2018 Playback Library

Overview

2018 Playback Library

 To request any webinar playback recording, email Montana Townsend at mtownsend@westernbankers.com and use subject line “2018 Webinar Playback”. You may request as many playbacks as you would like. 

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Performance Management Systems and Incentive Plans

As salary increase budgets remain tight, banks are continuing to refine their performance evaluation processes to ensure high performers are rewarded and retained. Learn how to train managers in the identification of key accountabilities and competencies for positions they supervise. Review common performance evaluation rating errors and access tools to make the evaluation process more effective and easier to administer.
 

To request playback, email Montana Townsend at mtownsend@westernbankers.com​

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Design Thinking for a Delightful Banking Experience

Fintech startups, alternative lenders, and evolving customer expectations are forcing banks to change the way they develop new products and services, requiring banks to incorporate “design thinking.” Learn proven business management strategies to foster creativity and innovation, develop products that meet the users’ needs, and create an experience that delights the customer and the employee.

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Save the Relationship on Turndown and Ask-Out Credits

In this webinar, learn how a bank that has a commercial turndown or ask-out credit can start or maintain a deposit relationship and eventually provide financing upon the credits improvement position. Depository relations are important to a bank as they plant the seeds for a commercial lending relationship down the road when things improve.

To request playback, email Montana Townsend at mtownsend@westernbankers.com

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No More Theory: Let’s Talk About Calculating CECL at a Community Bank

With the implementation of CECL nearing, attendees will review practical examples of how community banks can address this complex standard. Learn the tools to simplify the CECL process and how, for non-complex banks, the standard can be relatively straightforward and doesn’t have to cost a significant amount of money.

To request playback, email Montana Townsend at mtownsend@westernbankers.com

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ALM Best Practices

Asset liability management has evolved over the last 30 years into a strategic, decision-making framework used to effectively manage balance sheet risks and expected returns. Financial institutions and regulators both continue to focus on the role of sound asset liability management practices as a way to maintain balance sheet strength and financial flexibility. In this WiBinar, take a deeper dive into the current challenges of ALM and gain insights needed to effectively manage banks.

To request playback, email Montana Townsend at mtownsend@westernbankers.com

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IRA Excess Contributions & Recharacterizations

Being able to handle recharacterizations and excess contributions with confidence is fundamental to the management of retirement accounts. In this WiBinar, access valuable information regarding recharacterizations and excess contributions, including deadlines, calculating net income attributable (NIA), and reporting. Attendees will learn how to document the removal of an excess contribution correctly and how to complete a recharacterization.

To request playback, email Montana Townsend at mtownsend@westernbankers.com

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Fair Lending for Commercial Lenders

For commercial lending, the institution’s viewpoint on fair lending needs to align with how the commercial environment operates, which is not the same as that of retail lending. In this WiBinar, lenders will learn the steps to take to understand and mitigate risk.

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Economic & Capital Market Update

With so much headline noise, understanding what’s going on in the global economy and financial markets and how it affects individual banks is as challenging as ever. In this WiBinar, current market conditions will be analyzed and an explanation of what headlines really mean for the industry will be discussed. Interpreting the changing market conditions and future outlooks can help institutions to make decisions affecting long term financial strategies.

To request playback, email Montana Townsend at mtownsend@westernbankers.com

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How to Develop a Strong Credit Culture

Credit culture plays a  vital role in successful credit risk management. In this WiBinar, the critical elements of credit culture will be identified, including key credit discipline tools and the four types of credit cultures. Attendees will learn to evaluate these essentials in terms of their impact on credit risk management and moving towards a stronger credit culture.

To request playback, email Montana Townsend at mtownsend@westernbankers.com

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Faster & Easier Banking

With the advent of digitization, many industries are being transformed – banking included.  Customers are now coming to expect a faster and easier experience from their banking services.  This webinar will define what faster and easier banking is, explore why faster and easier is essential to future success and will quantify the many advantages of being faster and easier offers for both the institution and the customer.  

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The Basics of Commercial Lending

This WiBinar will introduce participants to the entire process involved in commercial lending. The presentation will cover topics such as investigating a new borrower, the basics of credit analysis, managing a loan after approval, basic documents, and identifying why borrowers need money, and how to structure loans to match their needs.

To request playback, email Montana Townsend at mtownsend@westernbankers.com

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The Military Lending Act

The Department of Defense (DOD) updated rules associated with the Military Lending Act (MLA) on July 22, 2015, with crucial compliance deadlines effective October 3, 2016 and October 3, 2017. Both the MLA and SCRA extend relief to active duty military members and their families.

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Analyzing Funding Options

As bank loan growth continues to outpace growth in deposits, management teams are sharpening focus on sources of funding. In this WiBinar, analyze various funding options and highlight how to identify the most appropriate sources based on the bank’s balance sheet and goals.

To request playback, email Montana Townsend at mtownsend@westernbankers.com

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Driving Engagement in Business Units

Employee engagement drives performance, employee safety, customer service, and retention. However, engagement statistics suggest less than one-third of employees are engaged at work; this suggests organizations and groups can become more effective by developing a culture that motivates employees to work towards organizational success.

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IRA Reporting

IRA reporting requirements constantly change, which is why financial organizations must stay up-to-date on the latest reporting issues. This WiBinar provides a current, in-depth review of IRA reporting requirements including required minimum distribution statements, fair market value statements, account statements, and Forms 1099-R and 5498.

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Best Practices for Board & Management ALCO

A lender’s asset liability committee is a critical component within the institution’s risk management structure. In this WiBinar, take a deeper dive into the current challenges of effective ALCO management and learn new ways to restructure meetings to make sure the balance sheet is positioned for the coming financial landscape.

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How to Maintain a Competitive Edge: The Importance of Integrating Stress Testing, Strategic Planning, CECL and M&A

With the many challenges facing community banks today, the time to get ready for the current expected credit loss model (CECL) is now. The driving issues – loans and deposits – warrant an analytical approach that is not only capable of recognizing, but also capitalizing on a rapidly changing banking environment.

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Development and Project Management

Project management is an often overlooked IT area, but it is one of the audit scope areas that often have the most expectations. In addition, smaller organizations often misclassify operational tasks as projects, which can result in resource misallocation. This WiBinar will explain the difference between projects and operations, as well as key controls regulators expect for project management and development, common findings, and best practice suggestions.

To request playback, email Montana Townsend at mtownsend@westernbankers.com

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Identity Theft Red Flags

Astonishingly, 16.7 million US consumers were victims of identity theft as of 2017, a rise of 8% from the previous year. In this WiBinar, discover how to identify red flags using an ID theft/red flags program and risk assessment.