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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Fintech: Friend or Foe

In an environment with compressed margins and changing demographics, are rapidly changing financial technologies, or fintech, an opportunity for community financial institutions or a threat? This WiBinar will present key examples of how fintech is disrupting the industry and the ultimate impact it may have.

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

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Outsourcing to Increase Efficiencies

Today, banks are looking to increase efficiencies through outsourcing or leveraging technology to streamline processes and minimize the need for additional staff; however, such goals can only be achieved if sufficient due diligence is done before the contract is signed.

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Creating the Bank’s Risk Appetite for Success

Boards and management are consistently challenged with questions such as: what goes into a risk appetite statement, how to decide how much risk the bank is willing to accept and where, and how to achieve strategic objectives and initiatives within acceptable risk parameters.

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Achieving Card Portfolio Growth

To create new revenue streams for their institutions, bankers must learn how to leverage data and develop strategies to help grow payments portfolios, including ways to increase non-interest income associated with debit and credit card programs and build loyalty.

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Key Ratio Analysis

Ratios, ratios, and more ratios! Many financial professionals including bankers use financial ratios on a regular basis. But do they always use the same ratios and, more importantly, do they always interpret the ratios in the same manner? 

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TRID Compliance: Tricky Spots, Common Errors, & Recent Amendments

There are many lingering trouble spots in complying with the Integrated Disclosure Rule. This WiBinar will highlight the key provisions of the July 7, 2017 TRID Amendment and where the CFPB stopped short. The session will cover a concurrent proposed amendment issued in July 2017 and share some insight into how the regulators are approaching TRID in compliance exams.

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

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Managing a Fixed-Income Portfolio

Managing a fixed-income bond portfolio is more than just picking a bond. Portfolio managers should rely on a thorough investment process that lays the foundation for generating superior risk-adjusted returns over a long-time horizon. This WiBinar will discuss the key components that make up a thoughtful investment process and decision-making framework.

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

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Agencybusters: How Small Banks Build a Brand on a Small Budget

Having a marketing arm can be critical to a small bank in building brand awareness and driving acquisition. Some institutions are simply too small to have an in-house team for creative development and implementation. In this WiBinar, learn how outsourcing to the right partner (aka a small, full-service professional) can allow community banks to access outstanding creative and technology resources without the large ad agency or firm price.

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Development for Everyone

At many community banks, a majority of the training efforts go into branch and compliance training. What about the rest of the bank? It is possible to craft a bank-wide development program that is customized to the needs of the employees and results in formal development plans for all.

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Utilizing Cash Flow Projections

Bankers know that cash flow repays loans, but history doesn’t always repeat itself. Cash flow projections force borrowers to think about their futures, and it is reasonable to expect a borrower to prove that it can repay a proposed loan based on its projected cash flow.

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The Strategic Value of Data in the Data Age of Banking

Banks can utilize data to stay ahead of the competition, and in today’s environment, they are postured to do so better than ever before. This WiBinar will provide an eight-point list for how financial institutions can take advantage of the data they already have, specifically for security, top-line growth, financial wellness, brand building, effective marketing, competitive advantage, analytics, and technology adoption.

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

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Outsourcing to Increase Efficiencies

Today, banks are looking to increase efficiencies through outsourcing or leveraging technology to streamline processes and minimize the need for additional staff; however, such goals can only be achieved if sufficient due diligence is done before the contract is signed. In the WiBinar, learn how to increase the likelihood for successful outcomes by implementing strategies to determine business requirements, leverage product demonstrations to identify potential risks, bring internal partners to the table to identify technical dependencies or solutions that may already exist, successfully navigate vendor contract negotiations, conduct proper due diligence to assess whether the solution will deliver on its promise, and determine metrics for success.

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IRA Required Minimum Distributions

Required minimum distributions (RMDs) make up a large part of a bank’s IRA services and will continue to increase as baby boomers age. This WiBinar discusses all RMD rules including calculations, excess accumulations, and reporting, along with valuable new guidance.

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

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Third-Party Security & Related Privacy Risk

Today, third-parties play a vital role in the banking industry. Banks partner with them, rely on them and therefore must manage the relationship with responsibility and accountability to protect customers. This WiBinar will look at third-party guidance and discuss how best to conduct due diligence and oversight of critical third-party relationships.

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

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Eight Habits of Effective Credit Administration

Bankers can suddenly find themselves in a senior credit administration position due to required personnel changes as a result of frequent credit losses. Additionally, banks’ credit administration can sometimes seem disconnected, unorganized, and lack effective management oversight. 

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Community Banks: Turning ACH from Copper to Gold

Banks have been offering ACH access for decades; however, the lack of payments and compliance technology innovation has continued to keep ACH prices at undesirably low levels. The multi-trillion dollar B2B marketplace has been desperately seeking answers to the pain points related to invoice requests, payments, and controls.

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Red Flags in Tax Return Analysis

With the ever-increasing complexity in of tax law changes, it is important to be able to identify red flags when analyzing tax returns. This WiBinar is a “must-attend” course for bankers that look at various tax returns to help them make a better, well-informed loan decision. Improve analysis techniques and discover how certain tell-tale signs can impact both the bank and the borrower’s creditworthiness.

To request the playback for this webinar, email Montana Townsend at mtownsend@westernbankers.com

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Effective Methods for Performing ACH, Wire, & RDC Audits

 

During this WiBinar, discuss essential controls testing in Remote Deposit Capture, ACH, and Wire Transfers, and review various elements to audit using the FFIEC IT booklets and guidance, NACHA Rulebook, FRB Operating Circular, FedLine documentations, and Reg E fundamentals related to this area. Engage in a comprehensive review of policy, risk assessment methodology, key customer agreement clauses, recordkeeping requirements, reconciliation and accounting, and other critical areas of monitoring and control.

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Making the Shift to Digital Marketing

The marketing landscape is shifting to digital at a rapid rate, meaning it is now more crucial than ever for financial institutions to be present on all platforms customers use to shop for products & and services. The average person now spends more time online than with TV and all other media combined. This WiBinar will bring together all the components of a successful digital strategy to illustrate how to determine ROI through key performance metrics and how to use those findings to improve future campaigns.

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