed, where leaders can focus attention to have the greatest impact, and touch upon the difference between culture and employee engagement. Cultural change is possible!

Learning Objectives:

  • Develop an understanding of the leader’s role in fostering a positive culture
  • Understand the types of culture found in organizations
  • Explore initiatives to implement with a positive cultural impact

 Target Audience: Human resource officers, supervisors, CEOs

This 60-minute program will be presented live on: April 19, 2023, 10:00–11:00 a.m. CT

Presenter: Julia Johnson, Wipfli

Registration Option: Live presentation $275

Recording available through July 19, 2023

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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

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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

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GSB – Employment Law Compliance for Banks

This interactive session will include a review and update of the most important areas of employment law, current issues, and proposed employment laws that employers need to be aware of, with particular emphasis and application to banks and their employees. Preventive measures to avoid litigation and practical advice for bank policies and procedures will be provided. Recent developments in federal law and federal agency regulations will be addressed. Participants are encouraged to ask questions in any area of employment law.

The following topics will addressed in this virtual workshop:

  • Recent developments in employment law
  • Greatest risks and how to prevent them
  • Policies and procedures
  • Hiring and termination procedures
  • Leaves of absence
  • Discrimination and harassment — proper procedures and policies to avoid liability

 Target Audience: Human resource officers, supervisors, CEOs, and general counsel or in-house legal counsel

This virtual workshop will be presented live on: May 3, 2023, 8:30 a.m.–12:00 p.m. CT

Presenter: Patty Wise, Spengler Nathanson, P.L.L

Registration Option: Live presentation $395

Recording available through August 3, 2023

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GSB – Financial Managers School

Program Overview

Designed by experienced CFOs especially for financial managers, this prestigious school goes beyond the basics to present best practices and provide community financial institution financial managers the tools to build a solid foundation in asset/liability management. Learn the unique concepts and terminology of bank finance and asset/liability management along with the practical implementation tools to profitably manage a financial institution’s balance sheet, develop effective strategies and communicate strategies to the board and senior management that ensure effective decision-making.

Case Study

An integrated case study will be used during the school to identify major financial strengths and weaknesses of institutions, examine interest rate risk profiles, evaluate issues relating to base strategy forecasts, analyze loan and investment portfolios, make pricing decisions and formulate and communicate effective strategies to improve the institution’s overall profitability.

Who Should Attend

CFOs and others in senior management actively involved in the financial management responsibilities of small- to medium-sized financial institutions. Financial managers who have day-to-day experience with asset/liability management, investments, budgeting and reporting activities will benefit from this in-depth peer and process immersion in asset/liability management.

When: September 18–22, 2023

Enrollment Deadline: August 18, 2023

Program Fee: $3,475

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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.

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BSA and Cryptocurrency: What You Need to Know

Everyone is in on cryptocurrencies whether you know it or not. Have you done your risk assessment? Made an action plan? Know how to look for red flags? Do you know how to apply the travel rule? If not, this program is for you. This program is designed for community banks that are being affected by virtual currency at some level.

What You’ll Learn

  • Presidential Executive Order
  • Risk Assessment
  • Action Plan
  • Red Flags for Money Laundering and Terrorist Financing
  • Block Chain Analysis — catching the crooks
  • Filing SARS on crypto
  • Notifying your regulator

Who Should Attend
BSA Officers and Staff, Compliance, Deposit Operations, and Trainers.

Presenter
Deborah Crawford is the President of Gettechnical Inc., a Florida based training company. She specializes in the deposit side of the financial institution and is an instructor on IRAs, BSA, Deposit Regulations and opening account procedures. She was formerly with Hibernia National Bank (now Capital One) and has bachelor’s and master’s degrees from Louisiana State University. She has 35+ years of combined teaching and banking experience.

Registration Options

Live Access, 30 Days OnDemand Playback, Presenter Materials and Handouts $279

  • Available Upgrades:
    • 12 Months OnDemand Playback + $110
    • 12 Months OnDemand Playback + Digital Download +$140
    • 12 Months OnDemand Playback + CD + $140
    • Additional Live Access + $75 per person
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GSB – Hiring for the Right Fit

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

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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 September 22, October 20, November 10, and December 15, 2022.

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.

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questions@wisbank.com

608-441-1200

4721 S Biltmore Ln.
Madison, WI 53718

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