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. 

Post

How to Deal: New Beneficial Ownership Rule

With the new beneficial ownership rule, being on top of the changes to the rule can become burdensome and confusing, and bankers need an efficient way to deal with these continuously changing regulations.

Post

Identifying, Retaining, & Engaging Your Bank’s Best Customers

Not all customers are created equal! An effective and efficient business strategy focuses on a bank’s best customers, the ones who yield the highest long-term profits. In this session, review why this is a winning strategy and uncover the process of identifying those best customers. Attendees will learn how to effectively retain and engage their best customers with predictive analytics, and become better equipped to focus on the right customers with the right message at the right time.

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

Post

Appraisal Management Basics for Bankers

Regulations, including those for appraisals, are always evolving. In this WiBinar, learn about basic appraisal management requirements, when an appraisal is required, and regulatory expectations.

Post

Rising Rates and Institutional Deposit Volatility

With continued economic optimism and an active Fed policy, bankers are in the midst of an environment not seen for a decade. Two years into a tightening monetary policy, there is a transparent agenda of planned Fed increases occurring at an accelerated pace. As the intervals of Fed movements begin to increase, the greater the pressure on institutional depositors to seek higher-yielding short-term investment options. 

Post

The How & Why of Valuing Non-Maturity Deposits

Given how the last decade’s interest rate environment has disguised potential rate exposure, it is critical that banks maintain a strong and effective ALM framework and IRR management program. Robust analysis and measurement of IRR underscore these programs and require accurate data, reliable assumptions, and a dynamic process that involves constant testing and model enhancement. 

Post

Transfers & Rollovers

Retirement plan portability can be confusing, not only for IRA owners and plan participants, but for financial organization personnel. The differences between rollovers and transfers and direct and indirect rollovers are just a few of the topics that will be discussed during this session. This WiBinar also touches on designated Roth account assets.

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

Post

How to Lead up in a Top-Down Industry

Leading up can be one of the greatest challenges young leaders face, but it offers enormous opportunity to add value to the bank and enhance one’s career. In this WiBinar, learn how to lead up in an industry that has historically deployed a top-down approach to management.

Post

Pipeline Builder Series: Creating Quality Warm Introductions

The bulk of lenders and relationship managers today get much their deal flow through referrals from traditional COIs such as brokers, CPAs, and customers. Almost every banker in every market has used this approach to generate new business over the past three decades.

Post

How to Fix Policies & Procedures to Reduce Exceptions, Increase Efficiency, and Achieve a True Universal Banker Model

Unclear, out-of-date, and hard to find policies and procedures are a driving cause of exceptions, risk, and inefficiency at banks today. Register to learn current insights, key trends, and best practices for fixing bank policies and procedures – and their lasting impacts – to achieve a true universal banker model. Throwing money at technology will only get a bank halfway there; learn the hidden secret to fixing the problem once and for all.

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

Post

Secondary Repayment Sources Series – Part 2

While cash flow will almost always be the primary source of repayment, carefully analyzing the collateral of a borrower and the assets they pledge as an alternate repayment source for the loan is equally important.

Post

What Customers Want – And How to Deliver It

What did more than 2,000 Americans say about omnichannel expectations, payment alternatives, and banking preferences? In this WiBinar, dig into the data from a recent CSI/Harris Poll survey that asked customers about the services and offerings they want from their financial institution. Explore the eight major survey questions, examining responses by age, income and education level.

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

Post

Commercial Loan Documentation Basics

This WiBinar will examine the basic documents involved in the commercial loan process and the key elements contained in these documents. Develop an understanding of the standard process for documenting unsecured and secured loans. Along with the basic documents prepared by the lender, the presentation will cover documentation obtained from the borrower to establish their identity and authority applied.

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

Post

Current Regulatory Hot Spots

Regulators have shifting areas of emphasis and evolving expectations as to how banks address risk management challenges and implement best practices. In this WiBinar, identify areas of examination criticism based on a review of Safety & Soundness and Compliance Examination reports, and augment that with how to address current regulatory “hot spots.”

Post

Secondary Repayment Sources Series – (Full Two-Part Series)

While cash flow will almost always be the primary source of repayment, carefully analyzing the collateral of a borrower and the assets they pledge as an alternate repayment source for the loan is equally important.

Post

Understanding and Controlling UDAAP Compliance Risk

Understanding and assessing UDAAP risk can be a challenge for any compliance management program. Attendees will benefit from gaining an overview of UDAAP, key steps in developing a UDAAP risk assessment, and helping operational staff understand UDAAP.

Post

Introduction to HSAs

Learn how to manage the bank’s HSA program more effectively. In the WiBinar, explore the fundamentals of HSAs and basic HSA compliance rules. This course also reviews HSA benefits, documentation and reporting requirements, contribution rules and limits, eligibility requirements, portability rules, and the difference between qualified and nonqualified distributions.

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

Post

CECL Simplified: All of the Method, None of the Madness

Community bank executives need confidence in meeting CECL compliance requirements within the scope of their resources. This WiBinar will provide workable solutions for community banks on compliance issues that align with the complex new accounting requirements and that fit the resources and capabilities of most banks.

Post

Seven Secrets of Consistently High-Performing Financial Institutions

To achieve and maintain a high performance rating, institutions must have an above average efficiency ratio. This WiBinar features the seven key attributes driving consistent high performance, noting that above average operating efficiency plays a critical role. Learn about the characteristics and operating approaches of highly-efficient financial institutions and the inter-relationships between high income and low costs.