Calendar

  1. April 2020

    1. Monday, April 13, 2020
      1. Event image 10:30 AM – 12:00 PM at Webinar

        Balance in the Crisis: Taking Care of Yourself as You Take Care of the Bank - Morning Session >

        Complimentary Session - Let’s spend 90 minutes together learning new ways to ensure our happiness and wellness as we stay productive and manage our banks. You can join at 10:30 AM or at 2:30 PM More >
      2. Event image 2:30 PM – 4:00 PM at Webinar

        Balance in the Crisis: Taking Care of Yourself as You Take Care of the Bank - Afternoon >

        Complimentary Session - Let’s spend 90 minutes together learning new ways to ensure our happiness and wellness as we stay productive and manage our banks. You can join at 10:30 AM or at 2:30 PM More >
    1. Wednesday, April 15, 2020
      1. Event image 9:30 AM – 5:00 PM at Webinar

        Managing Today's Cyber Risks in Banking - Co-sponsored by SBS Institute >

        This virtual conference is designed to provide interactive training on evolving cybersecurity threats and what your bank should do to build a strong Information Security Program (ISP) that helps protect against these threats. We will identify components of a comprehensive ISP that enables successful IT Examinations and minimizes your risk against real-world threats. This seminar will walk you through various FFIEC, FDIC, and OCC resources, as well as other industry best practices. We will also review some timely hot-stove topics, including Pandemic Preparedness, Managed Service Providers, and creating a Culture of Security at your institution. More >
    1. Thursday, April 16, 2020
      1. Event image 9:00 AM – 12:00 PM at Webinar

        Converting Virtual or In-Person Branch Visits Into Sales >

        Growing your institution by converting more visits into sales, is more than just a sales number. To increase conversions and sales, you have to provide a consistent and unique experience for the client and the prospective client. The client of a financial institution is multi-connected to your company, more informed, and more demanding. More >
    1. Thursday, April 30, 2020
      1. Event image 9:00 AM – 12:00 PM at Webinar

        Winning Onboarding Approaches - Co-sponsored by Focused Results >

        This 3 hour Zoom seminar describes low cost, winning approaches to client retention and cross selling additional products and services, even without a CRM or MCIF software or system. More >
  2. May 2020

    1. Thursday, May 21, 2020
      1. Event image Multi-Day Event9:00 AM Thursday – 12:00 PM Tuesday at Webinar

        Becoming the Primary Financial Institution– Co-sponsored by Focused Results >

        This fast moving Zoom seminar identifies who is buying your products, and what products do they buy from the competition, including non-banks. We address how to respond to leverage your advantages as a community financial institution to increase your share of wallet, and become the Primary Financial Institution. More >
    1. Thursday, May 28, 2020
      1. Event image 9:00 AM – 12:00 PM at Webinar

        Generational Client Retention and Growth Strategies– Co-sponsored by Focused Results >

        This fast-paced, e-classroom seminar will look at the differences in opinions, views, and behaviors of each generation. You will learn how to modify your strategies to grow business from each generational segment, including appropriate adjustments to your digital and in-person customer approaches and experiences. There is a generational wave of wealth transference, and you want to be able to stay atop the wave. Our Zoom software enables you to get an in-person like experience online, including discussion rooms. More >