A Beginners Guide to Asset/Liability Management-Sp24
This course provides attendees with a basic understanding of the asset/liability management process.
4721 S Biltmore Lane
Madison, WI 53718
This course provides attendees with a basic understanding of the asset/liability management process.
Join us in learning how institutions across the country aremastering, 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.
In this session we will
cover emerging trends with AI and ML and the best practices as they relate to taking meaningful steps
toward making progress in this exciting domain.
This advanced webinar will take you beyond the basics of financial analysis and portfolio management to provide experienced bankers the advanced tools to influence credit quality and profitability.
This program provides a refresher for the key issues in determining which method of accounting is being used when reviewing financial statements, and what it means for the analysis process.
This seminar demonstrates how to compile a statement of cash flows (SCF) as developed by accountants.
This program unlocks the key issues in analyzing business tax returns by creating a business tax return from a conventional financial statement.
This program is aimed to equip participants with the knowledge and tools necessary to confidently navigate the CECL landscape consistent with emerging best practices.
This program is centered around basic writing principles, but applied to lending.
This program provides the four keys to developing the best loan structure, starting with the bank’s goals.
This seminar covers common versions of global cash flow (GCF) analysis being used by bankers, with a focus on GCF as part of the underwriting process in most medium- to smaller-sized businesses and self-employed lending situations.
Learn how to improve your bank’s loan pricing and profitability in three key steps.
This program is for those new to business or commercial lending or those who work in a supporting role.
This seminar covers common versions of global cash flow (GCF) analysis being used by bankers, with a focus on GCF as part of the underwriting process in most medium- to smaller-sized businesses and self-employed lending situations.
This program covers the basics of loan agreements, starting with the typical structure of the document and the roles of financial and non-financial covenants (some covenants achieve more than one objective).
This program covers the important steps involved in effectively administering commercial construction loans, including common errors to avoid.
This seminar is designed to strengthen your ability to analyze personal financial statements and loan applications within a simple, logical and consistent framework.
This program is for those new to consumer lending or those who work in a supporting role.
This seminar is a practical guide to credit bureau reports, issues with collateral, and a brief overview of the regulatory, compliance and fair lending environment.
This presentation focuses on what’s at risk, building the foundations of a winning core banking system strategy, and taking a structured approach to core vendor evaluation and selection.
This program focuses on the three approaches to value that drive the review and interpretation of the property appraisal.
This program briefly reviews some issues of the entire appraisal process, such as selecting and engaging a qualified appraiser, but focuses primarily on the current rules and guidelines that apply to the review process.
This program covers how capitalization (“cap”) rates are derived and their role in the income approach to CRE market value.
This program provides a framework not only for arraying the various properties, but a strategy for determining the risk of individual properties.
This program covers key features and components of commercial lease agreements.
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.
This webinar looks at all three angles and takes a strategic approach toward the types of questions the Board and senior management should be asking in light of the current M&A market.
This webinar series shows you ways to do this with illustrations from real-life credit risk management lessons learned from in the trenches during previous recessions.
This session examines how banks can direct their culture and business practices directly at customers and their long-term loyalty.
This webinar examines five business practices that must be part of every organization’s core competencies.
In this webinar, we discuss the fast-changing world ofsocialmedia bank marketing.
This program is aimed at management and anyone that is involved in the hiring process, the interview and selection of new hires.
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.
Take your knowledge of HSAs to the next level with a review of difficult HSA issues.
During this course, our experts teach on the fundamentals of HSAs and basic HSA compliance rules.
This presentation will look at open banking with modern API managers/ecosystems and a structured approach to core vendor evaluation and selection.
In this session, attendees will learn how data insights can help banks improve customer experience and how finding a data and AI partner can make this transition possible, even for small and midsize banks.
This course delivers necessary understanding of Traditional and Roth IRA contribution issues.
From federal tax implications, including how the early distribution penalty tax applies to IRA owners to how IRA distributions are paid out, our experts provide the know how to get you there.
This course is a must if you are new to IRAs to help build a foundation of the most common IRA transactions and rules.
Attend this course to ensure that your organization is correctly handling RMDs.
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.
This course provides information on how to properly establish Traditional and Roth IRAs and how to amend IRAs.
The session will explore how specific tools have empowered bankers to identify and assess risks on their balance sheets, translating that knowledge into proactive measures for positive outcomes in their institutions.
During this webinar, you will discover negotiation strategies that will lead to success and influence in your job.
Raise the bar when it comes to engaging and training new hires. This program is aimed at management and anyone that hires, trains and onboards new employees.
Many bankers underwrite loans primarily from personal and business tax returns, particularly at the community bank level. What reported income is actually cash flow? How can we properly assess a large capital gain (or loss)? How can you determine of an item is recurring? Why should you exclude non-recurring items? How do loss carryforwards affect cash flow? What is the Section 179 deduction? This program provides answers and provides case examples.
This program reviews most common global cash flow approaches used by bankers, plus some of the analytical and conceptualize issues encountered.
This seminar covers how to analyze personal tax returns to develop cash flow within a simple, logical and consistent framework
Learn how to refine your core deposit strategy in a rapidly changing rate environment.
This program will help managers identify the benefits of employee recognition and make recognition a constant application.
Learn all aspects of the Roth IRA, including features and benefits and how the Roth IRA stands out from other retirement savings accounts.
This course is designed to address the differences between a routine commercial loan closing and the requirements of SBA to properly close the loan and to retain the SBA loan guaranty.
Learn what you need to know when making SBA loans.
Learn the common issues found in file reviews so you can take the necessary steps to correct your own files as well as improve your loan closing process.
The course is designed to teach you how to determine if the bank can act unilaterally; whether the bank needs to notify SBA of the servicing action; or whether the bank needs SBA’s or the investor’s approval to take the proposed servicing action.
Learn how to sell the SBA loan guaranty and create fee income for your lending institution.
The purpose of this course is to detail the criteria that SBA considers when evaluating a bank’s SBA portfolio and methods to improve your risk rating with SBA.
The purpose of this course is to explain the various steps and how to document/complete each step.
Learn how to navigate the SBA program and retain your SBA loan guaranty.
Learn about each SBA program and how to identify which program to use when discussing loan options with your borrowers.
This course provides information on why banks need an SBA loan policy.
This is a virtual workshop will get you up to speed on what the programs look like today, what has been updated in the latest SOP, and what you need to know for processing loans in today’s environment.
Learn how to navigate a discussion with a client or prospect so that rate is less of an issue.
This session is designed to give participants practical knowledge and insights to implement liquidity risk management practices in their institution.
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.
In this session, managers will learn to set people up for success in their role.
Learn the language of banking, including an understanding of key ratios, to gain a clearer understanding of how the bank functions as a business.
In this session, a discussion with like-minded professionals will occur to explore how we can structure the growth, development, opportunities, and work environment for employees in order to attract, motivate, and retain in this ongoing competitive talent landscape.
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.
In this session, we’ll discuss modern cloud computing environments, controls to mitigate risk in cloud environments (from your organization’s end and from the cloud provider), and what type of documentation to request from your cloud provider relating to cybersecurity testing and compliance.
Join us to recap the statistics related to ransomware and learn how to prepare for this growing threat.
During this basic course, we will review all the treasury management products and services that are available in the market.
In this session, we’ll discuss the differenes between IT and IS and how they can work in harmony
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