Join us in learning how institutions across the country are mastering, and in many cases re-mastering, the negotiation and product tactics that retain and grow deposit relationships while providing banks funding at both the right volume and price point.
This session examines how banks can direct their culture and business practices directly at customers and their long-term loyalty.
In this session, learn how your bank can initiate or accelerate your AI projects and ensure those projects are operationalized to deliver full value.
This program will explore the age-old battle of the choice to focus on growth or operational efficiencies to boost the balance sheet.
In this basic course, you will learn how to switch perspectives from having a static Business Continuity Plan to an ongoing dynamic Business Continuity Management (BCM) system and how to integrate it into your Enterprise Risk Management (ERM) Program.
Learn how to refine your core deposit strategy in a rapidly changing rate environment.
This presentation will provide a practical guide to community bank strategic planning within the current operating environment.
This session will identify key areas of concern for closely held and family banks and present ideas and strategies that help improve value.
In this program, you will learn strategies to avoid losing your top talent, and tips on how to integrate your talent management program with your company’s strategic plan.
This program will lay out how Institutions that master funding strategy and the corresponding product offering, while excelling at depositor engagement, can become the destination for money moving from asset classes such as stocks and crypto, and potentially away from other institutions, to safe banking products offering compelling options and returns.
During this basic course, we will review all the treasury management products and services that are available in the market.
In this educational session, the presenter provides best practices based on the FFIEC IT Examination Handbook to help you develop a simple yet comprehensive vendor management program.
Let’s walk through the basics of how a bank makes money and the role a strong deposit strategy can play in becoming a high performing, profitable bank in today’s rate environment.
4721 S Biltmore Lane
Madison, WI 53718
